Corus Family Wealth Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), Corus Family Wealth Advisors reported 66 stock positions worth $136.0 million. Its top holding was Fiserv (FISV) at 26.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 14.1%) and Apple (AAPL, 8.9%). Compared with Q2 2025, it opened 2 new positions, sold out of 6, added to 36 and reduced 21. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +6%) and the biggest sale Apple (AAPL, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $136.0M (Q3 2025)
- SEC Filing
- 0001894830-25-000007 ↗ filed Nov 18, 2025
Holdings Value
Holdings 66 stocks · $136.0M
| FISV Fiserv Inc. | 26.43% | 278,759 | $35.9M | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 14.10% | 497,143 | $19.2M | Add +6.0% |
| AAPL Apple Inc. | 8.90% | 47,538 | $12.1M | Reduce -36.4% |
| DHR Danaher Corp. | 5.79% | 39,726 | $7.9M | Add +0.1% |
| GJAN FT Vest US Equity Moderate B | 2.89% | 94,395 | $3.9M | Reduce -2.6% |
| DUHP Dimensional US High Profi Et | 2.83% | 101,954 | $3.9M | Add +12.6% |
| DXUV Dimensional US Vtor Eqty ETF | 2.62% | 60,886 | $3.6M | Add +63.5% |
| DFIV Dimensional International Va | 2.60% | 76,569 | $3.5M | Add +4.1% |
| DFIC Dimensional International Co. | 2.49% | 103,378 | $3.4M | Add +20.2% |
| DISV Dimensional International SM | 1.93% | 73,579 | $2.6M | Add +22.4% |
| DFSV Dimensional US Small Cap Val | 1.87% | 79,911 | $2.5M | Add +1.3% |
| DFAT Dimensional US Target Value | 1.37% | 32,062 | $1.9M | Add +0.2% |
| VLTO Veralto Corp. | 1.31% | 16,756 | $1.8M | Add +0.3% |
| DIHP Dimensional International Hi | 1.29% | 57,515 | $1.7M | Add +21.8% |
| NVDA Nvidia Corp. | 1.12% | 8,160 | $1.5M | Add +11.4% |
| MSFT Microsoft Corp. | 1.10% | 2,881 | $1.5M | Add +6.5% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.96% | 42,594 | $1.3M | Add +46.1% |
| TSLA Tesla Inc. | 0.92% | 2,813 | $1.3M | Add +1.8% |
| DFEM Dimensional Emrg MRKT Core | 0.91% | 38,384 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.88% | 10,574 | $1.2M | Add +0.5% |
| DFEV Dimensional Emrg MRKT Val | 0.87% | 37,055 | $1.2M | Add +93.8% |
| DFAX Dimensional World Ex US Core | 0.81% | 35,212 | $1.1M | Reduce -7.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.75% | 24,904 | $1.0M | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.74% | 20,477 | $1.0M | No change |
| GMAR FT Vest US Equity Moderate B | 0.71% | 24,200 | $970K | Reduce -7.8% |
| VYM Vanguard High DVD Yield ETF | 0.69% | 6,627 | $934K | No change |
| RBLX Roblox Corp. Class A | 0.66% | 6,446 | $893K | Add +0.1% |
| AVXC Avantis Emg MKT Ex China ETF | 0.55% | 12,452 | $746K | Add +55.0% |
| AMZN Amazon.com Inc. | 0.52% | 3,248 | $713K | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.52% | 960 | $705K | Add +15.0% |
| T AT&T Inc. | 0.51% | 24,725 | $698K | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.48% | 2,345 | $655K | Add +8.2% |
| BN Brookfield Corp. | 0.47% | 9,248 | $634K | Reduce -12.0% |
| COF Capital One Financial Corp. | 0.44% | 2,810 | $597K | Reduce -13.5% |
| AXP American Express Co. | 0.43% | 1,779 | $591K | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.43% | 2,483 | $587K | Reduce -1.1% |
| AVUV Avantis US Small Cap Value | 0.40% | 5,457 | $543K | Add +48.3% |
| AMG Affiliated Managers Group | 0.39% | 2,203 | $525K | Add +0.3% |
| CVX Chevron Corp. | 0.37% | 3,210 | $499K | Reduce -1.9% |
| MTZ Mastec Inc. | 0.36% | 2,284 | $486K | Add +0.4% |
| PRIM Primoris Services Corp. | 0.36% | 3,532 | $485K | Reduce -10.5% |
| PG The Procter & Gamble Co. | 0.36% | 3,153 | $484K | Reduce -0.7% |
| DUSB Dimension Ultrashort Fi ETF | 0.36% | 9,530 | $484K | Reduce -43.4% |
| GOOGL Alphabet Inc. Class A | 0.34% | 1,889 | $459K | Add +13.3% |
| GOOG Alphabet Inc. Class C | 0.33% | 1,852 | $451K | Add +5.9% |
| MAIN Main Street Capital Corp. | 0.33% | 7,071 | $450K | No change |
| JPM JPMorgan Chase & Co. | 0.33% | 1,425 | $449K | Reduce -6.7% |
| AVGO Broadcom Inc. | 0.31% | 1,280 | $422K | Add +1.9% |
| WMT Walmart Inc. | 0.30% | 3,975 | $410K | Add +16.1% |
| TMHC Taylor Morrison Home Corp. | 0.29% | 6,060 | $400K | Add +0.8% |
| JNJ Johnson & Johnson | 0.28% | 2,058 | $382K | Reduce -4.0% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,202 | $362K | Add +1.0% |
| MRK Merck & Co. Inc. | 0.24% | 3,868 | $325K | Add +5.6% |
| CSCO Cisco Systems Inc. | 0.23% | 4,586 | $314K | Add +0.5% |
| RDN Radian Group Inc. | 0.22% | 8,432 | $305K | Reduce -4.7% |
| KMI Kinder Morgan Inc. | 0.21% | 10,323 | $292K | Reduce -13.6% |
