Corus Family Wealth Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Corus Family Wealth Advisors reported 69 stock positions worth $122.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.9% of the portfolio, followed by Fiserv (FISV, 12.6%) and Apple (AAPL, 7.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 3, added to 30 and reduced 28. The biggest buy was Dimensional US Vtor Eqty ETF (DXUV, shares +41%) and the biggest sale Fiserv (FISV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0001894830
- Portfolio Value
- $122.8M (Q1 2026)
- SEC Filing
- 0001894830-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 69 stocks · $122.8M
| DFAC Dimensional US Core Equity 2 | 17.90% | 565,771 | $22.0M | Add +7.6% |
| FISV Fiserv Inc. | 12.57% | 276,691 | $15.4M | Reduce -0.7% |
| AAPL Apple Inc. | 7.48% | 36,195 | $9.2M | Reduce -0.8% |
| DHR Danaher Corp. | 6.16% | 39,885 | $7.6M | Add +0.3% |
| DXUV Dimensional US Vtor Eqty ETF | 5.41% | 111,973 | $6.6M | Add +40.5% |
| DUHP Dimensional US High Profi Et | 4.04% | 135,083 | $5.0M | Add +17.5% |
| DFIC Dimensional International Co. | 3.98% | 137,593 | $4.9M | Add +18.3% |
| DFIV Dimensional International Va | 2.97% | 69,211 | $3.7M | Add +8.4% |
| DFSV Dimensional US Small Cap Val | 2.94% | 103,031 | $3.6M | Add +5.0% |
| DISV Dimensional International SM | 2.52% | 78,449 | $3.1M | Add +8.7% |
| GOCT FT Vest US Equity Moderate B | 2.45% | 77,910 | $3.0M | Reduce -13.4% |
| DIHP Dimensional International Hi | 2.10% | 80,142 | $2.6M | Add +16.1% |
| DFAT Dimensional US Target Value | 1.63% | 32,056 | $2.0M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.44% | 10,452 | $1.8M | Reduce -3.6% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.43% | 51,891 | $1.8M | Add +8.8% |
| DFEV Dimensional Emrg MRKT Val | 1.27% | 43,479 | $1.6M | Add +10.0% |
| NVDA Nvidia Corp. | 1.26% | 8,851 | $1.5M | Reduce -4.4% |
| DFEM Dimensional Emrg MRKT Core | 1.08% | 38,384 | $1.3M | No change |
| MSFT Microsoft Corp. | 0.99% | 3,285 | $1.2M | Add +5.3% |
| AVXC Avantis Emg MKT Ex China ETF | 0.98% | 17,871 | $1.2M | Add +20.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.86% | 24,904 | $1.1M | No change |
| TSLA Tesla Inc. | 0.86% | 2,839 | $1.1M | Add +1.1% |
| DFAX Dimensional World Ex US Core | 0.85% | 30,659 | $1.0M | Reduce -14.7% |
| BPRE Bluerock Private Real Estate | 0.81% | 60,175 | $1000K | Reduce -70.5% |
| VYM Vanguard High DVD Yield ETF | 0.80% | 6,627 | $981K | No change |
| AVUV Avantis US Small Cap Value | 0.70% | 7,768 | $858K | Add +17.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 2,401 | $811K | Add +1.1% |
| AMZN Amazon.com Inc. | 0.59% | 3,485 | $726K | Reduce -2.3% |
| MTZ Mastec Inc. | 0.59% | 2,253 | $725K | Reduce -1.7% |
| T AT&T Inc. | 0.57% | 24,296 | $704K | Add +3.0% |
| VLTO Veralto Corp. | 0.56% | 7,711 | $682K | Reduce -48.1% |
| AMG Affiliated Managers Group | 0.50% | 2,210 | $612K | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.49% | 2,090 | $601K | Add +1.5% |
| CVX Chevron Corp. | 0.48% | 2,850 | $590K | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.46% | 992 | $568K | Add +22.8% |
