0001085146-24-003416.txt : 20240801 0001085146-24-003416.hdr.sgml : 20240801 20240801101711 ACCESSION NUMBER: 0001085146-24-003416 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240801 DATE AS OF CHANGE: 20240801 EFFECTIVENESS DATE: 20240801 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: 241164882 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 06-30-2024 06-30-2024 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 08-01-2024 0 150 323420192 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 2023 ETF SERIES TRUST II GMO US QUALITY E 90139K100 594487 19283 SH SOLE 0 0 19283 3M CO COM 88579Y101 8721315 68807 SH SOLE 0 0 68807 ABBVIE INC COM 00287Y109 219639 1176 SH SOLE 0 0 1176 ABRDN ASIA PACIFIC INCOME FU COM 003009107 37364 13440 SH SOLE 0 0 13440 ADOBE INC COM 00724F101 222487 413 SH SOLE 0 0 413 ADVANCED MICRO DEVICES INC COM 007903107 7754301 56012 SH SOLE 0 0 56012 ALPHABET INC CAP STK CL A 02079K305 14975782 87943 SH SOLE 0 0 87943 ALPHABET INC CAP STK CL C 02079K107 1455826 8471 SH SOLE 0 0 8471 AMAZON COM INC COM 023135106 11033138 60718 SH SOLE 0 0 60718 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1980524 33091 SH SOLE 0 0 33091 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 518946 9720 SH SOLE 0 0 9720 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 8741495 137661 SH SOLE 0 0 137661 AMERICAN CENTY ETF TR US EQT ETF 025072885 5882215 64244 SH SOLE 0 0 64244 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1621257 25312 SH SOLE 0 0 25312 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3472226 35084 SH SOLE 0 0 35084 APPLE INC COM 037833100 20100856 91869 SH SOLE 0 0 91869 ASML HOLDING N V N Y REGISTRY SHS N07059210 231405 269 SH SOLE 0 0 269 BANK AMERICA CORP COM 060505104 616011 14923 SH SOLE 0 0 14923 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2648499 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4277433 9694 SH SOLE 0 0 9694 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 600472 11392 SH SOLE 0 0 11392 BROADCOM INC COM 11135F101 628913 4382 SH SOLE 0 0 4382 CALIFORNIA WTR SVC GROUP COM 130788102 623473 11693 SH SOLE 0 0 11693 CHEVRON CORP NEW COM 166764100 298586 1871 SH SOLE 0 0 1871 CISCO SYS INC COM 17275R102 381991 7935 SH SOLE 0 0 7935 CLOROX CO DEL COM 189054109 1860465 14123 SH SOLE 0 0 14123 COSTCO WHSL CORP NEW COM 22160K105 833655 1029 SH SOLE 0 0 1029 CROWDSTRIKE HLDGS INC CL A 22788C105 1841863 7883 SH SOLE 0 0 7883 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 17659180 3546020 SH SOLE 0 0 3546020 DENTSPLY SIRONA INC COM 24906P109 2250248 84027 SH SOLE 0 0 84027 DIAGEO PLC SPON ADR NEW 25243Q205 390124 3111 SH SOLE 0 0 3111 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 264196 9466 SH SOLE 0 0 9466 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 303453 5152 SH SOLE 0 0 5152 ELI LILLY & CO COM 532457108 669334 847 SH SOLE 0 0 847 ENVISTA HOLDINGS CORPORATION COM 29415F104 764336 45227 SH SOLE 0 0 45227 EXXON MOBIL CORP COM 30231G102 345505 2924 SH SOLE 0 0 2924 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 2441559 53614 SH SOLE 0 0 53614 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 283251 4915 SH SOLE 0 0 4915 FIRST SOLAR INC COM 336433107 215740 1023 SH SOLE 0 0 1023 FORD MTR CO DEL COM 345370860 129871 11981 SH SOLE 0 0 11981 GLOBE LIFE INC COM 37959E102 236717 2506 SH SOLE 0 0 2506 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 320512 3200 SH SOLE 0 0 3200 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 11868530 110931 SH SOLE 0 0 110931 GOLDMAN SACHS ETF TR S&P 500 CORE PRE 38149W622 574967 12223 