Filed: 4/29/2026ACC: 0001894830-26-000002
📋 What this filing means
CORUS FAMILY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $122.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$122.80M
Total AUM (reported)
2.22M
Total Shares
Allocation by class
COM$50.54M41.2%
US CORE EQUITY 2$21.99M17.9%
DIMENSIONAL US$6.65M5.4%
US HIGH PROFITAB$4.97M4.0%
INTL CORE EQUITY$4.89M4.0%
INTERNATNAL VAL$3.65M3.0%
US SMALL CAP VAL$3.61M2.9%
Portfolio Concentration
Top 3$46.61M38.0%
4–10$34.42M28.0%
11–25$23.10M18.8%
Rest$18.67M15.2%
Top 3 weight
38.0%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Sole
Full voting authority
2.22M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
DIMENSIONAL ETF TRUST
SOLEShares565.77K
TypeSH
Market value$21.99M
17.90%
Sole
565.77K
Shared
0.00
None
0.00
FISERV INC
SOLEShares276.69K
TypeSH
Market value$15.44M
12.57%
Sole
276.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares36.20K
TypeSH
Market value$9.19M
7.48%
Sole
36.20K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares39.88K
TypeSH
Market value$7.56M
6.16%
Sole
39.88K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares111.97K
TypeSH
Market value$6.65M
5.41%
Sole
111.97K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares135.08K
TypeSH
Market value$4.97M
4.04%
Sole
135.08K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares137.59K
TypeSH
Market value$4.89M
3.98%
Sole
137.59K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares69.21K
TypeSH
Market value$3.65M
2.97%
Sole
69.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares103.03K
TypeSH
Market value$3.61M
2.94%
Sole
103.03K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares78.45K
TypeSH
Market value$3.09M
2.52%
Sole
78.45K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares77.91K
TypeSH
Market value$3.01M
2.45%
Sole
77.91K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares80.14K
TypeSH
Market value$2.58M
2.10%
Sole
80.14K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares32.06K
TypeSH
Market value$2.00M
1.63%
Sole
32.06K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.45K
TypeSH
Market value$1.77M
1.44%
Sole
10.45K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares51.89K
TypeSH
Market value$1.75M
1.43%
Sole
51.89K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares43.48K
TypeSH
Market value$1.56M
1.27%
Sole
43.48K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.85K
TypeSH
Market value$1.54M
1.26%
Sole
8.85K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.38K
TypeSH
Market value$1.33M
1.08%
Sole
38.38K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.29K
TypeSH
Market value$1.22M
0.99%
Sole
3.29K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares17.87K
TypeSH
Market value$1.21M
0.98%
Sole
17.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.90K
TypeSH
Market value$1.06M
0.86%
Sole
24.90K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.84K
TypeSH
Market value$1.06M
0.86%
Sole
2.84K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares30.66K
TypeSH
Market value$1.04M
0.85%
Sole
30.66K
Shared
0.00
None
0.00
BLUEROCK PVT REAL ESTATE FD
SOLEShares60.17K
TypeSH
Market value$999.5K
0.81%
Sole
60.17K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares6.63K
TypeSH
Market value$981.5K
0.80%
Sole
6.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 565.77K | SH | $21.99M 17.90% | 565.77K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 276.69K | SH | $15.44M 12.57% | 276.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 36.20K | SH | $9.19M 7.48% | 36.20K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 39.88K | SH | $7.56M 6.16% | 39.88K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 111.97K | SH | $6.65M 5.41% | 111.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 135.08K | SH | $4.97M 4.04% | 135.08K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 137.59K | SH | $4.89M 3.98% | 137.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 69.21K | SH | $3.65M 2.97% | 69.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 103.03K | SH | $3.61M 2.94% | 103.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 78.45K | SH | $3.09M 2.52% | 78.45K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 77.91K | SH | $3.01M 2.45% | 77.91K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 80.14K | SH | $2.58M 2.10% | 80.14K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 32.06K | SH | $2.00M 1.63% | 32.06K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.45K | SH | $1.77M 1.44% | 10.45K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 51.89K | SH | $1.75M 1.43% | 51.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 43.48K | SH | $1.56M 1.27% | 43.48K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.85K | SH | $1.54M 1.26% | 8.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 38.38K | SH | $1.33M 1.08% | 38.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.29K | SH | $1.22M 0.99% | 3.29K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 17.87K | SH | $1.21M 0.98% | 17.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 24.90K | SH | $1.06M 0.86% | 24.90K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.84K | SH | $1.06M 0.86% | 2.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 30.66K | SH | $1.04M 0.85% | 30.66K | 0.00 | 0.00 |
BLUEROCK PVT REAL ESTATE FDSOLE | COM | 60.17K | SH | $999.5K 0.81% | 60.17K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 6.63K | SH | $981.5K 0.80% | 6.63K | 0.00 | 0.00 |
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