0001085146-22-003675.txt : 20221031 0001085146-22-003675.hdr.sgml : 20221031 20221028205554 ACCESSION NUMBER: 0001085146-22-003675 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221028 EFFECTIVENESS DATE: 20221031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Canvas Wealth Advisors, LLC CENTRAL INDEX KEY: 0001858782 IRS NUMBER: 831998407 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21145 FILM NUMBER: 221343556 BUSINESS ADDRESS: STREET 1: 10975 BENSON DRIVE STREET 2: SUITE 560 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 913-991-8471 MAIL ADDRESS: STREET 1: 10975 BENSON DRIVE STREET 2: SUITE 560 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001858782 XXXXXXXX 09-30-2022 09-30-2022 false Canvas Wealth Advisors, LLC
10975 BENSON DRIVE SUITE 560 OVERLAND PARK KS 66210
13F HOLDINGS REPORT 028-21145 N
Drew Waldron CCO 913 991-8471 /s/Drew Waldron Overland Park KS 10-28-2022 0 124 234827 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 2632 21448 SH SOLE 0 21448 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 407 1270 SH SOLE 1270 0 0 ADVANCED MICRO DEVICES INC COM 007903107 7798 130552 SH SOLE 130552 0 0 ALPHABET INC CAP STK CL A 02079K305 12933 136241 SH SOLE 136241 0 0 ALPHABET INC CAP STK CL C 02079K107 1046 11029 SH SOLE 11029 0 0 AMAZON COM INC COM 023135106 8421 72810 SH SOLE 72810 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 721 9654 SH SOLE 0 9654 0 AMERICAN WTR WKS CO INC NEW COM 030420103 354 2546 SH SOLE 2546 0 0 AMPHENOL CORP NEW CL A 032095101 379 5178 SH SOLE 5178 0 0 APPLE INC COM 037833100 15654 104814 SH SOLE 104814 0 0 APPLIED MATLS INC COM 038222105 220 2497 SH SOLE 2497 0 0 APTARGROUP INC COM 038336103 340 3433 SH SOLE 0 0 3433 BAXTER INTL INC COM 071813109 2303 39969 SH SOLE 0 0 39969 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2178 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3069 10636 SH SOLE 10636 0 0 BIOGEN INC COM 09062X103 214 762 SH SOLE 762 0 0 BK OF AMERICA CORP COM 060505104 761 21315 SH SOLE 21315 0 0 BLOCK INC CL A 852234103 340 5710 SH SOLE 5710 0 0 BOEING CO COM 097023105 333 2489 SH SOLE 2489 0 0 BROADCOM INC COM 11135F101 223 483 SH SOLE 483 0 0 CAL MAINE FOODS INC COM NEW 128030202 247 4211 SH SOLE 0 0 4211 CHUBB LIMITED COM H1467J104 499 2442 SH SOLE 0 0 2442 CISCO SYS INC COM 17275R102 1567 35316 SH SOLE 35316 0 0 CLOROX CO DEL COM 189054109 2295 16225 SH SOLE 16225 0 0 CLOUDFLARE INC CL A COM 18915M107 203 3650 SH SOLE 3650 0 0 COSTCO WHSL CORP NEW COM 22160K105 220 441 SH SOLE 441 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3022 18683 SH SOLE 18683 0 0 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 20608 3075873 SH SOLE 3075873 0 0 DENTSPLY SIRONA INC COM 24906P109 2641 85511 SH SOLE 0 0 85511 DIAGEO PLC SPON ADR NEW 25243Q205 273 1630 SH SOLE 1630 0 0 DISNEY WALT CO COM 254687106 1093 10448 SH SOLE 10448 0 0 DOCUSIGN INC COM 256163106 257 5253 SH SOLE 5253 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 262 17940 SH SOLE 17940 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 762 29743 SH SOLE 0 0 29743 EVEREST RE GROUP LTD COM G3223R108 483 1717 SH SOLE 0 0 1717 EXXON MOBIL CORP COM 30231G102 262 2448 SH SOLE 2448 0 0 FORD MTR CO DEL COM 345370860 167 13011 SH SOLE 13011 0 0 GENERAL DYNAMICS CORP COM 369550108 225 916 SH SOLE 916 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 223 2237 SH SOLE 2237 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 15597 205229 SH SOLE 205229 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 924 46860 SH SOLE 0 0 46860 HOME DEPOT INC COM 437076102 660 2273 SH SOLE 2273 0 0 ICU MED INC COM 44930G107 1355 9029 SH SOLE 0 0 9029 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1260 5240 SH SOLE 0 5240 0 ISHARES INC CORE MSCI EMKT 46434G103 1074 25003 SH SOLE 0 25003 0 ISHARES TR CORE INTL AGGR 46435G672 201 4145 SH SOLE 4145 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2145 38169 SH SOLE 0 38169 0 ISHARES TR CORE MSCI EURO 46434V738 1151 26604 SH SOLE 26604 0 0 ISHARES TR CORE MSCI PAC 46434V696 576 11730 SH SOLE 11730 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1461 27386 SH SOLE 27386 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2679 28019 SH SOLE 0 28019 0 ISHARES TR CORE S&P TTL STK 464287150 3769 44389 SH SOLE 44389 0 0 ISHARES TR CORE S&P US GWT 464287671 5143 61213 SH SOLE 61213 0 0 ISHARES TR CORE S&P US VLU 464287663 2718 39776 SH SOLE 39776 0 0 ISHARES TR CORE S&P500 ETF 464287200 3023 7881 SH SOLE 0 7881 0 ISHARES TR CORE US AGGBD ET 464287226 1382 14552 SH SOLE 