| UNP Union Pacific Corp. | 0.46% | 2,333 | $566K | Reduce -5.7% |
| BN Brookfield Corp. | 0.43% | 13,057 | $528K | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.42% | 1,800 | $516K | Reduce -6.9% |
| MRK Merck & Co. Inc. | 0.40% | 4,116 | $495K | Reduce -1.3% |
| AXP American Express Co. | 0.40% | 1,618 | $489K | Reduce -8.6% |
| PRIM Primoris Services Corp. | 0.37% | 3,159 | $452K | Reduce -4.7% |
| DUSB Dimension Ultrashort Fi ETF | 0.37% | 8,851 | $449K | Add +12.4% |
| AVGO Broadcom Inc. | 0.36% | 1,425 | $441K | Add +2.8% |
| COF Capital One Financial Corp. | 0.36% | 2,417 | $441K | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.36% | 1,790 | $438K | Add +1.0% |
| WMT Walmart Inc. | 0.33% | 3,308 | $411K | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 0.33% | 1,370 | $403K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.33% | 2,776 | $401K | Add +6.7% |
| MAIN Main Street Capital Corp. | 0.30% | 7,071 | $374K | No change |
| COP Conocophillips | 0.29% | 2,738 | $361K | Reduce -4.7% |
| TMHC Taylor Morrison Home Corp. | 0.29% | 6,073 | $354K | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,221 | $346K | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.27% | 4,215 | $327K | Add +3.6% |
| GMAR FT Vest US Equity Moderate B | 0.26% | 7,619 | $318K | Reduce -56.3% |
| PWR Quanta Services Inc. | 0.26% | 572 | $314K | Add +2.3% |
| KMI Kinder Morgan Inc. | 0.24% | 8,681 | $291K | Reduce -10.4% |
| GEV GE Vernova Inc. | 0.24% | 333 | $291K | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,301 | $280K | No change |
| LLY Eli Lilly & Co. | 0.23% | 303 | $279K | Reduce -9.8% |
| RDN Radian Group Inc. | 0.21% | 7,918 | $262K | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 522 | $250K | Reduce -2.6% |
| DEXC Dimensional Em Ex Cce ETF | 0.20% | 3,827 | $248K | New |
| VLO Valero Energy Corp. | 0.20% | 982 | $243K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.19% | 176 | $232K | New |
| KO The Coca-Cola Co. | 0.18% | 2,863 | $218K | New |
| SHEL Shell PLC-ADR | 0.17% | 2,285 | $213K | New |
| PEP Pepsico Inc. | 0.17% | 1,360 | $211K | New |
| ABBV Abbvie Inc. | 0.17% | 960 | $209K | Reduce -1.5% |
| RIOT Riot Platforms Inc. | 0.11% | 11,256 | $139K | Add +1.6% |
Portfolio Sells Q4 2025 → Q1 2026
| FISV Fiserv Inc. | Reduce -0.7% | 12.57% | −2.37 |
| BPRE Bluerock Private Real Estate | Reduce -70.5% | 0.81% | −1.63 |
| KNG FT Vest S&P 500 DVD Arst TRG | Sold out | 0.00% | −0.80 |
| VLTO Veralto Corp. | Reduce -48.1% | 0.56% | −0.63 |
| AAPL Apple Inc. | Reduce -0.8% | 7.48% | −0.44 |
| GOCT FT Vest US Equity Moderate B | Reduce -13.4% | 2.45% | −0.37 |
| GMAR FT Vest US Equity Moderate B | Reduce -56.3% | 0.26% | −0.31 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.21 |
| RHP Ryman Hospitality Properties | Sold out | 0.00% | −0.17 |
| COF Capital One Financial Corp. | Reduce -7.8% | 0.36% | −0.15 |
| AXP American Express Co. | Reduce -8.6% | 0.40% | −0.12 |
| NVDA Nvidia Corp. | Reduce -4.4% | 1.26% | −0.12 |
| DFAX Dimensional World Ex US Core | Reduce -14.7% | 0.85% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.59% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -6.9% | 0.42% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -9.8% | 0.23% | −0.06 |
