0001085146-23-000284.txt : 20230123 0001085146-23-000284.hdr.sgml : 20230123 20230123092332 ACCESSION NUMBER: 0001085146-23-000284 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230123 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: 23542734 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 X0202 13F-HR LIVE false false false 0001858782 XXXXXXXX 12-31-2022 12-31-2022 false Canvas Wealth Advisors, LLC

10975 BENSON DRIVE SUITE 560 OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-21145 000306343 801-117767 N Drew Waldron 913 991-8471 /s/Drew Waldron Overland Park KS 01-23-2023 0 145 239145871 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 2562560 20876 SH SOLE 0 20876 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 208817 751 SH SOLE 751 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 507869 1488 SH SOLE 1488 0 0 ADVANCED MICRO DEVICES INC COM 007903107 6797399 96376 SH SOLE 96376 0 0 AEROJET ROCKETDYNE HLDGS INC COM 007800105 486923 8678 SH SOLE 0 0 8678 ALPHABET INC CAP STK CL A 02079K305 11953086 131180 SH SOLE 131180 0 0 ALPHABET INC CAP STK CL C 02079K107 920462 10029 SH SOLE 10029 0 0 AMAZON COM INC COM 023135106 6553345 68650 SH SOLE 68650 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 218373 4035 SH SOLE 4035 0 0 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 249807 5174 SH SOLE 5174 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 372734 6570 SH SOLE 6570 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 1227099 17505 SH SOLE 17505 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 914607 11735 SH SOLE 0 11735 0 AMERICAN WTR WKS CO INC NEW COM 030420103 385830 2527 SH SOLE 2527 0 0 AMPHENOL CORP NEW CL A 032095101 357788 4534 SH SOLE 4534 0 0 APPLE INC COM 037833100 14309655 105833 SH SOLE 105833 0 0 APPLIED MATLS INC COM 038222105 282263 2573 SH SOLE 2573 0 0 APTARGROUP INC COM 038336103 571847 5107 SH SOLE 0 0 5107 BANK AMERICA CORP COM 060505104 765110 22690 SH SOLE 22690 0 0 BAXTER INTL INC COM 071813109 1081988 24591 SH SOLE 0 0 24591 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2331300 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3392842 11005 SH SOLE 11005 0 0 BLOCK INC CL A 852234103 248058 3440 SH SOLE 3440 0 0 BOEING CO COM 097023105 438505 2094 SH SOLE 2094 0 0 BROADCOM INC COM 11135F101 323325 563 SH SOLE 563 0 0 CAL MAINE FOODS INC COM NEW 128030202 232545 4202 SH SOLE 0 0 4202 CHEVRON CORP NEW COM 166764100 249540 1408 SH SOLE 1408 0 0 CHUBB LIMITED COM H1467J104 485494 2201 SH SOLE 0 0 2201 CISCO SYS INC COM 17275R102 1729408 36874 SH SOLE 36874 0 0 CLOROX CO DEL COM 189054109 2079000 14506 SH SOLE 14506 0 0 CORNING INC COM 219350105 216134 6014 SH SOLE 6014 0 0 COSTCO WHSL CORP NEW COM 22160K105 303508 633 SH SOLE 633 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 658722 6522 SH SOLE 6522 0 0 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 21046646 3090550 SH SOLE 3090550 0 0 DENTSPLY SIRONA INC COM 24906P109 2796283 75739 SH SOLE 0 0 75739 DIAGEO PLC SPON ADR NEW 25243Q205 294038 1603 SH SOLE 1603 0 0 DISNEY WALT CO COM 254687106 683389 6900 SH SOLE 6900 0 0 DOCUSIGN INC COM 256163106 227988 3965 SH SOLE 3965 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 201360 14497 SH SOLE 14497 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 483226 19092 SH SOLE 0 0 19092 EXXON MOBIL CORP COM 30231G102 342117 3093 SH SOLE 3093 0 0 FORD MTR CO DEL COM 345370860 169099 13626 SH SOLE 13626 0 0 FUTUREFUEL CORP COM 36116M106 1804243 192350 SH SOLE 192350 0 0 GENERAL DYNAMICS CORP COM 369550108 223491 