Canvas Wealth Advisors, LLC

CIK 0001858782 · Q2 2026

13F Equity AUM

$716.9M

+21.9% QoQ

Positions

251

+11 QoQ

AUM Rank

#4,055

Top 32%

Skill Alpha (FF)

+2.8%/yr^ns

No Clear Edge

Rank #1,108 · Top 13%

vs S&P +0.8%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 28.6%Top 10: 44.2%Top 20: 63.4%

CTOS9.9%

GOOGL5.7%

ITOT4.4%

AAPL4.3%

MSFT4.3%

AMZN4.0%

AMD3.3%

NVDA3.2%

IUSG2.7%

TSLA2.5%

Others (241)55.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services42.2%

Technology26.4%

Industrials10.6%

Consumer Cyclical7.7%

Communication Services6.8%

Consumer Defensive2.9%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 251Median: 0.08%Avg: 0.40%

0–0.5%

214(23.6%)

0.5–1%

13(8.4%)

1–3%

16(28.9%)

3–5%

6(23.5%)

5%+

2(15.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 251vs 20 funds

0%Low

251

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New32Increased116Decreased89Exited21

New Positions

SPACE EXPLORATION TE…0.4%

+15K

CRM0.3%

+13K

VDC0.1%

+4K

DFSD0.1%

+19K

INTC0.1%

+4K

DFCF0.1%

+15K

TMHC0.1%

+8K

IEF0.1%

+5K

TOST0.1%

+12K

UNH0.1%

+874

Increased

DFAC1.1%

+83K(+84%)

EQUIPMENTSHARE COM I…0.3%

+43K(+84%)

CLX1.3%

+41K(+77%)

VUG0.6%

+39K(+463%)

UBER2.4%

+39K(+20%)

KMB0.7%

+28K(+186%)

DFGR0.1%

+28K(+353%)

DFIC0.3%

+22K(+58%)

QIAGEN NV0.2%

+14K(+90%)

SCHD1.8%

+12K(+3%)

Decreased

CTOS9.9%

-1,036,877(-15%)

MRTN0.0%

-60,942(-83%)

FBND0.4%

-25,757(-28%)

JMST0.3%

-24,258(-34%)

FESM0.1%

-19,703(-61%)

DFUS0.4%

-12,112(-26%)

AMD3.3%

-10,547(-21%)

BINC0.5%

-8,170(-10%)

NKE0.1%

-8,039(-28%)

IJR1.7%

-7,245(-8%)

Exited

-12,743

-4,933

-14,740

-3,191

-19,057

-1,238

-18,500

-13,852

-1,952

GILD

-1,546

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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