StreetAlpha
13F holdings · Q3 2026

Canvas Wealth Advisors

Shawnee, KS · files as Canvas Wealth Advisors, LLC
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 1858782

Canvas Wealth Advisors reported 264 stocks worth $759M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are CTOS (8.7%), MSFT (5.8%) and AAPL (4.8%). Compared with Q2 2026, the fund opened new positions in BOND, MUNI and PYLD, added to CTOS, GOOGL and AMZN, trimmed MSFT, AAPL and ITOT and sold out of FBND, MINO and COWZ.

Reported value$759M+5.8% vs last quarter
Stocks held26435 new · 22 sold out
Top 5 weight27.9%spread out
Turnover15%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
CTOS
Custom Truck One Source Inc
$65.6M8.7%6M+28K (+0%)8 of 8
2
MSFT
Microsoft Corp
$43.7M5.8%82K−84 (−0%)8 of 8
3
AAPL
Apple Inc
$36.4M4.8%104K−2,480 (−2%)8 of 8
4
GOOGL
Alphabet Inc
$33.9M4.5%119K+5,163 (+5%)8 of 8
5
AMZN
Amazon Com Inc
$32.3M4.3%133K+12K (+10%)8 of 8
6
ITOT
Ishares TR
$31.1M4.1%185K−7,393 (−4%)8 of 8
7
NVDA
Nvidia Corporation
$26.7M3.5%125K+9,975 (+9%)8 of 8
8
PLTR
Palantir Technologies Inc
$26.5M3.5%135K+2,595 (+2%)8 of 8
9
AMD
Advanced Micro Devices Inc
$21.5M2.8%38K−2,352 (−6%)8 of 8
10
TSLA
Tesla Inc
$18.6M2.5%46K+3,281 (+8%)8 of 8
🔒 254 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DIMENSIONAL ETF TRUST
$8M181K
FBND
Fidelity Total Bond ETF
$3M65K
MINO
Pimco ETF TR
$1.8M39K
DIMENSIONAL ETF TRUST
$1.6M39K
DIMENSIONAL ETF TRUST
$1.6M41K

🔒 Free account: see all 22.

Reported value

last 8 quarters
$398MQ4 '24
$389MQ1 '25
$507MQ2 '25
$550MQ3 '25
$589MQ4 '25
$588MQ1 '26
$717MQ2 '26
$759MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Canvas Wealth Advisors 13F FAQ

What does Canvas Wealth Advisors own?

Canvas Wealth Advisors reported 264 stocks worth $759M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are CTOS (8.7%), MSFT (5.8%) and AAPL (4.8%). The table above lists every position in the filing (the top 10 without an account).

What did Canvas Wealth Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 35 new positions, 99 added to, 103 trimmed and 22 sold out. New positions include BOND, MUNI and PYLD. It sold all of FBND, MINO and COWZ.

When will Canvas Wealth Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Canvas Wealth Advisors's portfolio worth?

The Q3 2026 filing reports $759M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.