Canvas Wealth Advisors, LLC

CIK: 0001858782SEC EDGAR →

Portfolio Value

$588.9M

Holdings

222

As of

Q4 2025

New Positions

222

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	CTOS CUSTOM TRUCK ONE SOURCE INC	7,050,221	$40.6M	6.90%
2	GOOGL ALPHABET INC	118,880	$37.2M	6.32%
3	MSFT MICROSOFT CORP	64,175	$31.0M	5.27%
4	AAPL APPLE INC	106,104	$28.8M	4.90%
5	ITOT ISHARES TR	173,190	$25.8M	4.37%
6	NVDA NVIDIA CORPORATION	120,177	$22.4M	3.81%
7	PLTR PALANTIR TECHNOLOGIES INC	116,533	$20.7M	3.52%
8	AMZN AMAZON COM INC	89,292	$20.6M	3.50%
9	IVV ISHARES TR	29,396	$20.1M	3.42%
10	TSLA TESLA INC	43,094	$19.4M	3.29%

Quarterly Changes

Top Buys

CTOSNEW

$40.6M

GOOGLNEW

$37.2M

MSFTNEW

$31.0M

AAPLNEW

$28.8M

ITOTNEW

$25.8M

Top Sells

No sells this quarter

New Positions (222)

$40.6M · 7.1M shares

$37.2M · 119K shares

$31.0M · 64K shares

$28.8M · 106K shares

$25.8M · 173K shares

$22.4M · 120K shares

$20.7M · 117K shares

$20.6M · 89K shares

$20.1M · 29K shares

$19.4M · 43K shares

$17.0M · 101K shares

$15.5M · 190K shares

$14.9M · 113K shares

$12.7M · 154K shares

$11.3M · 53K shares

$11.2M · 93K shares

$11.1M · 405K shares

$10.4M · 17K shares

$8.2M · 45K shares

$7.6M · 74K shares

$7.0M · 14K shares

$5.5M · 55K shares

$5.4M · 73K shares

$5.4M · 60K shares

$5.2M · 51K shares

$5.1M · 96K shares

$4.7M · 15K shares

$4.7M · 10K shares

$4.5M · 28K shares

$3.9M · 8K shares

$3.9M · 35K shares

$3.8M · 11K shares

$3.7M · 47K shares

$3.5M · 11K shares

$3.5M · 10K shares

$3.4M · 5K shares

$3.3M · 65K shares

$3.2M · 2K shares

$3.1M · 12K shares

$3.0M · 40K shares

$3.0M · 65K shares

$3.0M · 4 shares

$2.9M · 26K shares

$2.9M · 26K shares

$2.8M · 27K shares

$2.6M · 41K shares

$2.2M · 21K shares

$2.1M · 11K shares

$2.1M · 2K shares

$2.0M · 13K shares

$1.8M · 2K shares

$1.7M · 72K shares

$1.7M · 9K shares

$1.7M · 46K shares

$1.5M · 1K shares

$1.4M · 5K shares

$1.4M · 27K shares

$1.4M · 32K shares

$1.4M · 6K shares

$1.4M · 22K shares

$1.4M · 8K shares

$1.3M · 2K shares

$1.3M · 5K shares

$1.2M · 31K shares

$1.2M · 17K shares

$1.1M · 4K shares

$1.1M · 10K shares

$1.1M · 4K shares

$1.1M · 16K shares

$1.0M · 9K shares

$1.0M · 11K shares

$1.0M · 23K shares

$942K · 11K shares

$924K · 2K shares

$913K · 2K shares

$893K · 9K shares

$883K · 12K shares

$879K · 27K shares

$870K · 11K shares

$869K · 76K shares

$836K · 4K shares

$801K · 4K shares

$799K · 2K shares

$798K · 4K shares

$732K · 13K shares

$727K · 7K shares

$723K · 14K shares

$710K · 15K shares

$691K · 16K shares

$689K · 40K shares

$648K · 2K shares

$648K · 22K shares

$641K · 3K shares

$636K · 39K shares

GPIX

$631K · 12K shares

$629K · 5K shares

FSLR

$618K · 2K shares

$612K · 2K shares

VONV

$611K · 7K shares

