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Canvas Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001858782

持仓数

240

前50大市值合计

$481.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CTOS CUSTOM TRUCK ONE SOURCE INC

COM CL A

$46.1M

7,019,526

9.6%

GOOGL ALPHABET INC

CAP STK CL A

$33.7M

117,058

7.0%

MSFT MICROSOFT CORP

COM

$27.0M

72,856

5.6%

AAPL APPLE INC

COM

$26.8M

105,520

5.6%

ITOT ISHARES TR

CORE S&P TTL STK

$26.4M

185,224

5.5%

AMZN AMAZON COM INC

COM

$23.3M

111,684

4.8%

NVDA NVIDIA CORPORATION

COM

$21.2M

121,740

4.4%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$17.7M

121,288

3.7%

TSLA TESLA INC

COM

$16.7M

44,891

3.5%

IUSG ISHARES TR

CORE S&P US GWT

$15.4M

99,400

3.2%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$15.1M

177,667

3.1%

UBER UBER TECHNOLOGIES INC

COM

$14.4M

200,091

3.0%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$14.2M

113,456

2.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$11.9M

389,013

2.5%

IJR ISHARES TR

CORE S&P SCP ETF

$11.3M

91,276

2.4%

AMD ADVANCED MICRO DEVICES INC

COM

$10.3M

50,808

2.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$10.0M

16,707

2.1%

IVV ISHARES TR

CORE S&P500 ETF

$9.7M

14,897

2.0%

PANW PALO ALTO NETWORKS INC

COM

$8.9M

55,557

1.8%

IUSV ISHARES TR

CORE S&P US VLU

$7.8M

76,631

1.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.0M

14,550

1.4%

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

$6.8M

87,440

1.4%

AGG ISHARES TR

CORE US AGGBD ET

$5.8M

58,034

1.2%

CRWD CROWDSTRIKE HLDGS INC

CL A

$5.5M

14,107

1.1%

CLX CLOROX CO DEL

COM

$5.5M

53,037

1.1%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$4.7M

58,430

1.0%

IEFA ISHARES TR

CORE MSCI EAFE

$4.5M

49,315

0.9%

JPM JPMORGAN CHASE & CO

COM

$4.3M

14,488

0.9%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$4.1M

90,568

0.9%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$4.1M

78,947

0.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.8M

11,942

0.8%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$3.8M

98,470

0.8%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.7M

8,518

0.8%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$3.6M

71,333

0.8%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$3.3M

47,221

0.7%

WMT WALMART INC

COM

$3.2M

25,992

0.7%

META META PLATFORMS INC

CL A

$3.2M

5,650

0.7%

GOOG ALPHABET INC

CAP STK CL C

$3.2M

11,247

0.7%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$3.2M

41,381

0.7%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$3.2M

28,685

0.7%

AVGO BROADCOM INC

COM

$3.1M

10,144

0.7%

VB VANGUARD INDEX FDS

SMALL CP ETF

$3.1M

11,920

0.6%

MELI MERCADOLIBRE INC

COM

$3.1M

1,791

0.6%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.9M

57,912

0.6%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.9M

4

0.6%

HOOD ROBINHOOD MKTS INC

COM CL A

$2.8M

40,809

0.6%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$2.8M

24,792

0.6%

— ASML HLDG NV

N Y REGISTRY SHS

$2.3M

1,743

0.5%

MUB ISHARES TR

NATIONAL MUN ETF

$2.1M

19,929

0.4%

COST COSTCO WHOLESALE CORPORATION

COM

$2.1M

2,075

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

CTOS9.6%GOOGL7.0%MSFT5.6%AAPL5.6%ITOT5.5%AMZN4.8%

Canvas Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心