Filed: 7/29/2025ACC: 0001894830-25-000005
📋 What this filing means
CORUS FAMILY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $141.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$141.40M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
COM$86.53M61.2%
US CORE EQUITY 2$16.82M11.9%
FT VEST US EQT$3.87M2.7%
US HIGH PROFITAB$3.22M2.3%
INTERNATNAL VAL$3.15M2.2%
INTL CORE EQUITY$2.67M1.9%
US SMALL CAP VAL$2.32M1.6%
Portfolio Concentration
Top 3$80.20M56.7%
4–10$25.09M17.7%
11–25$18.30M12.9%
Rest$17.81M12.6%
Top 3 weight
56.7%
Top 10 weight
74.5%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Sole
Full voting authority
1.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
FISERV INC
SOLEShares278.74K
TypeSH
Market value$48.06M
33.99%
Sole
278.74K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares469.24K
TypeSH
Market value$16.82M
11.89%
Sole
469.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares74.70K
TypeSH
Market value$15.33M
10.84%
Sole
74.70K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares39.67K
TypeSH
Market value$7.84M
5.54%
Sole
39.67K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares96.89K
TypeSH
Market value$3.87M
2.74%
Sole
96.89K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares90.55K
TypeSH
Market value$3.22M
2.28%
Sole
90.55K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares73.56K
TypeSH
Market value$3.15M
2.23%
Sole
73.56K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares86K
TypeSH
Market value$2.67M
1.89%
Sole
86K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares78.89K
TypeSH
Market value$2.32M
1.64%
Sole
78.89K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares37.25K
TypeSH
Market value$2.02M
1.43%
Sole
37.25K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares60.10K
TypeSH
Market value$1.98M
1.40%
Sole
60.10K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares32K
TypeSH
Market value$1.73M
1.22%
Sole
32K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares16.71K
TypeSH
Market value$1.69M
1.19%
Sole
16.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares47.24K
TypeSH
Market value$1.39M
0.99%
Sole
47.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.71K
TypeSH
Market value$1.35M
0.95%
Sole
2.71K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.32K
TypeSH
Market value$1.16M
0.82%
Sole
7.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.38K
TypeSH
Market value$1.14M
0.81%
Sole
38.38K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.53K
TypeSH
Market value$1.13M
0.80%
Sole
10.53K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares37.99K
TypeSH
Market value$1.12M
0.79%
Sole
37.99K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares26.24K
TypeSH
Market value$1.02M
0.72%
Sole
26.24K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares20.48K
TypeSH
Market value$1.01M
0.71%
Sole
20.48K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.90K
TypeSH
Market value$981.5K
0.69%
Sole
24.90K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares6.63K
TypeSH
Market value$883.4K
0.62%
Sole
6.63K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.76K
TypeSH
Market value$878.0K
0.62%
Sole
2.76K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares16.82K
TypeSH
Market value$853.9K
0.60%
Sole
16.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 278.74K | SH | $48.06M 33.99% | 278.74K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 469.24K | SH | $16.82M 11.89% | 469.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 74.70K | SH | $15.33M 10.84% | 74.70K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 39.67K | SH | $7.84M 5.54% | 39.67K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 96.89K | SH | $3.87M 2.74% | 96.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 90.55K | SH | $3.22M 2.28% | 90.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 73.56K | SH | $3.15M 2.23% | 73.56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 86K | SH | $2.67M 1.89% | 86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 78.89K | SH | $2.32M 1.64% | 78.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 37.25K | SH | $2.02M 1.43% | 37.25K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 60.10K | SH | $1.98M 1.40% | 60.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 32K | SH | $1.73M 1.22% | 32K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 16.71K | SH | $1.69M 1.19% | 16.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 47.24K | SH | $1.39M 0.99% | 47.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.71K | SH | $1.35M 0.95% | 2.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.32K | SH | $1.16M 0.82% | 7.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 38.38K | SH | $1.14M 0.81% | 38.38K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.53K | SH | $1.13M 0.80% | 10.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 37.99K | SH | $1.12M 0.79% | 37.99K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 26.24K | SH | $1.02M 0.72% | 26.24K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 20.48K | SH | $1.01M 0.71% | 20.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 24.90K | SH | $981.5K 0.69% | 24.90K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 6.63K | SH | $883.4K 0.62% | 6.63K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.76K | SH | $878.0K 0.62% | 2.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 16.82K | SH | $853.9K 0.60% | 16.82K | 0.00 | 0.00 |
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