Holdings of Canvas Wealth Advisors, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 215 in 3 countries
- Top ten
- 44.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Lindsay Corp | 1,853 | 220.7K $ | |
| 202 | Lockheed Martin Corp | 364 | 220K $ | |
| 203 | Amgen Inc | 622 | 218.9K $ | |
| 204 | Gilead Sciences Inc | 1,546 | 215.5K $ | |
| 205 | Becton Dickinson & Co | 1,365 | 214.7K $ | |
| 206 | TransDigm Group Inc | 185 | 214.4K $ | |
| 207 | Adobe Inc | 864 | 210K $ | |
| 208 | Blackstone Inc | 1,821 | 209.4K $ | |
| 209 | KLA Corp | 142 | 209.1K $ | |
| 210 | Marriott International Inc/MD | 637 | 208.4K $ | |
| 211 | Vanguard International Equity Index Funds | 3,827 | 206.8K $ | |
| 212 | iShares Bitcoin Trust ETF | 5,250 | 201.7K $ | |
| 213 | Intuitive Surgical Inc | 437 | 201.5K $ | |
| 214 | Ford Motor Co | 12,439 | 143.5K $ | |
| 215 | Capitol Federal Financial Inc | 17,150 | 122.3K $ |
Sector breakdown
- Technology 22.7 %
- Consumer discretionary 8.4 %
- Communication 7.3 %
- Funds 6.7 %
- Financials 4.0 %
- Industrials 3.2 %
- Consumer staples 1.6 %
- Health care 1.0 %
- Energy 0.2 %
- Utilities 0.1 %
- Unattributed 44.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.4 %
- Netherlands 0.4 %
- Taiwan 0.2 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 213 | 571.6M $ | 99.36 % |
| 2 | Netherlands | 1 | 2.3M $ | 0.40 % |
| 3 | Taiwan | 1 | 1.4M $ | 0.24 % |
Cite this page
Titelia. "Holdings of Canvas Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1858782