Canvas Wealth Advisors, LLC

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CIK 1858782

13F portfolio (2026-Q1)

$588M

Positions

240

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

240

Top 5

27.2%

Top 10

43.2%

Effective N

37.8

HHI

0.026

This quarter

38 new · 0 exit →

By sector

Unclassified41.9%

Information Technology22.2%

Industrials12.9%

Consumer Discretionary8.3%

Communication Services7.1%

Financials3.7%

Materials1.7%

Health Care1.1%

Other1.1%

By market cap

Unknown42.6%

Mega (>$200B)38.7%

Large ($10–200B)9.5%

Mid ($2–10B)8.9%

Small ($300M–2B)0.3%

By region

North America57.4%

Other41.9%

Europe0.4%

Asia-Pacific0.2%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	43.07%	113
Commercial Services & Supplies	11.35%	8
Software	9.25%	8
Software & IT Services	6.82%	3
Technology Hardware & Equipment	6.46%	9
Semiconductors & Semiconductor Equipment	6.34%	8
Specialty Retail	5.11%	6
Automobiles & Components	2.86%	2
Chemicals	1.49%	8
Banks	1.30%	11
Capital Markets	0.83%	7
Pharmaceuticals & Biotechnology	0.79%	9
Machinery	0.77%	6
Utilities	0.51%	6
Health Care Equipment & Supplies	0.41%	5
Aerospace & Defense	0.41%	4
Oil, Gas & Consumable Fuels	0.27%	3
Road & Rail	0.26%	2
Hotels, Restaurants & Leisure	0.26%	3
Paper & Forest Products	0.25%	1
Construction & Engineering	0.18%	1
Beverages	0.17%	2
Diversified Telecommunication Services	0.17%	3
Insurance	0.17%	4
Media & Entertainment	0.12%	1
Electrical Equipment & Components	0.11%	2
Tobacco	0.11%	2
Equity Real Estate Investment Trusts (REITs)	0.08%	1
Distributors	0.04%	1
Health Care Providers & Services	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	CTOS	Custom Truck One Source, Inc.	Industrials	7.84%
2	GOOGL	Alphabet Inc.	Communication Services	5.73%
3	MSFT	MICROSOFT CORP	Information Technology	4.59%
4	AAPL	Apple Inc.	Information Technology	4.55%
5	ITOT	ISHARES TR	Unclassified	4.49%
6	AMZN	AMAZON COM INC	Consumer Discretionary	3.96%
7	NVDA	NVIDIA CORP	Information Technology	3.61%
8	PLTR	Palantir Technologies Inc.	Information Technology	3.02%
9	TSLA	Tesla, Inc.	Consumer Discretionary	2.84%
10	IUSG	ISHARES TR	Unclassified	2.62%

128/240 names classified · sector 58.1% of weight · industry 56.9% · mkt cap 57.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 21 quarters

Information TechnologyMSFT, AAPL, AMD, NVDA, PLTR · other

IndustrialsCTOS, UBER, MMM, MELI, BABA · other

Communication ServicesGOOGL, GOOG, META, VZ, DIS · other

Consumer DiscretionaryAMZN, TSLA, WMT, HD, LULU · other

FinancialsBRK.B, JPM, TRV, SCHW, PYPL · other

Health CareXRAY, TDOC, SNN, JNJ, BAX · other

MaterialsKMB, CLX, NKE, EL, FF · other

Consumer StaplesDEO, CALM, KR, AVO, MKC · other

UtilitiesHTO, CWT, AWK, IDA, ET · other

Real EstateHR, MAA, DOC, BN, STWD · other

EnergyXOM, PSX, CVX

UnclassifiedGSLC, ITOT, VOO, IUSG, VUG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 58.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 47% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (115 classified)Canvas Wealth Advisors, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsFinancialsMaterialsHealth CareUtilitiesConsumer StaplesEnergyReal Estate

Style box summary for Canvas Wealth Advisors, LLC: centroid Large Growth. Heaviest cells: Large Growth 29.6%, Large Core 12.4%, Large Value 1.6%.

