Canvas Wealth Advisors, LLC reported 147 positions worth $477.79M for the quarter ended Sep 30, 2026, up 8.7% on the prior quarter. It opened 23 new positions, added to 48, trimmed 73 and exited 11. Its largest holding is Custom Truck One Source, Inc. at 13.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +43.5K | +286.1% | $6.26M | 1.77% |
| AMZN Amazon Com Inc | +11.7K | +9.7% | $2.86M | 6.77% |
| UBER Uber Technologies, Inc | +36.3K | +15.2% | $2.38M | 3.79% |
| NVDA Nvidia Corp | +9,975 | +8.7% | $2.13M | 5.59% |
| CLX Clorox Co | +17.5K | +18.6% | $1.55M | 2.07% |
| GOOGL Alphabet Inc. | +5,163 | +4.5% | $1.47M | 7.09% |
| TSLA Tesla, Inc. | +3,281 | +7.7% | $1.32M | 3.89% |
| CRWV CoreWeave, Inc. | +18.6K | – | $1.13M | 0.236% |
| XOM ExxonMobil Holdings Corp | +5,181 | – | $949.59K | 0.199% |
| KMB Kimberly Clark Corp | +8,261 | +19.0% | $908.87K | 1.19% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HOOD Robinhood Markets, Inc. | -18.9K | -44.4% | $1.73M | 0.455% |
| AMD Advanced Micro Devices Inc | -2,352 | -5.8% | $1.33M | 4.49% |
| AAPL Apple Inc. | -2,480 | -2.3% | $865.30K | 7.62% |
| PANW Palo Alto Networks Inc | -1,799 | -3.7% | $684.65K | 3.75% |
| TMO Thermo Fisher Scientific Inc. | -614 | -65.4% | $435.48K | 0.048% |
| CRM Salesforce, Inc. | -1,852 | -13.8% | $427.63K | 0.559% |
| BRK-B Berkshire Hathaway Inc | -725 | -4.6% | $392.93K | 1.69% |
| AVAV AeroVironment Inc | -2,672 | -20.0% | $360.40K | 0.303% |
| SE Sea Ltd | -3,536 | -100.0% | $338.86K | Exited |
| ACN Accenture plc | -1,316 | -60.2% | $325.45K | 0.045% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRWV CoreWeave, Inc. | +18.6K | $1.13M | 0.236% |
| XOM ExxonMobil Holdings Corp | +5,181 | $949.59K | 0.199% |
| PTC Ptc Inc. | +2,917 | $568.23K | 0.119% |
| IBIT iShares Bitcoin Trust ETF | +7,337 | $335.37K | 0.07% |
| AVA Avista Corp | +8,523 | $319.19K | 0.067% |
| MPC Marathon Petroleum Corp | +662 | $286.35K | 0.06% |
| PRU Prudential Financial Inc | +2,252 | $263.19K | 0.055% |
| HTO H2O America | +4,406 | $258.06K | 0.054% |
| VLO Valero Energy Corp | +639 | $245.74K | 0.051% |
| LMT Lockheed Martin Corp | +379 | $243.93K | 0.051% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SE Sea Ltd | -3,536 | $338.86K | 0.077% |
| NGL NGL Energy Partners LP | -20.0K | $318.60K | 0.072% |
| GLW Corning Inc | -978 | $249.81K | 0.057% |
| FSLR First Solar, Inc. | -925 | $218.26K | 0.05% |
| PB Prosperity Bancshares Inc | -2,950 | $217.21K | 0.049% |
| MAR Marriott International Inc | -583 | $216.16K | 0.049% |
| BN BROOKFIELD Corp | -4,779 | $203.54K | 0.046% |
| GS Goldman Sachs Group Inc | -200 | $202.27K | 0.046% |
| HSIC Henry Schein Inc | -2,401 | $200.53K | 0.046% |
| NFE New Fortress Energy Inc. | -213 | $3.87K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CTOS Custom Truck One Source, Inc. | Industrials | 6.01M | $65.63M | 13.74% | +27.7K | +0.5% | Added | 2.64% |
| 2 | MSFT Microsoft Corp | Technology | 82.3K | $43.65M | 9.14% | -84 | -0.1% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 104.4K | $36.43M | 7.62% | -2,480 | -2.3% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 119.4K | $33.90M | 7.09% | +5,163 | +4.5% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 132.6K | $32.33M | 6.77% | +11.7K | +9.7% | Added | 0% |
| 6 | NVDA Nvidia Corp | Technology | 125.1K | $26.73M | 5.59% | +9,975 | +8.7% | Added | 0% |
| 7 | PLTR Palantir Technologies Inc. | Technology | 134.8K | $26.48M | 5.54% | +2,595 | +2.0% | Added | 0.01% |
| 8 | AMD Advanced Micro Devices Inc | Technology | 37.9K | $21.47M | 4.49% | -2,352 | -5.8% | Reduced | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 46.1K | $18.58M | 3.89% | +3,281 | +7.7% | Added | 0% |
| 10 | UBER Uber Technologies, Inc | Technology | 275.4K | $18.11M | 3.79% | +36.3K | +15.2% | Added | 0.01% |
| 11 | PANW Palo Alto Networks Inc | Technology | 47.1K | $17.91M | 3.75% | -1,799 | -3.7% | Reduced | 0.01% |
| 12 | CLX Clorox Co | Consumer Staples | 111.5K | $9.89M | 2.07% | +17.5K | +18.6% | Added | 0.09% |
| 13 | CRWD CrowdStrike Holdings, Inc. | Technology | 35.2K | $9.18M | 1.92% | -878 | -2.4% | Reduced | 0% |
| 14 | SPCX Space Exploration Technologies Corp | Industrials | 58.7K | $8.45M | 1.77% | +43.5K | +286.1% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 14.9K | $8.07M | 1.69% | -725 | -4.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Canvas Wealth Advisors.
As of its Q3 2026 13F filing, Canvas Wealth Advisors, LLC’s five largest positions were Custom Truck One Source, Inc. (CTOS) at 13.7%, Microsoft Corp (MSFT) at 9.1%, Apple Inc. (AAPL) at 7.6%, Alphabet Inc. (GOOGL) at 7.1%, Amazon Com Inc (AMZN) at 6.8% of the reported portfolio.
Canvas Wealth Advisors, LLC reported a 13F portfolio worth $477.79M across 147 positions for Q3 2026. That is up 8.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($6.26M), Amazon Com Inc ($2.86M), Uber Technologies, Inc ($2.38M). It opened 23 new positions.
Its largest sales by value were Robinhood Markets, Inc. ($1.73M), Advanced Micro Devices Inc ($1.33M), Apple Inc. ($865.30K). It exited 11 positions entirely.
From the Form 13F-HR reports Canvas Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.