Corus Family Wealth Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Corus Family Wealth Advisors reported 70 stock positions worth $141.4 million. Its top holding was Fiserv (FISV) at 34.0% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 11.9%) and Apple (AAPL, 10.8%). Compared with Q1 2025, it opened 13 new positions, sold out of 7, added to 31 and reduced 22. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +11%) and the biggest sale Fiserv (FISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $141.4M (Q2 2025)
- SEC Filing
- 0001894830-25-000005 ↗ filed Jul 29, 2025
Holdings Value
Holdings 70 stocks · $141.4M
| FISV Fiserv Inc. | 33.99% | 278,743 | $48.1M | Reduce -0.0% |
| DFAC Dimensional US Core Equity 2 | 11.89% | 469,236 | $16.8M | Add +11.1% |
| AAPL Apple Inc. | 10.84% | 74,702 | $15.3M | Reduce -0.8% |
| DHR Danaher Corp. | 5.54% | 39,666 | $7.8M | Add +0.1% |
| GJAN FT Vest US Equity Moderate B | 2.74% | 96,890 | $3.9M | No change |
| DUHP Dimensional US High Profi Et | 2.28% | 90,548 | $3.2M | Add +27.1% |
| DFIV Dimensional International Va | 2.23% | 73,556 | $3.2M | Add +3.7% |
| DFIC Dimensional International Co. | 1.89% | 86,001 | $2.7M | Reduce -7.0% |
| DFSV Dimensional US Small Cap Val | 1.64% | 78,888 | $2.3M | Add +52.2% |
| DXUV Dimensional US Vtor Eqty ETF | 1.43% | 37,247 | $2.0M | New |
| DISV Dimensional International SM | 1.40% | 60,104 | $2.0M | Add +6.4% |
| DFAT Dimensional US Target Value | 1.22% | 32,004 | $1.7M | Add +0.2% |
| VLTO Veralto Corp. | 1.19% | 16,711 | $1.7M | Add +0.3% |
| DIHP Dimensional International Hi | 0.99% | 47,240 | $1.4M | Reduce -14.9% |
| MSFT Microsoft Corp. | 0.95% | 2,706 | $1.3M | Add +33.0% |
| NVDA Nvidia Corp. | 0.82% | 7,323 | $1.2M | Add +35.7% |
| DFEM Dimensional Emrg MRKT Core | 0.81% | 38,384 | $1.1M | New |
| XOM Exxon Mobil Corp. | 0.80% | 10,526 | $1.1M | Add +2.1% |
| DFAX Dimensional World Ex US Core | 0.79% | 37,992 | $1.1M | Reduce -46.1% |
| GMAR FT Vest US Equity Moderate B | 0.72% | 26,237 | $1.0M | Reduce -13.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.71% | 20,477 | $1.0M | Reduce -30.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.69% | 24,904 | $981K | New |
| VYM Vanguard High DVD Yield ETF | 0.62% | 6,627 | $883K | No change |
| TSLA Tesla Inc. | 0.62% | 2,764 | $878K | Add +2.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.60% | 16,825 | $854K | Add +1.1% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.58% | 29,144 | $816K | Reduce -32.5% |
| T AT&T Inc. | 0.52% | 25,269 | $731K | Add +1.7% |
| COF Capital One Financial Corp. | 0.49% | 3,247 | $691K | New |
| AMZN Amazon.com Inc. | 0.48% | 3,106 | $681K | Add +89.6% |
| RBLX Roblox Corp. Class A | 0.48% | 6,439 | $677K | Reduce -2.8% |
| BN Brookfield Corp. | 0.46% | 10,509 | $650K | Reduce -17.6% |
| META Meta Platforms Inc. Class A | 0.44% | 835 | $616K | Reduce -7.6% |
| AXP American Express Co. | 0.41% | 1,826 | $582K | Add +8.4% |
| UNP Union Pacific Corp. | 0.41% | 2,511 | $578K | Add +1.9% |
| DFEV Dimensional Emrg MRKT Val | 0.41% | 19,115 | $573K | Reduce -44.3% |
| PG The Procter & Gamble Co. | 0.36% | 3,175 | $506K | Add +4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 2,168 | $491K | New |
| CVX Chevron Corp. | 0.33% | 3,274 | $469K | Add +11.6% |
