Corus Family Wealth Advisors

CIK

1894830

Location

MCKINNEY, TX

Portfolio Value

Micro $58,291,762

Diversification

Diversified

Filing Date

Global Rank

#6,777 / 8,517 ▲ 367

Top Industry

Consumer Electronics 23.6%

3Y Alpha vs SPY

-22.1%

Period ended 47 days ago

Filed Jul 30, 2026 · 17d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-3.3%

SPY

+76.6%

Annualised alpha

-22.0%

Max drawdown

−49.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.3%

−4.7 pts

Top 5

59.8%

−4.5 pts

Top 10

68.8%

−4.9 pts

HHI

1,095

Diversified−210

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$19,255,459	17
Unclassified	23.3%	$13,570,908	1
Healthcare	16.1%	$9,409,002	6
Financial Services	7.7%	$4,469,538	10
Industrials	7.5%	$4,387,177	9
Consumer Cyclical	4.4%	$2,541,327	3
Energy	3.8%	$2,243,586	4
Communication Services	2.3%	$1,318,279	2
Consumer Defensive	1.0%	$605,910	2
Real Estate	0.5%	$273,554	1
Basic Materials	0.4%	$217,022	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+607	9,458	$1,892,451
AAPL	Apple Inc.	+348	36,543	$10,574,082
AMZN	Amazon Com Inc	+290	3,775	$899,733
AVGO	Broadcom Inc.	+120	1,545	$583,623
TSLA	Tesla, Inc.	+95	2,934	$1,234,040
PWR	Quanta Services, Inc.	+85	657	$473,066
RIOT	Riot Platforms, Inc.	+59	11,315	$309,804
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+57	2,458	$1,173,867
LLY	ELI LILLY & Co	+48	351	$420,999
GE	General Electric Co	+27	1,248	$466,415
AXP	American Express Co	+14	1,632	$552,024
BN	BROOKFIELD Corp /ON/	+4	13,061	$556,267
GEV	GE Vernova Inc.	+2	335	$393,578
ASML	Asml Holding NV	+2	178	$354,120
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−3,707	56,468	$734,648
MAIN	Main Street Capital CORP	−1,837	5,234	$271,539
GOOGL	Alphabet Inc.	−1,749	2,141	$765,129
XOM	ExxonMobil Holdings Corp	−1,144	9,308	$1,272,589
KMI	Kinder Morgan, Inc.	−801	7,880	$251,923
WMT	Walmart Inc.	−795	2,513	$284,622
PG	PROCTER & GAMBLE Co	−585	2,191	$321,288
MSFT	Microsoft Corp	−532	2,753	$1,026,924
COF	Capital One Financial Corp	−518	1,899	$380,977
JNJ	Johnson & Johnson	−421	1,369	$347,684
MRK	Merck & Co., Inc.	−404	3,712	$476,992
TMHC	Taylor Morrison Home Corp	−392	5,681	$407,554
JPM	Jpmorgan Chase & Co	−256	1,114	$364,645
DHR	Danaher Corp /De/	−242	39,643	$7,551,198
CSCO	Cisco Systems, Inc.	−177	4,038	$474,303
RDN	Radian Group Inc	−124	7,794	$293,599
PRIM	Primoris Services Corp	−87	3,072	$304,496
UNP	Union Pacific Corp	−76	2,257	$613,904
VLTO	Veralto Corp	−66	7,645	$677,958
MTZ	Mastec Inc	−55	2,198	$914,499
CVX	Chevron Corp	−47	2,803	$464,625
ABBV	AbbVie Inc.	−22	938	$236,038
FISV	Fiserv Inc	−16	276,675	$13,570,908
META	Meta Platforms, Inc.	−10	982	$553,150
AMG	Affiliated Managers Group, Inc.	−6	2,204	$745,833
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	501	$578,299
CAI	Caris Life Sciences, Inc.	21,105	$376,091
KLAC	Kla Corp	1,138	$343,345
WDC	Western Digital Corp	527	$336,605
INTC	Intel Corp	2,407	$336,089
ASX	ASE Technology Holding Co., Ltd.	7,147	$322,472
CRS	Carpenter Technology Corp	513	$316,438
AMAT	Applied Materials Inc /De	414	$299,322
LRCX	Lam Research Corp	647	$280,364
RHP	Ryman Hospitality Properties, Inc.	2,128	$273,554
AMD	Advanced Micro Devices Inc	441	$256,181
CAT	Caterpillar Inc	213	$226,823
APH	Amphenol Corp /De/	1,263	$222,692
BHP	BHP Group Ltd	2,605	$217,022
STX	Seagate Technology Holdings plc	208	$200,720
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
T	At&T Inc.	24,296	$704,341
COP	Conocophillips	2,738	$361,416
VIG	Vanguard Dividend Appreciation ETF	1,301	$279,793
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.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $58,291,762 total · filing declares 82 positions · $145,231,629 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FISV	Fiserv Inc	Reduced	276,675	-16	$13,570,908	−12.1%	23.28%
