Corus Family Wealth Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Corus Family Wealth Advisors reported 66 stock positions worth $125.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 16.6% of the portfolio, followed by Fiserv (FISV, 14.9%) and Apple (AAPL, 7.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 26 and reduced 30. The biggest buy was a new position in FT Vest US Equity Moderate B (GOCT) and the biggest sale Fiserv (FISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $125.3M (Q4 2025)
- SEC Filing
- 0001894830-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 66 stocks · $125.3M
| DFAC Dimensional US Core Equity 2 | 16.62% | 525,961 | $20.8M | Add +5.8% |
| FISV Fiserv Inc. | 14.94% | 278,692 | $18.7M | Reduce -0.0% |
| AAPL Apple Inc. | 7.92% | 36,500 | $9.9M | Reduce -23.2% |
| DHR Danaher Corp. | 7.26% | 39,755 | $9.1M | Add +0.1% |
| DXUV Dimensional US Vtor Eqty ETF | 3.80% | 79,682 | $4.8M | Add +30.9% |
| DUHP Dimensional US High Profi Et | 3.49% | 114,943 | $4.4M | Add +12.7% |
| DFIC Dimensional International Co. | 3.20% | 116,340 | $4.0M | Add +12.5% |
| GOCT FT Vest US Equity Moderate B | 2.82% | 89,939 | $3.5M | New |
| DFSV Dimensional US Small Cap Val | 2.57% | 98,092 | $3.2M | Add +22.8% |
| DFIV Dimensional International Va | 2.54% | 63,835 | $3.2M | Reduce -16.6% |
| BPRE Bluerock Private Real Estate | 2.44% | 204,245 | $3.1M | New |
| DISV Dimensional International SM | 2.19% | 72,191 | $2.7M | Reduce -1.9% |
| DIHP Dimensional International Hi | 1.75% | 69,055 | $2.2M | Add +20.1% |
| DFAT Dimensional US Target Value | 1.52% | 32,015 | $1.9M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.38% | 9,258 | $1.7M | Add +13.5% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.23% | 47,691 | $1.5M | Add +12.0% |
| MSFT Microsoft Corp. | 1.20% | 3,121 | $1.5M | Add +8.3% |
| VLTO Veralto Corp. | 1.18% | 14,857 | $1.5M | Reduce -11.3% |
| DFEV Dimensional Emrg MRKT Val | 1.06% | 39,542 | $1.3M | Add +6.7% |
| XOM Exxon Mobil Corp. | 1.04% | 10,847 | $1.3M | Add +2.6% |
| DFEM Dimensional Emrg MRKT Core | 1.01% | 38,384 | $1.3M | No change |
| TSLA Tesla Inc. | 1.01% | 2,807 | $1.3M | Reduce -0.2% |
| DFAX Dimensional World Ex US Core | 0.94% | 35,956 | $1.2M | Add +2.1% |
| DFSI Dimensional Int Sus COR1 ETF | 0.85% | 24,904 | $1.1M | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.80% | 20,477 | $1.0M | No change |
| VYM Vanguard High DVD Yield ETF | 0.76% | 6,627 | $951K | No change |
| AVXC Avantis Emg MKT Ex China ETF | 0.75% | 14,804 | $944K | Add +18.9% |
| AMZN Amazon.com Inc. | 0.66% | 3,567 | $823K | Add +9.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.58% | 2,375 | $722K | Add +1.3% |
| GMAR FT Vest US Equity Moderate B | 0.57% | 17,443 | $714K | Reduce -27.9% |
| AVUV Avantis US Small Cap Value | 0.54% | 6,636 | $677K | Add +21.6% |
| AXP American Express Co. | 0.52% | 1,771 | $655K | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.51% | 2,059 | $644K | Add +9.0% |
| AMG Affiliated Managers Group | 0.51% | 2,213 | $638K | Add +0.5% |
