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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 $389,476,840
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 62,013 $22,747,549 5.84%
2.
Apple Inc.
 AAPL 103,701 $20,713,175 5.32%
3.
Ishares Trust
 IEF 157,404 $18,093,610 4.65%
4.
Custom Truck One Source Inc
 4,468,342 $17,158,433 4.41%
5.
Alphabet Inc.
 GOOGL 109,037 $16,515,785 4.24%
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)