Corus Family Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Corus Family Wealth Advisors disclosed 78 stock positions valued at approximately $145.23M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, FISERV INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 78
- Portfolio Value
- $145.23M
Holdings by Sector
Corus Family Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 17.69% | 579,098 | +13,327 | +2.36% | $25,688,808 |
| FISERV INC | FI | Technology | 9.34% | 276,675 | -16 | -0.01% | $13,570,917 |
| APPLE INC | AAPL | Technology | 7.28% | 36,543 | +348 | +0.96% | $10,574,067 |
| ISHARES TR | FLOT | Other | 5.67% | 161,383 | +161,383 | +100.00% | $8,238,611 |
| DANAHER CORP DEL | DHR | Healthcare | 5.20% | 39,643 | -242 | -0.61% | $7,551,276 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.02% | 139,787 | +4,704 | +3.48% | $5,833,294 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 3.92% | 152,717 | +15,124 | +10.99% | $5,690,228 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 2.76% | 103,342 | +311 | +0.30% | $4,008,665 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.75% | 74,062 | +4,851 | +7.01% | $4,000,809 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.27% | 82,120 | +3,671 | +4.68% | $3,295,495 |
| FIRST TR EXCHNG TRADED FD VI | GOCT | Other | 2.09% | 73,126 | -4,784 | -6.14% | $3,037,991 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.07% | 88,225 | +8,083 | +10.09% | $3,010,672 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 1.64% | 55,570 | +3,679 | +7.09% | $2,376,696 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.54% | 32,066 | +10 | +0.03% | $2,241,421 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.38% | 47,074 | +3,595 | +8.27% | $2,008,499 |
| NVIDIA CORPORATION | NVDA | Technology | 1.30% | 9,458 | +607 | +6.86% | $1,892,359 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.09% | 38,881 | +497 | +1.29% | $1,580,105 |
| EXXON MOBIL CORP | XOM | Energy | 0.88% | 9,308 | -1,144 | -10.95% | $1,272,572 |
| TESLA INC | TSLA | Consumer Cyclical | 0.85% | 2,934 | +95 | +3.35% | $1,233,930 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.82% | 32,339 | +1,680 | +5.48% | $1,191,382 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.81% | 2,458 | +57 | +2.37% | $1,173,849 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.72% | 6,627 | - | - | $1,047,265 |
| MICROSOFT CORP | MSFT | Technology | 0.71% | 2,753 | -532 | -16.19% | $1,027,265 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.70% | 8,097 | +329 | +4.24% | $1,010,218 |
| MASTEC INC | MTZ | Industrials | 0.63% | 2,198 | -55 | -2.44% | $914,506 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.62% | 3,775 | +290 | +8.32% | $899,666 |
| ALPHABET INC | GOOGL | Communication Services | 0.53% | 2,141 | +51 | +2.44% | $765,287 |
| AFFILIATED MANAGERS GROUP | AMG | Financial Services | 0.51% | 2,204 | -6 | -0.27% | $745,813 |
| BLUEROCK PVT REAL ESTATE FD | BPRE | Other | 0.51% | 56,468 | -3,707 | -6.16% | $734,649 |
| VERALTO CORP | VLTO | Industrials | 0.47% | 7,645 | -66 | -0.86% | $677,978 |
Showing 30 of 78 holdings in the latest reporting period.