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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 8 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVGE AMERICAN CENTY ETF TR 4,824.0 $478K 0.07% NEW $99.10 +2.5%
142 NFLX NETFLIX INC. Communication Services 6,635.0 $474K 0.07% NEW $71.40 +12.6%
143 DIHP DIMENSIONAL ETF TRUST 13,869.0 $473K 0.07% NEW $34.12 +4.7%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 939.0 $471K 0.07% NEW $501.38 +24.9%
145 SPYM SPDR SERIES TRUST 5,307.0 $466K 0.07% NEW $87.88 +2.8%
146 ETN EATON CORP PLC Industrials 1,086.0 $463K 0.07% NEW $426.14 -1.1%
147 DFEV DIMENSIONAL ETF TRUST 10,650.0 $454K 0.06% NEW $42.67 -1.5%
148 MS MORGAN STANLEY Financial Services 2,165.0 $453K 0.06% NEW $209.04 +0.8%
149 JAAA JANUS DETROIT STR TR 8,900.0 $451K 0.06% NEW $50.69 -0.0%
150 KO COCA COLA CO Consumer Defensive 5,508.0 $451K 0.06% NEW $81.79 +10.8%
151 KLAC KLA CORP Technology 1,486.0 $448K 0.06% NEW $301.71 -39.2%
152 FNDF SCHWAB STRATEGIC TR 8,466.0 $447K 0.06% NEW $52.76 +5.9%
153 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,745.0 $437K 0.06% NEW $92.09 -3.1%
154 IBM INTERNATIONAL BUSINESS MACHS Technology 1,553.0 $437K 0.06% NEW $281.25 -15.2%
155 SOLV SOLVENTUM CORP Healthcare 5,628.0 $434K 0.06% NEW $77.15 +14.8%
156 DFLV DIMENSIONAL ETF TRUST 10,913.0 $432K 0.06% NEW $39.54 +6.4%
157 VO VANGUARD INDEX FDS 5,252.0 $423K 0.06% NEW $80.57 +3.1%
158 VEU VANGUARD INTL EQUITY INDEX F 5,000.0 $419K 0.06% NEW $83.75 +2.4%
159 KKR KKR & CO INC 4,538.0 $416K 0.06% NEW $91.78
160 CVX CHEVRON CORPORATION Energy 2,510.0 $416K 0.06% NEW $165.76 +24.0%
Page 8 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 44.6%
Industrials 19.0%
Consumer Cyclical 12.9%
Communication Services 10.6%
Consumer Defensive 5.0%
Financial Services 5.0%
Healthcare 1.8%
Utilities 0.5%
Energy 0.5%
Real Estate 0.1%