SH SOLE 0 0 12223 HEALTHCARE RLTY TR CL A COM 42226K105 300524 16950 SH SOLE 0 0 16950 HENRY SCHEIN INC COM 806407102 981127 13544 SH SOLE 0 0 13544 HOLOGIC INC COM 436440101 283009 3430 SH SOLE 0 0 3430 HOME DEPOT INC COM 437076102 438378 1205 SH SOLE 0 0 1205 IDACORP INC COM 451107106 622888 6319 SH SOLE 0 0 6319 ILLUMINA INC COM 452327109 306373 2501 SH SOLE 0 0 2501 INTUIT COM 461202103 221258 348 SH SOLE 0 0 348 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 226960 2192 SH SOLE 0 0 2192 ISHARES INC CORE MSCI EMKT 46434G103 624409 11815 SH SOLE 0 0 11815 ISHARES TR 0-5YR HI YL CP 46434V407 1036455 24330 SH SOLE 0 0 24330 ISHARES TR CORE MSCI EAFE 46432F842 3535931 47951 SH SOLE 0 0 47951 ISHARES TR CORE S&P MCP ETF 464287507 244737 3973 SH SOLE 0 0 3973 ISHARES TR CORE S&P SCP ETF 464287804 8699068 73940 SH SOLE 0 0 73940 ISHARES TR CORE S&P TTL STK 464287150 16178031 135642 SH SOLE 0 0 135642 ISHARES TR CORE S&P US GWT 464287671 13404910 109063 SH SOLE 0 0 109063 ISHARES TR CORE S&P US VLU 464287663 5995934 65018 SH SOLE 0 0 65018 ISHARES TR CORE S&P500 ETF 464287200 7000489 12849 SH SOLE 0 0 12849 ISHARES TR CORE US AGGBD ET 464287226 3393935 34428 SH SOLE 0 0 34428 ISHARES TR EAFE GRWTH ETF 464288885 703701 6934 SH SOLE 0 0 6934 ISHARES TR IBOXX INV CP ETF 464287242 855863 7857 SH SOLE 0 0 7857 ISHARES TR NATIONAL MUN ETF 464288414 1229421 11446 SH SOLE 0 0 11446 ISHARES TR S&P 500 GRWT ETF 464287309 356942 4016 SH SOLE 0 0 4016 ISHARES TR U.S. TECH ETF 464287721 1513156 10702 SH SOLE 0 0 10702 ISHARES TR US CONSUM DISCRE 464287580 453923 5584 SH SOLE 0 0 5584 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 581650 10197 SH SOLE 0 0 10197 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 341626 6522 SH SOLE 0 0 6522 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2066979 40857 SH SOLE 0 0 40857 JOHNSON & JOHNSON COM 478160104 428057 2653 SH SOLE 0 0 2653 JPMORGAN CHASE & CO. COM 46625H100 2244571 10431 SH SOLE 0 0 10431 KIMBERLY-CLARK CORP COM 494368103 1169568 8576 SH SOLE 0 0 8576 KROGER CO COM 501044101 325739 5955 SH SOLE 0 0 5955 MARRIOTT INTL INC NEW CL A 571903202 228264 956 SH SOLE 0 0 956 MARTEN TRANS LTD COM 573075108 247038 13043 SH SOLE 0 0 13043 MASTERCARD INCORPORATED CL A 57636Q104 359307 803 SH SOLE 0 0 803 MCCORMICK & CO INC COM NON VTG 579780206 448427 5834 SH SOLE 0 0 5834 MCDONALDS CORP COM 580135101 483763 1816 SH SOLE 0 0 1816 MERCADOLIBRE INC COM 58733R102 1444021 888 SH SOLE 0 0 888 MERCK & CO INC COM 58933Y105 292620 2539 SH SOLE 0 0 2539 META PLATFORMS INC CL A 30303M102 1392704 3007 SH SOLE 0 0 3007 MICROSOFT CORP COM 594918104 21595681 51063 SH SOLE 0 0 51063 MID-AMER APT CMNTYS INC COM 59522J103 313850 2221 SH SOLE 0 0 2221 MISSION PRODUCE INC COM 60510V108 247071 22001 SH SOLE 0 0 22001 MONDELEZ INTL INC CL A 609207105 204704 3053 SH SOLE 0 0 3053 MORGAN STANLEY COM NEW 617446448 222565 2145 SH SOLE 0 0 2145 NETFLIX INC COM 64110L106 274558 441 SH SOLE 0 0 441 NEXTERA ENERGY INC COM 65339F101 203007 2733 SH SOLE 0 0 2733 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 93600 20000 SH SOLE 0 0 20000 NORTHERN TR CORP COM 665859104 1505876 16929 SH SOLE 0 0 16929 NORTHROP GRUMMAN CORP COM 666807102 357322 734 SH SOLE 0 0 734 NVIDIA CORPORATION COM 67066G104 6368265 61393 SH SOLE 0 0 61393 ORACLE CORP COM 68389X105 438293 3231 SH SOLE 0 0 3231 PALANTIR TECHNOLOGIES INC CL A 69608A108 4173395 158263 SH SOLE 0 0 158263 PALO ALTO NETWORKS INC COM 697435105 3464034 10910 SH SOLE 0 0 10910 PEPSICO INC COM 713448108 206084 1190 SH SOLE 0 0 1190 PNC FINL SVCS GROUP INC COM 693475105 345944 1901 SH