Canvas Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Canvas Wealth Advisors, LLC | Institutional Filer | ▼ 0.16% | $588.0M | 240 |
Current Portfolio Holdings
Showing all 240 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source, Inc. | Industrials | 7.0M | $46.1M | 7.84% |
| 2 | GOOGL | Alphabet Inc. | Technology | 117K | $33.7M | 5.73% |
| 3 | MSFT | Microsoft Corporation | Technology | 73K | $27.0M | 4.59% |
| 4 | AAPL | Apple Inc. | Technology | 106K | $26.8M | 4.55% |
| 5 | ITOT | ISHARES TR | — | 185K | $26.4M | 4.49% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 112K | $23.3M | 3.96% |
| 7 | NVDA | NVIDIA Corporation | Technology | 122K | $21.2M | 3.61% |
| 8 | PLTR | Palantir Technologies Inc. | Technology | 121K | $17.7M | 3.02% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 45K | $16.7M | 2.84% |
| 10 | IUSG | ISHARES TR | — | 99K | $15.4M | 2.62% |
| 11 | AVDE | AMERICAN CENTY ETF TR | — | 178K | $15.1M | 2.56% |
| 12 | UBER | Uber Technologies, Inc. | Technology | 200K | $14.4M | 2.45% |
| 13 | GSLC | GOLDMAN SACHS ETF TR | — | 113K | $14.2M | 2.41% |
| 14 | SCHD | SCHWAB STRATEGIC TR | — | 389K | $11.9M | 2.03% |
| 15 | IJR | ISHARES TR | — | 91K | $11.3M | 1.93% |
Showing 1 to 15 of 240 holdings