Canvas Wealth Advisors, LLC
•CIK: 1858782•Filing: Q4 2025
**Canvas Wealth Advisors, LLC** manages $589M across a diversified portfolio of 222 positions. The firm exhibits significant concentration in mega-cap technology names, with top holdings including CTOS at $40.6M and GOOGL at $37.2M. Further substantial allocations are visible in MSFT ($31.0M), AAPL ($28.8M), and ITOT ($25.8M). This positioning suggests a core focus on established growth leaders within the technology and index space.
Total AUM
$588.9M
QoQ Performance
+7.1%
Positions
160
Top 10 Concentration
45.6%
Latest Filing
Q4 2025
Top Holdings Allocation
CTOS
GOOGL
MSFT
CTOS6.9%
GOOGL6.3%
MSFT5.3%
AAPL4.9%
ITOT4.4%
NVDA3.8%
PLTR3.5%
AMZN3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.4%
Technology24.6%
Consumer11.1%
ETF5.4%
Financial3.3%
Industrial1.0%
Healthcare0.7%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+19 more exited positions
Changes from Q3 2025
NEW10 new positions
↑89 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023