| COF Capital One Financial Corp. | 0.51% | 2,620 | $635K | Reduce -6.8% |
| BN Brookfield Corp. | 0.49% | 13,372 | $614K | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.48% | 1,933 | $607K | Add +4.4% |
| T AT&T Inc. | 0.47% | 23,597 | $586K | Reduce -4.6% |
| UNP Union Pacific Corp. | 0.46% | 2,473 | $572K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.43% | 808 | $533K | Reduce -15.8% |
| MTZ Mastec Inc. | 0.40% | 2,292 | $498K | Add +0.3% |
| AVGO Broadcom Inc. | 0.38% | 1,386 | $480K | Add +8.3% |
| CVX Chevron Corp. | 0.36% | 2,961 | $451K | Reduce -7.8% |
| MRK Merck & Co. Inc. | 0.35% | 4,170 | $439K | Add +7.8% |
| JPM JPMorgan Chase & Co. | 0.35% | 1,362 | $439K | Reduce -4.4% |
| MAIN Main Street Capital Corp. | 0.34% | 7,071 | $427K | No change |
| PRIM Primoris Services Corp. | 0.33% | 3,315 | $412K | Reduce -6.1% |
| DUSB Dimension Ultrashort Fi ETF | 0.32% | 7,877 | $399K | Reduce -17.4% |
| WMT Walmart Inc. | 0.31% | 3,521 | $392K | Reduce -11.4% |
| PG The Procter & Gamble Co. | 0.30% | 2,602 | $373K | Reduce -17.5% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 1,193 | $367K | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.29% | 1,773 | $367K | Reduce -13.8% |
| LLY Eli Lilly & Co. | 0.29% | 336 | $361K | New |
| TMHC Taylor Morrison Home Corp. | 0.29% | 6,088 | $358K | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.25% | 4,068 | $313K | Reduce -11.3% |
| RDN Radian Group Inc. | 0.24% | 8,207 | $295K | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,301 | $286K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 536 | $269K | Add +2.3% |
| COP Conocophillips | 0.21% | 2,874 | $269K | Add +25.7% |
| KMI Kinder Morgan Inc. | 0.21% | 9,691 | $266K | Reduce -6.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 899 | $266K | Reduce -6.3% |
| PWR Quanta Services Inc. | 0.19% | 559 | $236K | New |
| ABBV Abbvie Inc. | 0.18% | 975 | $223K | Reduce -21.2% |
| GEV GE Vernova Inc. | 0.17% | 328 | $214K | Reduce -0.6% |
| RHP Ryman Hospitality Properties | 0.17% | 2,252 | $213K | Reduce -7.0% |
| RIOT Riot Platforms Inc. | 0.11% | 11,081 | $140K | Reduce -0.1% |
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Reduce -0.0% | 14.94% | −11.49 |
| GJAN FT Vest US Equity Moderate B | Sold out | 0.00% | −2.89 |
| AAPL Apple Inc. | Reduce -23.2% | 7.92% | −0.98 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.66 |
| VNT Vontier Corp. | Sold out | 0.00% | −0.20 |
| DFAE Dimensional Emerging Core Eq | Sold out | 0.00% | −0.20 |
| GMAR FT Vest US Equity Moderate B | Reduce -27.9% | 0.57% | −0.14 |
| VLTO Veralto Corp. | Reduce -11.3% | 1.18% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -15.8% | 0.43% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -17.5% | 0.30% | −0.06 |
| DFIV Dimensional International Va | Reduce -16.6% | 2.54% | −0.06 |
| T AT&T Inc. | Reduce -4.6% | 0.47% | −0.05 |
| RIOT Riot Platforms Inc. | Reduce -0.1% | 0.11% | −0.04 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -17.4% | 0.32% | −0.04 |
| ABBV Abbvie Inc. | Reduce -21.2% | 0.18% | −0.03 |
