Corus Family Wealth Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Corus Family Wealth Advisors reported 82 stock positions worth $145.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.7% of the portfolio, followed by Fiserv (FISV, 9.3%) and Apple (AAPL, 7.3%). Compared with Q1 2026, it opened 18 new positions, sold out of 5, added to 33 and reduced 28. The biggest buy was a new position in iShares Floating Rate Bond E (FLOT) and the biggest sale Fiserv (FISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $145.2M (Q2 2026)
- SEC Filing
- 0001894830-26-000003 ↗ filed Jul 30, 2026
Holdings Value
Holdings 82 stocks · $145.2M
| DFAC Dimensional US Core Equity 2 | 17.69% | 579,098 | $25.7M | Add +2.4% |
| FISV Fiserv Inc. | 9.34% | 276,675 | $13.6M | Reduce -0.0% |
| AAPL Apple Inc. | 7.28% | 36,543 | $10.6M | Add +1.0% |
| FLOT iShares Floating Rate Bond E | 5.67% | 161,383 | $8.2M | New |
| DXUV Dimensional US Vtor Eqty ETF | 5.41% | 118,194 | $7.9M | Add +5.6% |
| DHR Danaher Corp. | 5.20% | 39,643 | $7.6M | Reduce -0.6% |
| DUHP Dimensional US High Profi Et | 4.02% | 139,787 | $5.8M | Add +3.5% |
| DFIC Dimensional International Co. | 3.92% | 152,717 | $5.7M | Add +11.0% |
| DFSV Dimensional US Small Cap Val | 2.76% | 103,342 | $4.0M | Add +0.3% |
| DFIV Dimensional International Va | 2.75% | 74,062 | $4.0M | Add +7.0% |
| DISV Dimensional International SM | 2.27% | 82,120 | $3.3M | Add +4.7% |
| GOCT FT Vest US Equity Moderate B | 2.09% | 73,126 | $3.0M | Reduce -6.1% |
| DIHP Dimensional International Hi | 2.07% | 88,225 | $3.0M | Add +10.1% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.64% | 55,570 | $2.4M | Add +7.1% |
| DFAT Dimensional US Target Value | 1.54% | 32,066 | $2.2M | Add +0.0% |
| DFEV Dimensional Emrg MRKT Val | 1.38% | 47,074 | $2.0M | Add +8.3% |
| NVDA Nvidia Corp. | 1.30% | 9,458 | $1.9M | Add +6.9% |
| AVXC Avantis Emg MKT Ex China ETF | 1.09% | 18,462 | $1.6M | Add +3.3% |
| DFEM Dimensional Emrg MRKT Core | 1.09% | 38,881 | $1.6M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.88% | 9,308 | $1.3M | Reduce -10.9% |
| TSLA Tesla Inc. | 0.85% | 2,934 | $1.2M | Add +3.4% |
| DFAX Dimensional World Ex US Core | 0.82% | 32,339 | $1.2M | Add +5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.81% | 2,458 | $1.2M | Add +2.4% |
| VYM Vanguard High DVD Yield ETF | 0.72% | 6,627 | $1.0M | No change |
| MSFT Microsoft Corp. | 0.71% | 2,753 | $1.0M | Reduce -16.2% |
| AVUV Avantis US Small Cap Value | 0.70% | 8,097 | $1.0M | Add +4.2% |
| MTZ Mastec Inc. | 0.63% | 2,198 | $915K | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.62% | 3,775 | $900K | Add +8.3% |
| GOOGL Alphabet Inc. Class A | 0.53% | 2,141 | $765K | Add +2.4% |
| AMG Affiliated Managers Group | 0.51% | 2,204 | $746K | Reduce -0.3% |
| BPRE Bluerock Private Real Estate | 0.51% | 56,468 | $735K | Reduce -6.2% |
| VLTO Veralto Corp. | 0.47% | 7,645 | $678K | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.45% | 1,847 | $653K | Add +2.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.42% | 13,670 | $617K | Reduce -45.1% |
| UNP Union Pacific Corp. | 0.42% | 2,257 | $614K | Reduce -3.3% |
| AVGO Broadcom Inc. | 0.40% | 1,545 | $583K | Add +8.4% |
| MU Micron Technology Inc. | 0.40% | 501 | $578K | New |
| BN Brookfield Corp. | 0.38% | 13,061 | $556K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.38% | 982 | $553K | Reduce -1.0% |
| AXP American Express Co. | 0.38% | 1,632 | $552K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.33% | 3,712 | $477K | Reduce -9.8% |
| CSCO Cisco Systems Inc. | 0.33% | 4,038 | $474K | Reduce -4.2% |
| PWR Quanta Services Inc. | 0.33% | 657 | $473K | Add +14.9% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 1,248 | $466K | Add +2.2% |
| CVX Chevron Corp. | 0.32% | 2,803 | $465K | Reduce -1.6% |
| DUSB Dimension Ultrashort Fi ETF | 0.32% | 9,072 | $461K | Add +2.5% |
| LLY Eli Lilly & Co. | 0.29% | 351 | $421K | Add +15.8% |
