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Drew Waldron

Canvas Wealth Advisors, Llc

Assets Managed
$716.874M
Holdings
251
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
21.93%(2Q avg: 10.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Canvas Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 251 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 716.874M in assets, with a quarterly growth rate of 21.93% and a 2-quarter average growth rate of 10.89%. The portfolio is managed by Drew Waldron, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CTOS
Custom Truck One Source Inc
Recent Activity
Decreased -14.77%
9.86%
$70.655M
5.983M shares@ $11.82 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.38%
5.7%
$40.837M
114,270 shares@ $357.37 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 3.9%
4.41%
$31.613M
192,444 shares@ $164.27 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.31%
4.32%
$30.93M
106,892 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 13.14%
4.29%
$30.746M
82,424 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.26%
4.02%
$28.815M
120,898 shares@ $238.35 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -20.75%
3.27%
$23.388M
40,261 shares@ $580.91 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.43%
3.22%
$23.036M
115,127 shares@ $200.09 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 2.17%
2.67%
$19.102M
101,556 shares@ $188.1 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -4.67%
2.52%
$17.998M
42,792 shares@ $420.6 avg price

1-10 of 251