AAPL	Apple Inc. Technology	Added	36,543	+348	$10,574,082	+15.1%	18.14%
DHR	Danaher Corp /De/ Healthcare	Reduced	39,643	-242	$7,551,198	−0.1%	12.95%
NVDA	Nvidia Corp Technology	Added	9,458	+607	$1,892,451	+22.6%	3.25%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,308	-1,144	$1,272,589	−28.2%	2.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,934	+95	$1,234,040	+16.9%	2.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,458	+57	$1,173,867	+44.7%	2.01%
MSFT	Microsoft Corp Technology	Reduced	2,753	-532	$1,026,924	−15.5%	1.76%
MTZ	Mastec Inc Industrials	Reduced	2,198	-55	$914,499	+26.2%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,775	+290	$899,733	+24.0%	1.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,141	-1,749	$765,129	−31.5%	1.31%
AMG	Affiliated Managers Group, Inc. Financial Services	Reduced	2,204	-6	$745,833	+22.0%	1.28%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	56,468	-3,707	$734,648	−26.5%	1.26%
VLTO	Veralto Corp Industrials	Reduced	7,645	-66	$677,958	−0.6%	1.16%
UNP	Union Pacific Corp Industrials	Reduced	2,257	-76	$613,904	+8.5%	1.05%
AVGO	Broadcom Inc. Technology	Added	1,545	+120	$583,623	+32.3%	1.00%
MU	Micron Technology Inc Technology	NEW	501	NEW	$578,299	NEW	0.99%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	13,061	+4	$556,267	+5.3%	0.95%
META	Meta Platforms, Inc. Communication Services	Reduced	982	-10	$553,150	−2.5%	0.95%
AXP	American Express Co Financial Services	Added	1,632	+14	$552,024	+12.8%	0.95%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,712	-404	$476,992	−3.7%	0.82%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,038	-177	$474,303	+45.0%	0.81%
PWR	Quanta Services, Inc. Industrials	Added	657	+85	$473,066	+50.6%	0.81%
GE	General Electric Co Industrials	Added	1,248	+27	$466,415	+34.6%	0.80%
CVX	Chevron Corp Energy	Reduced	2,803	-47	$464,625	−21.2%	0.80%
LLY	ELI LILLY & Co Healthcare	Added	351	+48	$420,999	+51.1%	0.72%
TMHC	Taylor Morrison Home Corp Consumer Cyclical	Reduced	5,681	-392	$407,554	—	0.70%
GEV	GE Vernova Inc. Industrials	Added	335	+2	$393,578	+35.4%	0.68%
COF	Capital One Financial Corp Financial Services	Reduced	1,899	-518	$380,977	−13.6%	0.65%
CAI	Caris Life Sciences, Inc. Healthcare	NEW	21,105	NEW	$376,091	NEW	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,114	-256	$364,645	−9.5%	0.63%
ASML	Asml Holding NV Technology	Added	178	+2	$354,120	+52.3%	0.61%
JNJ	Johnson & Johnson Healthcare	Reduced	1,369	-421	$347,684	−20.5%	0.60%
KLAC	Kla Corp Technology	NEW	1,138	NEW	$343,345	NEW	0.59%
WDC	Western Digital Corp Technology	NEW	527	NEW	$336,605	NEW	0.58%
INTC	Intel Corp Technology	NEW	2,407	NEW	$336,089	NEW	0.58%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	7,147	NEW	$322,472	NEW	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,191	-585	$321,288	−19.9%	0.55%
CRS	Carpenter Technology Corp Industrials	NEW	513	NEW	$316,438	NEW	0.54%
RIOT	Riot Platforms, Inc. Financial Services	Added	11,315	+59	$309,804	+122.7%	0.53%
PRIM	Primoris Services Corp Industrials	Reduced	3,072	-87	$304,496	−32.6%	0.52%
AMAT	Applied Materials Inc /De Technology	NEW	414	NEW	$299,322	NEW	0.51%
RDN	Radian Group Inc Financial Services	Reduced	7,794	-124	$293,599	+12.1%	0.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,513	-795	$284,622	−30.8%	0.49%
LRCX	Lam Research Corp Technology	NEW	647	NEW	$280,364	NEW	0.48%
RHP	Ryman Hospitality Properties, Inc. Real Estate	NEW	2,128	NEW	$273,554	NEW	0.47%
MAIN	Main Street Capital CORP Financial Services	Reduced	5,234	-1,837	$271,539	−27.5%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	520	-2	$260,202	+4.0%	0.45%
AMD	Advanced Micro Devices Inc Technology	NEW	441	NEW	$256,181	NEW	0.44%
VLO	Valero Energy Corp/Tx Energy	Reduced	977	-5	$254,449	+4.9%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.