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Portfolio (Quarterly) Guide ↗

Canvas Wealth Advisors, LLC

· CIK 0001858782
13F Portfolio $717M AUM 251 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 251 New
Page 10 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LPRE EXCHANGE LISTED FDS TR 10,984.0 $331K 0.05% NEW $30.10 -0.4%
182 LNN LINDSAY CORP Industrials 2,638.0 $327K 0.05% NEW $123.81 -6.2%
183 VZ VERIZON COMMUNICATIONS INC Communication Services 7,683.0 $325K 0.04% NEW $42.34 +16.2%
184 NGL NGL ENERGY PARTNERS LP Energy 20,000.0 $319K 0.04% NEW $15.93 +7.0%
185 SNOW SNOWFLAKE INC Technology 1,233.0 $314K 0.04% NEW $254.50 +26.2%
186 IWM ISHARES TR 1,035.0 $311K 0.04% NEW $300.45 -0.9%
187 TMUS T-MOBILE US INC Communication Services 1,854.0 $311K 0.04% NEW $167.72 +8.0%
188 TRV TRAVELERS COMPANIES INC Financial Services 935.0 $309K 0.04% NEW $330.12 +10.4%
189 RTX RTX CORPORATION Industrials 1,613.0 $306K 0.04% NEW $189.73 +11.9%
190 EMLP FIRST TR EXCHANGE-TRADED FD 7,020.0 $305K 0.04% NEW $43.50 +2.1%
191 SCHM SCHWAB STRATEGIC TR 8,199.0 $302K 0.04% NEW $36.87 -2.6%
192 EPD ENTERPRISE PRODS PARTNERS L Energy 8,122.0 $299K 0.04% NEW $36.76 +4.5%
193 DE DEERE & CO Industrials 463.0 $294K 0.04% NEW $634.33 -2.1%
194 FELC FIDELITY COVINGTON TRUST 6,929.0 $290K 0.04% NEW $41.91 +3.2%
195 CAH CARDINAL HEALTH INC Healthcare 1,217.0 $289K 0.04% NEW $237.59 -3.8%
196 IWF ISHARES TR 2,276.0 $283K 0.04% NEW $124.17 -1.9%
197 SCHX SCHWAB STRATEGIC TR 9,583.0 $282K 0.04% NEW $29.43 +2.2%
198 DELL DELL TECHNOLOGIES INC Technology 651.0 $281K 0.04% NEW $431.46 +0.8%
199 C CITIGROUP INC Financial Services 2,000.0 $280K 0.04% NEW $139.98 -7.4%
200 SPMD SPDR SERIES TRUST 4,115.0 $278K 0.04% NEW $67.56 -0.9%
Page 10 of 13  ·  251 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.1%
Industrials 18.8%
Consumer Cyclical 12.8%
Communication Services 11.3%
Financial Services 5.1%
Consumer Defensive 4.9%
Healthcare 1.8%
Utilities 0.5%
Energy 0.5%
Real Estate 0.1%