14552 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1639 52025 SH SOLE 0 52025 0 ISHARES TR NATIONAL MUN ETF 464288414 516 5073 SH SOLE 0 5073 0 ISHARES TR RUS MID CAP ETF 464287499 495 7455 SH SOLE 0 7455 0 ISHARES TR U.S. TECH ETF 464287721 933 12260 SH SOLE 12260 0 0 ISHARES TR US CONSM STAPLES 464287812 214 1102 SH SOLE 1102 0 0 ISHARES TR US CONSUM DISCRE 464287580 471 7654 SH SOLE 7654 0 0 JOHNSON & JOHNSON COM 478160104 834 4843 SH SOLE 0 4843 0 JPMORGAN CHASE & CO COM 46625H100 2079 16751 SH SOLE 16751 0 0 KIMBERLY-CLARK CORP COM 494368103 3113 25897 SH SOLE 0 25897 0 KROGER CO COM 501044101 533 11732 SH SOLE 11732 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 347 1511 SH SOLE 1511 0 0 LAM RESEARCH CORP COM 512807108 268 696 SH SOLE 696 0 0 MCDONALDS CORP COM 580135101 371 1445 SH SOLE 1445 0 0 META PLATFORMS INC CL A 30303M102 688 5297 SH SOLE 0 5297 0 MICROSOFT CORP COM 594918104 17127 74040 SH SOLE 74040 0 0 MISSION PRODUCE INC COM 60510V108 469 29030 SH SOLE 0 29030 0 MUELLER WTR PRODS INC COM SER A 624758108 792 69891 SH SOLE 0 69891 0 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 25 20000 SH SOLE 20000 0 0 NIKE INC CL B 654106103 262 2840 SH SOLE 2840 0 0 NORTHERN TR CORP COM 665859104 1532 18649 SH SOLE 0 0 18649 NOVO-NORDISK A S ADR 670100205 211 1957 SH SOLE 1957 0 0 NUTRIEN LTD COM 67077M108 558 6805 SH SOLE 6805 0 0 NVIDIA CORPORATION COM 67066G104 1073 8321 SH SOLE 8321 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 1057 123289 SH SOLE 123289 0 0 PALO ALTO NETWORKS INC COM 697435105 1879 11267 SH SOLE 0 11267 0 PELOTON INTERACTIVE INC CL A COM 70614W100 113 14646 SH SOLE 14646 0 0 PHILLIPS 66 COM 718546104 260 2546 SH SOLE 2546 0 0 PROCTER AND GAMBLE CO COM 742718109 214 1621 SH SOLE 1621 0 0 PROSPERITY BANCSHARES INC COM 743606105 516 7200 SH SOLE 7200 0 0 QUALCOMM INC COM 747525103 239 2022 SH SOLE 2022 0 0 QUEST DIAGNOSTICS INC COM 74834L100 288 2009 SH SOLE 2009 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 275 3043 SH SOLE 3043 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 622 4351 SH SOLE 0 0 4351 SALESFORCE INC COM 79466L302 232 1452 SH SOLE 1452 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5033 69539 SH SOLE 0 69539 0 SEA LTD SPONSORD ADS 81141R100 281 5543 SH SOLE 5543 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 744 10404 SH SOLE 0 10404 0 SHOPIFY INC CL A 82509L107 408 14034 SH SOLE 14034 0 0 SJW GROUP COM 784305104 1147 17545 SH SOLE 0 0 17545 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 2594 108614 SH SOLE 0 0 108614 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 420 15249 SH SOLE 15249 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 945 10502 SH SOLE 10502 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 606 13166 SH SOLE 0 13166 0 STARBUCKS CORP COM 855244109 281 3274 SH SOLE 3274 0 0 STRYKER CORPORATION COM 863667101 401 1753 SH SOLE 1753 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 459 7547 SH SOLE 7547 0 0 TELADOC HEALTH INC COM 87918A105 461 17229 SH SOLE 17229 0 0 TESLA INC COM 88160R101 584 2599 SH SOLE 2599 0 0 TRAVELERS COMPANIES INC COM 89417E109 1807 10243 SH SOLE 0 10243 0 UBER TECHNOLOGIES INC COM 90353T100 6289 223027 SH SOLE 223027 0 0 UNITEDHEALTH GROUP INC COM 91324P102 352 648 SH SOLE 648 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1719 15716 SH SOLE 0 15716 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 691 9480 SH SOLE 9480 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1302 17450 SH SOLE 17450 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 10572 47530 SH SOLE 47530 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 280 1605 SH SOLE 1605 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 316 3898 SH SOLE 0 3898 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10338 29445 SH SOLE 0 29445 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 488 3108 SH SOLE 0 3108 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 904 4715 SH SOLE 4715 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 935 6915 SH SOLE 0 6915 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 300 7881 SH SOLE 0 7881 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 397 5284 SH SOLE 5284 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 253 1370 SH SOLE 0 1370 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 513 2129 SH SOLE 2129 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 252 777 SH SOLE 777 0 0 VISA INC COM CL A 92826C839 356 1749 SH SOLE 1749 0 0 WALMART INC COM 931142103 1401 9929 SH SOLE 9929 0 0