Corus Family Wealth Advisors

Registered adviser

CIK

1894830

Location

MCKINNEY, TX

Portfolio Value

Small $144,554,119

Diversification

Highly concentrated

Filing Date

Global Rank

#7,489 / 8,815 ▲ 65

Top Industry

Consumer Electronics 23.5%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 114702

Roster of Oct 1, 2026

Regulatory AUM

$619,512,128

Main clients

Individuals and high net worth (89% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$619,512,128	Individuals and high net worth (89%)
Apr 2025 to Mar 2026	$541,186,105	Individuals and high net worth (89%)
Apr 2024 to Mar 2025	$403,452,921	Individuals and high net worth (87%)
May 2023 to Mar 2024	$332,704,803	Individuals and high net worth (87%)
Apr 2023	$332,704,803	Individuals and high net worth (87%)
Apr 2022 to Mar 2023	$322,795,724	Individuals and high net worth (91%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 83.5% of the book (60%+)

Turnover

Low turnover

20.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 78.7%; sector active share 56.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

48.6%

−1.1 pts

Top 5

76.2%

−2.5 pts

Top 10

83.5%

−1.5 pts

HHI

2,582

Highly concentrated−164

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.9%	$99,588,219	25
Technology	13.3%	$19,255,459	17
Healthcare	6.5%	$9,409,002	6
Financial Services	3.1%	$4,469,538	10
Industrials	3.0%	$4,387,177	9
Energy	1.6%	$2,243,586	4
Consumer Cyclical	1.5%	$2,133,773	3
Communication Services	1.4%	$1,970,879	3
Consumer Defensive	0.4%	$605,910	2
Real Estate	0.2%	$273,554	1
Basic Materials	0.2%	$217,022	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFIC	Dimensional International Core Equity 2 ETF	+15,124	152,717	$5,690,235
DFAC	Dimensional U.S. Core Equity 2 ETF	+13,327	579,098	$25,688,787
DIHP	Dimensional International High Profitability ETF	+8,083	88,225	$3,010,678
DXUV	Dimensional US Vector Equity ETF	+6,221	118,194	$7,859,901
DFIV	Dimensional International Value ETF	+4,851	74,062	$4,000,829
DUHP	Dimensional US High Profitability ETF	+4,704	139,787	$5,833,311
DEHP	Dimensional Emerging Markets High Profitability ETF	+3,679	55,570	$2,376,728
DISV	Dimensional International Small Cap Value ETF	+3,671	82,120	$3,295,475
DFEV	Dimensional Emerging Markets Value ETF	+3,595	47,074	$2,008,506
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+1,680	32,339	$1,191,368
DEXC	Dimensional Emerging Markets ex China Core Equity ETF	+915	4,742	$391,746
NVDA	Nvidia Corp	+607	9,458	$1,892,451
AVXC	Avantis Emerging Markets ex-China Equity ETF	+591	18,462	$1,581,233
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+497	38,881	$1,580,123
AAPL	Apple Inc.	+348	36,543	$10,574,082
AVUV	Avantis U.S. Small Cap Value ETF	+329	8,097	$1,010,181
DFSV	Dimensional US Small Cap Value ETF	+311	103,342	$4,008,636
AMZN	Amazon Com Inc	+290	3,775	$899,733
DUSB	Dimensional Ultrashort Fixed Income ETF	+221	9,072	$460,676
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
GOOGL	Alphabet Inc.	+51	2,141	$765,129
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFSI	Dimensional International Sustainability Core 1 ETF	−11,234	13,670	$616,517
GOCT	FT Vest U.S. Equity Moderate Buffer ETF - October	−4,784	73,126	$3,038,019
BPRE	Bluerock Private Real Estate Fund	−3,707	56,468	$734,648
MAIN	Main Street Capital CORP	−1,837	5,234	$271,539
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
—		−392	5,681	$0
JPM	Jpmorgan Chase & Co	−256	1,114	$364,645
DHR	Danaher Corp	−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
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
FLOT	iShares Floating Rate Bond ETF	161,383	$8,238,602
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	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	1,263	$222,692
BHP	BHP Group Ltd	2,605	$217,022
BUXX	Strive Enhanced Income Short Maturity ETF	9,989	$202,177
STX	Seagate Technology Holdings plc	208	$200,720
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
T	At&T Inc.	24,296	$704,341
COP	Conocophillips	2,738	$361,416
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

