Canvas Wealth Advisors, LLC
CIK: 1858782SEC EDGAR →
Portfolio Value
$240.5B
Holdings
251
As of
Q2 2026
New Positions
251
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CUSTOM TRUCK ONE SOURCE INC | 5,982,649 | $70.7B | 29.38% |
| 2 | UBER TECHNOLOGIES INC | 239,173 | $17.3B | 7.18% |
| 3 | AMERICAN CENTY ETF TR | 185,740 | $16.6B | 6.89% |
| 4 | SCHWAB STRATEGIC TR | 401,118 | $12.7B | 5.29% |
| 5 | CLOROX CO DEL | 94,026 | $9.0B | 3.73% |
| 6 | AMERICAN CENTY ETF TR | 91,889 | $8.3B | 3.44% |
| 7 | DIMENSIONAL ETF TRUST | 181,125 | $8.0B | 3.34% |
| 8 | ISHARES TR | 58,191 | $5.8B | 2.40% |
| 9 | AMERICAN CENTY ETF TR | 57,073 | $5.5B | 2.29% |
| 10 | ISHARES TR | 48,375 | $4.7B | 1.94% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 135 | $123.3B | 51.3% |
| Industrials | 12 | $70.9B | 29.5% |
| Technology | 34 | $20.9B | 8.7% |
| Consumer Defensive | 9 | $10.4B | 4.3% |
| Unknown | 14 | $6.9B | 2.9% |
| Consumer Cyclical | 11 | $2.4B | 1.0% |
| Healthcare | 17 | $2.4B | 1.0% |
| Utilities | 6 | $1.4B | 0.6% |
| Energy | 6 | $1.4B | 0.6% |
| Communication Services | 5 | $521.4M | 0.2% |
| Real Estate | 1 | $409K | 0.0% |
| Basic Materials | 1 | $273K | 0.0% |