Canvas Wealth Advisors, LLC has filed its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. The report shows a total value of approximately $758.8 million, reflecting the firm’s strategic positioning in various sectors.
This filing is crucial as it provides insights into Canvas Wealth Advisors' investment strategies and the companies it has chosen to include in its portfolio. The firm is based in Shawnee, Kansas, and has a fiscal year ending on December 31.
Background
Canvas Wealth Advisors, LLC, with a Central Index Key (CIK) of 0001858782, is categorized under the SIC description for investment advisors. The firm has been active in filing reports with the SEC, with its most recent submissions including several 13F-HR forms throughout 2026. The latest filing, dated November 2, 2026, follows earlier reports from July and April of the same year.
What the Filing Says
The filing states, "The total value of holdings is $758,803,170," and lists a comprehensive portfolio that includes significant investments in major companies. Notable holdings include:
- Apple Inc. - $36,430,547
- Amazon.com Inc. - $32,334,206
- Alphabet Inc. (Class A) - $33,897,500
- Alphabet Inc. (Class C) - $2,354,510
- Advanced Micro Devices Inc. - $21,472,263
This diverse range of investments illustrates the firm’s approach to asset management and its focus on technology and consumer sectors.
Impact
This update may impact various stakeholders, including clients of Canvas Wealth Advisors, who rely on the firm’s investment strategies for wealth management. Additionally, the broader wealth management industry can glean insights from these holdings, reflecting current market trends and investment preferences.
What's Next
The filing does not specify what actions or changes may occur next, leaving stakeholders to monitor future reports for further developments.
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