SOLE 0 0 1901 PROCTER AND GAMBLE CO COM 742718109 244515 1512 SH SOLE 0 0 1512 PROSPERITY BANCSHARES INC COM 743606105 365050 5000 SH SOLE 0 0 5000 QIAGEN NV SHS NEW N72482149 1734972 38805 SH SOLE 0 0 38805 REINSURANCE GRP OF AMERICA I COM NEW 759351604 444985 1971 SH SOLE 0 0 1971 ROGERS CORP COM 775133101 254326 2078 SH SOLE 0 0 2078 SCHWAB CHARLES CORP COM 808513105 704991 10861 SH SOLE 0 0 10861 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 308397 8641 SH SOLE 0 0 8641 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 283870 11405 SH SOLE 0 0 11405 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 10670608 128872 SH SOLE 0 0 128872 SEA LTD SPONSORD ADS 81141R100 639798 9837 SH SOLE 0 0 9837 SELECTQUOTE INC COM 816307300 77330 19000 SH SOLE 0 0 19000 SERVICENOW INC COM 81762P102 204493 256 SH SOLE 0 0 256 SHOPIFY INC CL A 82509L107 526643 8896 SH SOLE 0 0 8896 SJW GROUP COM 784305104 433589 7115 SH SOLE 0 0 7115 SOLVENTUM CORP COM SHS 83444M101 879829 14925 SH SOLE 0 0 14925 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 476621 13392 SH SOLE 0 0 13392 SPDR S&P 500 ETF TR TR UNIT 78462F103 611488 1128 SH SOLE 0 0 1128 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 275340 3000 SH SOLE 0 0 3000 SPDR SER TR NUVEEN BLMBRG SH 78468R739 553491 11652 SH SOLE 0 0 11652 SPDR SER TR NUVEEN BLOOMBERG 78464A284 227803 8806 SH SOLE 0 0 8806 SPDR SER TR PORTFOLIO S&P400 78464A847 1212354 22451 SH SOLE 0 0 22451 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 243480 6000 SH SOLE 0 0 6000 STRYKER CORPORATION COM 863667101 571949 1732 SH SOLE 0 0 1732 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 477353 3089 SH SOLE 0 0 3089 TESLA INC COM 88160R101 6199299 27847 SH SOLE 0 0 27847 THERMO FISHER SCIENTIFIC INC COM 883556102 628636 1022 SH SOLE 0 0 1022 T-MOBILE US INC COM 872590104 277946 1585 SH SOLE 0 0 1585 UBER TECHNOLOGIES INC COM 90353T100 9627786 152604 SH SOLE 0 0 152604 UNITEDHEALTH GROUP INC COM 91324P102 538436 934 SH SOLE 0 0 934 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 203779 888 SH SOLE 0 0 888 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 610305 7881 SH SOLE 0 0 7881 VANGUARD INDEX FDS GROWTH ETF 922908736 3198171 8921 SH SOLE 0 0 8921 VANGUARD INDEX FDS LARGE CAP ETF 922908637 349128 1405 SH SOLE 0 0 1405 VANGUARD INDEX FDS MID CAP ETF 922908629 419163 1676 SH SOLE 0 0 1676 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 237028 2612 SH SOLE 0 0 2612 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5021674 10082 SH SOLE 0 0 10082 VANGUARD INDEX FDS SMALL CP ETF 922908751 241460 1041 SH SOLE 0 0 1041 VANGUARD INDEX FDS SML CP GRW ETF 922908595 892399 3441 SH SOLE 0 0 3441 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2126479 7917 SH SOLE 0 0 7917 VANGUARD INDEX FDS VALUE ETF 922908744 1005834 6020 SH SOLE 0 0 6020 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 531628 6623 SH SOLE 0 0 6623 VANGUARD STAR FDS VG TL INTL STK F 921909768 2632833 43246 SH SOLE 0 0 43246 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 909432 18127 SH SOLE 0 0 18127 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 277119 1005 SH SOLE 0 0 1005 VANGUARD WORLD FD INF TECH ETF 92204A702 308656 562 SH SOLE 0 0 562 VANGUARD WORLD FD MEGA GRWTH IND 921910816 449499 1501 SH SOLE 0 0 1501 VERIZON COMMUNICATIONS INC COM 92343V104 283858 7089 SH SOLE 0 0 7089 VISA INC COM CL A 92826C839 475436 1807 SH SOLE 0 0 1807 WALMART INC COM 931142103 1055493 15255 SH SOLE 0 0 15255 WATERS CORP COM 941848103 201511 615 SH SOLE 0 0 615 WERNER ENTERPRISES INC COM 950755108 725777 17947 SH SOLE 0 0 17947