Corus Family Wealth Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Corus Family Wealth Advisors reported 58 stock positions worth $148.5 million. Its top holding was Fiserv (FISV) at 43.5% of the portfolio, followed by Apple (AAPL, 12.4%) and Dimensional US Core Equity 2 (DFAC, 9.5%). Compared with Q3 2024, it opened 9 new positions, sold out of 17, added to 28 and reduced 12. The biggest buy was Danaher (DHR, shares +1533%) and the biggest sale Fiserv (FISV, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $148.5M (Q4 2024)
- SEC Filing
- 0001894830-25-000001 ↗ filed Jan 31, 2025
Holdings Value
Holdings 58 stocks · $148.5M
| FISV Fiserv Inc. | 43.52% | 314,565 | $64.6M | Reduce -13.7% |
| AAPL Apple Inc. | 12.44% | 73,741 | $18.5M | Reduce -6.0% |
| DFAC Dimensional US Core Equity 2 | 9.51% | 408,245 | $14.1M | Add +1.5% |
| DHR Danaher Corp. | 6.11% | 39,530 | $9.1M | Add +1532.8% |
| GMAR FT Vest US Equity Moderate B | 3.06% | 121,093 | $4.5M | No change |
| DFIV Dimensional International Va | 1.51% | 63,389 | $2.2M | Add +4.1% |
| DUHP Dimensional US High Profi Et | 1.36% | 59,836 | $2.0M | Reduce -2.1% |
| DFIC Dimensional International Co. | 1.29% | 73,895 | $1.9M | Reduce -4.7% |
| DFAT Dimensional US Target Value | 1.20% | 31,938 | $1.8M | Add +0.2% |
| VLTO Veralto Corp. | 1.14% | 16,642 | $1.7M | Add +52.1% |
| DFAX Dimensional World Ex US Core | 1.10% | 65,845 | $1.6M | Add +4.6% |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.01% | 29,746 | $1.5M | No change |
| DFSV Dimensional US Small Cap Val | 0.95% | 45,793 | $1.4M | Add +1.5% |
| FTV Fortive Corp. | 0.92% | 18,155 | $1.4M | New |
| DIHP Dimensional International Hi | 0.81% | 47,717 | $1.2M | Reduce -4.7% |
| DISV Dimensional International SM | 0.75% | 41,894 | $1.1M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.73% | 10,052 | $1.1M | Add +0.5% |
| BN Brookfield Corp. | 0.63% | 16,374 | $941K | Add +0.6% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.61% | 36,637 | $906K | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 0.57% | 6,627 | $846K | Reduce -0.1% |
| DFEV Dimensional Emrg MRKT Val | 0.50% | 28,315 | $742K | Reduce -0.1% |
| AMG Affiliated Managers Group | 0.46% | 3,704 | $685K | Add +0.2% |
| MSFT Microsoft Corp. | 0.46% | 1,615 | $681K | Add +12.9% |
| TSLA Tesla Inc. | 0.43% | 1,594 | $644K | Reduce -17.8% |
| DFS Discover Financial Services | 0.42% | 3,585 | $621K | Add +0.7% |
| NVDA Nvidia Corp. | 0.41% | 4,516 | $606K | Add +33.6% |
| DFCF Dimensional Core Fixed Inc. | 0.39% | 14,198 | $586K | New |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 7,462 | $577K | New |
| TMHC Taylor Morrison Home Corp. | 0.39% | 9,343 | $572K | Add +0.2% |
| RHP Ryman Hospitality Properties | 0.38% | 5,424 | $566K | No change |
| RDN Radian Group Inc. | 0.38% | 17,731 | $562K | No change |
| KMI Kinder Morgan Inc. | 0.37% | 20,213 | $554K | Add +0.1% |
| T AT&T Inc. | 0.37% | 24,163 | $550K | Add +0.3% |
| UNP Union Pacific Corp. | 0.37% | 2,405 | $548K | Add +0.4% |
| PRIM Primoris Services Corp. | 0.35% | 6,869 | $525K | Add +0.2% |
| AXP American Express Co. | 0.33% | 1,654 | $491K | Add +1.4% |
| PG The Procter & Gamble Co. | 0.32% | 2,856 | $479K | Add +1.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.32% | 9,321 | $472K | Add +14.6% |
| MAIN Main Street Capital Corp. | 0.28% | 7,071 | $414K | No change |
| CVX Chevron Corp. | 0.27% | 2,800 | $406K | Add +3.7% |
| META Meta Platforms Inc. Class A | 0.26% | 659 | $386K | Add +13.6% |
| MTZ Mastec Inc. | 0.25% | 2,684 | $365K | Add +0.8% |
| CI The Cigna Group | 0.23% | 1,223 | $338K | Reduce -5.3% |
| RBLX Roblox Corp. Class A | 0.21% | 5,514 | $319K | No change |
| AMZN Amazon.com Inc. | 0.21% | 1,436 | $315K | Add +20.5% |
| MRK Merck & Co. Inc. | 0.19% | 2,847 | $283K | Add +0.3% |
| WMT Walmart Inc. | 0.18% | 2,877 | $260K | Add +3.2% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,301 | $255K | No change |
| VNT Vontier Corp. | 0.17% | 6,844 | $250K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 1,233 | $244K | New |
| COP Conocophillips | 0.16% | 2,419 | $240K | Add +1.8% |
| GOVT iShares US Treasury Bond ETF | 0.16% | 10,366 | $238K | New |
| GJUN FT Vest US Equity Moderate B | 0.16% | 6,609 | $238K | No change |
