13FBOX
Canvas Wealth Advisors, LLC · 13F Holdings
Options Calculator Rankings

Canvas Wealth Advisors, LLC

No.3419
Latest AUM (Q2 2026)
$716.9M
QoQ Change Q1 2026
+$128.9M+21.9%
Holdings
251
New Buys
32
Adds
116
Reduces
89
Exits
21
Unchanged
14
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCUSTOM TRUCK ONE SOURCE INCCTOS
9.86%7.84%$70.7M6.0M$46.1M7.0M-1.0M-14.77%Reduce
ALPHABET INCGOOGL
5.7%5.73%$40.8M114,270$33.7M117,058-2,788-2.38%Reduce
IISHARES TRITOT
4.41%4.49%$31.6M192,444$26.4M185,224+7,220+3.90%Add
APPLE INCAAPL
4.31%4.55%$30.9M106,892$26.8M105,520+1,372+1.30%Add
MICROSOFT CORPMSFT
4.29%4.59%$30.7M82,424$27.0M72,856+9,568+13.13%Add
AMAZON COM INCAMZN
4.02%3.96%$28.8M120,898$23.3M111,684+9,214+8.25%Add
ADVANCED MICRO DEVICES INCAMD
3.26%1.76%$23.4M40,261$10.3M50,808-10,547-20.76%Reduce
NVIDIA CORPORATIONNVDA
3.21%3.61%$23.0M115,127$21.2M121,740-6,613-5.43%Reduce
IISHARES S&PIUSG
2.66%2.62%$19.1M101,556$15.4M99,400+2,156+2.17%Add
TESLA INCTSLA
2.51%2.84%$18.0M42,792$16.7M44,891-2,099-4.68%Reduce
UBER TECHNOLOGIES INCUBER
2.41%2.45%$17.3M239,173$14.4M200,091+39,082+19.53%Add
PALO ALTOPANW
2.32%1.51%$16.7M48,854$8.9M55,557-6,703-12.07%Reduce
AVANTIS INTLNGG
2.31%2.56%$16.6M185,740$15.1M177,667+8,073+4.54%Add
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
2.2%2.41%$15.8M111,252$14.2M113,456-2,204-1.94%Reduce
PALANTIR TECHNOLOGIES INCPLTR
2.15%3.02%$15.4M132,211$17.7M121,288+10,923+9.01%Add
SSCHWAB STRATEGIC TRSCHD
1.77%2.03%$12.7M401,118$11.9M389,013+12,105+3.11%Add
IISHARES COREIJR
1.74%1.93%$12.5M84,031$11.3M91,276-7,245-7.94%Reduce
VVANGUARD INDEX FDSVOO
1.54%1.7%$11.1M16,122$10.0M16,707-585-3.50%Reduce
IISHARES TRIVV
1.45%1.66%$10.4M13,883$9.7M14,897-1,014-6.81%Reduce
CLOROX CO DELCLX
1.25%0.93%$9.0M94,026$5.5M53,037+40,989+77.28%Add
IISHARES TRIUSV
1.25%1.33%$8.9M81,196$7.8M76,631+4,565+5.96%Add
AAMERICAN CENTY ETF TRAVLC
1.15%1.15%$8.3M91,889$6.8M87,440+4,449+5.09%Add
DDIMENSIONAL ETF TRUSTDFAC
1.12%0.65%$8.0M181,125$3.8M98,470+82,655+83.94%Add
BERKSHIRE HATHAWAY INC DELBRK.B
1.09%1.19%$7.8M15,609$7.0M14,550+1,059+7.28%Add
CROWDSTRIKE HLDGS INCCRWD
0.96%0.94%$6.9M9,010$5.5M14,107-5,097-36.13%Reduce
IISHARES TRAGG
0.8%0.98%$5.8M58,191$5.8M58,034+157+0.27%Add
AAMERICAN CENTY ETF TRAVEM
0.77%0.8%$5.5M57,073$4.7M58,430-1,357-2.32%Reduce
JPMORGAN CHASE & COJPM
0.7%0.72%$5.0M15,294$4.3M14,488+806+5.56%Add
KIMBERLY-CLARK CORPKMB
0.67%0.25%$4.8M43,463$1.5M15,172+28,291+186.47%Add
IISHARES TRIEFA
0.65%0.76%$4.7M48,375$4.5M49,315-940-1.91%Reduce
GGENERAL DYNAMICS CORPVTI
0.62%0.65%$4.4M11,956$3.8M11,942+14+0.12%Add
ROBINHOOD MKTS INCHOOD
0.6%0.48%$4.3M42,697$2.8M40,809+1,888+4.63%Add
VVANGUARD INDEX FDSVUG
0.58%0.63%$4.1M47,993$3.7M8,518+39,475+463.43%Add
BROADCOM INCAVGO
0.54%0.53%$3.9M10,218$3.1M10,144+74+0.73%Add
VVANGUARD STAR FDSVXUS
0.52%0.54%$3.7M43,390$3.2M41,381+2,009+4.85%Add
BBLACKROCK ETF TRUST IIBINC
0.52%0.7%$3.7M70,777$4.1M78,947-8,170-10.35%Reduce
MERCADOLIBRE INC COMMELI
0.51%0.53%$3.6M2,143$3.1M1,791+352+19.65%Add
VVANGUARD INDEX FDSVB
0.49%0.53%$3.5M11,508$3.1M11,920-412-3.46%Reduce
AAVANTIS U SAVUV
0.48%0.54%$3.5M27,854$3.2M28,685-831-2.90%Reduce
META PLATFORMS INCMETA
0.46%0.55%$3.3M5,850$3.2M5,650+200+3.54%Add
AAlphabet Inc Class CGOOG
0.45%0.55%$3.2M9,175$3.2M11,247-2,072-18.42%Reduce
ASML HLDG NVASML
0.44%0.39%$3.2M1,603$2.3M1,743-140-8.03%Reduce
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
0.42%0.5%$3.0M59,533$2.9M57,912+1,621+2.80%Add
AAMERICAN CENTY ETF TRAVUS
0.42%0.47%$3.0M23,403$2.8M24,792-1,389-5.60%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
0.42%0.49%$3.0M4$2.9M400.00%Unchanged
FFIDELITY MERRIMACK STR TRFBND
0.41%0.7%$3.0M64,811$4.1M90,568-25,757-28.44%Reduce
WALMART INCWMT
0.41%0.55%$2.9M25,809$3.2M25,992-183-0.70%Reduce
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.4%0.57%$2.9M35,109$3.3M47,221-12,112-25.65%Reduce
SERVICENOW INCNOW
0.4%0.32%$2.8M28,524$1.9M17,751+10,773+60.69%Add
IISHARES U.S. TECHNOLOGY ETFIYW
0.38%0.33%$2.7M10,702$1.9M10,70200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow