Filed: 2/4/2026ACC: 0001894830-26-000001
📋 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 $125.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$125.31M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
COM$57.95M46.3%
US CORE EQUITY 2$20.82M16.6%
DIMENSIONAL US$4.76M3.8%
US HIGH PROFITAB$4.37M3.5%
FT VEST U.S EQT$4.25M3.4%
INTL CORE EQUITY$4.01M3.2%
US SMALL CAP VAL$3.23M2.6%
Portfolio Concentration
Top 3$49.47M39.5%
4–10$32.19M25.7%
11–25$24.58M19.6%
Rest$19.07M15.2%
Top 3 weight
39.5%
Top 10 weight
65.2%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Sole
Full voting authority
2.26M
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:
DIMENSIONAL ETF TRUST
SOLEShares525.96K
TypeSH
Market value$20.82M
16.62%
Sole
525.96K
Shared
0.00
None
0.00
FISERV INC
SOLEShares278.69K
TypeSH
Market value$18.72M
14.94%
Sole
278.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares36.50K
TypeSH
Market value$9.92M
7.92%
Sole
36.50K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares39.76K
TypeSH
Market value$9.10M
7.26%
Sole
39.76K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares79.68K
TypeSH
Market value$4.76M
3.80%
Sole
79.68K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares114.94K
TypeSH
Market value$4.37M
3.49%
Sole
114.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares116.34K
TypeSH
Market value$4.01M
3.20%
Sole
116.34K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares89.94K
TypeSH
Market value$3.53M
2.82%
Sole
89.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares98.09K
TypeSH
Market value$3.23M
2.57%
Sole
98.09K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares63.84K
TypeSH
Market value$3.19M
2.54%
Sole
63.84K
Shared
0.00
None
0.00
BLUEROCK PVT REAL ESTATE FD
SOLEShares204.25K
TypeSH
Market value$3.06M
2.44%
Sole
204.25K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares72.19K
TypeSH
Market value$2.74M
2.19%
Sole
72.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares69.06K
TypeSH
Market value$2.19M
1.75%
Sole
69.06K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares32.02K
TypeSH
Market value$1.91M
1.52%
Sole
32.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.26K
TypeSH
Market value$1.73M
1.38%
Sole
9.26K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares47.69K
TypeSH
Market value$1.54M
1.23%
Sole
47.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.12K
TypeSH
Market value$1.51M
1.20%
Sole
3.12K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares14.86K
TypeSH
Market value$1.48M
1.18%
Sole
14.86K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares39.54K
TypeSH
Market value$1.33M
1.06%
Sole
39.54K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.85K
TypeSH
Market value$1.31M
1.04%
Sole
10.85K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.38K
TypeSH
Market value$1.27M
1.01%
Sole
38.38K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.81K
TypeSH
Market value$1.26M
1.01%
Sole
2.81K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares35.96K
TypeSH
Market value$1.18M
0.94%
Sole
35.96K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.90K
TypeSH
Market value$1.07M
0.85%
Sole
24.90K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares20.48K
TypeSH
Market value$1.01M
0.80%
Sole
20.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 525.96K | SH | $20.82M 16.62% | 525.96K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 278.69K | SH | $18.72M 14.94% | 278.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 36.50K | SH | $9.92M 7.92% | 36.50K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 39.76K | SH | $9.10M 7.26% | 39.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 79.68K | SH | $4.76M 3.80% | 79.68K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 114.94K | SH | $4.37M 3.49% | 114.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 116.34K | SH | $4.01M 3.20% | 116.34K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 89.94K | SH | $3.53M 2.82% | 89.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 98.09K | SH | $3.23M 2.57% | 98.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 63.84K | SH | $3.19M 2.54% | 63.84K | 0.00 | 0.00 |
BLUEROCK PVT REAL ESTATE FDSOLE | COM | 204.25K | SH | $3.06M 2.44% | 204.25K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 72.19K | SH | $2.74M 2.19% | 72.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 69.06K | SH | $2.19M 1.75% | 69.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 32.02K | SH | $1.91M 1.52% | 32.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.26K | SH | $1.73M 1.38% | 9.26K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 47.69K | SH | $1.54M 1.23% | 47.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.12K | SH | $1.51M 1.20% | 3.12K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 14.86K | SH | $1.48M 1.18% | 14.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 39.54K | SH | $1.33M 1.06% | 39.54K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.85K | SH | $1.31M 1.04% | 10.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 38.38K | SH | $1.27M 1.01% | 38.38K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.81K | SH | $1.26M 1.01% | 2.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 35.96K | SH | $1.18M 0.94% | 35.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 24.90K | SH | $1.07M 0.85% | 24.90K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 20.48K | SH | $1.01M 0.80% | 20.48K | 0.00 | 0.00 |
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