Q2 2026 13F · SEC CIK 1894830

Corus Family Wealth Advisors

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $145.2M
Reported positions: 82
Top holdings a year, 3 yrs: +3.6%
Assets under management: $619.5M

Corus Family Wealth Advisors is a wealth manager that reported 82 positions worth $145.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Dimensional ETF Trust (DFAC, 17.7%), Fiserv Inc (FISV, 9.3%), Apple Inc (AAPL, 7.3%). A portfolio copying its top holdings returned 3.6% a year over the last 3 years, against 20.4% for the S&P 500.

Corus Family Wealth Advisors holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Corus Family Wealth Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	17.7%	17.9%	579,098	+2.4%	$25.7M
FISVFiserv Inc	9.3%	12.6%	276,675	-0.0%	$13.6M
AAPLApple Inc	7.3%	7.5%	36,543	+1.0%	$10.6M
FLOTIshares Tr	5.7%	—	161,383	—	$8.2M
DXUVDimensional US Vector Equity ETF	5.4%	5.4%	118,194	+5.6%	$7.9M
DHRDanaher Corp Del	5.2%	6.2%	39,643	-0.6%	$7.6M
DUHPDimensional ETF Trust	4.0%	4.0%	139,787	+3.5%	$5.8M
DFICDimensional ETF Trust	3.9%	4.0%	152,717	+11.0%	$5.7M
DFSVDimensional US Small Cap	2.8%	2.9%	103,342	+0.3%	$4.0M
DFIVDimensional ETF Trust	2.8%	3.0%	74,062	+7.0%	$4.0M
DISVDimensional ETF Trust	2.3%	2.5%	82,120	+4.7%	$3.3M
GOCTFirst Tr Exchng Traded Fd Vi	2.1%	2.5%	73,126	-6.1%	$3.0M
DIHPDimensional International High Profitabi	2.1%	2.1%	88,225	+10.1%	$3.0M
DEHPDimensional ETF Trust	1.6%	1.4%	55,570	+7.1%	$2.4M
DFATDimensional ETF Trust	1.5%	1.6%	32,066	+0.0%	$2.2M
DFEVDimensional ETF Trust	1.4%	1.3%	47,074	+8.3%	$2.0M
NVDANvidia Corporation	1.3%	1.3%	9,458	+6.9%	$1.9M
AVXCAmerican Centy ETF Tr	1.1%	1.0%	18,462	+3.3%	$1.6M
DFEMDimensional ETF Trust	1.1%	1.1%	38,881	+1.3%	$1.6M
XOMExxon Mobil Corp	0.9%	1.4%	9,308	-10.9%	$1.3M
TSLATesla Inc	0.8%	0.9%	2,934	+3.3%	$1.2M
DFAXDimensional ETF Trust	0.8%	0.8%	32,339	+5.5%	$1.2M
TSMTaiwan Semiconductor Manufac	0.8%	0.7%	2,458	+2.4%	$1.2M
VYMVanguard Whitehall Fds	0.7%	0.8%	6,627	+0.0%	$1.0M
MSFTMicrosoft Corp	0.7%	1.0%	2,753	-16.2%	$1.0M
AVUVAmerican Centy ETF Tr	0.7%	0.7%	8,097	+4.2%	$1.0M
MTZMasTec Inc	0.6%	0.6%	2,198	-2.4%	$915K
AMZNAmazon Com Inc	0.6%	0.6%	3,775	+8.3%	$900K
GOOGLAlphabet Inc	0.5%	0.5%	2,141	+2.4%	$765K
AMGAffiliated Managers Group	0.5%	0.5%	2,204	-0.3%	$746K
BPREBluerock Pvt Real Estate Fd	0.5%	0.8%	56,468	-6.2%	$735K
VLTOVeralto Corp	0.5%	0.6%	7,645	-0.9%	$678K
GOOGAlphabet Inc	0.4%	0.4%	1,847	+2.6%	$653K
DFSIDimensional ETF Trust	0.4%	0.9%	13,670	-45.1%	$617K
UNPUnion Pac Corp	0.4%	0.5%	2,257	-3.3%	$614K
AVGOBroadcom Inc	0.4%	0.4%	1,545	+8.4%	$583K
MUMicron Technology Inc	0.4%	—	501	—	$578K
BNBrookfield Corp	0.4%	0.4%	13,061	+0.0%	$556K
METAMeta Platforms Inc	0.4%	0.5%	982	-1.0%	$553K
AXPAmerican Express Co	0.4%	0.4%	1,632	+0.9%	$552K
MRKMerck & Co Inc	0.3%	0.4%	3,712	-9.8%	$477K
CSCOCisco Sys Inc	0.3%	—	4,038	—	$474K
PWRQuanta Svcs Inc	0.3%	—	657	—	$473K
GEGe Aerospace	0.3%	—	1,248	—	$466K
CVXChevron Corporation	0.3%	0.5%	2,803	-1.6%	$465K
DUSBDimensional Ultrashort Fixed Income ETF	0.3%	0.4%	9,072	+2.5%	$461K
LLYEli Lilly & Co	0.3%	—	351	—	$421K
TMHCTaylor Morrison Home Corp	0.3%	—	5,681	—	$408K
GEVGe Vernova Inc	0.3%	—	335	—	$394K
DEXCDimensional ETF Trust	0.3%	—	4,742	—	$392K

