Canvas Wealth Advisors, LLC

All 13F Filings

Location
Shawnee, KS
Most recent 13F
Q2 2026
Holdings value ($000)
716,874
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/10/2026 251 716,874 13F-HR Canvas Wealth Advisors, LLC
Q1 2026 4/28/2026 240 587,968 13F-HR Canvas Wealth Advisors, LLC
Q4 2025 1/12/2026 222 588,889 13F-HR Canvas Wealth Advisors, LLC
Q3 2025 11/5/2025 214 549,902 13F-HR Canvas Wealth Advisors, LLC
Q2 2025 7/30/2025 207 507,102 13F-HR Canvas Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 446.7 K 62.3% 93.13 K 0 93.13 K
ETFs 268.7 K 37.5% 35.81 K 0 35.81 K
Debt 1.476 K 0.2% 0 31 -31
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Fund Snapshot

Q2 2026
Latest filed
7/10/2026
Total value ($000)
716,874
Holdings
251
QoQ value change ($000)
128,906 (21.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.