1y return+30.9%S&P 500 +20.9%
3y return+81.8%S&P 500 +68.5%
5y return+72.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $188 against $188 in the S&P 500.2
Canvas Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CTOSCustom Truck One Source Inc | $70.7M | 9.9% | −14.8% |
| GOOGLAlphabet Inc | $40.8M | 5.7% | −2.4% |
| ITOTIshares Tr | $31.6M | 4.4% | +3.9% |
| AAPLApple Inc | $30.9M | 4.3% | +1.3% |
| MSFTMicrosoft Corp | $30.7M | 4.3% | +13.1% |
| AMZNAmazon Com Inc | $28.8M | 4.0% | +8.3% |
| AMDAdvanced Micro Devices Inc | $23.4M | 3.3% | −20.8% |
| NVDANvidia Corporation | $23.0M | 3.2% | −5.4% |
| IUSGIshares Tr | $19.1M | 2.7% | +2.2% |
| TSLATesla Inc | $18.0M | 2.5% | −4.7% |
| UBERUber Technologies Inc | $17.3M | 2.4% | +19.5% |
| PANWPalo Alto Networks Inc | $16.7M | 2.3% | −12.1% |
| AVDEAmerican Centy Etf Tr | $16.6M | 2.3% | +4.5% |
| GSLCGoldman Sachs Etf Tr | $15.8M | 2.2% | −1.9% |
| PLTRPalantir Technologies Inc | $15.4M | 2.2% | +9.0% |
| SCHDSchwab Strategic Tr | $12.7M | 1.8% | +3.1% |
| IJRIshares Tr | $12.5M | 1.7% | −7.9% |
| VOOVanguard Index Fds | $11.1M | 1.5% | −3.5% |
| IVVIshares Tr | $10.4M | 1.5% | −6.8% |
| CLXClorox Co Del | $9.0M | 1.3% | +77.3% |
| IUSVIshares Tr | $8.9M | 1.2% | +6.0% |
| AVLCAmerican Centy Etf Tr | $8.3M | 1.2% | +5.1% |
| Dimensional Etf TrustCUSIP 25434V708 | $8.0M | 1.1% | +83.9% |
| BRK/BBerkshire Hathaway Inc Del | $7.8M | 1.1% | +7.3% |
| CRWDCrowdstrike Hldgs Inc | $6.9M | 1.0% | −36.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2021 | +1399.0% | $23.0M |
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $3.9M |
| PLTRPalantir Technologies Inc | March 31, 2022 | +749.7% | $15.4M |
| AMDAdvanced Micro Devices Inc | March 31, 2021 | +640.0% | $23.4M |
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $40.8M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2022 | +236.1% | $6.9M |
| PANWPalo Alto Networks Inc | March 31, 2022 | +228.7% | $16.7M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $30.9M |
| JPMJpmorgan Chase & Co | March 31, 2021 | +115.0% | $5.0M |
| IUSGIshares Tr | March 31, 2021 | +107.2% | $19.1M |
Sold off last quarter
- VNQVanguard Index Fds was $1.1M
- Exxon Mobil CorpCUSIP 30231G102 was $837K
- SMMUPimco Etf Tr was $744K
- Masimo CorpCUSIP 574795100 was $568K
- WERNWerner Enterprises Inc was $560K
- INTUIntuit was $535K
- NHYMNushares Etf Tr was $457K
- Calavo Growers IncCUSIP 128246105 was $357K
- GLGlobe Life Inc was $272K
- XLPSelect Sector Spdr Tr was $263K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.5% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +11.5% | +7.8% |
| June 30, 2025 | +14.6% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
| December 31, 2024 | +4.2% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +10.2% | +8.3% |
| March 31, 2023 | +11.8% | +7.0% |
| December 31, 2022 | +3.3% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −21.0% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Canvas Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1858782&type=13F-HR&dateb=&owner=include&count=40CIK 1858782
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1858782/000185878226000008/Filed July 10, 2026 · accession 0001858782-26-000008