Canvas Wealth Advisors

Latest statistics and disclosures from Canvas Wealth Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Canvas Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 145 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Custom Truck One Source Com Cl A (CTOS) 8.8 $21M 3.1M 6.81
Microsoft Corporation (MSFT) 7.3 $17M 74k 235.81
Apple (AAPL) 6.0 $14M 106k 135.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $13M +25% 37k 359.73
Alphabet Cap Stk Cl A (GOOGL) 5.0 $12M -3% 131k 91.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.9 $12M -26% 150k 77.79
Ishares Tr Core S&p Us Gwt (IUSG) 3.9 $9.4M +86% 114k 82.75
Vanguard Index Fds Growth Etf (VUG) 3.1 $7.3M -30% 33k 222.98
Advanced Micro Devices (AMD) 2.8 $6.8M -26% 96k 70.53
Amazon (AMZN) 2.7 $6.6M -5% 69k 95.46
Uber Technologies (UBER) 2.6 $6.3M -2% 217k 28.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $5.8M +9% 76k 75.69
Ishares Tr Core S&p Ttl Stk (ITOT) 1.6 $3.9M 44k 87.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $3.4M +3% 11k 308.30

Setup an alert

Canvas Wealth Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Core S&p500 Etf (IVV) 1.3 $3.1M 8.0k 393.33
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $2.9M 39k 73.12
Kimberly-Clark Corporation (KMB) 1.2 $2.8M -18% 21k 132.84
Dentsply Sirona (XRAY) 1.2 $2.8M -11% 76k 36.92
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.8M 28k 99.46
3M Company (MMM) 1.1 $2.6M -2% 21k 122.75
Smith & Nephew Spdn Adr New (SNN) 1.1 $2.5M -16% 91k 28.01
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.3M -6% 36k 66.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $2.3M 5.00 466260.00
JPMorgan Chase & Co. (JPM) 0.9 $2.2M -3% 16k 136.57
Clorox Company (CLX) 0.9 $2.1M -10% 15k 143.32
FutureFuel (FF) 0.8 $1.8M NEW 192k 9.38
Cisco Systems (CSCO) 0.7 $1.7M +4% 37k 46.90
Travelers Companies (TRV) 0.7 $1.7M -10% 9.2k 183.64
Northern Trust Corporation (NTRS) 0.7 $1.7M -8% 17k 98.97
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $1.7M +11% 58k 28.68
Ishares Tr Core Msci Total (IXUS) 0.7 $1.6M -3% 27k 61.96
Palo Alto Networks (PANW) 0.7 $1.6M 11k 141.68
Universal Hlth Svcs CL B (UHS) 0.6 $1.5M -34% 10k 145.65
NVIDIA Corporation (NVDA) 0.6 $1.5M +3% 8.6k 173.77
Wal-Mart Stores (WMT) 0.6 $1.4M 9.9k 140.84
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.4M -5% 14k 100.73
Ishares Tr Core Msci Euro (IEUR) 0.6 $1.4M 26k 51.58
ICU Medical, Incorporated (ICUI) 0.6 $1.3M -15% 7.6k 174.81
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.6 $1.3M -2% 5.1k 256.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.3M -2% 17k 76.33
Ishares Core Msci Emkt (IEMG) 0.5 $1.3M 25k 50.10
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.2M NEW 18k 70.10
Baxter International (BAX) 0.5 $1.1M -38% 25k 44.00
Tesla Motors (TSLA) 0.5 $1.1M +221% 8.4k 128.78
Mueller Wtr Prods Com Ser A (MWA) 0.4 $1.1M +26% 88k 11.92
Palantir Technologies Cl A (PLTR) 0.4 $994k +16% 144k 6.90
Vanguard Index Fds Value Etf (VTV) 0.4 $967k 6.9k 141.01
Ishares Tr U.s. Tech Etf (IYW) 0.4 $959k 12k 77.80
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $958k -2% 10k 93.78
Healthcare Rlty Tr Cl A Com (HR) 0.4 $940k -4% 45k 20.92
Alphabet Cap Stk Cl C (GOOG) 0.4 $921k -9% 10k 91.78
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $915k +21% 12k 77.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $914k 4.7k 196.60
Johnson & Johnson (JNJ) 0.4 $880k +7% 5.2k 169.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $822k +8% 11k 72.75
Bank of America Corporation (BAC) 0.3 $765k +6% 23k 33.72
Home Depot (HD) 0.3 $752k +2% 2.3k 323.63
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $705k -3% 9.1k 77.27
Walt Disney Company (DIS) 0.3 $683k -33% 6.9k 99.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $678k NEW 2.4k 277.85
Crowdstrike Hldgs Cl A (CRWD) 0.3 $659k -65% 6.5k 101.00
Ishares Tr Core Msci Pac (IPAC) 0.3 $643k -2% 11k 56.36
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $611k -2% 13k 47.60
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $607k -10% 6.8k 89.47
Aptar (ATR) 0.2 $572k +48% 5.1k 111.97
Ishares Tr National Mun Etf (MUB) 0.2 $571k +3% 5.3k 108.21
Reinsurance Grp Of America I Com New (RGA) 0.2 $536k -12% 3.8k 141.21
Kroger (KR) 0.2 $533k 12k 45.26
Nutrien (NTR) 0.2 $526k 6.8k 77.35
