• 13F History

Canvas Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$398M
Signature - Title
Drew Waldron - CCO
Location
Shawnee, KS
Summary
This page shows a list of all the recent 13F filings made by Canvas Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Canvas Wealth Advisors, LLC reported 177 stock holdings with total value $398M as of Q4 2024. Top holdings included AAPL, MSFT, CTOS, ITOT, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 177 $398M +$48.3M -$18.9M +$29.4M AAPL, MSFT, CTOS, ITOT, GOOGL 13F-HR 1/28/2025, 05:14 PM
Q3 2024 178 $362M +$33M -$8.21M +$24.8M AAPL, MSFT, ITOT, GOOGL, IUSG 13F-HR 10/15/2024, 02:07 PM
Q2 2024 150 $312M +$24.7M -$14.9M +$9.79M MSFT, AAPL, CTOS, ITOT, GOOGL 13F-HR 8/1/2024, 10:17 AM
Q1 2024 145 $297M +$39.1M -$21.9M +$17.3M MSFT, CTOS, AAPL, GOOGL, ITOT 13F-HR 4/23/2024, 03:43 PM
Q4 2023 125 $275M +$21.6M -$25.5M -$3.87M CTOS, MSFT, AAPL, GSLC, GOOGL 13F-HR 1/17/2024, 01:21 PM
Q3 2023 122 $243M +$8.05M -$9.32M -$1.27M CTOS, MSFT, AAPL, GOOGL, GSLC 13F-HR 10/24/2023, 09:35 AM
Q2 2023 126 $268M +$24.4M -$15.6M +$8.8M CTOS, MSFT, AAPL, GSLC, GOOGL 13F-HR 7/25/2023, 09:23 PM
Q1 2023 134 $237M +$35M -$42.8M -$7.73M MSFT, CTOS, AAPL, GOOGL, IUSG 13F-HR 4/28/2023, 03:02 PM
Q4 2022 142 $238M +$22.2M -$19.7M +$2.44M CTOS, MSFT, AAPL, VOO, GOOGL 13F-HR 1/23/2023, 08:23 AM
Q3 2022 121 $233M +$31.9M -$23.8M +$8.11M CTOS, MSFT, AAPL, GSLC, GOOGL 13F-HR 10/28/2022, 08:55 PM
Q2 2022 127 $248M +$42.1M -$21.4M +$20.7M AAPL, MSFT, CTOS, GSLC, GOOGL 13F-HR 7/25/2022, 09:04 AM
Q1 2022 128 $242M +$52.3M -$26.2M +$26.1M AAPL, MSFT, GSLC, GOOGL, VOO 13F-HR 5/9/2022, 10:20 AM
Q4 2021 134 $278M +$30.7M -$13.7M +$17M AAPL, MSFT, AMD, GOOGL, VOO 13F-HR 1/19/2022, 08:27 AM
Q3 2021 119 $245M +$27.9M -$3.63M +$24.3M AAPL, MSFT, GOOGL, AMD, VOO 13F-HR 10/15/2021, 10:06 AM
Q2 2021 118 $223M +$48M -$4.31M +$43.7M AAPL, MSFT, VOO, AMD, GOOGL 13F-HR 8/2/2021, 01:45 PM
Q1 2021 113 $172M $0 $0 AAPL, MSFT, VOO, GOOGL, AMD 13F-HR 4/23/2021, 06:05 PM