Classified: 46.8% of book weight (115/240 names) · unclassified 53.2%: CTOS, ITOT, IUSG, AVDE, GSLC, SCHD, IJR, VOO, IVV, IUSV +115 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 240 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	CTOSCUSTOM TRUCK ONE SOURCE INC	7,019,526	$46M	7.8%	HOLD
2	GOOGLALPHABET INC	117,058	$34M	5.7%	HOLD
3	MSFTMICROSOFT CORP	72,856	$27M	4.6%	ADD 14%
4	AAPLAPPLE INC	105,520	$27M	4.6%	HOLD
5	ITOTISHARES TR	185,224	$26M	4.5%	ADD 7%
6	AMZNAMAZON COM INC	111,684	$23M	4.0%	ADD 25%
7	NVDANVIDIA CORPORATION	121,740	$21M	3.6%	HOLD
8	PLTRPALANTIR TECHNOLOGIES INC	121,288	$18M	3.0%	ADD 4%
9	TSLATESLA INC	44,891	$17M	2.8%	ADD 4%
10	IUSGISHARES TR	99,400	$15M	2.6%	HOLD
11	AVDEAMERICAN CENTY ETF TR	177,667	$15M	2.6%	ADD 15%
12	UBERUBER TECHNOLOGIES INC	200,091	$14M	2.4%	ADD 5%
13	GSLCGOLDMAN SACHS ETF TR	113,456	$14M	2.4%	HOLD
14	SCHDSCHWAB STRATEGIC TR	389,013	$12M	2.0%	TRIM −4%
15	IJRISHARES TR	91,276	$11M	1.9%	TRIM −2%
16	AMDADVANCED MICRO DEVICES INC	50,808	$10M	1.8%	TRIM −4%
17	VOOVANGUARD INDEX FDS	16,707	$10M	1.7%	HOLD
18	IVVISHARES TR	14,897	$10M	1.7%	TRIM −49%
19	PANWPALO ALTO NETWORKS INC	55,557	$9M	1.5%	ADD 24%
20	IUSVISHARES TR	76,631	$8M	1.3%	ADD 3%
21	BRK.BBERKSHIRE HATHAWAY INC DEL	14,550	$7M	1.2%	ADD 4%
22	AVLCAMERICAN CENTY ETF TR	87,440	$7M	1.2%	NEW
23	AGGISHARES TR	58,034	$6M	1.0%	ADD 5%
24	CRWDCROWDSTRIKE HLDGS INC	14,107	$6M	0.9%	ADD 42%
25	CLXCLOROX CO DEL	53,037	$5M	0.9%	ADD 4%
26	AVEMAMERICAN CENTY ETF TR	58,430	$5M	0.8%	ADD 23%
27	IEFAISHARES TR	49,315	$4M	0.8%	TRIM −18%
28	JPMJPMORGAN CHASE & CO	14,488	$4M	0.7%	HOLD
29	FBNDFIDELITY TOTAL BOND ETF	90,568	$4M	0.7%	ADD 39%
30	BINCBLACKROCK ETF TRUST II	78,947	$4M	0.7%	TRIM −18%
31	VTIVANGUARD INDEX FDS	11,942	$4M	0.7%	ADD 6%
32	DFACDIMENSIONAL ETF TRUST	98,470	$4M	0.7%	ADD 686%
33	VUGVANGUARD INDEX FDS	8,518	$4M	0.6%	ADD 5%
34	JMSTJ P MORGAN EXCHANGE TRADED F	71,333	$4M	0.6%	ADD 160%
35	DFUSDIMENSIONAL ETF TRUST	47,221	$3M	0.6%	TRIM −35%
36	WMTWALMART INC	25,992	$3M	0.6%	HOLD
37	METAMETA PLATFORMS INC	5,650	$3M	0.5%	ADD 11%
38	GOOGALPHABET INC	11,247	$3M	0.5%	ADD 2%
39	VXUSVANGUARD STAR FDS	41,381	$3M	0.5%	ADD 2%
40	AVUVAMERICAN CENTY ETF TR	28,685	$3M	0.5%	ADD 6%
41	AVGOBROADCOM INC	10,144	$3M	0.5%	HOLD
42	VBVANGUARD INDEX FDS	11,920	$3M	0.5%	HOLD
43	MELIMERCADOLIBRE INC	1,791	$3M	0.5%	ADD 11%
44	JPSTJ P MORGAN EXCHANGE TRADED F	57,912	$3M	0.5%	TRIM −11%
45	BRK.ABERKSHIRE HATHAWAY INC DEL	4	$3M	0.5%	HOLD
46	HOODROBINHOOD MKTS INC	40,809	$3M	0.5%	ADD 58%
47	AVUSAMERICAN CENTY ETF TR	24,792	$3M	0.5%	TRIM −29%
48	ASMLASML HOLDING N V	1,743	$2M	0.4%	TRIM −13%
49	MUBISHARES TR	19,929	$2M	0.4%	TRIM −3%