943 SH SOLE 943 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 11673041 150058 SH SOLE 150058 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 939836 44925 SH SOLE 0 0 44925 HOME DEPOT INC COM 437076102 751789 2323 SH SOLE 2323 0 0 ICU MED INC COM 44930G107 1332926 7625 SH SOLE 0 0 7625 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 430094 5011 SH SOLE 5011 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1316372 5124 SH SOLE 0 5124 0 INVESCO QQQ TR UNIT SER 1 46090E103 678240 2441 SH SOLE 2441 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1266798 25285 SH SOLE 0 25285 0 ISHARES TR CORE MSCI EAFE 46432F842 2347919 35505 SH SOLE 0 35505 0 ISHARES TR CORE MSCI EURO 46434V738 1351888 26210 SH SOLE 26210 0 0 ISHARES TR CORE MSCI PAC 46434V696 642694 11403 SH SOLE 11403 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1645429 26556 SH SOLE 26556 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2788686 28038 SH SOLE 0 28038 0 ISHARES TR CORE S&P TTL STK 464287150 3870753 44394 SH SOLE 44394 0 0 ISHARES TR CORE S&P US GWT 464287671 9442493 114109 SH SOLE 114109 0 0 ISHARES TR CORE S&P US VLU 464287663 2881302 39405 SH SOLE 39405 0 0 ISHARES TR CORE S&P500 ETF 464287200 3148213 8004 SH SOLE 0 8004 0 ISHARES TR CORE US AGGBD ET 464287226 1383729 13737 SH SOLE 13737 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1657322 57787 SH SOLE 0 57787 0 ISHARES TR IBOXX INV CP ETF 464287242 260087 2336 SH SOLE 0 2336 0 ISHARES TR MSCI EMG MKT ETF 464287234 218267 5351 SH SOLE 5351 0 0 ISHARES TR NATIONAL MUN ETF 464288414 570467 5272 SH SOLE 0 5272 0 ISHARES TR RUS MID CAP ETF 464287499 514759 7332 SH SOLE 0 7332 0 ISHARES TR U.S. TECH ETF 464287721 958652 12322 SH SOLE 12322 0 0 ISHARES TR US CONSM STAPLES 464287812 216269 1101 SH SOLE 1101 0 0 ISHARES TR US CONSUM DISCRE 464287580 465746 7654 SH SOLE 7654 0 0 ISHARES TR US TREAS BD ETF 46429B267 257849 10991 SH SOLE 0 10991 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 396551 7890 SH SOLE 7890 0 0 JOHNSON & JOHNSON COM 478160104 880200 5185 SH SOLE 0 5185 0 JPMORGAN CHASE & CO COM 46625H100 2210300 16184 SH SOLE 16184 0 0 KIMBERLY-CLARK CORP COM 494368103 2801192 21087 SH SOLE 0 21087 0 KROGER CO COM 501044101 533027 11777 SH SOLE 11777 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 382052 1520 SH SOLE 1520 0 0 LILLY ELI & CO COM 532457108 220710 627 SH SOLE 627 0 0 MASTERCARD INCORPORATED CL A 57636Q104 291078 789 SH SOLE 789 0 0 MCDONALDS CORP COM 580135101 406127 1527 SH SOLE 1527 0 0 MEDTRONIC PLC SHS G5960L103 359166 4562 SH SOLE 4562 0 0 MERCK & CO INC COM 58933Y105 241623 2221 SH SOLE 2221 0 0 META PLATFORMS INC CL A 30303M102 445484 3349 SH SOLE 0 3349 0 MICROSOFT CORP COM 594918104 17344992 73555 SH SOLE 73555 0 0 MISSION PRODUCE INC COM 60510V108 411345 34336 SH SOLE 0 34336 0 MUELLER WTR PRODS INC COM SER A 624758108 1050696 88146 SH SOLE 0 88146 0 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 29600 20000 SH SOLE 20000 0 0 NIKE INC CL B 654106103 397917 3147 SH SOLE 3147 0 0 NORTHERN TR CORP COM 665859104 1680124 16976 SH SOLE 0 0 16976 NOVO-NORDISK A S ADR 670100205 247515 1771 SH SOLE 1771 0 0 NUTRIEN LTD COM 67077M108 526367 6805 SH SOLE 6805 0 0 NVIDIA CORPORATION COM 67066G104 1496650 8613 SH SOLE 8613 0 0 ORACLE CORP COM 68389X105 261344 3014 SH SOLE 3014 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 994187 144085 SH SOLE 144085 0 0 PALO ALTO NETWORKS INC COM 697435105 1617362 11416 SH SOLE 0 11416 0 PEPSICO INC COM 713448108 201482 1174 SH SOLE 1174 0 0 PHILLIPS 66 COM 718546104 280193 2728 