0001085146-24-001977.txt : 20240423 0001085146-24-001977.hdr.sgml : 20240423 20240423154303 ACCESSION NUMBER: 0001085146-24-001977 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Canvas Wealth Advisors, LLC CENTRAL INDEX KEY: 0001858782 ORGANIZATION NAME: 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: 24864630 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 03-31-2024 03-31-2024 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 04-23-2024 0 146 297540675 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 2023 ETF SERIES TRUST II GMO US QUALITY E 90139K100 378879 13229 SH SOLE 0 0 13229 3M CO COM 88579Y101 8190959 90050 SH SOLE 0 0 90050 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 209484 666 SH SOLE 0 0 666 ADOBE INC COM 00724F101 269488 568 SH SOLE 0 0 568 ADVANCED MICRO DEVICES INC COM 007903107 8527205 55364 SH SOLE 0 0 55364 AGF INVTS TR US MARKET NETRL 00110G408 192875 10146 SH SOLE 0 0 10146 ALPHABET INC CAP STK CL A 02079K305 14554574 93617 SH SOLE 0 0 93617 ALPHABET INC CAP STK CL C 02079K107 1411606 8998 SH SOLE 0 0 8998 AMAZON COM INC COM 023135106 11441014 63112 SH SOLE 0 0 63112 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1603321 28377 SH SOLE 0 0 28377 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 425532 8104 SH SOLE 0 0 8104 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 8205067 133873 SH SOLE 0 0 133873 AMERICAN CENTY ETF TR US EQT ETF 025072885 5081043 59805 SH SOLE 0 0 59805 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1072328 17576 SH SOLE 0 0 17576 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2716267 31247 SH SOLE 0 0 31247 AMERICAN WTR WKS CO INC NEW COM 030420103 265189 2298 SH SOLE 0 0 2298 APPLE INC COM 037833100 15638720 93088 SH SOLE 0 0 93088 BANK AMERICA CORP COM 060505104 679155 19278 SH SOLE 0 0 19278 BERKSHIRE HATHAWAY INC DEL CL A 084670108 3601800 6 SH SOLE 0 0 6 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3787551 9523 SH SOLE 0 0 9523 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 409529 7932 SH SOLE 0 0 7932 BOEING CO COM 097023105 279821 1644 SH SOLE 0 0 1644 BROADCOM INC COM 11135F101 534223 417 SH SOLE 0 0 417 CALIFORNIA WTR SVC GROUP COM 130788102 643028 14558 SH SOLE 0 0 14558 CHEVRON CORP NEW COM 166764100 280142 1791 SH SOLE 0 0 1791 CISCO SYS INC COM 17275R102 388580 8131 SH SOLE 0 0 8131 CLOROX CO DEL COM 189054109 643707 4522 SH SOLE 0 0 4522 COSTCO WHSL CORP NEW COM 22160K105 904838 1265 SH SOLE 0 0 1265 CROWDSTRIKE HLDGS INC CL A 22788C105 560067 1907 SH SOLE 0 0 1907 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 18238202 3487228 SH SOLE 0 0 3487228 DENTSPLY SIRONA INC COM 24906P109 2168408 71423 SH SOLE 0 0 71423 DIAGEO PLC SPON ADR NEW 25243Q205 456464 3252 SH SOLE 0 0 3252 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 264530 10085 SH SOLE 0 0 10085 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 268775 4938 SH SOLE 0 0 4938 DISNEY WALT CO COM 254687106 232092 2055 SH SOLE 0 0 2055 ELI LILLY & CO COM 532457108 629921 839 SH SOLE 0 0 839 ENVISTA HOLDINGS CORPORATION COM 29415F104 552203 28188 SH SOLE 0 0 28188 EXXON MOBIL CORP COM 30231G102 292991 2470 SH SOLE 0 0 2470 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 2095078 47325 SH SOLE 0 0 47325 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 240490 4512 SH SOLE 0 0 4512 FORD MTR CO DEL COM 345370860 149666 12431 SH SOLE 0 0 12431 GLOBE LIFE INC COM 37959E102 227818 3603 SH SOLE 0 0 3603 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 