0001085146-22-002564.txt : 20220725 0001085146-22-002564.hdr.sgml : 20220725 20220725090403 ACCESSION NUMBER: 0001085146-22-002564 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 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: 221101570 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 06-30-2022 06-30-2022 false Canvas Wealth Advisors, LLC

10975 BENSON DRIVE SUITE 560 OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-21145 N Drew Waldron 913 991-8471 /s/Drew Waldron Overland Park KS 07-25-2022 0 127 248492 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 2469 19081 SH SOLE 0 19081 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 222 798 SH SOLE 798 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 338 923 SH SOLE 923 0 0 ADVANCED MICRO DEVICES INC COM 007903107 9153 119690 SH SOLE 119690 0 0 ALLEGHANY CORP MD COM 017175100 1690 2028 SH SOLE 0 2028 0 ALPHABET INC CAP STK CL A 02079K305 13753 6311 SH SOLE 6311 0 0 ALPHABET INC CAP STK CL C 02079K107 1186 542 SH SOLE 542 0 0 AMAZON COM INC COM 023135106 7258 68340 SH SOLE 68340 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 464 6790 SH SOLE 0 6790 0 AMERICAN WTR WKS CO INC NEW COM 030420103 369 2481 SH SOLE 2481 0 0 APPLE INC COM 037833100 18989 138890 SH SOLE 138890 0 0 BAXTER INTL INC COM 071813109 3035 47247 SH SOLE 0 0 47247 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2045 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3128 11458 SH SOLE 11458 0 0 BK OF AMERICA CORP COM 060505104 674 21652 SH SOLE 21652 0 0 BLACKSTONE INC COM 09260D107 411 4506 SH SOLE 4506 0 0 BLOCK INC CL A 852234103 1867 30376 SH SOLE 30376 0 0 BOEING CO COM 097023105 279 2039 SH SOLE 2039 0 0 CAL MAINE FOODS INC COM NEW 128030202 1264 25591 SH SOLE 0 0 25591 CHUBB LIMITED COM H1467J104 222 1131 SH SOLE 0 0 1131 CISCO SYS INC COM 17275R102 1825 42808 SH SOLE 42808 0 0 CLOROX CO DEL COM 189054109 2431 17245 SH SOLE 17245 0 0 CLOUDFLARE INC CL A COM 18915M107 267 6105 SH SOLE 6105 0 0 CROSSFIRST BANKSHARES INC COM 22766M109 158 12000 SH SOLE 12000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3935 23343 SH SOLE 23343 0 0 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 15585 2783047 SH SOLE 2783047 0 0 DENTSPLY SIRONA INC COM 24906P109 2491 69711 SH SOLE 0 0 69711 DIAGEO PLC SPON ADR NEW 25243Q205 410 2357 SH SOLE 2357 0 0 DISNEY WALT CO COM 254687106 838 8882 SH SOLE 8882 0 0 DOCUSIGN INC COM 256163106 1070 18654 SH SOLE 18654 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 250 21380 SH SOLE 21380 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 1982 71995 SH SOLE 0 0 71995 EVEREST RE GROUP LTD COM G3223R108 483 1722 SH SOLE 0 0 1722 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 267 6635 SH SOLE 0 6635 0 FORD MTR CO DEL COM 345370860 137 12301 SH SOLE 12301 0 0 FORTINET INC COM 34959E109 318 5625 SH SOLE 5625 0 0 GCP APPLIED TECHNOLOGIES INC COM 36164Y101 1424 45522 SH SOLE 0 0 45522 GENERAL DYNAMICS CORP COM 369550108 206 931 SH SOLE 931 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 14982 199920 SH SOLE 199920 0 0 HOME DEPOT INC COM 437076102 915 3337 SH SOLE 3337 0 0 HUMANA INC COM 444859102 221 472 SH SOLE 472 0 0 ICU MED INC COM 44930G107 1510 9187 SH SOLE 0 0 9187 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1227 5191 SH SOLE 0 5191 0 ISHARES INC CORE MSCI EMKT 46434G103 1659 33819 SH SOLE 0 33819 0 ISHARES TR CORE INTL AGGR 46435G672 257 5159 SH SOLE 5159 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2602 44220 SH SOLE 0 44220 0 ISHARES TR CORE MSCI EURO 46434V738 1357 30182 SH SOLE 30182 0 0 ISHARES TR CORE MSCI PAC 46434V696 689 13247 SH SOLE 13247 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1693 29694 SH SOLE 29694 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2860 30954 SH SOLE 0 30954 0 ISHARES TR CORE S&P TTL STK 464287150 3242 38702 SH SOLE 38702 0 0 ISHARES TR CORE S&P US GWT 464287671 4763 56909 SH SOLE 56909 0 0 ISHARES TR CORE S&P US VLU 464287663 2597 38835 SH SOLE 38835 0 0 ISHARES TR CORE S&P500 ETF 464287200 2912 7682 SH SOLE 0 7682 0 ISHARES TR CORE US AGGBD ET 464287226 3724 36624 SH SOLE 36624 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 238 2840 SH SOLE 0 2840 0 ISHARES TR HDG MSCI EAFE 46434V803 2026 63680 SH SOLE 0 63680 0 ISHARES TR MSCI EMG MKT ETF 464287234 215 5351 SH SOLE 5351 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2557 24042 SH SOLE 0 24042 0 ISHARES TR RUS MID CAP ETF 464287499 426 6585 SH SOLE 