50	COSTCOSTCO WHSL CORP NEW	2,075	$2M	0.4%	HOLD
51	MINOPIMCO ETF TR	44,845	$2M	0.3%	NEW
52	IYWISHARES TR	10,702	$2M	0.3%	HOLD
53	NOWSERVICENOW INC	17,751	$2M	0.3%	ADD 37%
54	VTVVANGUARD INDEX FDS	9,185	$2M	0.3%	ADD 3%
55	AVAVAEROVIRONMENT INC	9,083	$2M	0.3%	ADD 75%
56	NKENIKE INC	28,574	$2M	0.3%	TRIM −30%
57	KMBKIMBERLY-CLARK CORP	15,172	$1M	0.3%	ADD 114%
58	SHYGISHARES TR	34,555	$1M	0.2%	ADD 7%
59	VBKVANGUARD INDEX FDS	4,721	$1M	0.2%	HOLD
60	IWDISHARES TR	6,480	$1M	0.2%	HOLD
61	VEAVANGUARD TAX-MANAGED FDS	21,542	$1M	0.2%	HOLD
62	TSMTAIWAN SEMICONDUCTOR MFG LTD	4,043	$1M	0.2%	ADD 7%
63	DFICDIMENSIONAL ETF TRUST	38,374	$1M	0.2%	ADD 258%
64	SPYSTATE STR SPDR S&P 500 ETF T	2,050	$1M	0.2%	ADD 7%
65	LLYELI LILLY & CO	1,434	$1M	0.2%	HOLD
66	BOXXEA SERIES TRUST	10,940	$1M	0.2%	ADD 24%
67	AVIVAMERICAN CENTY ETF TR	16,758	$1M	0.2%	ADD 35%
68	FESMFIDELITY COVINGTON TRUST	32,196	$1M	0.2%	ADD 3%
69	DUHPDIMENSIONAL ETF TRUST	30,977	$1M	0.2%	NEW
70	VNQVANGUARD INDEX FDS	12,743	$1M	0.2%	ADD 20%
71	DFSVDIMENSIONAL ETF TRUST	31,444	$1M	0.2%	NEW
72	EFGISHARES TR	9,754	$1M	0.2%	HOLD
73	PWRQUANTA SVCS INC	1,968	$1M	0.2%	TRIM −9%
74	MCDMCDONALDS CORP	3,422	$1M	0.2%	TRIM −3%
75	EQPTEQUIPMENTSHARE COM INC	51,953	$1M	0.2%	NEW
76	VVVANGUARD INDEX FDS	3,481	$1M	0.2%	ADD 338%
77	DFEMDIMENSIONAL ETF TRUST	30,011	$1M	0.2%	ADD 79%
78	COWZPACER FDS TR	16,461	$1M	0.2%	NEW
79	CWTCALIFORNIA WTR SVC GROUP	22,624	$1M	0.2%	HOLD
80	SHOPSHOPIFY INC	8,263	$980,157	0.2%	HOLD
81	MRTNMARTEN TRANS LTD	73,615	$966,559	0.2%	TRIM −4%
82	PSQAPALMER SQUARE FUNDS TR	46,161	$943,522	0.2%	NEW
83	JNJJOHNSON & JOHNSON	3,626	$886,413	0.2%	TRIM −6%
84	MMM3M CO	5,941	$862,870	0.1%	TRIM −79%
85	XOMEXXON MOBIL CORP	4,933	$836,897	0.1%	ADD 4%
86	MAMASTERCARD INCORPORATED	1,662	$830,440	0.1%	ADD 3%
87	RSPINVESCO EXCHANGE TRADED FD T	4,323	$829,629	0.1%	HOLD
88	HYMBSPDR SERIES TRUST	31,289	$775,960	0.1%	ADD 34%
89	AVDVAMERICAN CENTY ETF TR	7,701	$769,056	0.1%	NEW
90	FBCGFIDELITY COVINGTON TRUST	15,044	$754,011	0.1%	ADD 49%
91	HDHOME DEPOT INC	2,269	$746,330	0.1%	TRIM −2%
92	ETENERGY TRANSFER L P	38,658	$746,107	0.1%	HOLD
93	VBRVANGUARD INDEX FDS	3,434	$745,945	0.1%	ADD 13%
94	SMMUPIMCO ETF TR	14,740	$743,633	0.1%	NEW
95	FBTCFIDELITY WISE ORIGIN BITCOIN	12,514	$738,672	0.1%	ADD 10%
96	LRCXLAM RESEARCH CORP	3,415	$730,531	0.1%	ADD 34%
97	IEMGISHARES INC	10,252	$715,059	0.1%	TRIM −41%
98	VGTVANGUARD WORLD FD	1,020	$711,731	0.1%	ADD 205%
99	IJHISHARES TR	10,159	$686,037	0.1%	TRIM −36%
100	NFLXNETFLIX INC	7,045	$677,377	0.1%	ADD 12%
101	BUSEFIRST BUSEY CORP	26,539	$670,641	0.1%	TRIM −63%
102	SMHVANECK ETF TRUST	1,741	$667,381	0.1%	ADD 4%
103	CATCATERPILLAR INC	937	$663,827	0.1%	TRIM −9%
