Canvas Wealth Advisors, LLC — 13F holdings

Canvas Wealth Advisors, LLC reported 251 holdings worth $717M in its 13F filing for Q2 2026, filed July 10, 2026.

Largest positions

1. CTOS CUSTOM TRUCK ONE SOURCE INC — $70.7M (9.9%)
2. GOOGL ALPHABET INC — $40.8M (5.7%)
3. ITOT ISHARES TR — $31.6M (4.4%)
4. AAPL APPLE INC — $30.9M (4.3%)
5. MSFT MICROSOFT CORP — $30.7M (4.3%)
6. AMZN AMAZON COM INC — $28.8M (4.0%)
7. AMD ADVANCED MICRO DEVICES INC — $23.4M (3.3%)
8. NVDA NVIDIA CORPORATION — $23.0M (3.2%)
9. IUSG ISHARES TR — $19.1M (2.7%)
10. TSLA TESLA INC — $18.0M (2.5%)