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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 12 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WFC WELLS FARGO & CO Financial Services 2,931.0 $242K 0.03% NEW $82.64 +1.3%
222 APOS APOLLO GLOBAL MGMT INC Financial Services 2,041.0 $241K 0.03% NEW $118.31 -78.5%
223 UPS UNITED PARCEL SVCS INC Industrials 2,228.0 $239K 0.03% NEW $107.49 -4.6%
224 BDX BECTON DICKINSON & CO Healthcare 1,580.0 $239K 0.03% NEW $151.29 +24.0%
225 AMGN AMGEN INC Healthcare 655.0 $237K 0.03% NEW $362.17 +19.8%
226 CB CHUBB LIMITED Financial Services 674.0 $230K 0.03% NEW $341.77 +0.3%
227 VWO VANGUARD INTL EQUITY INDEX F 3,827.0 $228K 0.03% NEW $59.69 +0.6%
228 GPIQ GOLDMAN SACHS ETF TR 3,833.0 $227K 0.03% NEW $59.31 -4.8%
229 SCHA SCHWAB STRATEGIC TR 6,287.0 $227K 0.03% NEW $36.13 -4.1%
230 ACWX ISHARES TR 2,913.0 $222K 0.03% NEW $76.10 +1.6%
231 PSX PHILLIPS 66 Energy 1,304.0 $221K 0.03% NEW $169.11 +41.9%
232 BLK BLACKROCK INC Financial Services 229.0 $220K 0.03% NEW $961.56 +18.5%
233 MRTN MARTEN TRANS LTD Industrials 12,673.0 $220K 0.03% NEW $17.35 -15.1%
234 FSLR FIRST SOLAR INC Energy 925.0 $218K 0.03% NEW $235.96 -9.3%
235 PB PROSPERITY BANCSHARES INC Financial Services 2,950.0 $217K 0.03% NEW $73.63 -1.4%
236 MAR MARRIOTT INTL INC NEW Consumer Cyclical 583.0 $216K 0.03% NEW $370.77 -3.8%
237 BBEU J P MORGAN EXCHANGE TRADED F 2,730.0 $212K 0.03% NEW $77.77 +3.3%
238 BX BLACKSTONE INC Financial Services 1,780.0 $209K 0.03% NEW $117.67 +20.2%
239 POR PORTLAND GEN ELEC CO Utilities 4,021.0 $208K 0.03% NEW $51.83 -3.2%
240 FIDELITY COVINGTON TRUST 4,834.0 $206K 0.03% NEW $42.58
Page 12 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%