Corus Family Wealth Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Corus Family Wealth Advisors reported 64 stock positions worth $146.0 million. Its top holding was Fiserv (FISV) at 42.2% of the portfolio, followed by Apple (AAPL, 11.5%) and Dimensional US Core Equity 2 (DFAC, 9.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 2, added to 33 and reduced 18. The biggest buy was a new position in FT Vest US Equity Moderate B (GJAN) and the biggest sale FT Vest US Equity Moderate B (GMAR, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $146.0M (Q1 2025)
- SEC Filing
- 0001894830-25-000004 ↗ filed May 7, 2025
Holdings Value
Holdings 64 stocks · $146.0M
| FISV Fiserv Inc. | 42.18% | 278,770 | $61.6M | Reduce -11.4% |
| AAPL Apple Inc. | 11.46% | 75,290 | $16.7M | Add +2.1% |
| DFAC Dimensional US Core Equity 2 | 9.55% | 422,421 | $13.9M | Add +3.5% |
| DHR Danaher Corp. | 5.57% | 39,648 | $8.1M | Add +0.3% |
| GJAN FT Vest US Equity Moderate B | 2.50% | 96,890 | $3.6M | New |
| DFIV Dimensional International Va | 1.91% | 70,901 | $2.8M | Add +11.8% |
| DFIC Dimensional International Co. | 1.76% | 92,423 | $2.6M | Add +25.1% |
| DUHP Dimensional US High Profi Et | 1.62% | 71,245 | $2.4M | Add +19.1% |
| DFAX Dimensional World Ex US Core | 1.26% | 70,475 | $1.8M | Add +7.0% |
| DISV Dimensional International SM | 1.13% | 56,501 | $1.6M | Add +34.9% |
| DFAT Dimensional US Target Value | 1.13% | 31,928 | $1.6M | Reduce -0.0% |
| VLTO Veralto Corp. | 1.11% | 16,658 | $1.6M | Add +0.1% |
| DIHP Dimensional International Hi | 1.02% | 55,496 | $1.5M | Add +16.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.02% | 29,550 | $1.5M | Reduce -0.7% |
| DFSV Dimensional US Small Cap Val | 1.00% | 51,834 | $1.5M | Add +13.2% |
| XOM Exxon Mobil Corp. | 0.84% | 10,304 | $1.2M | Add +2.5% |
| GMAR FT Vest US Equity Moderate B | 0.78% | 30,419 | $1.1M | Reduce -74.9% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.75% | 43,155 | $1.1M | Add +17.8% |
| DFEV Dimensional Emrg MRKT Val | 0.64% | 34,297 | $928K | Add +21.1% |
| VYM Vanguard High DVD Yield ETF | 0.59% | 6,627 | $855K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.58% | 16,644 | $844K | Add +78.6% |
| MSFT Microsoft Corp. | 0.52% | 2,035 | $764K | Add +26.0% |
| T AT&T Inc. | 0.48% | 24,844 | $703K | Add +2.8% |
| TSLA Tesla Inc. | 0.48% | 2,701 | $700K | Add +69.5% |
| BN Brookfield Corp. | 0.46% | 12,746 | $668K | Reduce -22.2% |
| NVDA Nvidia Corp. | 0.40% | 5,397 | $585K | Add +19.5% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 7,462 | $584K | No change |
| UNP Union Pacific Corp. | 0.40% | 2,464 | $582K | Add +2.5% |
| DFCF Dimensional Core Fixed Inc. | 0.37% | 12,790 | $538K | Reduce -9.9% |
| DFS Discover Financial Services | 0.37% | 3,124 | $533K | Reduce -12.9% |
| AMG Affiliated Managers Group | 0.36% | 3,170 | $533K | Reduce -14.4% |
| KMI Kinder Morgan Inc. | 0.36% | 18,367 | $524K | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.36% | 904 | $521K | Add +37.2% |
| PG The Procter & Gamble Co. | 0.36% | 3,044 | $519K | Add +6.6% |
| CVX Chevron Corp. | 0.34% | 2,933 | $491K | Add +4.8% |
| RDN Radian Group Inc. | 0.33% | 14,650 | $484K | Reduce -17.4% |
| TMHC Taylor Morrison Home Corp. | 0.33% | 8,047 | $483K | Reduce -13.9% |
| AXP American Express Co. | 0.31% | 1,684 | $453K | Add +1.8% |
| MAIN Main Street Capital Corp. | 0.27% | 7,071 | $400K | No change |
| RHP Ryman Hospitality Properties | 0.27% | 4,342 | $397K | Reduce -19.9% |
| RBLX Roblox Corp. Class A | 0.26% | 6,622 | $386K | Add +20.1% |
| FTV Fortive Corp. | 0.26% | 5,183 | $379K | Reduce -71.5% |
| CI The Cigna Group | 0.24% | 1,065 | $350K | Reduce -12.9% |
| JNJ Johnson & Johnson | 0.23% | 2,027 | $336K | Add +30.7% |
| PRIM Primoris Services Corp. | 0.22% | 5,545 | $318K | Reduce -19.3% |
| MRK Merck & Co. Inc. | 0.22% | 3,509 | $315K | Add +23.3% |
| AMZN Amazon.com Inc. | 0.21% | 1,638 | $312K | Add +14.1% |
| AVXC Avantis Emg MKT Ex China ETF | 0.21% | 6,218 | $302K | New |
| COP Conocophillips | 0.21% | 2,874 | $302K | Add +18.8% |
| JPM JPMorgan Chase & Co. | 0.20% | 1,212 | $297K | Add +34.4% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 1,441 | $288K | New |
| MTZ Mastec Inc. | 0.18% | 2,314 | $270K | Reduce -13.8% |
| WMT Walmart Inc. | 0.18% | 3,039 | $267K | Add +5.6% |
| CSCO Cisco Systems Inc. | 0.18% | 4,172 | $257K | Add +9.0% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,301 | $252K | No change |