| BN Brookfield Corp. | Reduce -2.4% | 0.43% | −0.06 |
| RDN Radian Group Inc. | Reduce -3.5% | 0.21% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.20% | −0.01 |
| AMG Affiliated Managers Group | Reduce -0.1% | 0.50% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.17% | −0.01 |
| TMHC Taylor Morrison Home Corp. | Reduce -0.3% | 0.29% | +0.00 |
| UNP Union Pacific Corp. | Reduce -5.7% | 0.46% | +0.00 |
| WMT Walmart Inc. | Reduce -6.0% | 0.33% | +0.02 |
| KMI Kinder Morgan Inc. | Reduce -10.4% | 0.24% | +0.02 |
| PRIM Primoris Services Corp. | Reduce -4.7% | 0.37% | +0.04 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.40% | +0.05 |
| COP Conocophillips | Reduce -4.7% | 0.29% | +0.08 |
| CVX Chevron Corp. | Reduce -3.8% | 0.48% | +0.12 |
| MTZ Mastec Inc. | Reduce -1.7% | 0.59% | +0.19 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 1.44% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| DXUV Dimensional US Vtor Eqty ETF | Add +40.5% | 5.41% | +1.61 |
| DFAC Dimensional US Core Equity 2 | Add +7.6% | 17.90% | +1.29 |
| DFIC Dimensional International Co. | Add +18.3% | 3.98% | +0.78 |
| DUHP Dimensional US High Profi Et | Add +17.5% | 4.04% | +0.56 |
| DFIV Dimensional International Va | Add +8.4% | 2.97% | +0.43 |
| DFSV Dimensional US Small Cap Val | Add +5.0% | 2.94% | +0.37 |
| DIHP Dimensional International Hi | Add +16.1% | 2.10% | +0.36 |
| DISV Dimensional International SM | Add +8.7% | 2.52% | +0.33 |
| AVXC Avantis Emg MKT Ex China ETF | Add +20.7% | 0.98% | +0.23 |
| DEXC Dimensional Em Ex Cce ETF | New | 0.20% | +0.20 |
| DFEV Dimensional Emrg MRKT Val | Add +10.0% | 1.27% | +0.20 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +8.8% | 1.43% | +0.20 |
| VLO Valero Energy Corp. | New | 0.20% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.19% | +0.19 |
| KO The Coca-Cola Co. | New | 0.18% | +0.18 |
| SHEL Shell PLC-ADR | New | 0.17% | +0.17 |
| PEP Pepsico Inc. | New | 0.17% | +0.17 |
| AVUV Avantis US Small Cap Value | Add +17.1% | 0.70% | +0.16 |
| DFAT Dimensional US Target Value | Add +0.1% | 1.63% | +0.11 |
| T AT&T Inc. | Add +3.0% | 0.57% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 0.66% | +0.08 |
| PWR Quanta Services Inc. | Add +2.3% | 0.26% | +0.07 |
| GEV GE Vernova Inc. | Add +1.5% | 0.24% | +0.07 |
| JNJ Johnson & Johnson | Add +1.0% | 0.36% | +0.06 |
| DUSB Dimension Ultrashort Fi ETF | Add +12.4% | 0.37% | +0.05 |
| META Meta Platforms Inc. Class A | Add +22.8% | 0.46% | +0.04 |
| PG The Procter & Gamble Co. | Add +6.7% | 0.33% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.6% | 0.27% | +0.02 |
| RIOT Riot Platforms Inc. | Add +1.6% | 0.11% | +0.00 |
| GE General Electric | Add +2.4% | 0.28% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.33% | −0.02 |
| AVGO Broadcom Inc. | Add +2.8% | 0.36% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.49% | −0.02 |
| TSLA Tesla Inc. | Add +1.1% | 0.86% | −0.15 |
| MSFT Microsoft Corp. | Add +5.3% | 0.99% | −0.21 |
| DHR Danaher Corp. | Add +0.3% | 6.16% | −1.10 |
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 |