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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 4 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,958.0 $1.8M 0.26% NEW $935.55 +1.2%
62 MINO PIMCO ETF TR 39,250.0 $1.8M 0.25% NEW $45.76 -2.2%
63 LLY ELI LILLY & CO Healthcare 1,493.0 $1.8M 0.25% NEW $1199.46 +5.0%
64 VBK VANGUARD INDEX FDS 4,768.0 $1.7M 0.24% NEW $365.69 -2.3%
65 DUHP DIMENSIONAL ETF TRUST 39,197.0 $1.6M 0.23% NEW $41.73 +1.5%
66 DFEM DIMENSIONAL ETF TRUST 39,760.0 $1.6M 0.23% NEW $40.64 -1.7%
67 DFSV DIMENSIONAL ETF TRUST 40,580.0 $1.6M 0.22% NEW $38.79 +3.5%
68 IWD ISHARES TR 6,480.0 $1.6M 0.22% NEW $242.43 +6.2%
69 VEA VANGUARD TAX-MANAGED FDS 21,625.0 $1.5M 0.21% NEW $71.25 +3.1%
70 MU MICRON TECHNOLOGY INC Technology 1,327.0 $1.5M 0.21% NEW $1153.86 -16.3%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,035.0 $1.5M 0.21% NEW $746.82 +2.4%
72 SHYG ISHARES TR 34,663.0 $1.5M 0.20% NEW $42.41 -0.5%
73 LRCX LAM RESEARCH CORP Technology 3,326.0 $1.4M 0.20% NEW $433.59 -28.8%
74 PWR QUANTA SVCS INC Industrials 1,927.0 $1.4M 0.19% NEW $720.04 -9.1%
75 AVIV AMERICAN CENTY ETF TR 17,710.0 $1.4M 0.19% NEW $77.42 +8.0%
76 AVMC AMERICAN CENTY ETF TR 15,585.0 $1.3M 0.17% NEW $80.25 +1.3%
77 EFG ISHARES TR 9,962.0 $1.2M 0.17% NEW $124.42 +0.9%
78 BOXX EA SERIES TRUST 10,250.0 $1.2M 0.17% NEW $117.09 +0.7%
79 QIAGEN NV 30,119.0 $1.2M 0.16% NEW $39.10
80 DFAS DIMENSIONAL ETF TRUST 13,535.0 $1.1M 0.15% NEW $82.34 +0.4%
Page 4 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%