Canvas Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001858782
13F-HR · 122 reported holdings · 2026-03-31
Reported long-US-equity value
$0.43B
Top-10 concentration
65.3%
Canvas Wealth Advisors, LLC — $425M AUM allocation strategy
Canvas Wealth Advisors, LLC files SEC Form 13F and reports $425M of long US equity value across 122 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.6%, followed by Financials 10.7% and Consumer Discretionary 9.4%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Canvas Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$425M
total across 122 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +23K sh · −$595K+$AMZN +22.4K sh · +$2.65M+$SCHW +15.1K sh · +$1.44M
Biggest trims (shares)
−$IVV −25.3K sh · −$12.5M−$MMM −22.3K sh · −$3.66M−$SPGI −14.6K sh · −$219K
Exited to nil (held last quarter, gone now)
$ONEQ ($1M last qtr)$TTWO ($355K last qtr)$CRM ($270K last qtr)$UNH ($269K last qtr)$MLM ($250K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software9.7%—
- Interactive Media & Services7.9%—
- Semiconductors7.5%—
- Investment Banking & Brokerage6.8%—
- Technology Hardware, Storage & Peripherals6.3%—
- Broadline Retail5.5%—
- Application Software4.1%—
- Automobile Manufacturers3.9%—
- Other holdings48.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 117K | $33.7M | -1.82K | 7.9% |
| $MSFT | Microsoft Corporation | 72.9K | $27M | +8.68K | 6.3% |
| $AAPL | Apple Inc | 106K | $26.8M | -584 | 6.3% |
| $AMZN | Amazon.com Inc | 112K | $23.3M | +22.4K | 5.5% |
| $NVDA | NVIDIA Corporation | 122K | $21.2M | +1.56K | 5.0% |
| $PLTR | Palantir Technologies Inc | 121K | $17.7M | +4.75K | 4.2% |
| $TSLA | Tesla Inc | 44.9K | $16.7M | +1.8K | 3.9% |
| $GS | Goldman Sachs Group Inc | 124K | $14.7M | -4.72K | 3.5% |
| $UBER | Uber Technologies Inc | 200K | $14.4M | +10.2K | 3.4% |
…and 113 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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