SH SOLE 2728 0 0 PROCTER AND GAMBLE CO COM 742718109 290917 1987 SH SOLE 1987 0 0 PROSPERITY BANCSHARES INC COM 743606105 492075 6750 SH SOLE 6750 0 0 QUALCOMM INC COM 747525103 218574 1791 SH SOLE 1791 0 0 QUEST DIAGNOSTICS INC COM 74834L100 293004 2019 SH SOLE 2019 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 310581 3244 SH SOLE 3244 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 536162 3797 SH SOLE 0 0 3797 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5763672 76148 SH SOLE 0 76148 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 822419 11305 SH SOLE 0 11305 0 SELECTQUOTE INC COM 816307300 10710 15000 SH SOLE 15000 0 0 SHOPIFY INC CL A 82509L107 427423 10912 SH SOLE 10912 0 0 SJW GROUP COM 784305104 360006 4618 SH SOLE 0 0 4618 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 2540867 90713 SH SOLE 0 0 90713 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 485376 15249 SH SOLE 15249 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 958056 10216 SH SOLE 10216 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 610898 12834 SH SOLE 0 12834 0 STARBUCKS CORP COM 855244109 352695 3359 SH SOLE 3359 0 0 STRYKER CORPORATION COM 863667101 450612 1788 SH SOLE 1788 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 606782 6782 SH SOLE 6782 0 0 TELADOC HEALTH INC COM 87918A105 372836 14144 SH SOLE 14144 0 0 TESLA INC COM 88160R101 1076472 8359 SH SOLE 8359 0 0 TRAVELERS COMPANIES INC COM 89417E109 1683935 9170 SH SOLE 0 9170 0 UBER TECHNOLOGIES INC COM 90353T100 6269087 216474 SH SOLE 216474 0 0 UNITEDHEALTH GROUP INC COM 91324P102 323392 679 SH SOLE 679 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1509991 10367 SH SOLE 0 10367 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 251333 1114 SH SOLE 1114 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 705013 9124 SH SOLE 9124 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1297307 16996 SH SOLE 16996 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 7320720 32831 SH SOLE 32831 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 286284 1605 SH SOLE 1605 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 426962 3060 SH SOLE 3060 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 390690 1847 SH SOLE 1847 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 428004 4912 SH SOLE 0 4912 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13280345 36918 SH SOLE 0 36918 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 510983 3082 SH SOLE 0 3082 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 914401 4651 SH SOLE 4651 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 966499 6854 SH SOLE 0 6854 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 343878 7896 SH SOLE 0 7896 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 427687 5284 SH SOLE 5284 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 207175 2794 SH SOLE 2794 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 286878 6382 SH SOLE 6382 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 295754 1644 SH SOLE 1644 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 257752 1370 SH SOLE 0 1370 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 523868 2142 SH SOLE 2142 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 225435 677 SH SOLE 677 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 349398 8742 SH SOLE 8742 0 0 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 392465 6204 SH SOLE 6204 0 0 VISA INC COM CL A 92826C839 494899 2255 SH SOLE 2255 0 0 WALMART INC COM 931142103 1388872 9861 SH SOLE 9861 0 0