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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 9 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MAA MID-AMER APT CMNTYS INC Real Estate 2,946.0 $409K 0.06% NEW $138.94 -5.0%
162 NEE NEXTERA ENERGY INC Utilities 4,622.0 $406K 0.06% NEW $87.77 -3.1%
163 AVLV AMERICAN CENTY ETF TR 4,421.0 $403K 0.06% NEW $91.21 +2.9%
164 MO ALTRIA GROUP INC Consumer Defensive 5,495.0 $395K 0.06% NEW $71.95 -7.0%
165 ANET ARISTA NETWORKS INC Technology 2,281.0 $387K 0.05% NEW $169.88 +8.2%
166 XLK SELECT SECTOR SPDR TR 2,032.0 $387K 0.05% NEW $190.52 -3.9%
167 MRK MERCK & CO INC Healthcare 2,978.0 $385K 0.05% NEW $129.35 +15.4%
168 APH AMPHENOL CORP Technology 2,125.0 $375K 0.05% NEW $176.32 -13.2%
169 PG PROCTER & GAMBLE CO Consumer Defensive 2,548.0 $374K 0.05% NEW $146.64 -2.5%
170 ATR APTARGROUP INC Healthcare 2,959.0 $371K 0.05% NEW $125.21 +6.2%
171 UNH UNITEDHEALTH GROUP INC Healthcare 874.0 $363K 0.05% NEW $415.67 -7.4%
172 PM PHILIP MORRIS INTL INC Consumer Defensive 1,977.0 $358K 0.05% NEW $180.91 +5.9%
173 NTRS NORTHERN TR CORP Financial Services 2,032.0 $355K 0.05% NEW $174.74 +4.4%
174 PNC PNC FINL SVCS GROUP INC Financial Services 1,432.0 $353K 0.05% NEW $246.22 -1.9%
175 VIG VANGUARD SPECIALIZED FUNDS 1,489.0 $352K 0.05% NEW $236.62 +2.4%
176 PEP PEPSICO INC Consumer Defensive 2,602.0 $352K 0.05% NEW $135.40 +4.9%
177 TOST TOAST INC Technology 12,399.0 $345K 0.05% NEW $27.82 +27.0%
178 SE SEA LTD Consumer Cyclical 3,536.0 $339K 0.05% NEW $95.83 +22.3%
179 GEV GE VERNOVA INC Utilities 288.0 $338K 0.05% NEW $1174.86 -17.8%
180 VHT VANGUARD WORLD FD 1,115.0 $333K 0.05% NEW $299.01 +8.3%
Page 9 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%