Canvas Wealth Advisors, LLC - Portfolio overview
Canvas Wealth Advisors, LLC has 266 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- CTOS - CUSTOM TRUCK ONE SOURCE INC, 7.73%
- GOOGL - ALPHABET INC, 5.64%
- MSFT - MICROSOFT CORP, 4.52%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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