Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $25.7M | 17.7% |
| Fiserv Inc.COM | COM | $13.6M | 9.3% |
| Apple Inc.COM | COM | $10.6M | 7.3% |
| iShares TRFLTG RATE NT ETF | FLTG RATE NT ETF | $8.24M | 5.7% |
| Dimensional ETF TrustDIMENSIONAL US | DIMENSIONAL US | $7.86M | 5.4% |
| Danaher Corp. DelCOM | COM | $7.55M | 5.2% |
| Dimensional ETF TrustUS HIGH PROF ETF | US HIGH PROF ETF | $5.83M | 4.0% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $5.69M | 3.9% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $4.01M | 2.8% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $4M | 2.8% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $3.3M | 2.3% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $3.04M | 2.1% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $3.01M | 2.1% |
| Dimensional ETF TrustEMERGING MKTS HI | EMERGING MKTS HI | $2.38M | 1.6% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $2.24M | 1.5% |
| Dimensional ETF TrustEMERGING MKTS VA | EMERGING MKTS VA | $2.01M | 1.4% |
| Nvidia CorporationCOM | COM | $1.89M | 1.3% |
| American Centy ETF TRAVAN EMER EX ETF | AVAN EMER EX ETF | $1.58M | 1.1% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $1.58M | 1.1% |
| Exxon Mobil Corp.COM | COM | $1.27M | 0.9% |
| Tesla Inc.COM | COM | $1.23M | 0.8% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $1.19M | 0.8% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.17M | 0.8% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $1.05M | 0.7% |
| Microsoft Corp.COM | COM | $1.03M | 0.7% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $1.01M | 0.7% |
| Mastec Inc.COM | COM | $915K | 0.6% |
| Amazon Com Inc.COM | COM | $900K | 0.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $765K | 0.5% |
| Affiliated Managers GroupCOM | COM | $746K | 0.5% |
| Bluerock Pvt Real Estate FDCOM | COM | $735K | 0.5% |
| Veralto Corp.COM SHS | COM SHS | $678K | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $653K | 0.4% |
| Dimensional ETF TrustINTERNATIONAL | INTERNATIONAL | $617K | 0.4% |
| Union Pac Corp.COM | COM | $614K | 0.4% |
| Broadcom Inc.COM | COM | $583K | 0.4% |
| Micron Technology Inc.COM | COM | $578K | 0.4% |
| Brookfield Corp.CL A LTD VT SH | CL A LTD VT SH | $556K | 0.4% |
| Meta Platforms Inc.CL A | CL A | $553K | 0.4% |
| American Express COCOM | COM | $552K | 0.4% |
| Merck & CO Inc.COM | COM | $477K | 0.3% |
| Cisco Sys Inc.COM | COM | $474K | 0.3% |
| Quanta Svcs Inc.COM | COM | $473K | 0.3% |
| GE AerospaceCOM NEW | COM NEW | $466K | 0.3% |
| Chevron CorporationCOM | COM | $465K | 0.3% |
| Dimensional ETF TrustULTR FIX INC ETF | ULTR FIX INC ETF | $461K | 0.3% |
| Eli Lilly & COCOM | COM | $421K | 0.3% |
| Taylor Morrison Home Corp.COM | COM | $408K | 0.3% |
| GE Vernova Inc.COM | COM | $394K | 0.3% |
| Dimensional ETF TrustEMERGING MRKTETS | EMERGING MRKTETS | $392K | 0.3% |
Dimensional ETF TrustUS COR EQU 2 ETF$25.7M
- Class
- US COR EQU 2 ETF
- Share
- 17.7%
Fiserv Inc.COM$13.6M
- Class
- COM
- Share
- 9.3%
Apple Inc.COM$10.6M
- Class
- COM
- Share
- 7.3%
iShares TRFLTG RATE NT ETF$8.24M
- Class
- FLTG RATE NT ETF
- Share
- 5.7%
Dimensional ETF TrustDIMENSIONAL US$7.86M
- Class
- DIMENSIONAL US
- Share
- 5.4%
Danaher Corp. DelCOM$7.55M
- Class
- COM
- Share
- 5.2%
Dimensional ETF TrustUS HIGH PROF ETF$5.83M
- Class
- US HIGH PROF ETF
- Share
- 4.0%
Dimensional ETF TrustINTL CORE EQUITY$5.69M
- Class
- INTL CORE EQUITY
- Share
- 3.9%
Dimensional ETF TrustUS SMALL CAP ETF$4.01M
- Class
- US SMALL CAP ETF
- Share
- 2.8%
Dimensional ETF TrustINTERNATNAL VAL$4M
- Class
- INTERNATNAL VAL
- Share
- 2.8%
Dimensional ETF TrustINTL SMALL CAP V$3.3M
- Class
