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Home > Institutional Investor > Canvas Wealth Advisors, Llc > Profile

Instuitional Investor - Canvas Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Canvas Wealth Advisors, Llc
Portfolio Value $398,345,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 102,120 $25,572,958 6.41%
2.
Microsoft Corp
 MSFT 57,585 $24,272,008 6.09%
3.
Custom Truck One Source Inc
 4,108,354 $19,761,183 4.96%
4.
Ishares Trust
 IEF 140,750 $18,103,273 4.54%
5.
Alphabet Inc.
 GOOGL 89,165 $16,878,987 4.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)