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13F holdings · Q2 2026

Corus Family Wealth Advisors

Mckinney, TX · files as Corus Family Wealth Advisors
Holdings as of Jun 30, 2026Filed Jul 30, 2026Next filing due Nov 16, 2026CIK 1894830

Corus Family Wealth Advisors reported 82 stocks worth $145M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are Dimensional ETF Trust (17.7%), FISV (9.3%) and AAPL (7.3%). Compared with Q1 2026, the fund opened new positions in FLOT, MU and CAI, added to AAPL, DFIC and DFIV, trimmed DHR, GOCT and XOM and sold out of T, COP and KO.

Reported value$145M+18.3% vs last quarter
Stocks held8218 new · 5 sold out
Top 5 weight45.4%fairly concentrated
Turnover14%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DIMENSIONAL ETF TRUST
$25.7M17.7%579K+13K (+2%)8 of 8
2
FISV
Fiserv Inc
$13.6M9.3%277KNo change8 of 8
3
AAPL
Apple Inc
$10.6M7.3%37K+348 (+1%)8 of 8
4
FLOT
Ishares TR
$8.2M5.7%161KNew position1 of 8
5
DIMENSIONAL ETF TRUST
$7.9M5.4%118K+6,221 (+6%)5 of 8
6
DHR
Danaher Corp
$7.6M5.2%40K−242 (−1%)8 of 8
7
DIMENSIONAL ETF TRUST
$5.8M4.0%140K+4,704 (+3%)8 of 8
8
DFIC
Dimensional Intern Core
$5.7M3.9%153K+15K (+11%)8 of 8
9
DIMENSIONAL ETF TRUST
$4M2.8%103K+311 (+0%)8 of 8
10
DFIV
Dimensional ETF Trust
$4M2.8%74K+4,851 (+7%)8 of 8
🔒 72 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
T
At&T Inc
$704K24K
COP
Conocophillips
$361K2,738
KO
Coca Cola Co
$218K2,863
SHEL
Shell PLC
$213K2,285
PEP
Pepsico Inc
$211K1,360

Reported value

last 8 quarters
$141MQ3 '24
$148MQ4 '24
$146MQ1 '25
$141MQ2 '25
$136MQ3 '25
$125MQ4 '25
$123MQ1 '26
$145MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 30, 202613F-HRQ2 2026SEC filing ↗

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Corus Family Wealth Advisors 13F FAQ

What does Corus Family Wealth Advisors own?

Corus Family Wealth Advisors reported 82 stocks worth $145M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are Dimensional ETF Trust (17.7%), FISV (9.3%) and AAPL (7.3%). The table above lists every position in the filing (the top 10 without an account).

What did Corus Family Wealth Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 18 new positions, 31 added to, 27 trimmed and 5 sold out. New positions include FLOT, MU and CAI. It sold all of T, COP and KO.

When will Corus Family Wealth Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Corus Family Wealth Advisors's portfolio worth?

The Q2 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.