319840 3200 SH SOLE 0 0 3200 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 11402241 115291 SH SOLE 0 0 115291 GOLDMAN SACHS ETF TR S&P 500 CORE PRE 38149W622 274305 6123 SH SOLE 0 0 6123 HEALTHCARE RLTY TR CL A COM 42226K105 938300 68339 SH SOLE 0 0 68339 HENRY SCHEIN INC COM 806407102 635801 9057 SH SOLE 0 0 9057 HOLOGIC INC COM 436440101 235324 3141 SH SOLE 0 0 3141 HOME DEPOT INC COM 437076102 402567 1210 SH SOLE 0 0 1210 IDACORP INC COM 451107106 525411 5814 SH SOLE 0 0 5814 INDEPENDENT BK CORP MASS COM 453836108 210295 4333 SH SOLE 0 0 4333 INTUIT COM 461202103 212784 347 SH SOLE 0 0 347 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 230506 2292 SH SOLE 0 0 2292 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 291248 8807 SH SOLE 0 0 8807 INVESCO QQQ TR UNIT SER 1 46090E103 204403 480 SH SOLE 0 0 480 ISHARES INC CORE MSCI EMKT 46434G103 478978 9576 SH SOLE 0 0 9576 ISHARES TR 0-5YR HI YL CP 46434V407 987454 23680 SH SOLE 0 0 23680 ISHARES TR CORE MSCI EAFE 46432F842 2863545 40360 SH SOLE 0 0 40360 ISHARES TR CORE S&P MCP ETF 464287507 226605 4010 SH SOLE 0 0 4010 ISHARES TR CORE S&P SCP ETF 464287804 7140565 69916 SH SOLE 0 0 69916 ISHARES TR CORE S&P TTL STK 464287150 14214972 129392 SH SOLE 0 0 129392 ISHARES TR CORE S&P US GWT 464287671 12684602 112263 SH SOLE 0 0 112263 ISHARES TR CORE S&P US VLU 464287663 5466338 64016 SH SOLE 0 0 64016 ISHARES TR CORE S&P500 ETF 464287200 6063663 12054 SH SOLE 0 0 12054 ISHARES TR CORE US AGGBD ET 464287226 3192336 33410 SH SOLE 0 0 33410 ISHARES TR EAFE GRWTH ETF 464288885 532193 5425 SH SOLE 0 0 5425 ISHARES TR IBOXX INV CP ETF 464287242 483506 4600 SH SOLE 0 0 4600 ISHARES TR NATIONAL MUN ETF 464288414 1014329 9537 SH SOLE 0 0 9537 ISHARES TR S&P 500 GRWT ETF 464287309 327706 4016 SH SOLE 0 0 4016 ISHARES TR U.S. TECH ETF 464287721 1384197 10702 SH SOLE 0 0 10702 ISHARES TR US CONSUM DISCRE 464287580 432257 5584 SH SOLE 0 0 5584 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 493076 8871 SH SOLE 0 0 8871 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 266804 5120 SH SOLE 0 0 5120 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1419146 28191 SH SOLE 0 0 28191 JOHNSON & JOHNSON COM 478160104 375866 2596 SH SOLE 0 0 2596 JPMORGAN CHASE & CO COM 46625H100 1820185 10108 SH SOLE 0 0 10108 KIMBERLY-CLARK CORP COM 494368103 2004824 15916 SH SOLE 0 0 15916 KROGER CO COM 501044101 329073 5955 SH SOLE 0 0 5955 LULULEMON ATHLETICA INC COM 550021109 266922 774 SH SOLE 0 0 774 MARRIOTT INTL INC NEW CL A 571903202 225583 946 SH SOLE 0 0 946 MASTERCARD INCORPORATED CL A 57636Q104 373194 811 SH SOLE 0 0 811 MCCORMICK & CO INC COM NON VTG 579780206 239647 3316 SH SOLE 0 0 3316 MCDONALDS CORP COM 580135101 385665 1429 SH SOLE 0 0 1429 MERCADOLIBRE INC COM 58733R102 497638 356 SH SOLE 0 0 356 MERCK & CO INC COM 58933Y105 272304 2172 SH SOLE 0 0 2172 META PLATFORMS INC CL A 30303M102 1521121 3078 SH SOLE 0 0 3078 MICROSOFT CORP COM 594918104 21277915 51665 SH SOLE 0 0 51665 MID-AMER APT CMNTYS INC COM 59522J103 235925 1890 SH SOLE 0 0 1890 MISSION PRODUCE INC COM 60510V108 350442 30633 SH SOLE 0 0 30633 MUELLER WTR PRODS INC COM SER A 624758108 604766 39424 SH SOLE 0 0 39424 NETFLIX INC COM 64110L106 281684 459 SH SOLE 0 0 459 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 124399 21748 SH SOLE 0 0 21748 NORTHERN TR CORP COM 665859104 1477050 18184 SH SOLE 0 0 18184 NORTHROP GRUMMAN CORP COM 666807102 263115 582 SH SOLE 0 0 582 NVIDIA CORPORATION COM 67066G104 5414064 6443 SH SOLE 0 0 6443 ORACLE