$269 Million is the total value of Canvas Wealth Advisors, LLC's 128 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $1,543,090 | – | 21,284 | +100.0% | 0.57% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $454,212 | – | 20,534 | +100.0% | 0.17% | – |
| CWT | New | CALIFORNIA WTR SVC GROUP | $414,048 | – | 7,827 | +100.0% | 0.15% | – |
| SE | New | SEA LTDsponsord ads | $302,069 | – | 4,939 | +100.0% | 0.11% | – |
| SCHY | New | SCHWAB STRATEGIC TRinternl divid | $287,404 | – | 11,652 | +100.0% | 0.11% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $274,080 | – | 1,771 | +100.0% | 0.10% | – |
| CALM | New | CAL MAINE FOODS INC | $274,990 | – | 6,092 | +100.0% | 0.10% | – |
| DOCU | New | DOCUSIGN INC | $234,434 | – | 4,524 | +100.0% | 0.09% | – |
| TOWN | New | TOWNEBANK PORTSMOUTH VA | $227,087 | – | 8,778 | +100.0% | 0.08% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $210,139 | – | 463 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-26
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.