Canvas Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Shawnee, KS
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
251
Total value ($000)
$716,874
Net value change ($000)
+128,906 (21.9%)
New positions
32
Sold out positions
21
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CTOS 24,537 53.2%
AMD 13,052 126.3%
PANW 7,753 87.0%
GOOGL 7,176 21.3%
AMZN 5,554 23.9%
ITOT 5,232 19.8%
DFAC 4,208 110.0%
AAPL 4,150 15.5%
MSFT 3,777 14.0%
IUSG 3,684 23.9%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -2,317 -13.1%
JMST -1,236 -34.0%
FBND -1,183 -28.5%
VNQ -1,130 -100.0%
XOM -837 -100.0%
MRTN -747 -77.2%
SMMU -744 -100.0%
NKE -675 -44.2%
FESM -620 -50.7%
MASI -568 -100.0%
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