Institutional
Corus Family Wealth Advisors
CIK 0001894830
$122.8M
Reported AUM
69
Positions
Q1 2026
Period
2026-04-29
Filed
Editorial summary
Summary for Corus Family Wealth Advisors · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $44.49 | 0.36% | 24.37% | 69.83% | $22.0M | 17.90% | — | HELD |
| 2 | FISV | FISERV INC | $53.94 | -0.24% | -60.05% | -54.10% | $15.4M | 12.57% | — | HELD |
| 3 | AAPL | APPLE INC | $308.91 | -7.35% | 53.24% | 108.42% | $9.2M | 7.48% | — | HELD |
| 4 | DHR | DANAHER CORP DEL | $194.98 | -0.61% | 0.27% | -30.05% | $7.6M | 6.16% | — | HELD |
| 5 | DXUV | DIMENSIONAL ETF TRUST | $67.99 | 0.29% | 26.14% | 32.83% | $6.6M | 5.41% | — | HELD |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $41.17 | -0.27% | 16.10% | 64.86% | $5.0M | 4.04% | — | HELD |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $38.09 | -0.57% | 27.56% | 83.52% | $4.9M | 3.98% | — | HELD |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $57.27 | -0.47% | 38.08% | 104.44% | $3.7M | 2.97% | — | HELD |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $39.66 | 0.00% | 37.95% | 63.40% | $3.6M | 2.94% | — | HELD |
| 10 | DISV | DIMENSIONAL ETF TRUST | $42.34 | -0.52% | 31.89% | 103.77% | $3.1M | 2.52% | — | HELD |
| 11 | GOCT | FIRST TR EXCHNG TRADED FD VI | $41.82 | 0.38% | 13.32% | 31.44% | $3.0M | 2.45% | — | HELD |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $34.52 | -0.63% | 22.53% | 63.17% | $2.6M | 2.10% | — | HELD |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $70.73 | -0.16% | 34.83% | 68.29% | $2.0M | 1.63% | — | HELD |
| 14 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | 45.72% | 236.23% | $1.8M | 1.44% | — | HELD |
| 15 | DEHP | DIMENSIONAL ETF TRUST | $38.87 | 0.62% | 40.81% | 68.46% | $1.8M | 1.43% | — | HELD |
| 16 | DFEV | DIMENSIONAL ETF TRUST | $39.71 | 0.08% | 35.83% | 80.93% | $1.6M | 1.27% | — | HELD |
| 17 | NVDA | NVIDIA CORPORATION | $200.75 | 2.93% | 12.42% | 774.16% | $1.5M | 1.26% | — | HELD |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $37.70 | 0.43% | 28.79% | 63.66% | $1.3M | 1.08% | — | HELD |
| 19 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | -10.62% | 60.10% | $1.2M | 0.99% | — | HELD |
| 20 | AVXC | AMERICAN CENTY ETF TR | $77.27 | -0.32% | 41.12% | 60.61% | $1.2M | 0.98% | — | HELD |
| 21 | DFSI | DIMENSIONAL ETF TRUST | $45.94 | -0.61% | 21.35% | 79.81% | $1.1M | 0.86% | — | HELD |
| 22 | TSLA | TESLA INC | $311.21 | 0.76% | 2.06% | 25.94% | $1.1M | 0.86% | — | HELD |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $36.51 | -0.22% | 27.84% | 60.00% | $1.0M | 0.85% | — | HELD |
| 24 | BPRE | BLUEROCK PVT REAL ESTATE FD | $12.07 | -1.39% | -22.60% | -22.53% | $1000K | 0.81% | — | HELD |
| 25 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.00% | 24.80% | 74.06% | $981K | 0.80% | — | HELD |
| 26 | AVUV | AMERICAN CENTY ETF TR | $125.28 | 0.03% | 40.62% | 80.36% | $858K | 0.70% | — | HELD |
| 27 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.25 | 0.23% | 73.77% | 268.49% | $811K | 0.66% | — | HELD |
| 28 | AMZN | AMAZON COM INC | $271.58 | 15.32% | 26.46% | 56.49% | $726K | 0.59% | — | HELD |
| 29 | MTZ | MASTEC INC | $263.10 | -18.91% | 51.16% | 187.73% | $725K | 0.59% | — | HELD |
| 30 | T | AT&T INC | $23.25 | 0.17% | -11.68% | 52.81% | $704K | 0.57% | — | HELD |
| 31 | VLTO | VERALTO CORP | $94.17 | -0.57% | — | — | $682K | 0.56% | — | HELD |
