Canvas Wealth Advisors, LLC holds a diversified book of 251 stocks worth $716.9M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Custom Truck One Source Inc. Their largest long position is Custom Truck One Source Inc at 10% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Canvas Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMorgan Chase & Co | 79 / 80 | $495.9B |
| Envestnet Asset Management Inc | 79 / 80 | $107.2B |
| LPL Financial LLC | 79 / 80 | $94.6B |
| Morgan Stanley | 78 / 80 | $566.1B |
| Mercer Global Advisors Inc | 78 / 80 | $28.8B |
| Osaic Holdings, Inc. | 78 / 80 | $18.6B |
| Integrated Wealth Concepts LLC | 78 / 80 | $4.7B |
| Farther Finance Advisors, LLC | 78 / 80 | $3.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Canvas Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Custom Truck One Source Inc COM CL A | $70.7M | 5.98M | 9.9% | ▼−15% Reduced · −1.0M sh | |
| 2 | Alphabet Inc CAP STK CL A | $40.8M | 114.3K | 5.7% | ▼−2.4% Reduced · −3K sh | |
| 3 | Ishares TR CORE S&P TTL STK | $31.6M | 192.4K | 4.4% | ▲+3.9% Added · +7K sh | |
| 4 | Apple Inc COM | $30.9M | 106.9K | 4.3% | ▲+1.3% Added · +1K sh | |
| 5 | Microsoft Corp COM | $30.7M | 82.4K | 4.3% | ▲+13% Added · +10K sh | |
| 6 | Amazon Com Inc COM | $28.8M | 120.9K | 4.0% | ▲+8.3% Added · +9K sh | |
| 7 | Advanced Micro Devices Inc COM | $23.4M | 40.3K | 3.3% | ▼−21% Reduced · −11K sh | |
| 8 | Nvidia Corporation COM | $23.0M | 115.1K | 3.2% | ▼−5.4% Reduced · −7K sh | |
| 9 | Ishares TR CORE S&P US GWT | $19.1M | 101.6K | 2.7% | ▲+2.2% Added · +2K sh | |
| 10 | Tesla Inc COM | $18.0M | 42.8K | 2.5% | ▼−4.7% Reduced · −2K sh | |
| 11 | Uber Technologies Inc COM | $17.3M | 239.2K | 2.4% | ▲+20% Added · +39K sh | |
| 12 | Palo Alto Networks Inc COM | $16.7M | 48.9K | 2.3% | ▼−12% Reduced · −7K sh | |
| 13 | American Centy ETF TR INTL EQT ETF | $16.6M | 185.7K | 2.3% | ▲+4.5% Added · +8K sh | |
| 14 | Goldman Sachs ETF TR ACTIVEBETA US LG | $15.8M | 111.3K | 2.2% | ▼−1.9% Reduced · −2K sh | |
| 15 | Palantir Technologies Inc CL A | $15.4M | 132.2K | 2.2% | ▲+9.0% Added · +11K sh | |
| 16 | Schwab Strategic TR US DIVIDEND EQ | $12.7M | 401.1K | 1.8% | ▲+3.1% Added · +12K sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $12.5M | 84.0K | 1.7% | ▼−7.9% Reduced · −7K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $11.1M | 16.1K | 1.5% | ▼−3.5% Reduced · −585 sh | |
| 19 | Ishares TR CORE S&P500 ETF | $10.4M | 13.9K | 1.5% | ▼−6.8% Reduced · −1K sh | |
| 20 | Clorox Co Del COM | $9.0M | 94.0K | 1.3% | ▲+77% Added · +41K sh | |
| 21 | Ishares TR CORE S&P US VLU | $8.9M | 81.2K | 1.2% | ▲+6.0% Added · +5K sh | |
| 22 | American Centy ETF TR AVANTIS US LARG | $8.3M | 91.9K | 1.2% | ▲+5.1% Added · +4K sh | |
| 23 | Dimensional ETF Trust US COR EQU 2 ETF | $8.0M | 181.1K | 1.1% | ▲+84% Added · +83K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $7.8M | 15.6K | 1.1% | ▲+7.3% Added · +1K sh | |