81 tracked positions · $144,554,119 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 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	579,098	+13,327	$25,688,787	+16.8%	19	before history	17.77%
FISV	Fiserv Inc	Reduced	276,675	-16	$13,570,908	−12.1%	19	before history	9.39%
AAPL	Apple Inc. Technology	Added	36,543	+348	$10,574,082	+15.1%	19	before history	7.31%
FLOT	iShares Floating Rate Bond ETF	NEW	161,383	NEW	$8,238,602	NEW	1	unpriced	5.70%
DXUV	Dimensional US Vector Equity ETF	Added	118,194	+6,221	$7,859,901	+18.3%	5	$56.83	5.44%
DHR	Danaher Corp Healthcare	Reduced	39,643	-242	$7,551,198	−0.1%	8	$246.61	5.22%
DUHP	Dimensional US High Profitability ETF	Added	139,787	+4,704	$5,833,311	+17.5%	18	$31.42	4.04%
DFIC	Dimensional International Core Equity 2 ETF	Added	152,717	+15,124	$5,690,235	+16.4%	17	$29.45	3.94%
DFSV	Dimensional US Small Cap Value ETF	Added	103,342	+311	$4,008,636	+11.0%	18	$28.02	2.77%
DFIV	Dimensional International Value ETF	Added	74,062	+4,851	$4,000,829	+9.5%	19	before history	2.77%
DISV	Dimensional International Small Cap Value ETF	Added	82,120	+3,671	$3,295,475	+6.5%	17	$28.88	2.28%
GOCT	FT Vest U.S. Equity Moderate Buffer ETF - October	Reduced	73,126	-4,784	$3,038,019	+1.0%	3	$38.88	2.10%
DIHP	Dimensional International High Profitability ETF	Added	88,225	+8,083	$3,010,678	+16.6%	17	$27.74	2.08%
DEHP	Dimensional Emerging Markets High Profitability ETF	Added	55,570	+3,679	$2,376,728	+35.5%	17	$28.29	1.64%
DFAT	Dimensional U.S. Targeted Value ETF	Added	32,066	+10	$2,241,413	+12.0%	19	before history	1.55%
DFEV	Dimensional Emerging Markets Value ETF	Added	47,074	+3,595	$2,008,506	+29.1%	17	$30.31	1.39%
NVDA	Nvidia Corp Technology	Added	9,458	+607	$1,892,451	+22.6%	8	$140.57	1.31%
AVXC	Avantis Emerging Markets ex-China Equity ETF	Added	18,462	+591	$1,581,233	+30.8%	6	$57.65	1.09%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	38,881	+497	$1,580,123	+19.1%	5	$27.64	1.09%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,308	-1,144	$1,272,589	−28.2%	19	before history	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,934	+95	$1,234,040	+16.9%	19	before history	0.85%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	32,339	+1,680	$1,191,368	+14.4%	19	before history	0.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,458	+57	$1,173,867	+44.7%	5	$197.64	0.81%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	6,627	0	$1,047,264	+6.7%	19	before history	0.72%
MSFT	Microsoft Corp Technology	Reduced	2,753	-532	$1,026,924	−15.5%	19	before history	0.71%
AVUV	Avantis U.S. Small Cap Value ETF	Added	8,097	+329	$1,010,181	+17.7%	5	$95.21	0.70%
MTZ	Mastec Inc Industrials	Reduced	2,198	-55	$914,499	+26.2%	8	$110.02	0.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,775	+290	$899,733	+24.0%	8	$202.23	0.62%
GOOGL	Alphabet Inc. Communication Services	Added	2,141	+51	$765,129	+27.3%	5	$184.96	0.53%
AMG	Affiliated Managers Group, Inc. Financial Services	Reduced	2,204	-6	$745,833	+22.0%	8	$170.42	0.52%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	56,468	-3,707	$734,648	−26.5%	3	unpriced	0.51%
VLTO	Veralto Corp Industrials	Reduced	7,645	-66	$677,958	−0.6%	8	$105.94	0.47%
GOOG	Alphabet Inc. Communication Services	Added	1,847	+47	$652,600	+26.4%	5	$177.42	0.45%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	13,670	-11,234	$616,517	−41.6%	5	$37.15	0.43%
UNP	Union Pacific Corp Industrials	Reduced	2,257	-76	$613,904	+8.5%	19	before history	0.42%
AVGO	Broadcom Inc. Technology	Added	1,545	+120	$583,623	+32.3%	5	$245.28	0.40%
MU	Micron Technology Inc Technology	NEW	501	NEW	$578,299	NEW	1	$749.89	0.40%
BN	BROOKFIELD Corp Financial Services	Added	13,061	+4	$556,267	+5.3%	8	$31.60	0.38%
META	Meta Platforms, Inc. Communication Services	Reduced	982	-10	$553,150	−2.5%	10	$562.02	0.38%
AXP	American Express Co Financial Services	Added	1,632	+14	$552,024	+12.8%	19	before history	0.38%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,712	-404	$476,992	−3.7%	19	before history	0.33%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,038	-177	$474,303	+45.0%	7	$58.58	0.33%
PWR	Quanta Services, Inc. Industrials	Added	657	+85	$473,066	+50.6%	3	$472.47	0.33%
GE	General Electric Co Industrials	Added	1,248	+27	$466,415	+34.6%	6	$202.63	0.32%
CVX	Chevron Corp Energy	Reduced	2,803	-47	$464,625	−21.2%	19	before history	0.32%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	9,072	+221	$460,676	+2.6%	8	$50.73	0.32%
LLY	ELI LILLY & Co Healthcare	Added	351	+48	$420,999	+51.1%	3	$965.15	0.29%
GEV	GE Vernova Inc. Industrials	Added	335	+2	$393,578	+35.4%	4	$610.90	0.27%
DEXC	Dimensional Emerging Markets ex China Core Equity ETF	Added	4,742	+915	$391,746	+57.8%	2	$68.04	0.27%
COF	Capital One Financial Corp Financial Services	Reduced	1,899	-518	$380,977	−13.6%	5	$186.60	0.26%

Showing the top 50 of 81 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.