| CSCO Cisco Systems Inc. | 0.15% | 3,828 | $227K | New |
| JNJ Johnson & Johnson | 0.15% | 1,551 | $224K | Reduce -4.1% |
| DFAE Dimensional Emerging Core Eq | 0.15% | 8,643 | $219K | New |
| JPM JPMorgan Chase & Co. | 0.15% | 902 | $216K | New |
| RIOT Riot Platforms Inc. | 0.08% | 10,948 | $112K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| FISV Fiserv Inc. | Reduce -13.7% | 43.52% | −3.03 |
| AAPL Apple Inc. | Reduce -6.0% | 12.44% | −0.57 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.29 |
| AES AES Corp. | Sold out | 0.00% | −0.28 |
| DFIC Dimensional International Co. | Reduce -4.7% | 1.29% | −0.27 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.26 |
| NXST Nexstar Media Group Inc. | Sold out | 0.00% | −0.26 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.25 |
| OCSL Oaktree Specialty Lending Co. | Sold out | 0.00% | −0.21 |
| PAG Penske Automotive Group Inc. | Sold out | 0.00% | −0.19 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.19 |
| DIHP Dimensional International Hi | Reduce -4.7% | 0.81% | −0.18 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.17 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.16 |
| BAM Brookfield Asset Mgmt-A | Sold out | 0.00% | −0.15 |
| INTC Intel Corp. | Sold out | 0.00% | −0.15 |
| GE General Electric | Sold out | 0.00% | −0.15 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.15 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.14 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.14 |
| DISV Dimensional International SM | Reduce -0.6% | 0.75% | −0.12 |
| DUHP Dimensional US High Profi Et | Reduce -2.1% | 1.36% | −0.12 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -1.0% | 0.61% | −0.10 |
| CI The Cigna Group | Reduce -5.3% | 0.23% | −0.09 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.08 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.1% | 0.50% | −0.07 |
| JNJ Johnson & Johnson | Reduce -4.1% | 0.15% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 0.57% | −0.04 |
| TSLA Tesla Inc. | Reduce -17.8% | 0.43% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| DHR Danaher Corp. | Add +1532.8% | 6.11% | +5.63 |
| FTV Fortive Corp. | New | 0.92% | +0.92 |
| DFCF Dimensional Core Fixed Inc. | New | 0.39% | +0.39 |
| BSV Vanguard Short-Term Bond ETF | New | 0.39% | +0.39 |
| VLTO Veralto Corp. | Add +52.1% | 1.14% | +0.27 |
| VNT Vontier Corp. | New | 0.17% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.16% | +0.16 |
| GOVT iShares US Treasury Bond ETF | New | 0.16% | +0.16 |
| CSCO Cisco Systems Inc. | New | 0.15% | +0.15 |
| DFAE Dimensional Emerging Core Eq | New | 0.15% | +0.15 |
| JPM JPMorgan Chase & Co. | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +33.6% | 0.41% | +0.12 |
| PRIM Primoris Services Corp. | Add +0.2% | 0.35% | +0.07 |
| DFS Discover Financial Services | Add +0.7% | 0.42% | +0.06 |
| KMI Kinder Morgan Inc. | Add +0.1% | 0.37% | +0.06 |
| AMZN Amazon.com Inc. | Add +20.5% | 0.21% | +0.05 |
| DUSB Dimension Ultrashort Fi ETF | Add +14.6% | 0.32% | +0.02 |
| META Meta Platforms Inc. Class A | Add +13.6% | 0.26% | +0.02 |
| MSFT Microsoft Corp. | Add +12.9% | 0.46% | +0.02 |
| BN Brookfield Corp. | Add +0.6% | 0.63% | +0.02 |
| AXP American Express Co. | Add +1.4% | 0.33% | +0.02 |
| WMT Walmart Inc. | Add +3.2% | 0.18% | +0.01 |
| MTZ Mastec Inc. | Add +0.8% | 0.25% | +0.01 |
| AMG Affiliated Managers Group | Add +0.2% | 0.46% | −0.01 |
| T AT&T Inc. | Add +0.3% | 0.37% | −0.01 |
| CVX Chevron Corp. | Add +3.7% | 0.27% | −0.01 |
| COP Conocophillips | Add +1.8% | 0.16% | −0.02 |
| PG The Procter & Gamble Co. | Add +1.3% | 0.32% | −0.02 |
| DFSV Dimensional US Small Cap Val | Add +1.5% | 0.95% | −0.04 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.19% | −0.04 |
| UNP Union Pacific Corp. | Add +0.4% | 0.37% | −0.05 |
| DFAT Dimensional US Target Value | Add +0.2% | 1.20% | −0.06 |
| TMHC Taylor Morrison Home Corp. | Add +0.2% | 0.39% | −0.08 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.73% | −0.11 |
| DFAX Dimensional World Ex US Core | Add +4.6% | 1.10% | −0.11 |
| DFIV Dimensional International Va | Add +4.1% | 1.51% | −0.13 |
| DFAC Dimensional US Core Equity 2 | Add +1.5% | 9.51% | −0.30 |
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 |