Portfolio (Quarterly)
Guide ↗
Canvas Wealth Advisors, LLC
· CIK 0001858782| # | 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% |
① 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%