0 6585 0 ISHARES TR U.S. TECH ETF 464287721 1016 12710 SH SOLE 12710 0 0 ISHARES TR US CONSM STAPLES 464287812 236 1211 SH SOLE 1211 0 0 ISHARES TR US CONSUM DISCRE 464287580 471 8304 SH SOLE 8304 0 0 JOHNSON & JOHNSON COM 478160104 1083 6100 SH SOLE 0 6100 0 JPMORGAN CHASE & CO COM 46625H100 2150 19091 SH SOLE 19091 0 0 KIMBERLY-CLARK CORP COM 494368103 3427 25359 SH SOLE 0 25359 0 KROGER CO COM 501044101 546 11542 SH SOLE 11542 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 353 1505 SH SOLE 1505 0 0 MCDONALDS CORP COM 580135101 307 1244 SH SOLE 1244 0 0 META PLATFORMS INC CL A 30303M102 702 4352 SH SOLE 0 4352 0 MICROSOFT CORP COM 594918104 18548 72218 SH SOLE 72218 0 0 MISSION PRODUCE INC COM 60510V108 469 32924 SH SOLE 0 32924 0 MORGAN STANLEY COM NEW 617446448 217 2851 SH SOLE 2851 0 0 MUELLER WTR PRODS INC COM SER A 624758108 645 54975 SH SOLE 0 54975 0 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 30 20000 SH SOLE 20000 0 0 NIKE INC CL B 654106103 212 2077 SH SOLE 2077 0 0 NORTHERN TR CORP COM 665859104 1516 15717 SH SOLE 0 0 15717 NUTRIEN LTD COM 67077M108 542 6805 SH SOLE 6805 0 0 NVIDIA CORPORATION COM 67066G104 1497 9878 SH SOLE 9878 0 0 OKTA INC CL A 679295105 511 5653 SH SOLE 5653 0 0 ORACLE CORP COM 68389X105 331 4731 SH SOLE 4731 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 2171 239322 SH SOLE 239322 0 0 PALO ALTO NETWORKS INC COM 697435105 600 1214 SH SOLE 0 1214 0 PELOTON INTERACTIVE INC CL A COM 70614W100 203 22149 SH SOLE 22149 0 0 PHILLIPS 66 COM 718546104 209 2546 SH SOLE 2546 0 0 PROCTER AND GAMBLE CO COM 742718109 335 2331 SH SOLE 2331 0 0 QUALCOMM INC COM 747525103 309 2421 SH SOLE 2421 0 0 QUEST DIAGNOSTICS INC COM 74834L100 267 2009 SH SOLE 2009 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 262 2729 SH SOLE 2729 0 0 SCHWAB CHARLES CORP COM 808513105 698 11044 SH SOLE 11044 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4134 57710 SH SOLE 0 57710 0 SEA LTD SPONSORD ADS 81141R100 548 8201 SH SOLE 8201 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1177 16305 SH SOLE 0 16305 0 SHOPIFY INC CL A 82509L107 473 15130 SH SOLE 15130 0 0 SJW GROUP COM 784305104 1401 22455 SH SOLE 0 0 22455 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 2967 106259 SH SOLE 0 0 106259 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 440 15249 SH SOLE 15249 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1003 11059 SH SOLE 11059 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1012 21411 SH SOLE 0 21411 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 276 5381 SH SOLE 0 5381 0 STARBUCKS CORP COM 855244109 277 3631 SH SOLE 3631 0 0 STRYKER CORPORATION COM 863667101 306 1538 SH SOLE 1538 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 679 8308 SH SOLE 8308 0 0 TARGET CORP COM 87612E106 223 1580 SH SOLE 1580 0 0 TELADOC HEALTH INC COM 87918A105 808 24345 SH SOLE 24345 0 0 TESLA INC COM 88160R101 429 637 SH SOLE 637 0 0 TRAVELERS COMPANIES INC COM 89417E109 2547 15061 SH SOLE 0 15061 0 UBER TECHNOLOGIES INC COM 90353T100 4324 211339 SH SOLE 211339 0 0 UNITEDHEALTH GROUP INC COM 91324P102 263 513 SH SOLE 513 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1656 16440 SH SOLE 0 16440 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 205 2725 SH SOLE 2725 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 10044 45061 SH SOLE 45061 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 284 1650 SH SOLE 1650 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 381 4179 SH SOLE 0 4179 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10844 31263 SH SOLE 0 31263 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 484 3234 SH SOLE 0 3234 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 561 2973 SH SOLE 2973 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 825 6253 SH SOLE 0 6253 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 372 8412 SH SOLE 0 8412 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 423 5284 SH SOLE 5284 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 245 6005 SH SOLE 6005 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 625 3370 SH SOLE 0 3370 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 374 1589 SH SOLE 1589 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 278 852 SH SOLE 852 0 0 VISA INC COM CL A 92826C839 342 1739 SH SOLE 1739 0 0 WALMART INC COM 931142103 1429 11756 SH SOLE 11756 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 405 3859 SH SOLE 0 0 3859