Canvas Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Shawnee, KS
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
240
Total value ($000)
$587,968
Net value change ($000)
-921 (-0.2%)
New positions
37
Sold out positions
20
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLC 6,781 NEW
CTOS 5,509 13.6%
DFAC 3,331 671.6%
AMZN 2,651 12.9%
AVDE 2,370 18.7%
JMST 2,238 160.0%
MINO 2,026 NEW
DUHP 1,139 NEW
FBND 1,119 37.0%
DFSV 1,102 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -10,404 -51.7%
MSFT -4,067 -13.1%
MMM -3,655 -80.9%
GOOGL -3,548 -9.5%
PLTR -2,972 -14.3%
TSLA -2,692 -13.9%
AAPL -2,065 -7.2%
DFUS -2,056 -38.0%
IUSG -1,537 -9.1%
NVDA -1,180 -5.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type