| ABBV Abbvie Inc. | 0.16% | 1,148 | $241K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 963 | $239K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 437 | $233K | New |
| VNT Vontier Corp. | 0.15% | 6,858 | $225K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.15% | 4,856 | $220K | New |
| DFAE Dimensional Emerging Core Eq | 0.15% | 8,413 | $218K | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.14% | 256 | $211K | New |
| GOVT iShares US Treasury Bond ETF | 0.14% | 9,064 | $208K | Reduce -12.6% |
| RIOT Riot Platforms Inc. | 0.05% | 10,948 | $78K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GMAR FT Vest US Equity Moderate B | Reduce -74.9% | 0.78% | −2.28 |
| FISV Fiserv Inc. | Reduce -11.4% | 42.18% | −1.35 |
| FTV Fortive Corp. | Reduce -71.5% | 0.26% | −0.66 |
| BN Brookfield Corp. | Reduce -22.2% | 0.46% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.16 |
| GJUN FT Vest US Equity Moderate B | Sold out | 0.00% | −0.16 |
| PRIM Primoris Services Corp. | Reduce -19.3% | 0.22% | −0.14 |
| RHP Ryman Hospitality Properties | Reduce -19.9% | 0.27% | −0.11 |
| AMG Affiliated Managers Group | Reduce -14.4% | 0.36% | −0.10 |
| DFAT Dimensional US Target Value | Reduce -0.0% | 1.13% | −0.07 |
| MTZ Mastec Inc. | Reduce -13.8% | 0.18% | −0.06 |
| TMHC Taylor Morrison Home Corp. | Reduce -13.9% | 0.33% | −0.05 |
| DFS Discover Financial Services | Reduce -12.9% | 0.37% | −0.05 |
| RDN Radian Group Inc. | Reduce -17.4% | 0.33% | −0.05 |
| DFCF Dimensional Core Fixed Inc. | Reduce -9.9% | 0.37% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -12.6% | 0.14% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -9.1% | 0.36% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.7% | 0.15% | +0.00 |
| CI The Cigna Group | Reduce -12.9% | 0.24% | +0.01 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -0.7% | 1.02% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| GJAN FT Vest US Equity Moderate B | New | 2.50% | +2.50 |
| DFIC Dimensional International Co. | Add +25.1% | 1.76% | +0.47 |
| DFIV Dimensional International Va | Add +11.8% | 1.91% | +0.40 |
| DISV Dimensional International SM | Add +34.9% | 1.13% | +0.38 |
| DUSB Dimension Ultrashort Fi ETF | Add +78.6% | 0.58% | +0.26 |
| DUHP Dimensional US High Profi Et | Add +19.1% | 1.62% | +0.26 |
| DIHP Dimensional International Hi | Add +16.3% | 1.02% | +0.21 |
| AVXC Avantis Emg MKT Ex China ETF | New | 0.21% | +0.21 |
| GE General Electric | New | 0.20% | +0.20 |
| ABBV Abbvie Inc. | New | 0.16% | +0.16 |
| IBM Intl Business Machines Corp. | New | 0.16% | +0.16 |
| DFAX Dimensional World Ex US Core | Add +7.0% | 1.26% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.16% | +0.16 |
| VZ Verizon Communications Inc. | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | New | 0.14% | +0.14 |
| DFEV Dimensional Emrg MRKT Val | Add +21.1% | 0.64% | +0.14 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +17.8% | 0.75% | +0.14 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.84% | +0.11 |
| T AT&T Inc. | Add +2.8% | 0.48% | +0.11 |
| META Meta Platforms Inc. Class A | Add +37.2% | 0.36% | +0.10 |
| JNJ Johnson & Johnson | Add +30.7% | 0.23% | +0.08 |
| MSFT Microsoft Corp. | Add +26.0% | 0.52% | +0.06 |
| CVX Chevron Corp. | Add +4.8% | 0.34% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +34.4% | 0.20% | +0.06 |
| DFSV Dimensional US Small Cap Val | Add +13.2% | 1.00% | +0.05 |
| RBLX Roblox Corp. Class A | Add +20.1% | 0.26% | +0.05 |
| TSLA Tesla Inc. | Add +69.5% | 0.48% | +0.05 |
| COP Conocophillips | Add +18.8% | 0.21% | +0.05 |
| DFAC Dimensional US Core Equity 2 | Add +3.5% | 9.55% | +0.04 |
| PG The Procter & Gamble Co. | Add +6.6% | 0.36% | +0.03 |
| UNP Union Pacific Corp. | Add +2.5% | 0.40% | +0.03 |
| MRK Merck & Co. Inc. | Add +23.3% | 0.22% | +0.03 |
| CSCO Cisco Systems Inc. | Add +9.0% | 0.18% | +0.02 |
| WMT Walmart Inc. | Add +5.6% | 0.18% | +0.01 |
| AMZN Amazon.com Inc. | Add +14.1% | 0.21% | +0.00 |
| NVDA Nvidia Corp. | Add +19.5% | 0.40% | −0.01 |
| VNT Vontier Corp. | Add +0.2% | 0.15% | −0.01 |
| AXP American Express Co. | Add +1.8% | 0.31% | −0.02 |
| VLTO Veralto Corp. | Add +0.1% | 1.11% | −0.03 |
| DHR Danaher Corp. | Add +0.3% | 5.57% | −0.54 |
| AAPL Apple Inc. | Add +2.1% | 11.46% | −0.98 |
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 |