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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 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TXN TEXAS INSTRS INC Technology 690.0 $206K 0.03% NEW $298.07 -10.9%
242 EMR EMERSON ELEC CO Industrials 1,432.0 $205K 0.03% NEW $143.15 +8.1%
243 BN BROOKFIELD CORP Financial Services 4,779.0 $204K 0.03% NEW $42.59 -2.9%
244 GS GOLDMAN SACHS GROUP INC Financial Services 200.0 $202K 0.03% NEW $1011.37 -0.9%
245 HSIC SCHEIN HENRY INC Healthcare 2,401.0 $201K 0.03% NEW $83.52 +5.9%
246 NU NU HLDGS LTD Financial Services 14,683.0 $196K 0.03% NEW $13.36 +6.4%
247 F FORD MTR CO Consumer Cyclical 13,137.0 $183K 0.03% NEW $13.90 +0.6%
248 CFFN CAPITOL FED FINL INC Financial Services 17,335.0 $148K 0.02% NEW $8.51 -0.2%
249 TORTOISE CAPITAL SERIES TRUS 13,908.0 $135K 0.02% NEW $9.71
250 NFE NEW FORTRESS ENERGY INC Utilities 10,648.0 $4K 0.00% NEW $0.36 -17.4%
251 MVIS MICROVISION INC DEL Technology 10,300.0 $3K NEW $0.33 +435.2%
Page 13 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%