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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 5 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COWZ PACER FDS TR 17,749.0 $1.1M 0.15% NEW $62.20 +14.5%
82 VV VANGUARD INDEX FDS 3,004.0 $1.0M 0.14% NEW $343.91 +2.2%
83 DFGR DIMENSIONAL ETF TRUST 35,505.0 $1.0M 0.14% NEW $28.97 +1.9%
84 VGT VANGUARD WORLD FD 8,168.0 $976K 0.14% NEW $119.52 -1.0%
85 FBCG FIDELITY COVINGTON TRUST 15,598.0 $969K 0.14% NEW $62.11 -1.4%
86 SHOP SHOPIFY INC Technology 8,356.0 $954K 0.13% NEW $114.18 +28.9%
87 RSP INVESCO EXCHANGE TRADED FD T 4,373.0 $930K 0.13% NEW $212.77 +3.5%
88 VDC VANGUARD WORLD FD 4,095.0 $923K 0.13% NEW $225.49 +2.1%
89 JNJ JOHNSON & JOHNSON Healthcare 3,629.0 $922K 0.13% NEW $253.99 +5.3%
90 PSQA PALMER SQUARE FUNDS TR 44,793.0 $916K 0.13% NEW $20.46 +1.1%
91 DFSD DIMENSIONAL ETF TRUST 18,694.0 $893K 0.12% NEW $47.75 -0.9%
92 SMH VANECK ETF TRUST 1,361.0 $892K 0.12% NEW $655.74 -14.2%
93 MCD MCDONALDS CORP Consumer Cyclical 3,275.0 $885K 0.12% NEW $270.29 -0.4%
94 AVDV AMERICAN CENTY ETF TR 8,430.0 $869K 0.12% NEW $103.05 +7.5%
95 NKE NIKE INC Consumer Cyclical 20,535.0 $851K 0.12% NEW $41.46 -3.0%
96 CAT CATERPILLAR INC Industrials 790.0 $841K 0.12% NEW $1064.90 -23.4%
97 MA MASTERCARD INCORPORATED Financial Services 1,633.0 $839K 0.12% NEW $513.60 +11.7%
98 CWT CALIFORNIA WTR SVC GROUP Utilities 17,079.0 $831K 0.12% NEW $48.65 +2.8%
99 MMM 3M CO Industrials 5,100.0 $826K 0.12% NEW $161.90 +10.1%
100 IEMG ISHARES INC 9,926.0 $822K 0.12% NEW $82.84 -2.2%
Page 5 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%