104	SHMSPDR SERIES TRUST	13,507	$646,021	0.1%	TRIM −9%
105	PEPPEPSICO INC	4,102	$637,000	0.1%	ADD 50%
106	QGENQIAGEN NV	15,838	$634,173	0.1%	NEW
107	JAAAJANUS DETROIT STR TR	12,500	$632,155	0.1%	TRIM −13%
108	VONVVANGUARD SCOTTSDALE FDS	6,623	$620,840	0.1%	HOLD
109	SYKSTRYKER CORPORATION	1,835	$602,970	0.1%	HOLD
110	BACBANK AMERICA CORP	12,362	$602,650	0.1%	TRIM −7%
111	SCHWSCHWAB CHARLES CORP	6,306	$592,642	0.1%	TRIM −30%
112	ORCLORACLE CORP	3,985	$586,207	0.1%	TRIM −3%
113	QQQINVESCO QQQ TR	1,009	$582,375	0.1%	ADD 77%
114	FENIFIDELITY COVINGTON TRUST	15,637	$581,701	0.1%	TRIM −66%
115	VVISA INC	1,884	$569,437	0.1%	ADD 8%
116	MGKVanguard Mega Cap Growth ETF	1,545	$567,695	0.1%	ADD 13%
117	MASIMASIMO CORP	3,191	$567,583	0.1%	NEW
118	AVMCAMERICAN CENTY ETF TR AVANTIS U S MID CAP EQUITY ETF	7,839	$566,289	0.1%	NEW
119	BSVVANGUARD BD INDEX FDS	7,185	$563,376	0.1%	TRIM −2%
120	WERNWERNER ENTERPRISES INC	19,057	$560,466	0.1%	TRIM −12%
121	IYCISHARES TR	5,584	$541,201	0.1%	HOLD
122	SOLVSOLVENTUM CORP	8,242	$538,203	0.1%	ADD 12%
123	CVXCHEVRON CORP NEW	2,595	$536,906	0.1%	ADD 3%
124	INTUINTUIT	1,238	$535,286	0.1%	ADD 64%
125	JEPIJPMorgan Equity Premium Income ETF	9,441	$535,135	0.1%	ADD 5%
126	GPIXGOLDMAN SACHS ETF TR	10,625	$531,653	0.1%	TRIM −11%
127	CSCOCISCO SYS INC	6,756	$524,198	0.1%	TRIM −4%
128	MDYSPDR S&P MIDCAP 400 ETF TR	816	$503,276	0.1%	NEW
129	IVWISHARES TR	4,426	$500,625	0.1%	HOLD
130	DFAIDIMENSIONAL ETF TRUST	12,726	$495,794	0.1%	TRIM −10%
131	LQDISHARES TR	4,545	$495,360	0.1%	HOLD
132	XLKSELECT SECTOR SPDR TR	3,673	$488,142	0.1%	ADD 65%
133	QQQMINVESCO EXCH TRADED FD TR II	2,053	$487,820	0.1%	NEW
134	KVUEKENVUE INC	27,243	$469,663	0.1%	TRIM −32%
135	ABBVABBVIE INC	2,144	$466,299	0.1%	TRIM −5%
136	NHYMNUSHARES ETF TR	18,500	$456,950	0.1%	ADD 16%
137	MHDBLACKROCK MUNIHOLDINGS FD IN	40,204	$455,890	0.1%	NEW
138	SCHBSCHWAB STRATEGIC TR	18,124	$454,912	0.1%	NEW
139	VEUVANGUARD INTL EQUITY INDEX F	6,000	$450,600	0.1%	NEW
140	MAAMID-AMER APT CMNTYS INC	3,619	$441,952	0.1%	TRIM −8%
141	ORLYOREILLY AUTOMOTIVE INC	4,786	$441,796	0.1%	ADD 35%
142	FNDFSCHWAB STRATEGIC TR	8,915	$436,211	0.1%	HOLD
143	NEENEXTERA ENERGY INC	4,661	$432,914	0.1%	ADD 4%
144	DFASDIMENSIONAL ETF TRUST	6,018	$428,052	0.1%	ADD 16%
145	TMOTHERMO FISHER SCIENTIFIC INC	858	$422,101	0.1%	ADD 10%
146	SPYMSPDR SERIES TRUST	5,502	$421,123	0.1%	ADD 8%
147	AVGEAMERICAN CENTY ETF TR	4,723	$415,731	0.1%	ADD 20%
148	MUMICRON TECHNOLOGY INC	1,199	$405,250	0.1%	ADD 8%
149	SESEA LTD	4,863	$402,705	0.1%	HOLD
150	KKRKKR & CO INC	4,342	$401,635	0.1%	ADD 133%
151	GEGE AEROSPACE	1,364	$387,064	0.1%	ADD 6%
152	VOVANGUARD INDEX FDS	1,312	$376,798	0.1%	TRIM −6%
