Corus Family Wealth Advisors Portfolio Stock Holdings
Corus Family Wealth Advisors disclosed 69 stock positions valued at approximately $122.8 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, FISERV INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 69
- Portfolio Value
- $122.8M
Holdings by Sector
Corus Family Wealth Advisors Portfolio Holdings in Q1 2026
65 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 17.90% | 565,771 | +39,810 | +7.57% | $21,985,845 |
| FISERV INC | FI | Technology | 12.57% | 276,691 | -2,001 | -0.72% | $15,439,358 |
| APPLE INC | AAPL | Technology | 7.48% | 36,195 | -305 | -0.84% | $9,185,821 |
| DANAHER CORP DEL | DHR | Healthcare | 6.16% | 39,885 | +130 | +0.33% | $7,562,196 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.04% | 135,083 | +20,140 | +17.52% | $4,965,648 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 3.98% | 137,593 | +21,253 | +18.27% | $4,888,677 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.97% | 69,211 | +5,376 | +8.42% | $3,652,933 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 2.94% | 103,031 | +4,939 | +5.04% | $3,610,198 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.52% | 78,449 | +6,258 | +8.67% | $3,094,041 |
| FIRST TR EXCHNG TRADED FD VI | GOCT | Other | 2.45% | 77,910 | -12,029 | -13.37% | $3,009,422 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.10% | 80,142 | +11,087 | +16.06% | $2,582,189 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.63% | 32,056 | +41 | +0.13% | $2,001,895 |
| EXXON MOBIL CORP | XOM | Energy | 1.44% | 10,452 | -395 | -3.64% | $1,773,343 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 1.43% | 51,891 | +4,200 | +8.81% | $1,753,383 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.27% | 43,479 | +3,937 | +9.96% | $1,555,694 |
| NVIDIA CORPORATION | NVDA | Technology | 1.26% | 8,851 | -407 | -4.40% | $1,543,616 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.08% | 38,384 | - | - | $1,326,168 |
| MICROSOFT CORP | MSFT | Technology | 0.99% | 3,285 | +164 | +5.25% | $1,216,172 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.86% | 24,904 | - | - | $1,055,930 |
| TESLA INC | TSLA | Consumer Cyclical | 0.86% | 2,839 | +32 | +1.14% | $1,055,415 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.85% | 30,659 | -5,297 | -14.73% | $1,041,502 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.80% | 6,627 | - | - | $981,459 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.70% | 7,768 | +1,132 | +17.06% | $858,097 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.66% | 2,401 | +26 | +1.09% | $811,418 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.59% | 3,485 | -82 | -2.30% | $725,761 |
| MASTEC INC | MTZ | Industrials | 0.59% | 2,253 | -39 | -1.70% | $724,881 |
| AT&T INC | T | Communication Services | 0.57% | 24,296 | +699 | +2.96% | $704,331 |
| VERALTO CORP | VLTO | Industrials | 0.56% | 7,711 | -7,146 | -48.10% | $681,807 |
| AFFILIATED MANAGERS GROUP | AMG | Financial Services | 0.50% | 2,210 | -3 | -0.14% | $611,507 |
| ALPHABET INC | GOOGL | Communication Services | 0.49% | 2,090 | +31 | +1.51% | $601,026 |
| CHEVRON CORPORATION | CVX | Energy | 0.48% | 2,850 | -111 | -3.75% | $589,583 |
| META PLATFORMS INC | META | Communication Services | 0.46% | 992 | +184 | +22.77% | $567,624 |
| UNION PAC CORP | UNP | Industrials | 0.46% | 2,333 | -140 | -5.66% | $565,997 |
| BROOKFIELD CORP | BN | Financial Services | 0.43% | 13,057 | -315 | -2.36% | $528,417 |
| ALPHABET INC | GOOG | Communication Services | 0.42% | 1,800 | -133 | -6.88% | $516,474 |
| MERCK & CO INC | MRK | Healthcare | 0.40% | 4,116 | -54 | -1.29% | $495,135 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.40% | 1,618 | -153 | -8.64% | $489,413 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 0.37% | 3,159 | -156 | -4.71% | $451,864 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.37% | 8,851 | +974 | +12.37% | $448,812 |
| BROADCOM INC | AVGO | Technology | 0.36% | 1,425 | +39 | +2.81% | $441,052 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.36% | 2,417 | -203 | -7.75% | $440,934 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.36% | 1,790 | +17 | +0.96% | $437,548 |
| WALMART INC | WMT | Consumer Defensive | 0.33% | 3,308 | -213 | -6.05% | $411,119 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.33% | 1,370 | +8 | +0.59% | $403,000 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 2,776 | +174 | +6.69% | $400,961 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.30% | 7,071 | - | - | $374,481 |
| CONOCOPHILLIPS | COP | Energy | 0.29% | 2,738 | -136 | -4.73% | $361,395 |
| TAYLOR MORRISON HOME CORP | TMHC | Consumer Cyclical | 0.29% | 6,073 | -15 | -0.25% | $353,692 |
| GE AEROSPACE | GE | Industrials | 0.28% | 1,221 | +28 | +2.35% | $346,484 |
| CISCO SYS INC | CSCO | Technology | 0.27% | 4,215 | +147 | +3.61% | $327,059 |
| FIRST TR EXCHNG TRADED FD VI | GMAR | Other | 0.26% | 7,619 | -9,824 | -56.32% | $317,637 |
| QUANTA SVCS INC | PWR | Industrials | 0.26% | 572 | +13 | +2.33% | $314,040 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.24% | 8,681 | -1,010 | -10.42% | $291,074 |
| GE VERNOVA INC | GEV | Utilities | 0.24% | 333 | +5 | +1.52% | $290,676 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.23% | 1,301 | - | - | $279,794 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 303 | -33 | -9.82% | $278,691 |
| RADIAN GROUP INC | RDN | Financial Services | 0.21% | 7,918 | -289 | -3.52% | $261,928 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 522 | -14 | -2.61% | $250,158 |
| VALERO ENERGY CORP | VLO | Energy | 0.20% | 982 | +982 | +100.00% | $242,539 |
| ASML HLDG NV | ASML | Other | 0.19% | 176 | +176 | +100.00% | $232,134 |
| COCA COLA CO | KO | Consumer Defensive | 0.18% | 2,863 | +2,863 | +100.00% | $217,719 |
| SHELL PLC | SHEL | Energy | 0.17% | 2,285 | +2,285 | +100.00% | $212,505 |
| PEPSICO INC | PEP | Consumer Defensive | 0.17% | 1,360 | +1,360 | +100.00% | $211,195 |
| ABBVIE INC | ABBV | Healthcare | 0.17% | 960 | -15 | -1.54% | $208,791 |
| RIOT PLATFORMS INC | RIOT | Financial Services | 0.11% | 11,256 | +175 | +1.58% | $139,125 |