| TMHC Taylor Morrison Home Corp. | 0.28% | 5,681 | $408K | Reduce -6.5% |
| GEV GE Vernova Inc. | 0.27% | 335 | $394K | Add +0.6% |
| DEXC Dimensional Em Ex Cce ETF | 0.27% | 4,742 | $392K | Add +23.9% |
| COF Capital One Financial Corp. | 0.26% | 1,899 | $381K | Reduce -21.4% |
| CAI Caris Life Sciences Inc. | 0.26% | 21,105 | $376K | New |
| JPM JPMorgan Chase & Co. | 0.25% | 1,114 | $365K | Reduce -18.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.24% | 178 | $354K | Add +1.1% |
| JNJ Johnson & Johnson | 0.24% | 1,369 | $348K | Reduce -23.5% |
| KLAC KLA Corp. | 0.24% | 1,138 | $343K | New |
| GMAR FT Vest US Equity Moderate B | 0.23% | 7,619 | $337K | No change |
| WDC Western Digital Corp. | 0.23% | 527 | $337K | New |
| INTC Intel Corp. | 0.23% | 2,407 | $336K | New |
| ASX Ase Technology Holding -ADR | 0.22% | 7,147 | $322K | New |
| PG The Procter & Gamble Co. | 0.22% | 2,191 | $321K | Reduce -21.1% |
| CRS Carpenter Technology | 0.22% | 513 | $316K | New |
| RIOT Riot Platforms Inc. | 0.21% | 11,315 | $310K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,301 | $308K | No change |
| PRIM Primoris Services Corp. | 0.21% | 3,072 | $304K | Reduce -2.8% |
| AMAT Applied Materials Inc. | 0.21% | 414 | $299K | New |
| RDN Radian Group Inc. | 0.20% | 7,794 | $294K | Reduce -1.6% |
| WMT Walmart Inc. | 0.20% | 2,513 | $285K | Reduce -24.0% |
| LRCX Lam Research Corp. | 0.19% | 647 | $280K | New |
| RHP Ryman Hospitality Properties | 0.19% | 2,128 | $274K | New |
| MAIN Main Street Capital Corp. | 0.19% | 5,234 | $272K | Reduce -26.0% |
| DFMC US Micro Cap Portfolio ETF filed as DFA INVT DIMENSIONS GROUP IN | 0.19% | 4,418 | $270K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 520 | $260K | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.18% | 441 | $256K | New |
| VLO Valero Energy Corp. | 0.18% | 977 | $254K | Reduce -0.5% |
| KMI Kinder Morgan Inc. | 0.17% | 7,880 | $252K | Reduce -9.2% |
| ABBV Abbvie Inc. | 0.16% | 938 | $236K | Reduce -2.3% |
| CAT Caterpillar Inc. | 0.16% | 213 | $227K | New |
| APH Amphenol Corp. Class A | 0.15% | 1,263 | $223K | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.15% | 2,605 | $217K | New |
| BUXX Strive Enhanced Income Short | 0.14% | 9,989 | $202K | New |
| STX Seagate Technology Holdings | 0.14% | 208 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
| FISV Fiserv Inc. | Reduce -0.0% | 9.34% | −3.23 |
| DHR Danaher Corp. | Reduce -0.6% | 5.20% | −0.96 |
| T AT&T Inc. | Sold out | 0.00% | −0.57 |
| XOM Exxon Mobil Corp. | Reduce -10.9% | 0.88% | −0.57 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -45.1% | 0.42% | −0.44 |
| GOCT FT Vest US Equity Moderate B | Reduce -6.1% | 2.09% | −0.36 |
| BPRE Bluerock Private Real Estate | Reduce -6.2% | 0.51% | −0.31 |
| COP Conocophillips | Sold out | 0.00% | −0.29 |
| MSFT Microsoft Corp. | Reduce -16.2% | 0.71% | −0.28 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.18 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.17 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.17 |
| CVX Chevron Corp. | Reduce -1.6% | 0.32% | −0.16 |
| PRIM Primoris Services Corp. | Reduce -2.8% | 0.21% | −0.16 |
| WMT Walmart Inc. | Reduce -24.0% | 0.20% | −0.14 |
| MAIN Main Street Capital Corp. | Reduce -26.0% | 0.19% | −0.12 |
| JNJ Johnson & Johnson | Reduce -23.5% | 0.24% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.22% | −0.11 |
| COF Capital One Financial Corp. | Reduce -21.4% | 0.26% | −0.10 |
| VLTO Veralto Corp. | Reduce -0.9% | 0.47% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.38% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -18.7% | 0.25% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -9.8% | 0.33% | −0.07 |
| KMI Kinder Morgan Inc. | Reduce -9.2% | 0.17% | −0.06 |
| UNP Union Pacific Corp. | Reduce -3.3% | 0.42% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.18% | −0.02 |
| VLO Valero Energy Corp. | Reduce -0.5% | 0.18% | −0.02 |
