Corus Family Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Corus Family Wealth Advisors held in its portfolio 65 assets valued at $125,305,071 (i.e. $125.31M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($20.82M), FISERV INC ($18.72M), and APPLE INC ($9.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Corus Family Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 525961 | 20822798 | US CORE EQUITY 2 |
| FISERV INC | 278692 | 18719742 | COM |
| APPLE INC | 36500 | 9922774 | COM |
| DANAHER CORPORATION | 39755 | 9100715 | COM |
| DIMENSIONAL ETF TRUST | 79682 | 4763397 | DIMENSIONAL US |
| DIMENSIONAL ETF TRUST | 114943 | 4371267 | US HIGH PROFITAB |
| FIRST TR EXCHNG TRADED FD VI | 107382 | 4247821 | FT VEST U.S EQT |
| DIMENSIONAL ETF TRUST | 116340 | 4009077 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 98092 | 3226255 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 63835 | 3185389 | INTERNATNAL VAL |
| BLUEROCK PVT REAL ESTATE FD | 204245 | 3063675 | COM |
| DIMENSIONAL ETF TRUST | 72191 | 2743241 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 69055 | 2186630 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 32015 | 1906195 | US TARGETED VLU |
| NVIDIA CORPORATION | 9258 | 1726618 | COM |
| DIMENSIONAL ETF TRUST | 47691 | 1538031 | EMERGING MKTS HI |
| MICROSOFT CORP | 3121 | 1509580 | COM |
| VERALTO CORP | 14857 | 1482432 | COM SHS |
| DIMENSIONAL ETF TRUST | 39542 | 1334148 | EMERGING MKTS VA |
| EXXON MOBIL CORP | 10847 | 1305332 | COM |
| DIMENSIONAL ETF TRUST | 38384 | 1269743 | EMERGING MKTS CO |
| TESLA INC | 2807 | 1262384 | COM |
| DIMENSIONAL ETF TRUST | 35956 | 1176848 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 24904 | 1067012 | INTERNATIONAL |
| FIRST TR EXCHANGE-TRADED FD | 20477 | 1006445 | FT VEST S&P 500 |
| VANGUARD WHITEHALL FDS | 6627 | 951108 | HIGH DIV YLD |
| AMERICAN CENTY ETF TR | 14804 | 944072 | AVANTIS EMERGING |
| AMAZON COM INC | 3567 | 823268 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2375 | 721739 | SPONSORED ADS |
| AMERICAN CENTY ETF TR | 6636 | 676768 | US SML CP VALU |
| AMERICAN EXPRESS CO | 1771 | 655182 | COM |
| ALPHABET INC | 2059 | 644494 | CAP STK CL A |
| AFFILIATED MANAGERS GROUP IN | 2213 | 637964 | COM |
| CAPITAL ONE FINL CORP | 2620 | 634984 | COM |
| BROOKFIELD CORP | 13372 | 613642 | CL A LTD VT SH |
| ALPHABET INC | 1933 | 606713 | CAP STK CL C |
| AT&T INC | 23597 | 586150 | COM |
| UNION PAC CORP | 2473 | 572020 | COM |
| META PLATFORMS INC | 808 | 533434 | CL A |
| MASTEC INC | 2292 | 498213 | COM |
| BROADCOM INC | 1386 | 479695 | COM |
| CHEVRON CORP NEW | 2961 | 451295 | COM |
| MERCK & CO INC | 4170 | 438890 | COM |
| JPMORGAN CHASE & CO. | 1362 | 438864 | COM |
| MAIN STR CAP CORP | 7071 | 427018 | COM |
| PRIMORIS SVCS CORP | 3315 | 411525 | COM |
| DIMENSIONAL ETF TRUST | 7877 | 398971 | ULTRASHORT FIXED |
| WALMART INC | 3521 | 392275 | COM |
| PROCTER AND GAMBLE CO | 2602 | 372957 | COM |
| GE AEROSPACE | 1193 | 367480 | COM NEW |
| JOHNSON & JOHNSON | 1773 | 366923 | COM |
| ELI LILLY & CO | 336 | 361093 | COM |
| TAYLOR MORRISON HOME CORP | 6088 | 358401 | COM |
| CISCO SYS INC | 4068 | 313361 | COM |
| RADIAN GROUP INC | 8207 | 295370 | COM |
| VANGUARD SPECIALIZED FUNDS | 1301 | 285934 | DIV APP ETF |
| BERKSHIRE HATHAWAY INC DEL | 536 | 269437 | CL B NEW |
| CONOCOPHILLIPS | 2874 | 269020 | COM |
| KINDER MORGAN INC DEL | 9691 | 266406 | COM |
| INTERNATIONAL BUSINESS MACHS | 899 | 266293 | COM |
| QUANTA SVCS INC | 559 | 235932 | COM |
| ABBVIE INC | 975 | 222778 | COM |
| GE VERNOVA INC | 328 | 214371 | COM |
| RYMAN HOSPITALITY PPTYS INC | 2252 | 213085 | COM |
| RIOT PLATFORMS INC | 11081 | 140397 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.