$248 Million is the total value of Canvas Wealth Advisors, LLC's 127 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,045,000 | -15.0% | 5 | 0.0% | 0.82% | -6.3% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $440,000 | -10.0% | 15,249 | 0.0% | 0.18% | -0.6% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $423,000 | -1.6% | 5,284 | 0.0% | 0.17% | +8.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $284,000 | -9.8% | 1,650 | 0.0% | 0.11% | -0.9% | |
| DGX | QUEST DIAGNOSTICS INC | $267,000 | -0.7% | 2,009 | 0.0% | 0.11% | +9.2% | |
| IYK | ISHARES TRus consm staples | $236,000 | -4.5% | 1,211 | 0.0% | 0.10% | +5.6% | |
| EEM | ISHARES TRmsci emg mkt etf | $215,000 | -5.7% | 5,351 | 0.0% | 0.09% | +4.8% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $205,000 | -1.0% | 2,725 | 0.0% | 0.08% | +9.3% | |
| CFB | CROSSFIRST BANKSHARES INC | $158,000 | +1.9% | 12,000 | 0.0% | 0.06% | +12.3% | |
| NGL | NGL ENERGY PARTNERS LP | $30,000 | -25.0% | 20,000 | 0.0% | 0.01% | -20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
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.