Institutions / Corus Family Wealth Advisors

Corus Family Wealth Advisors

CIK 1894830 · Institution · as of Dec 31, 2025

Portfolio value

$125.31M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 66 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$20.82M	525,961	16.6%
Fiserv Inc	—	$18.72M	278,692	14.9%
Apple Inc.	—	$9.92M	36,500	7.9%
Danaher Corp /De	—	$9.10M	39,755	7.3%
Dimensional ETF Trust	—	$4.76M	79,682	3.8%
Dimensional ETF Trust	—	$4.37M	114,943	3.5%
Dimensional ETF Trust	—	$4.01M	116,340	3.2%
First Trust Exchange-Traded Fund VIII	—	$3.53M	89,939	2.8%
Dimensional ETF Trust	—	$3.23M	98,092	2.6%
Dimensional ETF Trust	—	$3.19M	63,835	2.5%
Bluerock Private Real Estate FundBPRE	Closed-End Fund	$3.06M	204,245	2.4%
Dimensional ETF Trust	—	$2.74M	72,191	2.2%
Dimensional ETF Trust	—	$2.19M	69,055	1.7%
Dimensional ETF Trust	—	$1.91M	32,015	1.5%
NVIDIA Corp	—	$1.73M	9,258	1.4%
Dimensional ETF Trust	—	$1.54M	47,691	1.2%
Microsoft Corp	—	$1.51M	3,121	1.2%
Veralto Corp	—	$1.48M	14,857	1.2%
Dimensional ETF Trust	—	$1.33M	39,542	1.1%
Exxon Mobil Corp	—	$1.31M	10,847	1.0%
Dimensional ETF Trust	—	$1.27M	38,384	1.0%
Tesla Inc	—	$1.26M	2,807	1.0%
Dimensional ETF Trust	—	$1.18M	35,956	0.9%
Dimensional ETF Trust	—	$1.07M	24,904	0.9%
First Tr Exchange-Traded Fd	—	$1.01M	20,477	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.