Corus Family Wealth Advisors
CIK: 0001894830Latest portfolio: $125.3M · Q4 2025
Holdings
66
Total Value
$125.3M
New Positions
4
Closed Positions
4
Top Holdings
View All 66 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 525,961 | $20.8M | 16.62% | +29K | |
| 2 | FISVFISERV INC | 278,692 | $18.7M | 14.94% | -67 | |
| 3 | AAPLAPPLE INC | 36,500 | $9.9M | 7.92% | -11,038 | |
| 4 | DHRDANAHER CORPORATION | 39,755 | $9.1M | 7.26% | +29 | |
| 5 | DXUVDIMENSIONAL ETF TRUST | 79,682 | $4.8M | 3.80% | +19K | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 114,943 | $4.4M | 3.49% | +13K | |
| 7 | DFICDIMENSIONAL ETF TRUST | 116,340 | $4.0M | 3.20% | +13K | |
| 8 | GOCTFIRST TR EXCHNG TRADED FD VI | 89,939 | $3.5M | 2.82% | NEW | |
| 9 | DFSVDIMENSIONAL ETF TRUST | 98,092 | $3.2M | 2.57% | +18K | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 63,835 | $3.2M | 2.54% | -12,734 | |
| 11 | BPREBLUEROCK PVT REAL ESTATE FD | 204,245 | $3.1M | 2.44% | NEW | |
| 12 | DISVDIMENSIONAL ETF TRUST | 72,191 | $2.7M | 2.19% | -1,388 | |
| 13 | DIHPDIMENSIONAL ETF TRUST | 69,055 | $2.2M | 1.74% | +12K | |
| 14 | DFATDIMENSIONAL ETF TRUST | 32,015 | $1.9M | 1.52% | -47 | |
| 15 | NVDANVIDIA CORPORATION | 9,258 | $1.7M | 1.38% | +1K | |
| 16 | DEHPDIMENSIONAL ETF TRUST | 47,691 | $1.5M | 1.23% | +5K | |
| 17 | MSFTMICROSOFT CORP | 3,121 | $1.5M | 1.20% | +240 | |
| 18 | VLTOVERALTO CORP | 14,857 | $1.5M | 1.18% | -1,899 | |
| 19 | DFEVDIMENSIONAL ETF TRUST | 39,542 | $1.3M | 1.06% | +2K | |
| 20 | XOMEXXON MOBIL CORP | 10,847 | $1.3M | 1.04% | +273 | |
| 21 | DFEMDIMENSIONAL ETF TRUST | 38,384 | $1.3M | 1.01% | — | |
| 22 | TSLATESLA INC | 2,807 | $1.3M | 1.01% | -6 | |
| 23 | DFAXDIMENSIONAL ETF TRUST | 35,956 | $1.2M | 0.94% | +744 | |
| 24 | DFSIDIMENSIONAL ETF TRUST | 24,904 | $1.1M | 0.85% | — | |
| 25 | KNGFIRST TR EXCHANGE-TRADED FD | 20,477 | $1.0M | 0.80% | — |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.0822476343714008e+97T)
Technology0.0% ($1.871999223063173e+23T)
Industrials0.0% ($1482572498.4T)
Healthcare0.0% ($9100438.4T)
Energy0.0% ($1305.5T)
Communication Services0.0% ($644.6T)
Consumer Cyclical0.0% ($1.3T)
Consumer Defensive0.0% ($392.4M)
Unknown0.0% ($269K)
Utilities0.0% ($214K)
Real Estate0.0% ($213K)
Filing History
Fund Information
Corus Family Wealth Advisors is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $125.3M across 66 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 16.6% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.