What Corus Family Wealth Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

DFIC Dimensional ETF Trust+11.0% shares
DIHP Dimensional International High Profitabi+10.1% shares
AVGO Broadcom Inc+8.4% shares
AMZN Amazon Com Inc+8.3% shares
DFEV Dimensional ETF Trust+8.3% shares
DEHP Dimensional ETF Trust+7.1% shares
DFIV Dimensional ETF Trust+7.0% shares
NVDA Nvidia Corporation+6.9% shares

Reduced

DFSI Dimensional ETF Trust-45.1% shares
MSFT Microsoft Corp-16.2% shares
XOM Exxon Mobil Corp-10.9% shares
MRK Merck & Co Inc-9.8% shares
BPRE Bluerock Pvt Real Estate Fd-6.2% shares
GOCT First Tr Exchng Traded Fd Vi-6.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -12.5% /yr; S&P 500 +20.1%
3 years: +3.6% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$145.2M	82
Q1 2026	$122.8M	69
Q4 2025	$125.3M	66
Q3 2025	$136.0M	66
Q2 2025	$141.4M	70
Q1 2025	$146.0M	64
Q4 2024	$148.5M	58
Q3 2024	$140.6M	66
Q2 2024	$117.4M	32
Q1 2024	$117.4M	32
Q4 2023	$110.5M	32
Q3 2023	$98.1M	30

Questions about Corus Family Wealth Advisors's portfolio

What stocks does Corus Family Wealth Advisors own?

Corus Family Wealth Advisors's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 82 positions worth $145.2M. The largest are Dimensional ETF Trust (DFAC) at 17.7%, Fiserv Inc (FISV) at 9.3%, Apple Inc (AAPL) at 7.3%, Ishares Tr (FLOT) at 5.7% and Dimensional US Vector Equity ETF (DXUV) at 5.4%.

What did Corus Family Wealth Advisors buy last quarter?

In Q2 2026, Corus Family Wealth Advisors added Dimensional ETF Trust (DFIC) (+11.0% shares), Dimensional International High Profitabi (DIHP) (+10.1% shares) and Broadcom Inc (AVGO) (+8.4% shares), compared with its Q1 2026 filing.

What did Corus Family Wealth Advisors sell last quarter?

In Q2 2026, Corus Family Wealth Advisors cut from its top 50 At&t Inc (T), cut from its top 50 Primoris Services Corp (PRIM), cut from its top 50 Capital One Finl Corp (COF), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Walmart Inc (WMT), Dimensional ETF Trust (DFSI) (-45.1% shares), Microsoft Corp (MSFT) (-16.2% shares) and Exxon Mobil Corp (XOM) (-10.9% shares), compared with its Q1 2026 filing.

How has Corus Family Wealth Advisors's portfolio performed?

A portfolio copying Corus Family Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +3.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -12.5% against +20.1%. Over 5 years: +6.3% a year against +13.0%.

When is Corus Family Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Corus Family Wealth Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Corus Family Wealth Advisors manage?

Corus Family Wealth Advisors reported $619.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $145.2M.