| 25 | Crowdstrike Hldgs Inc CL A | $6.9M | 9.0K | 1.0% | ▼−36% Reduced · −5K sh | |
| 26 | Ishares TR CORE US AGGBD ET | $5.8M | 58.2K | 0.8% | ▲+0.3% Added · +157 sh | |
| 27 | American Centy ETF TR AVANTIS EMGMKT | $5.5M | 57.1K | 0.8% | ▼−2.3% Reduced · −1K sh | |
| 28 | JPMorgan Chase & Co COM | $5.0M | 15.3K | 0.7% | ▲+5.6% Added · +806 sh | |
| 29 | Kimberly-Clark Corp COM | $4.8M | 43.5K | 0.7% | ▲+186% Added · +28K sh | |
| 30 | Ishares TR CORE MSCI EAFE | $4.7M | 48.4K | 0.7% | ▼−1.9% Reduced · −940 sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $4.4M | 12.0K | 0.6% | ▲+0.1% Added · +14 sh | |
| 32 | Robinhood MKTS Inc COM CL A | $4.3M | 42.7K | 0.6% | ▲+4.6% Added · +2K sh | |
| 33 | Vanguard Index FDS GROWTH ETF | $4.1M | 48.0K | 0.6% | ▲+463% Added · +39K sh | |
| 34 | Broadcom Inc COM | $3.9M | 10.2K | 0.5% | ▲+0.7% Added · +74 sh | |
| 35 | Vanguard Star FDS VG TL INTL STK F | $3.7M | 43.4K | 0.5% | ▲+4.8% Added · +2K sh | |
| 36 | BlackRock ETF Trust II ISHA FLEX IN ETF | $3.7M | 70.8K | 0.5% | ▼−10% Reduced · −8K sh | |
| 37 | Mercadolibre Inc COM | $3.6M | 2.1K | 0.5% | ▲+20% Added · +352 sh | |
| 38 | Vanguard Index FDS SMALL CP ETF | $3.5M | 11.5K | 0.5% | ▼−3.5% Reduced · −412 sh | |
| 39 | American Centy ETF TR US SML CP VALU | $3.5M | 27.9K | 0.5% | ▼−2.9% Reduced · −831 sh | |
| 40 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.5% | ▲+3.5% Added · +200 sh | |
| 41 | Alphabet Inc CAP STK CL C | $3.2M | 9.2K | 0.5% | ▼−18% Reduced · −2K sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $3.2M | 1.6K | 0.4% | ▼−8.0% Reduced · −140 sh | |
| 43 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.0M | 59.5K | 0.4% | ▲+2.8% Added · +2K sh | |
| 44 | American Centy ETF TR US EQT ETF | $3.0M | 23.4K | 0.4% | ▼−5.6% Reduced · −1K sh | |
| 45 | Berkshire Hathaway Inc Del CL A | $3.0M | 4 | 0.4% | —Held | |
| 46 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.0M | 64.8K | 0.4% | ▼−28% Reduced · −26K sh | |
| 47 | Walmart Inc COM | $2.9M | 25.8K | 0.4% | ▼−0.7% Reduced · −183 sh | |
| 48 | Dimensional ETF Trust US EQUI MARK ETF | $2.9M | 35.1K | 0.4% | ▼−26% Reduced · −12K sh | |
| 49 | Servicenow Inc COM | $2.8M | 28.5K | 0.4% | ▲+61% Added · +11K sh | |
| 50 | Ishares TR U.S. TECH ETF | $2.7M | 10.7K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1858782/holdings"
Use Arkolith to show Canvas Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 251 | $716.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 240 | $588.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 222 | $588.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 214 | $549.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 207 | $507.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 180 | $389.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 177 | $398.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 178 | $362.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.