Corus Family Wealth Advisors

Est. AUM

$122.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$22.0M	565771	17.90%	SOLE
2	FISERV INC	COM	$15.4M	276691	12.57%	SOLE
3	APPLE INC	COM	$9.2M	36195	7.48%	SOLE
4	DANAHER CORP DEL	COM	$7.6M	39885	6.16%	SOLE
5	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$6.6M	111973	5.41%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.0M	135083	4.04%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.9M	137593	3.98%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.7M	69211	2.97%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.6M	103031	2.94%	SOLE
10	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.1M	78449	2.52%	SOLE
11	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.0M	77910	2.45%	SOLE
12	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.6M	80142	2.10%	SOLE
13	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.0M	32056	1.63%	SOLE
14	EXXON MOBIL CORP	COM	$1.8M	10452	1.44%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$1.8M	51891	1.43%	SOLE
16	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.6M	43479	1.27%	SOLE
17	NVIDIA CORPORATION	COM	$1.5M	8851	1.26%	SOLE
18	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.3M	38384	1.08%	SOLE
19	MICROSOFT CORP	COM	$1.2M	3285	0.99%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$1.2M	17871	0.98%	SOLE
21	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.1M	24904	0.86%	SOLE
22	TESLA INC	COM	$1.1M	2839	0.86%	SOLE
23	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.0M	30659	0.85%	SOLE
24	BLUEROCK PVT REAL ESTATE FD	COM	$1.0M	60175	0.81%	SOLE
25	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$981K	6627	0.80%	SOLE
26	AMERICAN CENTY ETF TR	US SML CP VALU	$858K	7768	0.70%	SOLE
27	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$811K	2401	0.66%	SOLE
28	AMAZON COM INC	COM	$726K	3485	0.59%	SOLE
29	MASTEC INC	COM	$725K	2253	0.59%	SOLE
30	AT&T INC	COM	$704K	24296	0.57%	SOLE
31	VERALTO CORP	COM SHS	$682K	7711	0.56%	SOLE
32	AFFILIATED MANAGERS GROUP	COM	$612K	2210	0.50%	SOLE
33	ALPHABET INC	CAP STK CL A	$601K	2090	0.49%	SOLE
34	CHEVRON CORPORATION	COM	$590K	2850	0.48%	SOLE
35	META PLATFORMS INC	CL A	$568K	992	0.46%	SOLE
36	UNION PAC CORP	COM	$566K	2333	0.46%	SOLE
37	BROOKFIELD CORP	CL A LTD VT SH	$528K	13057	0.43%	SOLE
38	ALPHABET INC	CAP STK CL C	$516K	1800	0.42%	SOLE
39	MERCK & CO INC	COM	$495K	4116	0.40%	SOLE
40	AMERICAN EXPRESS CO	COM	$489K	1618	0.40%	SOLE
41	PRIMORIS SVCS CORP	COM	$452K	3159	0.37%	SOLE
42	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$449K	8851	0.37%	SOLE
43	CAPITAL ONE FINL CORP	COM	$441K	2417	0.36%	SOLE
44	BROADCOM INC	COM	$441K	1425	0.36%	SOLE
45	JOHNSON & JOHNSON	COM	$438K	1790	0.36%	SOLE
46	WALMART INC	COM	$411K	3308	0.33%	SOLE
47	JPMORGAN CHASE & CO	COM	$403K	1370	0.33%	SOLE
48	PROCTER & GAMBLE CO	COM	$401K	2776	0.33%	SOLE
49	MAIN STR CAP CORP	COM	$374K	7071	0.30%	SOLE
50	CONOCOPHILLIPS	COM	$361K	2738	0.29%	SOLE

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.