| AVXC Avantis Emg MKT Ex China ETF | 0.32% | 8,035 | $455K | Add +29.2% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,527 | $443K | Add +26.0% |
| AMG Affiliated Managers Group | 0.31% | 2,197 | $432K | Reduce -30.7% |
| MAIN Main Street Capital Corp. | 0.30% | 7,071 | $418K | No change |
| MTZ Mastec Inc. | 0.27% | 2,274 | $388K | Reduce -1.7% |
| TMHC Taylor Morrison Home Corp. | 0.26% | 6,012 | $369K | Reduce -25.3% |
| KMI Kinder Morgan Inc. | 0.25% | 11,943 | $351K | Reduce -35.0% |
| AVGO Broadcom Inc. | 0.24% | 1,256 | $346K | New |
| AVUV Avantis US Small Cap Value | 0.24% | 3,681 | $335K | New |
| WMT Walmart Inc. | 0.24% | 3,424 | $335K | Add +12.7% |
| JNJ Johnson & Johnson | 0.23% | 2,144 | $328K | Add +5.8% |
| RDN Radian Group Inc. | 0.23% | 8,849 | $319K | Reduce -39.6% |
| CSCO Cisco Systems Inc. | 0.22% | 4,564 | $317K | Add +9.4% |
| GOOG Alphabet Inc. Class C | 0.22% | 1,749 | $310K | New |
| PRIM Primoris Services Corp. | 0.22% | 3,946 | $308K | Reduce -28.8% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 1,190 | $306K | Reduce -17.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,668 | $294K | New |
| MRK Merck & Co. Inc. | 0.21% | 3,663 | $290K | Add +4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 977 | $288K | Add +1.4% |
| FIXD First Trust Smith Opportunis | 0.20% | 6,357 | $279K | New |
| BOND PIMCO Active Bond Exchange-T | 0.20% | 3,025 | $279K | New |
| FTV Fortive Corp. | 0.19% | 5,157 | $269K | Reduce -0.5% |
| RHP Ryman Hospitality Properties | 0.19% | 2,722 | $269K | Reduce -37.3% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,301 | $266K | No change |
| VNT Vontier Corp. | 0.18% | 6,926 | $256K | Add +1.0% |
| ABBV Abbvie Inc. | 0.18% | 1,353 | $251K | Add +17.9% |
| DFAE Dimensional Emerging Core Eq | 0.17% | 8,414 | $244K | Add +0.0% |
| TXN Texas Instruments Inc. | 0.16% | 1,117 | $232K | New |
| VZ Verizon Communications Inc. | 0.16% | 5,167 | $224K | Add +6.4% |
| V Visa Inc. Class A | 0.16% | 623 | $221K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 412 | $200K | Reduce -5.7% |
| RIOT Riot Platforms Inc. | 0.09% | 10,966 | $124K | Add +0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| FISV Fiserv Inc. | Reduce -0.0% | 33.99% | −8.19 |
| AAPL Apple Inc. | Reduce -0.8% | 10.84% | −0.62 |
| DFAX Dimensional World Ex US Core | Reduce -46.1% | 0.79% | −0.48 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.40 |
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −0.37 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.37 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -30.7% | 0.71% | −0.31 |
| CI The Cigna Group | Sold out | 0.00% | −0.24 |
| DFEV Dimensional Emrg MRKT Val | Reduce -44.3% | 0.41% | −0.23 |
| COP Conocophillips | Sold out | 0.00% | −0.21 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -32.5% | 0.58% | −0.17 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.14 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.14 |
| KMI Kinder Morgan Inc. | Reduce -35.0% | 0.25% | −0.11 |
| RDN Radian Group Inc. | Reduce -39.6% | 0.23% | −0.11 |
| RHP Ryman Hospitality Properties | Reduce -37.3% | 0.19% | −0.08 |
| TMHC Taylor Morrison Home Corp. | Reduce -25.3% | 0.26% | −0.07 |
| FTV Fortive Corp. | Reduce -0.5% | 0.19% | −0.07 |