| PRIM Primoris Services Corp. | Reduce -6.1% | 0.33% | −0.03 |
| CVX Chevron Corp. | Reduce -7.8% | 0.36% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -6.1% | 0.21% | −0.00 |
| RHP Ryman Hospitality Properties | Reduce -7.0% | 0.17% | +0.01 |
| RDN Radian Group Inc. | Reduce -2.7% | 0.24% | +0.01 |
| WMT Walmart Inc. | Reduce -11.4% | 0.31% | +0.01 |
| JNJ Johnson & Johnson | Reduce -13.8% | 0.29% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -6.3% | 0.21% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -11.3% | 0.25% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.4% | 0.35% | +0.02 |
| GEV GE Vernova Inc. | Reduce -0.6% | 0.17% | +0.02 |
| BN Brookfield Corp. | Reduce -3.6% | 0.49% | +0.02 |
| UNP Union Pacific Corp. | Reduce -0.4% | 0.46% | +0.02 |
| GE General Electric | Reduce -0.8% | 0.29% | +0.03 |
| COF Capital One Financial Corp. | Reduce -6.8% | 0.51% | +0.07 |
| TSLA Tesla Inc. | Reduce -0.2% | 1.01% | +0.09 |
| AXP American Express Co. | Reduce -0.5% | 0.52% | +0.09 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 1.52% | +0.15 |
| DISV Dimensional International SM | Reduce -1.9% | 2.19% | +0.26 |
Portfolio Buys Q3 2025 → Q4 2025
| GOCT FT Vest US Equity Moderate B | New | 2.82% | +2.82 |
| DFAC Dimensional US Core Equity 2 | Add +5.8% | 16.62% | +2.52 |
| BPRE Bluerock Private Real Estate | New | 2.44% | +2.44 |
| DHR Danaher Corp. | Add +0.1% | 7.26% | +1.47 |
| DXUV Dimensional US Vtor Eqty ETF | Add +30.9% | 3.80% | +1.18 |
| DFIC Dimensional International Co. | Add +12.5% | 3.20% | +0.71 |
| DFSV Dimensional US Small Cap Val | Add +22.8% | 2.57% | +0.70 |
| DUHP Dimensional US High Profi Et | Add +12.7% | 3.49% | +0.66 |
| DIHP Dimensional International Hi | Add +20.1% | 1.75% | +0.46 |
| LLY Eli Lilly & Co. | New | 0.29% | +0.29 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +12.0% | 1.23% | +0.27 |
| NVDA Nvidia Corp. | Add +13.5% | 1.38% | +0.26 |
| AVXC Avantis Emg MKT Ex China ETF | Add +18.9% | 0.75% | +0.20 |
| DFEV Dimensional Emrg MRKT Val | Add +6.7% | 1.06% | +0.20 |
| PWR Quanta Services Inc. | New | 0.19% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +9.0% | 0.51% | +0.18 |
| XOM Exxon Mobil Corp. | Add +2.6% | 1.04% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +4.4% | 0.48% | +0.15 |
| AVUV Avantis US Small Cap Value | Add +21.6% | 0.54% | +0.14 |
| AMZN Amazon.com Inc. | Add +9.8% | 0.66% | +0.13 |
| DFAX Dimensional World Ex US Core | Add +2.1% | 0.94% | +0.13 |
| AMG Affiliated Managers Group | Add +0.5% | 0.51% | +0.12 |
| MRK Merck & Co. Inc. | Add +7.8% | 0.35% | +0.11 |
| MSFT Microsoft Corp. | Add +8.3% | 1.20% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.3% | 0.58% | +0.09 |
| AVGO Broadcom Inc. | Add +8.3% | 0.38% | +0.07 |
| COP Conocophillips | Add +25.7% | 0.21% | +0.06 |
| MTZ Mastec Inc. | Add +0.3% | 0.40% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.3% | 0.21% | +0.02 |
| TMHC Taylor Morrison Home Corp. | Add +0.5% | 0.29% | −0.01 |
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 |