153	ETNEATON CORP PLC	1,047	$374,497	0.1%	TRIM −4%
154	KOCOCA COLA CO	4,872	$373,025	0.1%	HOLD
155	TMUST-MOBILE US INC	1,774	$372,599	0.1%	ADD 20%
156	VZVERIZON COMMUNICATIONS INC	7,280	$365,447	0.1%	ADD 5%
157	MRKMERCK & CO INC	2,990	$362,136	0.1%	ADD 6%
158	CALAVO GROWERS INC	13,852	$357,253	0.1%	NEW
159	IBMINTERNATIONAL BUSINESS MACHS	1,467	$355,638	0.1%	TRIM −4%
160	MSMORGAN STANLEY	2,153	$354,319	0.1%	HOLD
161	DFLVDIMENSIONAL ETF TRUST	9,913	$353,993	0.1%	TRIM −11%
162	AVLVAMERICAN CENTY ETF TR	4,370	$352,265	0.1%	ADD 5%
163	NTRSNORTHERN TR CORP	2,459	$345,187	0.1%	TRIM −17%
164	PGPROCTER AND GAMBLE CO	2,375	$343,045	0.1%	TRIM −3%
165	DISVDIMENSIONAL ETF TRUST	8,640	$340,762	0.1%	NEW
166	MOALTRIA GROUP INC	5,128	$338,397	0.1%	ADD 24%
167	AXPAMERICAN EXPRESS CO	1,116	$337,568	0.1%	ADD 35%
168	PFEPFIZER INC	11,923	$334,802	0.1%	ADD 13%
169	SCHXSCHWAB U.S. LARGE-CAP ETF	12,870	$329,982	0.1%	NEW
170	DFEVDIMENSIONAL ETF TRUST	9,114	$326,099	0.1%	NEW
171	DIHPDIMENSIONAL ETF TRUST	10,024	$322,973	0.1%	NEW
172	RTXRTX CORPORATION	1,664	$320,986	0.1%	TRIM −3%
173	LPRELONG POND REAL ESTATE SELECT ETF	12,290	$320,035	0.1%	HOLD
174	SPMDSPDR SERIES TRUST	5,199	$307,885	0.1%	TRIM −2%
175	EMLPFirst TR. Ex. Tr. FD N. American Energy	7,020	$306,493	0.1%	HOLD
176	VHTVANGUARD WORLD FD	1,115	$303,648	0.1%	HOLD
177	EPDENTERPRISE PRODS PARTNERS L	8,023	$303,585	0.1%	TRIM −3%
178	VIGVANGUARD SPECIALIZED FUNDS	1,399	$300,869	0.1%	HOLD
179	PMPHILIP MORRIS INTL INC	1,793	$299,112	0.1%	ADD 18%
180	IVEISHARES TR	1,340	$282,941	0.0%	ADD 10%
181	TJXTJX COS INC NEW	1,768	$282,358	0.0%	TRIM −8%
182	SCHMSCHWAB STRATEGIC TR	9,095	$281,581	0.0%	ADD 36%
183	PBPROSPERITY BANCSHARES INC	4,150	$281,287	0.0%	HOLD
184	FSLRFIRST SOLAR INC	1,425	$281,096	0.0%	TRIM −40%
185	PNCPNC FINL SVCS GROUP INC	1,331	$276,968	0.0%	ADD 9%
186	GLGLOBE LIFE INC	1,952	$271,631	0.0%	TRIM −19%
187	IWMISHARES TR	1,085	$269,080	0.0%	TRIM −4%
188	FEMRFIDELITY COVINGTON TRUST	7,814	$266,848	0.0%	TRIM −71%
189	SCHFSCHWAB STRATEGIC TR	10,776	$266,711	0.0%	ADD 6%
190	AMATAPPLIED MATLS INC	778	$265,913	0.0%	TRIM −16%
191	ANETARISTA NETWORKS INC	2,162	$265,450	0.0%	TRIM −4%
192	APHAMPHENOL CORP	2,088	$264,344	0.0%	HOLD
193	XLPSELECT SECTOR SPDR TR	3,210	$263,156	0.0%	HOLD
194	SPGIS&P GLOBAL INC	615	$261,584	0.0%	HOLD
195	CAHCARDINAL HEALTH INC	1,218	$257,453	0.0%	HOLD
196	FELCFIDELITY COVINGTON TRUST	7,092	$257,241	0.0%	TRIM −12%
197	GEVGE VERNOVA INC	294	$256,781	0.0%	NEW
198	WDCWESTERN DIGITAL CORP	948	$256,425	0.0%	NEW
199	DFAXDIMENSIONAL ETF TRUST	7,543	$256,245	0.0%	HOLD
200	NADNUVEEN QUALITY MUNCP INCOME	22,128	$256,030	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