$608K · 6K shares

$603K · 2K shares

$592K · 16K shares

$588K · 1K shares

$588K · 6K shares

$583K · 7K shares

$582K · 23K shares

$579K · 7K shares

$575K · 6K shares

$568K · 5K shares

$562K · 1K shares

$555K · 17K shares

$555K · 5K shares

$552K · 10K shares

$546K · 4K shares

$544K · 7K shares

$537K · 14K shares

$525K · 11K shares

$518K · 9K shares

$515K · 2K shares

$500K · 756 shares

$500K · 5K shares

$496K · 13K shares

$450K · 2K shares

$450K · 778 shares

$435K · 3K shares

$408K · 5K shares

$406K · 3K shares

$406K · 9K shares

$405K · 1K shares

FNDF

$403K · 9K shares

BYM

$401K · 37K shares

$396K · 1K shares

$396K · 16K shares

$396K · 3K shares

$382K · 3K shares

$380K · 11K shares

$377K · 2K shares

$368K · 11K shares

$362K · 5K shares

$360K · 4K shares

$355K · 1K shares

$349K · 569 shares

$349K · 2K shares

ETN

$345K · 1K shares

$345K · 5K shares

ATR

$342K · 3K shares

AVGE

$339K · 4K shares

$338K · 2K shares

$331K · 12K shares

$324K · 4K shares

$321K · 2K shares

$320K · 1K shares

$317K · 608 shares

$315K · 4K shares

$315K · 1K shares

$313K · 2K shares

$312K · 1K shares

$308K · 5K shares

$307K · 4K shares

$307K · 8K shares

$305K · 825 shares

$299K · 1K shares

$298K · 18K shares

$295K · 3K shares

$295K · 2K shares

$293K · 2K shares

$291K · 2K shares

$289K · 4K shares

$287K · 3K shares

$283K · 7K shares

$279K · 965 shares

$279K · 1K shares

$278K · 2K shares

$276K · 2K shares

$269K · 1K shares

$269K · 816 shares

$265K · 8K shares

$265K · 7K shares

$263K · 11K shares

$262K · 22K shares

$260K · 5K shares

$257K · 1K shares

$254K · 1K shares

$253K · 237 shares

$252K · 445 shares

$251K · 334 shares

$250K · 1K shares

$250K · 188 shares

$249K · 794 shares

$249K · 401 shares

$247K · 3K shares

$246K · 8K shares

$243K · 10K shares

$243K · 2K shares

$242K · 5K shares

$242K · 3K shares

$241K · 839 shares

$238K · 4K shares

$237K · 2K shares

$237K · 924 shares

$232K · 2K shares

$231K · 2K shares

$227K · 4K shares

$226K · 1K shares

$225K · 663 shares

MAR

$217K · 700 shares

$214K · 5K shares

DEO

$212K · 2K shares

$211K · 677 shares

AEP

$205K · 2K shares

$205K · 441 shares

$202K · 2K shares

$201K · 1K shares

$201K · 2K shares

$201K · 4K shares

$201K · 7K shares

$200K · 3K shares

$200K · 20K shares

$163K · 12K shares

TNGY

$127K · 14K shares

CFFN

$114K · 17K shares

SLQT

$21K · 15K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	114	$239.8M	40.7%
Technology	26	$158.2M	26.9%
Industrials	11	$49.6M	8.4%
Consumer Cyclical	12	$46.5M	7.9%
Communication Services	6	$45.3M	7.7%
Unknown	13	$22.7M	3.8%
Consumer Defensive	11	$13.5M	2.3%
Healthcare	16	$7.5M	1.3%
Energy	6	$2.7M	0.5%
Utilities	4	$2.1M	0.4%
Real Estate	2	$748K	0.1%
Basic Materials	1	$249K	0.0%