| AMG Affiliated Managers Group | Reduce -30.7% | 0.31% | −0.06 |
| GMAR FT Vest US Equity Moderate B | Reduce -13.8% | 0.72% | −0.05 |
| DIHP Dimensional International Hi | Reduce -14.9% | 0.99% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 0.14% | −0.02 |
| PRIM Primoris Services Corp. | Reduce -28.8% | 0.22% | −0.00 |
| BN Brookfield Corp. | Reduce -17.6% | 0.46% | +0.00 |
| GE General Electric | Reduce -17.4% | 0.22% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -7.6% | 0.44% | +0.08 |
| MTZ Mastec Inc. | Reduce -1.7% | 0.27% | +0.09 |
| DFIC Dimensional International Co. | Reduce -7.0% | 1.89% | +0.13 |
| RBLX Roblox Corp. Class A | Reduce -2.8% | 0.48% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Add +11.1% | 11.89% | +2.35 |
| DXUV Dimensional US Vtor Eqty ETF | New | 1.43% | +1.43 |
| DFEM Dimensional Emrg MRKT Core | New | 0.81% | +0.81 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.69% | +0.69 |
| DUHP Dimensional US High Profi Et | Add +27.1% | 2.28% | +0.66 |
| DFSV Dimensional US Small Cap Val | Add +52.2% | 1.64% | +0.64 |
| COF Capital One Financial Corp. | New | 0.49% | +0.49 |
| MSFT Microsoft Corp. | Add +33.0% | 0.95% | +0.43 |
| NVDA Nvidia Corp. | Add +35.7% | 0.82% | +0.42 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.35% | +0.35 |
| DFIV Dimensional International Va | Add +3.7% | 2.23% | +0.32 |
| DISV Dimensional International SM | Add +6.4% | 1.40% | +0.27 |
| AMZN Amazon.com Inc. | Add +89.6% | 0.48% | +0.27 |
| AVGO Broadcom Inc. | New | 0.24% | +0.24 |
| AVUV Avantis US Small Cap Value | New | 0.24% | +0.24 |
| GOOG Alphabet Inc. Class C | New | 0.22% | +0.22 |
| GOOGL Alphabet Inc. Class A | New | 0.21% | +0.21 |
| FIXD First Trust Smith Opportunis | New | 0.20% | +0.20 |
| BOND PIMCO Active Bond Exchange-T | New | 0.20% | +0.20 |
| TXN Texas Instruments Inc. | New | 0.16% | +0.16 |
| V Visa Inc. Class A | New | 0.16% | +0.16 |
| TSLA Tesla Inc. | Add +2.3% | 0.62% | +0.14 |
| AVXC Avantis Emg MKT Ex China ETF | Add +29.2% | 0.32% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +26.0% | 0.31% | +0.11 |
| AXP American Express Co. | Add +8.4% | 0.41% | +0.10 |
| DFAT Dimensional US Target Value | Add +0.2% | 1.22% | +0.10 |
| VLTO Veralto Corp. | Add +0.3% | 1.19% | +0.08 |
| WMT Walmart Inc. | Add +12.7% | 0.24% | +0.05 |
| CSCO Cisco Systems Inc. | Add +9.4% | 0.22% | +0.05 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.20% | +0.04 |
| T AT&T Inc. | Add +1.7% | 0.52% | +0.04 |
| RIOT Riot Platforms Inc. | Add +0.2% | 0.09% | +0.03 |
| VNT Vontier Corp. | Add +1.0% | 0.18% | +0.03 |
| DUSB Dimension Ultrashort Fi ETF | Add +1.1% | 0.60% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +0.0% | 0.17% | +0.02 |
| ABBV Abbvie Inc. | Add +17.9% | 0.18% | +0.01 |
| UNP Union Pacific Corp. | Add +1.9% | 0.41% | +0.01 |
| VZ Verizon Communications Inc. | Add +6.4% | 0.16% | +0.01 |
| PG The Procter & Gamble Co. | Add +4.3% | 0.36% | +0.00 |
| JNJ Johnson & Johnson | Add +5.8% | 0.23% | +0.00 |
| CVX Chevron Corp. | Add +11.6% | 0.33% | −0.00 |
| MRK Merck & Co. Inc. | Add +4.4% | 0.21% | −0.01 |
| DHR Danaher Corp. | Add +0.1% | 5.54% | −0.03 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.80% | −0.04 |
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 |