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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 7 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVW ISHARES TR 4,401.0 $605K 0.08% NEW $137.53 +0.6%
122 FESM FIDELITY COVINGTON TRUST 12,493.0 $603K 0.08% NEW $48.29 -1.5%
123 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 622.0 $601K 0.08% NEW $965.74 -12.0%
124 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,613.0 $593K 0.08% NEW $51.05 +23.9%
125 ORCL ORACLE CORP Technology 4,042.0 $592K 0.08% NEW $146.56 -3.1%
126 AMAT APPLIED MATLS INC Technology 817.0 $591K 0.08% NEW $723.01 -31.4%
127 SYK STRYKER CORPORATION Healthcare 1,838.0 $579K 0.08% NEW $314.84 +4.1%
128 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 8,016.0 $575K 0.08% NEW $71.74 +1.0%
129 WDC WESTERN DIGITAL CORP Technology 886.0 $566K 0.08% NEW $638.72 -26.6%
130 JEPI J P MORGAN EXCHANGE TRADED F 10,006.0 $565K 0.08% NEW $56.48 +2.2%
131 IYC ISHARES TR 5,584.0 $565K 0.08% NEW $101.10 +0.7%
132 BSV VANGUARD BD INDEX FDS 7,185.0 $560K 0.08% NEW $77.91 -0.4%
133 AXP AMERICAN EXPRESS CO Financial Services 1,604.0 $543K 0.08% NEW $338.25 -2.1%
134 QQQ INVESCO QQQ TR Financial Services 734.0 $541K 0.07% NEW $736.40 -3.5%
135 SCHW SCHWAB CHARLES CORP Financial Services 5,773.0 $533K 0.07% NEW $92.27 +19.0%
136 GE GE AEROSPACE Industrials 1,419.0 $530K 0.07% NEW $373.73 -7.8%
137 SCHB SCHWAB STRATEGIC TR 18,244.0 $528K 0.07% NEW $28.96 +1.8%
138 IEF ISHARES TR 5,300.0 $501K 0.07% NEW $94.57 -1.7%
139 DISV DIMENSIONAL ETF TRUST 12,279.0 $493K 0.07% NEW $40.13 +9.9%
140 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 40,827.0 $488K 0.07% NEW $11.96 -4.4%
Page 7 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%