Vanguard World Fds Health Car Etf (VHT) 0.2 $524k 2.1k 244.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $515k 7.3k 70.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $511k 3.1k 165.80
Adobe Systems Incorporated (ADBE) 0.2 $508k +17% 1.5k 341.31
Visa Com Cl A (V) 0.2 $495k +28% 2.3k 219.47
Prosperity Bancshares (PB) 0.2 $492k -6% 6.8k 72.90
Aerojet Rocketdy (AJRD) 0.2 $487k NEW 8.7k 56.11
Chubb (CB) 0.2 $486k -9% 2.2k 220.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $485k 15k 31.83
Equity Comwlth Com Sh Ben Int (EQC) 0.2 $483k -35% 19k 25.31
Ishares Tr Us Consum Discre (IYC) 0.2 $466k 7.7k 60.85
Stryker Corporation (SYK) 0.2 $451k 1.8k 252.02
Meta Platforms Cl A (META) 0.2 $446k -36% 3.3k 133.02
Boeing Company (BA) 0.2 $439k -15% 2.1k 209.41
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $430k NEW 5.0k 85.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $428k +26% 4.9k 87.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $428k 5.3k 80.94
Shopify Cl A (SHOP) 0.2 $427k -22% 11k 39.17
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $427k NEW 3.1k 139.53
Mission Produce (AVO) 0.2 $411k +18% 34k 11.98
McDonald's Corporation (MCD) 0.2 $406k +5% 1.5k 265.96
Nike CL B (NKE) 0.2 $398k +10% 3.1k 126.44
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $397k NEW 7.9k 50.26
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.2 $393k NEW 6.2k 63.26
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $391k NEW 1.8k 211.53
American Water Works (AWK) 0.2 $386k 2.5k 152.68
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $382k 1.5k 251.35
Teladoc (TDOC) 0.2 $373k -17% 14k 26.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $373k NEW 6.6k 56.73
SJW (SJW) 0.2 $360k -73% 4.6k 77.96
Medtronic SHS (MDT) 0.2 $359k NEW 4.6k 78.73
Amphenol Corp Cl A (APH) 0.1 $358k -12% 4.5k 78.91
Starbucks Corporation (SBUX) 0.1 $353k +2% 3.4k 105.00
Verizon Communications (VZ) 0.1 $349k NEW 8.7k 39.97
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $344k 7.9k 43.55
Exxon Mobil Corporation (XOM) 0.1 $342k +26% 3.1k 110.61
UnitedHealth (UNH) 0.1 $323k +4% 679.00 476.28
Broadcom (AVGO) 0.1 $323k +16% 563.00 574.29
Raytheon Technologies Corp (RTX) 0.1 $311k +6% 3.2k 95.74
Costco Wholesale Corporation (COST) 0.1 $304k +43% 633.00 479.48
Vanguard World Mega Grwth Ind (MGK) 0.1 $296k NEW 1.6k 179.90
Diageo Spon Adr New (DEO) 0.1 $294k 1.6k 183.43
Quest Diagnostics Incorporated (DGX) 0.1 $293k 2.0k 145.12
Mastercard Incorporated Cl A (MA) 0.1 $291k NEW 789.00 368.92
Procter & Gamble Company (PG) 0.1 $291k +22% 2.0k 146.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $287k NEW 6.4k 44.95
Vanguard Index Fds Large Cap Etf (VV) 0.1 $286k 1.6k 178.37
Applied Materials (AMAT) 0.1 $282k +3% 2.6k 109.70
Phillips 66 (PSX) 0.1 $280k +7% 2.7k 102.71
Oracle Corporation (ORCL) 0.1 $261k NEW 3.0k 86.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $260k NEW 2.3k 111.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $258k NEW 11k 23.46
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $258k 1.4k 188.14
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $251k NEW 1.1k 225.61
American Centy Etf Tr International Lr (AVIV) 0.1 $250k NEW 5.2k 48.28
Chevron Corporation (CVX) 0.1 $250k NEW 1.4k 177.23
Block Cl A (SQ) 0.1 $248k -39% 3.4k 72.11
Novo-nordisk A S Adr (NVO) 0.1 $248k -9% 1.8k 139.76
Merck & Co (MRK) 0.1 $242k NEW 2.2k 108.79
Cal Maine Foods Com New (CALM) 0.1 $233k 4.2k 55.34
Docusign (DOCU) 0.1 $228k -24% 4.0k 57.50
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $225k -12% 677.00 332.99
General Dynamics Corporation (GD) 0.1 $224k +2% 943.00 237.00
Eli Lilly & Co. (LLY) 0.1 $221k NEW 627.00 352.01
Qualcomm (QCOM) 0.1 $219k -11% 1.8k 122.04
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $218k NEW 4.0k 54.12
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $218k NEW 5.4k 40.79
Ishares Tr Us Consm Staples (IYK) 0.1 $216k 1.1k 196.43
Corning Incorporated (GLW) 0.1 $216k NEW 6.0k 35.94
Accenture Plc Ireland Shs Class A (ACN) 0.1 $209k NEW 751.00 278.05
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $207k NEW 2.8k 74.15
Pepsi (PEP) 0.1 $202k NEW 1.2k 171.62
Draftkings Com Cl A (DKNG) 0.1 $201k -19% 15k 13.89
Ford Motor Company (F) 0.1 $169k +4% 14k 12.41
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $30k 20k 1.48
Selectquote Ord (SLQT) 0.0 $11k NEW 15k 0.71

Past Filings by Canvas Wealth Advisors

SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021