- INTL SMALL CAP V
- Share
- 2.3%
First TR Exchng Traded FD VIFT VEST U.S EQT$3.04M
- Class
- FT VEST U.S EQT
- Share
- 2.1%
Dimensional ETF TrustINTL HIGH PROFIT$3.01M
- Class
- INTL HIGH PROFIT
- Share
- 2.1%
Dimensional ETF TrustEMERGING MKTS HI$2.38M
- Class
- EMERGING MKTS HI
- Share
- 1.6%
Dimensional ETF TrustUS TARGETED VLU$2.24M
- Class
- US TARGETED VLU
- Share
- 1.5%
Dimensional ETF TrustEMERGING MKTS VA$2.01M
- Class
- EMERGING MKTS VA
- Share
- 1.4%
Nvidia CorporationCOM$1.89M
- Class
- COM
- Share
- 1.3%
American Centy ETF TRAVAN EMER EX ETF$1.58M
- Class
- AVAN EMER EX ETF
- Share
- 1.1%
Dimensional ETF TrustEMERGING MKTS CO$1.58M
- Class
- EMERGING MKTS CO
- Share
- 1.1%
Exxon Mobil Corp.COM$1.27M
- Class
- COM
- Share
- 0.9%
Tesla Inc.COM$1.23M
- Class
- COM
- Share
- 0.8%
Dimensional ETF TrustWORLD EX US CORE$1.19M
- Class
- WORLD EX US CORE
- Share
- 0.8%
Taiwan Semiconductor ManufacSPONSORED ADS$1.17M
- Class
- SPONSORED ADS
- Share
- 0.8%
Vanguard Whitehall FdsHIGH DIV YLD$1.05M
- Class
- HIGH DIV YLD
- Share
- 0.7%
Microsoft Corp.COM$1.03M
- Class
- COM
- Share
- 0.7%
American Centy ETF TRUS SML CP VALU$1.01M
- Class
- US SML CP VALU
- Share
- 0.7%
Mastec Inc.COM$915K
- Class
- COM
- Share
- 0.6%
Amazon Com Inc.COM$900K
- Class
- COM
- Share
- 0.6%
Alphabet Inc.CAP STK CL A$765K
- Class
- CAP STK CL A
- Share
- 0.5%
Affiliated Managers GroupCOM$746K
- Class
- COM
- Share
- 0.5%
Bluerock Pvt Real Estate FDCOM$735K
- Class
- COM
- Share
- 0.5%
Veralto Corp.COM SHS$678K
- Class
- COM SHS
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$653K
- Class
- CAP STK CL C
- Share
- 0.4%
Dimensional ETF TrustINTERNATIONAL$617K
- Class
- INTERNATIONAL
- Share
- 0.4%
Union Pac Corp.COM$614K
- Class
- COM
- Share
- 0.4%
Broadcom Inc.COM$583K
- Class
- COM
- Share
- 0.4%
Micron Technology Inc.COM$578K
- Class
- COM
- Share
- 0.4%
Brookfield Corp.CL A LTD VT SH$556K
- Class
- CL A LTD VT SH
- Share
- 0.4%
Meta Platforms Inc.CL A$553K
- Class
- CL A
- Share
- 0.4%
American Express COCOM$552K
- Class
- COM
- Share
- 0.4%
Merck & CO Inc.COM$477K
- Class
- COM
- Share
- 0.3%
Cisco Sys Inc.COM$474K
- Class
- COM
- Share
- 0.3%
Quanta Svcs Inc.COM$473K
- Class
- COM
- Share
- 0.3%
GE AerospaceCOM NEW$466K
- Class
- COM NEW
- Share
- 0.3%
Chevron CorporationCOM$465K
- Class
- COM
- Share
- 0.3%
Dimensional ETF TrustULTR FIX INC ETF$461K
- Class
- ULTR FIX INC ETF
- Share
- 0.3%
Eli Lilly & COCOM$421K
- Class
- COM
- Share
- 0.3%
Taylor Morrison Home Corp.COM$408K
- Class
- COM
- Share
- 0.3%
GE Vernova Inc.COM$394K
- Class
- COM
- Share
- 0.3%
Dimensional ETF TrustEMERGING MRKTETS$392K
- Class
- EMERGING MRKTETS
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 82 positions by value, with holdings of the same security combined. The 82 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1894830
- File number
- 028-21519
- Options
- 0 call, 0 put
- In the 25 largest
- 83.3%
- Prior quarter
- $123M at 31 March 2026
- Positions opened
- 18
- Positions closed
- 5
Common questions
What are Corus Family Wealth Advisors’ 13F holdings worth?
$145 million across 82 positions for the quarter ended 30 June 2026.
What is Corus Family Wealth Advisors’ largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $25.7 million, or 17.7% of reported 13F value, as of 30 June 2026.
How concentrated is Corus Family Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 64.0% of reported value and the twenty-five largest for 83.3%, across 82 positions as of 30 June 2026.
Does Form 13F show everything Corus Family Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Corus Family Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.