$278 Million is the total value of Canvas Wealth Advisors, LLC's 134 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,860 | -100.0% | -0.08% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -963 | -100.0% | -0.08% | – |
| JPST | Exit | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $0 | – | -5,500 | -100.0% | -0.11% | – |
| MET | Exit | METLIFE INC | $0 | – | -6,745 | -100.0% | -0.17% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -2,444 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 11 | Q3 2023 | 8.1% |
| APPLE INC | 11 | Q3 2023 | 9.3% |
| ALPHABET INC | 11 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 5.6% |
| GOLDMAN SACHS ETF TR | 11 | Q3 2023 | 6.6% |
| ADVANCED MICRO DEVICES INC | 11 | Q3 2023 | 6.2% |
| AMAZON COM INC | 11 | Q3 2023 | 3.6% |
| ISHARES TR | 11 | Q3 2023 | 4.7% |
| ISHARES TR | 11 | Q3 2023 | 3.8% |
| ISHARES TR | 11 | Q3 2023 | 4.1% |
View Canvas Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-19 |
View Canvas Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.