Canvas Wealth Advisors, LLC
Long book
$588.0M
Q1 2026
Positions
240
Top-10 weight
43%
concentration
Last quarter
+20.1%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsCanvas Wealth Advisors, LLC is an institutional manager, running a $588.0M US long book across 240 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: CUSTOM TRUCK ONE SOURCE INC, ALPHABET INC-CL A, MICROSOFT CORP, APPLE INC, ISHARES CORE S&P TOTAL U.S..
Over the last 9 quarters its long book ran on average 1.4pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.3%
Q2 2024
+5.3%
Q3 2024
+4.6%
Q4 2024
-5.4%
Q1 2025
+15.3%
Q2 2025
+12.2%
Q3 2025
+2.0%
Q4 2025
-4.8%
Q1 2026
+20.1%
Sector allocation
Technology 49%
Services media 20%
Consumer discretionary 9%
Industrials 8%
Financials 7%
Other 3%
Healthcare 2%
Utilities 1%
Long book by quarter
What does Canvas Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CTOS CUSTOM TRUCK ONE SOURCE INC | Services media | 7.0M | $46.1M | 7.8% | -0.4% |
| GOOGL ALPHABET INC-CL A | Technology | 117.1K | $33.7M | 5.7% | -1.5% |
| MSFT MICROSOFT CORP | Technology | 72.9K | $27.0M | 4.6% | +13.5% |
| AAPL APPLE INC | Technology | 105.5K | $26.8M | 4.6% | -0.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 111.7K | $23.3M | 4.0% | +25.1% |
| NVDA NVIDIA CORP | Technology | 121.7K | $21.2M | 3.6% | +1.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 121.3K | $17.7M | 3.0% | +4.1% |
| TSLA TESLA INC | Industrials | 44.9K | $16.7M | 2.8% | +4.2% |
| UBER UBER TECHNOLOGIES INC | Services media | 200.1K | $14.4M | 2.4% | +5.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 50.8K | $10.3M | 1.8% | -3.9% |
| PANW PALO ALTO NETWORKS INC | Technology | 55.6K | $8.9M | 1.5% | +24.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 14.6K | $7.0M | 1.2% | +3.8% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 14.1K | $5.5M | 0.9% | +42.0% |
| CLX CLOROX COMPANY | Other | 53.0K | $5.5M | 0.9% | +3.6% |
| JPM JPMORGAN CHASE & CO | Financials | 14.5K | $4.3M | 0.7% | -0.5% |
| WMT WALMART INC | Consumer discretionary | 26.0K | $3.2M | 0.6% | -0.8% |
| META META PLATFORMS INC-CLASS A | Technology | 5.7K | $3.2M | 0.5% | +10.7% |
| GOOG ALPHABET INC-CL C | Technology | 11.2K | $3.2M | 0.5% | +2.2% |
| AVGO BROADCOM INC | Technology | 10.1K | $3.1M | 0.5% | +1.7% |
| MELI MERCADOLIBRE INC | Services media | 1.8K | $3.1M | 0.5% | +11.3% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 4 | $2.9M | 0.5% | Held |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 40.8K | $2.8M | 0.5% | +57.8% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.7K | $2.3M | 0.4% | -12.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.1K | $2.1M | 0.4% | -1.6% |
| NOW SERVICENOW INC | Technology | 17.8K | $1.9M | 0.3% | +36.7% |
| AVAV AEROVIRONMENT INC | Industrials | 9.1K | $1.7M | 0.3% | +74.7% |
| NKE NIKE INC -CL B | Other | 28.6K | $1.5M | 0.3% | -29.6% |
| KMB KIMBERLY-CLARK CORP | Other | 15.2K | $1.5M | 0.3% | +113.9% |
| LLY ELI LILLY & CO | Healthcare | 1.4K | $1.3M | 0.2% | +0.1% |
| PWR QUANTA SERVICES INC | Industrials | 2.0K | $1.1M | 0.2% | -9.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.4K | $1.1M | 0.2% | -3.3% |
| EQPT EQUIPMENTSHARE.COM INC-A | Services media | 52.0K | $1.1M | 0.2% | New |
| CWT CALIFORNIA WATER SERVICE GRP | Utilities | 22.6K | $1.0M | 0.2% | -2.0% |
| SHOP SHOPIFY INC - CLASS A | Technology | 8.3K | $980K | 0.2% | -1.7% |
| MRTN MARTEN TRANSPORT LTD | Industrials | 73.6K | $967K | 0.2% | -3.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.6K | $886K | 0.2% | -6.3% |
| MMM 3M CO | Healthcare | 5.9K | $863K | 0.1% | -78.9% |
| XOM EXXON MOBIL CORP | Energy | 4.9K | $837K | 0.1% | +4.4% |
| MA MASTERCARD INC - A | Services media | 1.7K | $830K | 0.1% | +2.7% |
| HD HOME DEPOT INC | Consumer discretionary | 2.3K | $746K | 0.1% | -2.3% |
| ET ENERGY TRANSFER LP | Utilities | 38.7K | $746K | 0.1% | +0.2% |
| LRCX LAM RESEARCH CORP | Industrials | 3.4K | $731K | 0.1% | +34.4% |
| NFLX NETFLIX INC | Services media | 7.0K | $677K | 0.1% | +12.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 240 | $588.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 222 | $588.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 214 | $549.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 207 | $507.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 180 | $389.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 177 | $398.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 178 | $362.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 150 | $323.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 146 | $297.5M | canonical | SEC ↗ |
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