CORP COM 68389X105 370320 3121 SH SOLE 0 0 3121 OREILLY AUTOMOTIVE INC COM 67103H107 260562 238 SH SOLE 0 0 238 PALANTIR TECHNOLOGIES INC CL A 69608A108 3407043 159880 SH SOLE 0 0 159880 PALO ALTO NETWORKS INC COM 697435105 3091952 11149 SH SOLE 0 0 11149 PEPSICO INC COM 713448108 214731 1267 SH SOLE 0 0 1267 PHILLIPS 66 COM 718546104 233373 1484 SH SOLE 0 0 1484 PNC FINL SVCS GROUP INC COM 693475105 277419 1884 SH SOLE 0 0 1884 PROCTER AND GAMBLE CO COM 742718109 208153 1326 SH SOLE 0 0 1326 PROSHARES TR PSHS ULTRA QQQ 74347R206 240330 3000 SH SOLE 0 0 3000 PROSPERITY BANCSHARES INC COM 743606105 296950 5000 SH SOLE 0 0 5000 QIAGEN NV SHS NEW N72482149 1148733 29282 SH SOLE 0 0 29282 QUEST DIAGNOSTICS INC COM 74834L100 642452 5059 SH SOLE 0 0 5059 REINSURANCE GRP OF AMERICA I COM NEW 759351604 670481 3722 SH SOLE 0 0 3722 SALESFORCE INC COM 79466L302 246201 891 SH SOLE 0 0 891 SCHWAB CHARLES CORP COM 808513105 1890805 26080 SH SOLE 0 0 26080 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 240969 10355 SH SOLE 0 0 10355 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9429692 124386 SH SOLE 0 0 124386 SEA LTD SPONSORD ADS 81141R100 655155 11777 SH SOLE 0 0 11777 SELECTQUOTE INC COM 816307300 31730 19000 SH SOLE 0 0 19000 SHOPIFY INC CL A 82509L107 294715 4246 SH SOLE 0 0 4246 SJW GROUP COM 784305104 234786 4467 SH SOLE 0 0 4467 SOLVENTUM CORP COM SHS 83444M101 1404133 22739 SH SOLE 0 0 22739 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 458408 13392 SH SOLE 0 0 13392 SPDR S&P 500 ETF TR TR UNIT 78462F103 568728 1136 SH SOLE 0 0 1136 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 386820 4222 SH SOLE 0 0 4222 SPDR SER TR NUVEEN BLMBRG SH 78468R739 554894 11751 SH SOLE 0 0 11751 SPDR SER TR NUVEEN BLOOMBERG 78464A284 217343 8587 SH SOLE 0 0 8587 SPDR SER TR PORTFOLIO S&P400 78464A847 1049340 21139 SH SOLE 0 0 21139 STRYKER CORPORATION COM 863667101 581340 1730 SH SOLE 0 0 1730 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 439177 3159 SH SOLE 0 0 3159 TESLA INC COM 88160R101 3965530 25510 SH SOLE 0 0 25510 THERMO FISHER SCIENTIFIC INC COM 883556102 670413 1225 SH SOLE 0 0 1225 UBER TECHNOLOGIES INC COM 90353T100 11197029 155644 SH SOLE 0 0 155644 UNITEDHEALTH GROUP INC COM 91324P102 415404 867 SH SOLE 0 0 867 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 604475 7962 SH SOLE 0 0 7962 VANGUARD INDEX FDS GROWTH ETF 922908736 2985974 8996 SH SOLE 0 0 8996 VANGUARD INDEX FDS LARGE CAP ETF 922908637 328327 1429 SH SOLE 0 0 1429 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5008975 10889 SH SOLE 0 0 10889 VANGUARD INDEX FDS SML CP GRW ETF 922908595 689922 2875 SH SOLE 0 0 2875 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2092797 8450 SH SOLE 0 0 8450 VANGUARD INDEX FDS VALUE ETF 922908744 899021 5816 SH SOLE 0 0 5816 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 276932 3535 SH SOLE 0 0 3535 VANGUARD STAR FDS VG TL INTL STK F 921909768 2138907 36941 SH SOLE 0 0 36941 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 700149 14623 SH SOLE 0 0 14623 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 254396 1005 SH SOLE 0 0 1005 VANGUARD WORLD FD INF TECH ETF 92204A702 279906 562 SH SOLE 0 0 562 VANGUARD WORLD FD MEGA GRWTH IND 921910816 414599 1501 SH SOLE 0 0 1501 VERIZON COMMUNICATIONS INC COM 92343V104 276127 6941 SH SOLE 0 0 6941 VISA INC COM CL A 92826C839 562847 2064 SH SOLE 0 0 2064 WALMART INC COM 931142103 903340 15144 SH SOLE 0 0 15144 WERNER ENTERPRISES INC COM 950755108 519561 14681 SH SOLE 0 0 14681