CTOSCUSTOM TRUCK ONE SOURCE INC

4.1M

4.5M

4.8M

4.7M

7.1M

7.0M

$46M

GOOGLALPHABET INC

89K

109K

118K

120K

119K

117K

$34M

MSFTMICROSOFT CORP

58K

62K

63K

62K

64K

73K

$27M

AAPLAPPLE INC

102K

104K

106K

107K

106K

$27M

ITOTISHARES TR

141K

157K

164K

170K

173K

185K

$26M

AMZNAMAZON COM INC

64K

73K

74K

82K

89K

112K

$23M

NVDANVIDIA CORPORATION

79K

120K

122K

120K

122K

$21M

PLTRPALANTIR TECHNOLOGIES INC

140K

133K

134K

125K

117K

121K

$18M

TSLATESLA INC

27K

39K

40K

41K

43K

45K

$17M

IUSGISHARES TR

110K

109K

112K

101K

99K

$15M

AVDEAMERICAN CENTY ETF TR

125K

134K

145K

154K

178K

$15M

UBERUBER TECHNOLOGIES INC

173K

193K

183K

186K

190K

200K

$14M

GSLCGOLDMAN SACHS ETF TR

99K

103K

107K

110K

113K

$14M

SCHDSCHWAB STRATEGIC TR

394K

345K

406K

411K

405K

389K

$12M

IJRISHARES TR

89K

83K

89K

92K

93K

91K

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Canvas Wealth Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 240 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Canvas Wealth Advisors, LLC