Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Corus Family Wealth Advisors (CIK 1894830) reported $122.8M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($22.0M, 17.90%), FISV ($15.4M, 12.57%), AAPL ($9.2M, 7.48%), DHR ($7.6M, 6.16%), DXUV ($6.6M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $22.0M | 17.90% | 565,771 | Added |
| 2 | FISV | FISERV INC | $15.4M | 12.57% | 276,691 | Trimmed |
| 3 | AAPL | APPLE INC | $9.2M | 7.48% | 36,195 | Trimmed |
| 4 | DHR | DANAHER CORP DEL | $7.6M | 6.16% | 39,885 | Added |
| 5 | DXUV | DIMENSIONAL ETF TRUST | $6.6M | 5.41% | 111,973 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $5.0M | 4.04% | 135,083 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $4.9M | 3.98% | 137,593 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $3.7M | 2.97% | 69,211 | Added |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $3.6M | 2.94% | 103,031 | Added |
| 10 | DISV | DIMENSIONAL ETF TRUST | $3.1M | 2.52% | 78,449 | Added |
| 11 | GOCT | FIRST TR EXCHNG TRADED FD VI | $3.0M | 2.45% | 77,910 | Trimmed |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $2.6M | 2.10% | 80,142 | Added |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $2.0M | 1.63% | 32,056 | Added |
| 14 | XOM | EXXON MOBIL CORP | $1.8M | 1.44% | 10,452 | Trimmed |
| 15 | DEHP | DIMENSIONAL ETF TRUST | $1.8M | 1.43% | 51,891 | Added |
| 16 | DFEV | DIMENSIONAL ETF TRUST | $1.6M | 1.27% | 43,479 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $1.5M | 1.26% | 8,851 | Trimmed |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $1.3M | 1.08% | 38,384 | Hold |
| 19 | MSFT | MICROSOFT CORP | $1.2M | 0.99% | 3,285 | Added |
| 20 | AVXC | AMERICAN CENTY ETF TR | $1.2M | 0.98% | 17,871 | Added |
| 21 | TSLA | TESLA INC | $1.1M | 0.86% | 2,839 | Added |
| 22 | DFSI | DIMENSIONAL ETF TRUST | $1.1M | 0.86% | 24,904 | Hold |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $1.0M | 0.85% | 30,659 | Trimmed |
| 24 | BLUEROCK PVT REAL ESTATE FD | $999,508 | 0.81% | 60,175 | Trimmed | |
| 25 | VYM | VANGUARD WHITEHALL FDS | $981,459 | 0.80% | 6,627 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31