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Drew Waldron

Canvas Wealth Advisors, Llc

Assets Managed
$587.968M
Holdings
240
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-0.15%(2Q avg: 3.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Canvas Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 240 positions.

Assets under management

The assets under management (AUM) of Canvas Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 587.968M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 3.47%. The portfolio is managed by Drew Waldron, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CTOS
Custom Truck One Source Inc
Recent Activity
Decreased -0.43%
7.85%
$46.118M
7.02M shares@ $6.58 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.53%
5.73%
$33.661M
117,058 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 13.53%
4.59%
$26.969M
72,856 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.55%
4.56%
$26.78M
105,520 shares@ $253.79 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 6.95%
4.49%
$26.381M
185,224 shares@ $142.44 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 25.08%
3.96%
$23.261M
111,684 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.31%
3.62%
$21.233M
121,740 shares@ $174.42 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 4.09%
3.02%
$17.742M
121,288 shares@ $146.29 avg price
TSLA
Tesla Inc
Recent Activity
Increased 4.17%
2.84%
$16.688M
44,891 shares@ $371.75 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -1.54%
2.63%
$15.418M
99,400 shares@ $155.11 avg price

1-10 of 240