Corus Family Wealth Advisors

CIK

1894830

Location

MCKINNEY, TX

Portfolio Value

Micro $54,772,830

Diversification

Diversified

Filing Date

Global Rank

#6,363 / 8,232 ▲ 66

Top Industry

Consumer Electronics 23.4%

3Y Alpha vs SPY

-23.4%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-7.5%

SPY

+76.3%

Annualised alpha

-23.4%

Max drawdown

−49.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.2%

−1.7 pts

Top 5

64.8%

−3.1 pts

Top 10

73.6%

−4.6 pts

HHI

1,323

Diversified−104

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.2%	$15,439,357	1
Technology	25.1%	$13,757,526	7
Healthcare	16.4%	$8,982,336	5
Financial Services	8.2%	$4,498,446	10
Energy	6.3%	$3,470,577	6
Industrials	6.2%	$3,375,778	7
Consumer Cyclical	3.9%	$2,134,909	3
Communication Services	3.4%	$1,872,893	3
Consumer Defensive	2.3%	$1,241,008	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+699	24,296	$704,341
META	Meta Platforms, Inc.	+184	992	$567,552
RIOT	Riot Platforms, Inc.	+175	11,256	$139,124
PG	PROCTER & GAMBLE Co	+174	2,776	$400,965
MSFT	Microsoft Corp	+164	3,285	$1,216,008
CSCO	Cisco Systems, Inc.	+147	4,215	$327,041
DHR	Danaher Corp /De/	+130	39,885	$7,562,196
AVGO	Broadcom Inc.	+39	1,425	$441,051
TSLA	Tesla, Inc.	+32	2,839	$1,055,398
GOOGL	Alphabet Inc.	+31	2,090	$601,000
GE	General Electric Co	+28	1,221	$346,483
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+26	2,401	$811,417
JNJ	Johnson & Johnson	+17	1,790	$437,547
PWR	Quanta Services, Inc.	+13	572	$314,039
JPM	Jpmorgan Chase & Co	+8	1,370	$402,999
GEV	GE Vernova Inc.	+5	333	$290,675
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−144,070	60,175	$999,506
VLTO	Veralto Corp	−7,146	7,711	$681,806
FISV	Fiserv Inc	−2,001	276,691	$15,439,357
KMI	Kinder Morgan, Inc.	−1,010	8,681	$291,073
NVDA	Nvidia Corp	−407	8,851	$1,543,614
XOM	Exxon Mobil Corp	−395	10,452	$1,773,286
BN	BROOKFIELD Corp /ON/	−315	13,057	$528,416
AAPL	Apple Inc.	−305	36,195	$9,185,929
RDN	Radian Group Inc	−289	7,918	$261,927
WMT	Walmart Inc.	−213	3,308	$411,118
COF	Capital One Financial Corp	−203	2,417	$440,933
PRIM	Primoris Services Corp	−156	3,159	$451,863
AXP	American Express Co	−153	1,618	$489,412
UNP	Union Pacific Corp	−140	2,333	$566,032
COP	Conocophillips	−136	2,738	$361,416
CVX	Chevron Corp	−111	2,850	$589,665
AMZN	Amazon Com Inc	−82	3,485	$725,820
MRK	Merck & Co., Inc.	−54	4,116	$495,113
MTZ	Mastec Inc	−39	2,253	$724,880
LLY	ELI LILLY & Co	−33	303	$278,690
TMHC	Taylor Morrison Home Corp	−15	6,073	$353,691
ABBV	AbbVie Inc.	−15	960	$208,790
BRK-B	Berkshire Hathaway Inc	−14	522	$250,142
AMG	Affiliated Managers Group, Inc.	−3	2,210	$611,507
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	982	$242,632
ASML	Asml Holding NV	176	$232,466
KO	Coca Cola Co	2,863	$217,731
SHEL	Shell plc	2,285	$212,505
PEP	Pepsico Inc	1,360	$211,194
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	899	$266,292
RHP	Ryman Hospitality Properties, Inc.	2,252	$213,084
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $54,772,830 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FISV	Fiserv Inc	Reduced	276,691	-2,001	$15,439,357	−17.5%	28.19%
AAPL	Apple Inc. Technology	Reduced	36,195	-305	$9,185,929	−7.4%	16.77%
DHR	Danaher Corp /De/ Healthcare	Added	39,885	+130	$7,562,196	−16.9%	13.81%
