Filed: 11/18/2025ACC: 0001894830-25-000007
📋 What this filing means
CORUS FAMILY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $135.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$135.97M
Total AUM (reported)
2M
Total Shares
Allocation by class
COM$72.46M53.3%
US CORE EQUITY 2$19.17M14.1%
FT VEST US EQT$3.93M2.9%
US HIGH PROFITAB$3.85M2.8%
DIMENSIONAL US$3.56M2.6%
INTERNATNAL VAL$3.53M2.6%
INTL CORE EQUITY$3.39M2.5%
Portfolio Concentration
Top 3$67.22M49.4%
4–10$28.77M21.2%
11–25$21.22M15.6%
Rest$18.76M13.8%
Top 3 weight
49.4%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 2M
Sole
Full voting authority
2M
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)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
FISERV INC
SOLEShares278.76K
TypeSH
Market value$35.94M
26.43%
Sole
278.76K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares497.14K
TypeSH
Market value$19.17M
14.10%
Sole
497.14K
Shared
0.00
None
0.00
APPLE INC
SOLEShares47.54K
TypeSH
Market value$12.10M
8.90%
Sole
47.54K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares39.73K
TypeSH
Market value$7.88M
5.79%
Sole
39.73K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares94.39K
TypeSH
Market value$3.93M
2.89%
Sole
94.39K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares101.95K
TypeSH
Market value$3.85M
2.83%
Sole
101.95K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares60.89K
TypeSH
Market value$3.56M
2.62%
Sole
60.89K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares76.57K
TypeSH
Market value$3.53M
2.60%
Sole
76.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares103.38K
TypeSH
Market value$3.39M
2.49%
Sole
103.38K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares73.58K
TypeSH
Market value$2.63M
1.93%
Sole
73.58K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares79.91K
TypeSH
Market value$2.54M
1.87%
Sole
79.91K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares32.06K
TypeSH
Market value$1.87M
1.37%
Sole
32.06K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares16.76K
TypeSH
Market value$1.79M
1.31%
Sole
16.76K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares57.52K
TypeSH
Market value$1.75M
1.29%
Sole
57.52K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.16K
TypeSH
Market value$1.52M
1.12%
Sole
8.16K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.88K
TypeSH
Market value$1.49M
1.10%
Sole
2.88K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares42.59K
TypeSH
Market value$1.30M
0.96%
Sole
42.59K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.81K
TypeSH
Market value$1.25M
0.92%
Sole
2.81K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.38K
TypeSH
Market value$1.23M
0.91%
Sole
38.38K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.57K
TypeSH
Market value$1.19M
0.88%
Sole
10.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares37.05K
TypeSH
Market value$1.18M
0.87%
Sole
37.05K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares35.21K
TypeSH
Market value$1.10M
0.81%
Sole
35.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.90K
TypeSH
Market value$1.02M
0.75%
Sole
24.90K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares20.48K
TypeSH
Market value$1.01M
0.74%
Sole
20.48K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares24.20K
TypeSH
Market value$970.4K
0.71%
Sole
24.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 278.76K | SH | $35.94M 26.43% | 278.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 497.14K | SH | $19.17M 14.10% | 497.14K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 47.54K | SH | $12.10M 8.90% | 47.54K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 39.73K | SH | $7.88M 5.79% | 39.73K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 94.39K | SH | $3.93M 2.89% | 94.39K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 101.95K | SH | $3.85M 2.83% | 101.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 60.89K | SH | $3.56M 2.62% | 60.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 76.57K | SH | $3.53M 2.60% | 76.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 103.38K | SH | $3.39M 2.49% | 103.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 73.58K | SH | $2.63M 1.93% | 73.58K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 79.91K | SH | $2.54M 1.87% | 79.91K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 32.06K | SH | $1.87M 1.37% | 32.06K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 16.76K | SH | $1.79M 1.31% | 16.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 57.52K | SH | $1.75M 1.29% | 57.52K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.16K | SH | $1.52M 1.12% | 8.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.88K | SH | $1.49M 1.10% | 2.88K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 42.59K | SH | $1.30M 0.96% | 42.59K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.81K | SH | $1.25M 0.92% | 2.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 38.38K | SH | $1.23M 0.91% | 38.38K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.57K | SH | $1.19M 0.88% | 10.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 37.05K | SH | $1.18M 0.87% | 37.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 35.21K | SH | $1.10M 0.81% | 35.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 24.90K | SH | $1.02M 0.75% | 24.90K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 20.48K | SH | $1.01M 0.74% | 20.48K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 24.20K | SH | $970.4K 0.71% | 24.20K | 0.00 | 0.00 |
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