| RDN Radian Group Inc. | Reduce -1.6% | 0.20% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.3% | 0.16% | −0.01 |
| TMHC Taylor Morrison Home Corp. | Reduce -6.5% | 0.28% | −0.01 |
| AMG Affiliated Managers Group | Reduce -0.3% | 0.51% | +0.02 |
| MTZ Mastec Inc. | Reduce -2.4% | 0.63% | +0.04 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.33% | +0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| FLOT iShares Floating Rate Bond E | New | 5.67% | +5.67 |
| MU Micron Technology Inc. | New | 0.40% | +0.40 |
| CAI Caris Life Sciences Inc. | New | 0.26% | +0.26 |
| KLAC KLA Corp. | New | 0.24% | +0.24 |
| WDC Western Digital Corp. | New | 0.23% | +0.23 |
| INTC Intel Corp. | New | 0.23% | +0.23 |
| ASX Ase Technology Holding -ADR | New | 0.22% | +0.22 |
| CRS Carpenter Technology | New | 0.22% | +0.22 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +7.1% | 1.64% | +0.21 |
| AMAT Applied Materials Inc. | New | 0.21% | +0.21 |
| LRCX Lam Research Corp. | New | 0.19% | +0.19 |
| RHP Ryman Hospitality Properties | New | 0.19% | +0.19 |
| DFMC US Micro Cap Portfolio ETF | New | 0.19% | +0.19 |
| AMD Advanced Micro Devices | New | 0.18% | +0.18 |
| CAT Caterpillar Inc. | New | 0.16% | +0.16 |
| APH Amphenol Corp. Class A | New | 0.15% | +0.15 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.15% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 0.81% | +0.15 |
| BUXX Strive Enhanced Income Short | New | 0.14% | +0.14 |
| STX Seagate Technology Holdings | New | 0.14% | +0.14 |
| DFEV Dimensional Emrg MRKT Val | Add +8.3% | 1.38% | +0.12 |
| AVXC Avantis Emg MKT Ex China ETF | Add +3.3% | 1.09% | +0.10 |
| RIOT Riot Platforms Inc. | Add +0.5% | 0.21% | +0.10 |
| PWR Quanta Services Inc. | Add +14.9% | 0.33% | +0.07 |
| DEXC Dimensional Em Ex Cce ETF | Add +23.9% | 0.27% | +0.07 |
| LLY Eli Lilly & Co. | Add +15.8% | 0.29% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.1% | 0.24% | +0.05 |
| NVDA Nvidia Corp. | Add +6.9% | 1.30% | +0.05 |
| AVGO Broadcom Inc. | Add +8.4% | 0.40% | +0.04 |
| GE General Electric | Add +2.2% | 0.32% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.53% | +0.04 |
| GEV GE Vernova Inc. | Add +0.6% | 0.27% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.45% | +0.03 |
| AMZN Amazon.com Inc. | Add +8.3% | 0.62% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +1.3% | 1.09% | +0.01 |
| DXUV Dimensional US Vtor Eqty ETF | Add +5.6% | 5.41% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +4.2% | 0.70% | −0.00 |
| TSLA Tesla Inc. | Add +3.4% | 0.85% | −0.01 |
| AXP American Express Co. | Add +0.9% | 0.38% | −0.02 |
| DUHP Dimensional US High Profi Et | Add +3.5% | 4.02% | −0.03 |
| DFAX Dimensional World Ex US Core | Add +5.5% | 0.82% | −0.03 |
| DIHP Dimensional International Hi | Add +10.1% | 2.07% | −0.03 |
| BN Brookfield Corp. | Add +0.0% | 0.38% | −0.05 |
| DUSB Dimension Ultrashort Fi ETF | Add +2.5% | 0.32% | −0.05 |
| DFIC Dimensional International Co. | Add +11.0% | 3.92% | −0.06 |
| DFAT Dimensional US Target Value | Add +0.0% | 1.54% | −0.09 |
| DFSV Dimensional US Small Cap Val | Add +0.3% | 2.76% | −0.18 |
| AAPL Apple Inc. | Add +1.0% | 7.28% | −0.20 |
| DFAC Dimensional US Core Equity 2 | Add +2.4% | 17.69% | −0.22 |
| DFIV Dimensional International Va | Add +7.0% | 2.75% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $145.2M | DFAC, FISV, AAPL, FLOT, DXUV |
| Q1 2026 | 69 | $122.8M | DFAC, FISV, AAPL, DHR, DXUV |
| Q4 2025 | 66 | $125.3M | DFAC, FISV, AAPL, DHR, DXUV |
| Q3 2025 | 66 | $136.0M | FISV, DFAC, AAPL, DHR, GJAN |
| Q2 2025 | 70 | $141.4M | FISV, DFAC, AAPL, DHR, GJAN |
| Q1 2025 | 64 | $146.0M | FISV, AAPL, DFAC, DHR, GJAN |
| Q4 2024 | 58 | $148.5M | FISV, AAPL, DFAC, DHR, GMAR |
| Q3 2024 | 66 | $140.6M | FISV, AAPL, DFAC, GMAR, DFIV |
| Q2 2024 | 32 | $117.4M | FISV, AAPL, DFAC, GMAR, DFIV |
| Q1 2024 | 32 | $117.4M | FISV, AAPL, DFAC, GMAR, DFIV |