| ABBV Abbvie Inc. | 0.21% | 1,237 | $286K | Reduce -8.6% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,301 | $281K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 960 | $271K | Reduce -1.7% |
| VNT Vontier Corp. | 0.20% | 6,328 | $266K | Reduce -8.6% |
| DFAE Dimensional Emerging Core Eq | 0.20% | 8,414 | $265K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 524 | $263K | Add +27.2% |
| RHP Ryman Hospitality Properties | 0.16% | 2,421 | $217K | Reduce -11.1% |
| COP Conocophillips | 0.16% | 2,287 | $216K | New |
| RIOT Riot Platforms Inc. | 0.16% | 11,091 | $211K | Add +1.1% |
| GEV GE Vernova Inc. | 0.15% | 330 | $203K | New |
Portfolio Sells Q2 2025 → Q3 2025
| AAPL Apple Inc. | Reduce -36.4% | 8.90% | −1.94 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -43.4% | 0.36% | −0.25 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.20 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.20 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.19 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.16 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.16 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.16 |
| COF Capital One Financial Corp. | Reduce -13.5% | 0.44% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -13.6% | 0.21% | −0.03 |
| RHP Ryman Hospitality Properties | Reduce -11.1% | 0.16% | −0.03 |
| GMAR FT Vest US Equity Moderate B | Reduce -7.8% | 0.71% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.7% | 0.20% | −0.00 |
| T AT&T Inc. | Reduce -2.1% | 0.51% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.36% | −0.00 |
| RDN Radian Group Inc. | Reduce -4.7% | 0.22% | −0.00 |
| BN Brookfield Corp. | Reduce -12.0% | 0.47% | +0.01 |
| VNT Vontier Corp. | Reduce -8.6% | 0.20% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 0.33% | +0.02 |
| AXP American Express Co. | Reduce -2.6% | 0.43% | +0.02 |
| UNP Union Pacific Corp. | Reduce -1.1% | 0.43% | +0.02 |
| DFAX Dimensional World Ex US Core | Reduce -7.3% | 0.81% | +0.02 |
| ABBV Abbvie Inc. | Reduce -8.6% | 0.21% | +0.03 |
| CVX Chevron Corp. | Reduce -1.9% | 0.37% | +0.04 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.28% | +0.05 |
| PRIM Primoris Services Corp. | Reduce -10.5% | 0.36% | +0.14 |
| GJAN FT Vest US Equity Moderate B | Reduce -2.6% | 2.89% | +0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Add +6.0% | 14.10% | +2.21 |
| DXUV Dimensional US Vtor Eqty ETF | Add +63.5% | 2.62% | +1.19 |
| DFIC Dimensional International Co. | Add +20.2% | 2.49% | +0.60 |
| DUHP Dimensional US High Profi Et | Add +12.6% | 2.83% | +0.56 |
| DISV Dimensional International SM | Add +22.4% | 1.93% | +0.53 |
| DFEV Dimensional Emrg MRKT Val | Add +93.8% | 0.87% | +0.46 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +46.1% | 0.96% | +0.38 |
| DFIV Dimensional International Va | Add +4.1% | 2.60% | +0.37 |
| NVDA Nvidia Corp. | Add +11.4% | 1.12% | +0.30 |
| DIHP Dimensional International Hi | Add +21.8% | 1.29% | +0.30 |
| TSLA Tesla Inc. | Add +1.8% | 0.92% | +0.30 |
| DHR Danaher Corp. | Add +0.1% | 5.79% | +0.25 |
| DFSV Dimensional US Small Cap Val | Add +1.3% | 1.87% | +0.23 |
| AVXC Avantis Emg MKT Ex China ETF | Add +55.0% | 0.55% | +0.23 |
| RBLX Roblox Corp. Class A | Add +0.1% | 0.66% | +0.18 |
| AVUV Avantis US Small Cap Value | Add +48.3% | 0.40% | +0.16 |
| COP Conocophillips | New | 0.16% | +0.16 |
| DFAT Dimensional US Target Value | Add +0.2% | 1.37% | +0.15 |
| GEV GE Vernova Inc. | New | 0.15% | +0.15 |
| MSFT Microsoft Corp. | Add +6.5% | 1.10% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.2% | 0.48% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +13.3% | 0.34% | +0.13 |
| VLTO Veralto Corp. | Add +0.3% | 1.31% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +5.9% | 0.33% | +0.11 |
| MTZ Mastec Inc. | Add +0.4% | 0.36% | +0.08 |
| META Meta Platforms Inc. Class A | Add +15.0% | 0.52% | +0.08 |
| AMG Affiliated Managers Group | Add +0.3% | 0.39% | +0.08 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.88% | +0.07 |
| RIOT Riot Platforms Inc. | Add +1.1% | 0.16% | +0.07 |
| AVGO Broadcom Inc. | Add +1.9% | 0.31% | +0.07 |
| WMT Walmart Inc. | Add +16.1% | 0.30% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +27.2% | 0.19% | +0.05 |
| GE General Electric | Add +1.0% | 0.27% | +0.05 |
| AMZN Amazon.com Inc. | Add +4.6% | 0.52% | +0.04 |
| MRK Merck & Co. Inc. | Add +5.6% | 0.24% | +0.03 |
| TMHC Taylor Morrison Home Corp. | Add +0.8% | 0.29% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.23% | +0.01 |
| FISV Fiserv Inc. | Add +0.0% | 26.43% | −7.55 |
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 |