StockDriftsStockDriftsTop 50 Canvas Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CTOS | CUSTOM TRUCK ONE SOURCE INC | 9.86% | 5.98M | $70.7M | -14.77%(-1.04M) | $6.34(+67.75%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.7% | 114.3K | $40.8M | -2.38%(-2.79K) | $126.57(+172.34%) | 2026-06-30 | |
| ITOT | ISHARES TR | 4.41% | 192.4K | $31.6M | +3.90%(+7.22K) | $107.27(+58.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.31% | 106.9K | $30.9M | +1.30%(+1.37K) | $147.28(+107.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.29% | 82.4K | $30.7M | +13.13%(+9.57K) | $309.38(+57.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.02% | 120.9K | $28.8M | +8.25%(+9.21K) | $177.99(+47.50%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.26% | 40.3K | $23.4M | -20.76%(-10.55K) | $97.48(+425.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.21% | 115.1K | $23.0M | -5.43%(-6.61K) | $71.70(+215.31%) | 2026-06-30 | |
| IUSG | ISHARES TR | 2.66% | 101.6K | $19.1M | +2.17%(+2.16K) | $90.99(+113.50%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.51% | 42.8K | $18.0M | -4.68%(-2.10K) | $266.28(+27.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.36% | +106.58% | +14.75% | +98.92% |
| Top 20 Holdings Unweighted | +30.13% | +120.34% | +14.77% | +99.10% |
Canvas Wealth Advisors, LLC reports $716.87M in US-listed equity holdings across 251 positions in its most recent 13F filing. Its largest disclosed positions are CTOS (9.9%), GOOGL (5.7%) and ITOT (4.4%). The top 20 holdings account for 63.37% of reported assets. Its disclosed equity book has returned +106.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Canvas Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858782). View Canvas Wealth Advisors, LLC’s 13F filings on SEC