XOM	Exxon Mobil Corp Energy	Reduced	10,452	-395	$1,773,286	+35.8%	3.24%
NVDA	Nvidia Corp Technology	Reduced	8,851	-407	$1,543,614	−10.6%	2.82%
MSFT	Microsoft Corp Technology	Added	3,285	+164	$1,216,008	−19.4%	2.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,839	+32	$1,055,398	−16.4%	1.93%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	60,175	-144,070	$999,506	−67.4%	1.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,401	+26	$811,417	+12.4%	1.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,485	-82	$725,820	−11.8%	1.33%
MTZ	Mastec Inc Industrials	Reduced	2,253	-39	$724,880	+45.5%	1.32%
T	At&T Inc. Communication Services	Added	24,296	+699	$704,341	+20.2%	1.29%
VLTO	Veralto Corp Industrials	Reduced	7,711	-7,146	$681,806	−54.0%	1.24%
AMG	Affiliated Managers Group, Inc. Financial Services	Reduced	2,210	-3	$611,507	−4.1%	1.12%
GOOGL	Alphabet Inc. Communication Services	Added	2,090	+31	$601,000	−6.7%	1.10%
CVX	Chevron Corp Energy	Reduced	2,850	-111	$589,665	+30.7%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	992	+184	$567,552	+6.4%	1.04%
UNP	Union Pacific Corp Industrials	Reduced	2,333	-140	$566,032	−1.1%	1.03%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	13,057	-315	$528,416	−13.9%	0.96%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,116	-54	$495,113	+12.8%	0.90%
AXP	American Express Co Financial Services	Reduced	1,618	-153	$489,412	−25.3%	0.89%
PRIM	Primoris Services Corp Industrials	Reduced	3,159	-156	$451,863	+9.8%	0.82%
AVGO	Broadcom Inc. Technology	Added	1,425	+39	$441,051	−8.1%	0.81%
COF	Capital One Financial Corp Financial Services	Reduced	2,417	-203	$440,933	−30.6%	0.81%
JNJ	Johnson & Johnson Healthcare	Added	1,790	+17	$437,547	+19.2%	0.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,308	-213	$411,118	+4.8%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,370	+8	$402,999	−8.2%	0.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,776	+174	$400,965	+7.5%	0.73%
MAIN	Main Street Capital CORP Financial Services	Held	7,071	0	$374,480	−12.3%	0.68%
COP	Conocophillips Energy	Reduced	2,738	-136	$361,416	+34.3%	0.66%
TMHC	Taylor Morrison Home Corp Consumer Cyclical	Reduced	6,073	-15	$353,691	−1.3%	0.65%
GE	General Electric Co Industrials	Added	1,221	+28	$346,483	−5.7%	0.63%
CSCO	Cisco Systems, Inc. Technology	Added	4,215	+147	$327,041	+4.4%	0.60%
PWR	Quanta Services, Inc. Industrials	Added	572	+13	$314,039	+33.1%	0.57%
KMI	Kinder Morgan, Inc. Energy	Reduced	8,681	-1,010	$291,073	+9.3%	0.53%
GEV	GE Vernova Inc. Industrials	Added	333	+5	$290,675	+35.6%	0.53%
LLY	ELI LILLY & Co Healthcare	Reduced	303	-33	$278,690	−22.8%	0.51%
RDN	Radian Group Inc Financial Services	Reduced	7,918	-289	$261,927	−11.3%	0.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	522	-14	$250,142	−7.2%	0.46%
VLO	Valero Energy Corp/Tx Energy	NEW	982	NEW	$242,632	NEW	0.44%
ASML	Asml Holding NV Technology	NEW	176	NEW	$232,466	NEW	0.42%
KO	Coca Cola Co Consumer Defensive	NEW	2,863	NEW	$217,731	NEW	0.40%
SHEL	Shell plc Energy	NEW	2,285	NEW	$212,505	NEW	0.39%
PEP	Pepsico Inc Consumer Defensive	NEW	1,360	NEW	$211,194	NEW	0.39%
ABBV	AbbVie Inc. Healthcare	Reduced	960	-15	$208,790	−6.3%	0.38%
RIOT	Riot Platforms, Inc. Financial Services	Added	11,256	+175	$139,124	−0.9%	0.25%