| 32 | AMG | AFFILIATED MANAGERS GROUP | $366.73 | 0.35% | — | — | $612K | 0.50% | — | HELD |
| 33 | GOOGL | ALPHABET INC | $356.13 | 6.73% | — | — | $601K | 0.49% | — | HELD |
| 34 | CVX | CHEVRON CORPORATION | $196.83 | 2.35% | — | — | $590K | 0.48% | — | HELD |
| 35 | META | META PLATFORMS INC | $556.71 | 3.28% | — | — | $568K | 0.46% | — | HELD |
| 36 | UNP | UNION PAC CORP | $292.13 | 0.92% | — | — | $566K | 0.46% | — | HELD |
| 37 | BN | BROOKFIELD CORP | $42.53 | 1.19% | — | — | $528K | 0.43% | — | HELD |
| 38 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $516K | 0.42% | — | HELD |
| 39 | MRK | MERCK & CO INC | $130.20 | 0.32% | — | — | $495K | 0.40% | — | HELD |
| 40 | AXP | AMERICAN EXPRESS CO | $336.25 | -0.38% | — | — | $489K | 0.40% | — | HELD |
| 41 | PRIM | PRIMORIS SVCS CORP | $84.41 | -1.45% | — | — | $452K | 0.37% | — | HELD |
| 42 | DUSB | DIMENSIONAL ETF TRUST | $50.74 | 0.00% | — | — | $449K | 0.37% | — | HELD |
| 43 | AVGO | BROADCOM INC | $389.28 | 0.37% | — | — | $441K | 0.36% | — | HELD |
| 44 | COF | CAPITAL ONE FINL CORP | $209.01 | -0.54% | — | — | $441K | 0.36% | — | HELD |
| 45 | JNJ | JOHNSON & JOHNSON | $256.35 | 0.21% | — | — | $438K | 0.36% | — | HELD |
| 46 | WMT | WALMART INC | $111.20 | 0.09% | — | — | $411K | 0.33% | — | HELD |
| 47 | JPM | JPMORGAN CHASE & CO | $351.79 | 0.27% | — | — | $403K | 0.33% | — | HELD |
| 48 | PG | PROCTER & GAMBLE CO | $144.49 | 0.37% | — | — | $401K | 0.33% | — | HELD |
| 49 | MAIN | MAIN STR CAP CORP | $54.41 | -0.06% | — | — | $374K | 0.30% | — | HELD |
| 50 | COP | CONOCOPHILLIPS | $120.48 | 1.22% | — | — | $361K | 0.29% | — | HELD |
| 51 | TMHC | TAYLOR MORRISON HOME CORP | — | — | — | — | $354K | 0.29% | — | HELD |
| 52 | GE | GE AEROSPACE | $360.07 | 1.42% | — | — | $346K | 0.28% | — | HELD |
| 53 | CSCO | CISCO SYS INC | $115.99 | 2.14% | — | — | $327K | 0.27% | — | HELD |
| 54 | GMAR | FIRST TR EXCHNG TRADED FD VI | $44.56 | 0.30% | — | — | $318K | 0.26% | — | HELD |
| 55 | QURE | QUANTA SVCS INC | $43.63 | 3.41% | — | — | $314K | 0.26% | — | HELD |
| 56 | KMI | KINDER MORGAN INC DEL | $32.18 | 1.64% | — | — | $291K | 0.24% | — | HELD |
| 57 | GEV | GE VERNOVA INC | $990.29 | 0.85% | — | — | $291K | 0.24% | — | HELD |
| 58 | VIG | VANGUARD SPECIALIZED FUNDS | $239.17 | -0.37% | — | — | $280K | 0.23% | — | HELD |
| 59 | LLY | ELI LILLY & CO | $1148.84 | -0.53% | — | — | $279K | 0.23% | — | HELD |
| 60 | RDN | RADIAN GROUP INC | $38.99 | 0.46% | — | — | $262K | 0.21% | — | HELD |
| 61 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $250K | 0.20% | — | HELD |
| 62 | DEXC | DIMENSIONAL ETF TRUST | $73.47 | 0.21% | — | — | $248K | 0.20% | — | HELD |
| 63 | VLO | VALERO ENERGY CORP | $312.90 | 0.38% | — | — | $243K | 0.20% | — | HELD |
| 64 | ASML | ASML HLDG NV | $1629.00 | -1.36% | — | — | $232K | 0.19% | — | HELD |
| 65 | KO | COCA COLA CO | $87.59 | -1.02% | — | — | $218K | 0.18% | — | HELD |
| 66 | SHEL | SHELL PLC | $91.98 | 1.62% | — | — | $213K | 0.17% | — | HELD |
| 67 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $211K | 0.17% | — | HELD |
| 68 | ABBV | ABBVIE INC | $250.94 | -2.51% | — | — | $209K | 0.17% | — | HELD |
| 69 | RIOT | RIOT PLATFORMS INC | $20.17 | -8.82% | — | — | $139K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0001894830-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.