Canvas Wealth Advisors, LLC

Q4 2024 13F Holdings

  • Location
    shawnee, KS
  • Num holdings

    177

  • Value ($000)

    $398,346

  • Date Filed
    01/28/2025
  • Form type
    13F-HR
  • CIK
    0001858782
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$25.57M
6 %

102,120

MSFT
MSFT

MICROSOFT CORP

COM
$24.27M
6 %

57,585

CTOS
CTOS

CUSTOM TRUCK ONE SOURCE INC

COM CL A
$19.76M
5 %

4,108,354

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$18.10M
5 %

140,750

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$16.88M
4 %

89,165

IUSG
IUSG

ISHARES TR

CORE S&P US GWT
$15.29M
4 %

109,744

AMZN
AMZN

AMAZON COM INC

COM
$14.13M
4 %

64,417

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$11.50M
3 %

19,532

GSLC
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$11.43M
3 %

99,194

TSLA
TSLA

TESLA INC

COM
$11.05M
3 %

27,362

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