Corus Family Wealth Advisors

CIK 0001894830 • 4 13F filings • Nov 18, 2025 – Jul 30, 2026

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Filer information

Filed by: Corus Family Wealth Advisors, Director of Operations
Address: 5900 S. LAKE FOREST DR., SUITE 280, MCKINNEY, TX, 75070
Phone: 972-422-1010
AUM: $125.3M

AUM over time

$145.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $125.3M65 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$223K	0.2%Prev: 0.2%	975 SH	Decreased-262 SH
AFFILIATED MANAGERS GROUP IN	COM	$638K	0.5%Prev: 0.4%	2,213 SH	Increased+10 SH
ALPHABET INC	CAP STK CL A	$644K	0.5%Prev: 0.3%	2,059 SH	Increased+170 SH
ALPHABET INC	CAP STK CL C	$607K	0.5%Prev: 0.3%	1,933 SH	Increased+81 SH
AMAZON COM INC	COM	$823K	0.7%Prev: 0.5%	3,567 SH	Increased+319 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$944K	0.8%Prev: 0.5%	14,804 SH	Increased+2,352 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$677K	0.5%Prev: 0.4%	6,636 SH	Increased+1,179 SH
AMERICAN EXPRESS CO	COM	$655K	0.5%Prev: 0.4%	1,771 SH	Increased-8 SH
APPLE INC	COM	$9.9M	7.9%Prev: 8.9%	36,500 SH	Decreased-11,038 SH
AT&T INC	COM	$586K	0.5%Prev: 0.5%	23,597 SH	Decreased-1,128 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$269K	0.2%Prev: 0.2%	536 SH	Increased+12 SH
BLUEROCK PVT REAL ESTATE FD	COM	$3.1M	2.4%	204,245 SH	New
BROADCOM INC	COM	$480K	0.4%Prev: 0.3%	1,386 SH	Increased+106 SH
BROOKFIELD CORP	CL A LTD VT SH	$614K	0.5%Prev: 0.5%	13,372 SH	Decreased+4,124 SH
CAPITAL ONE FINL CORP	COM	$635K	0.5%Prev: 0.4%	2,620 SH	Increased-190 SH
CHEVRON CORP NEW	COM	$451K	0.4%Prev: 0.4%	2,961 SH	Decreased-249 SH
CISCO SYS INC	COM	$313K	0.3%Prev: 0.2%	4,068 SH	Decreased-518 SH
CONOCOPHILLIPS	COM	$269K	0.2%Prev: 0.2%	2,874 SH	Increased+587 SH
DANAHER CORPORATION	COM	$9.1M	7.3%Prev: 5.8%	39,755 SH	Increased+29 SH
DIMENSIONAL ETF TRUST	DIMENSIONAL US	$4.8M	3.8%Prev: 2.6%	79,682 SH	Increased+18,796 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.3M	1.0%Prev: 0.9%	38,384 SH	Increased
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$1.5M	1.2%Prev: 1.0%	47,691 SH	Increased+5,097 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.3M	1.1%Prev: 0.9%	39,542 SH	Increased+2,487 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.1M	0.9%Prev: 0.8%	24,904 SH	Increased
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.2M	2.5%Prev: 2.6%	63,835 SH	Decreased-12,734 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.0M	3.2%Prev: 2.5%	116,340 SH	Increased+12,962 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.2M	1.7%Prev: 1.3%	69,055 SH	Increased+11,540 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.7M	2.2%Prev: 1.9%	72,191 SH	Increased-1,388 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$399K	0.3%Prev: 0.4%	7,877 SH	Decreased-1,653 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$20.8M	16.6%Prev: 14.1%	525,961 SH	Increased+28,818 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$4.4M	3.5%Prev: 2.8%	114,943 SH	Increased+12,989 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.2M	2.6%Prev: 1.9%	98,092 SH	Increased+18,181 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.9M	1.5%Prev: 1.4%	32,015 SH	Increased-47 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	0.9%Prev: 0.8%	35,956 SH	Increased+744 SH
ELI LILLY & CO	COM	$361K	0.3%	336 SH	New
EXXON MOBIL CORP	COM	$1.3M	1.0%Prev: 0.9%	10,847 SH	Increased+273 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.0M	0.8%Prev: 0.7%	20,477 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$4.2M	3.4%Prev: 0.7%	107,382 SH	Increased+83,182 SH
FISERV INC	COM	$18.7M	14.9%Prev: 26.4%	278,692 SH	Decreased-67 SH
GE AEROSPACE	COM NEW	$367K	0.3%Prev: 0.3%	1,193 SH	Increased-9 SH
GE VERNOVA INC	COM	$214K	0.2%Prev: 0.1%	328 SH	Increased-2 SH
INTERNATIONAL BUSINESS MACHS	COM	$266K	0.2%Prev: 0.2%	899 SH	Decreased-61 SH
JOHNSON & JOHNSON	COM	$367K	0.3%Prev: 0.3%	1,773 SH	Decreased-285 SH
JPMORGAN CHASE & CO.	COM	$439K	0.4%Prev: 0.3%	1,362 SH	Decreased-63 SH
KINDER MORGAN INC DEL	COM	$266K	0.2%Prev: 0.2%	9,691 SH	Decreased-632 SH
MAIN STR CAP CORP	COM	$427K	0.3%Prev: 0.3%	7,071 SH	Decreased
MASTEC INC	COM	$498K	0.4%Prev: 0.4%	2,292 SH	Increased+8 SH
MERCK & CO INC	COM	$439K	0.4%Prev: 0.2%	4,170 SH	Increased+302 SH
META PLATFORMS INC	CL A	$533K	0.4%Prev: 0.5%	808 SH	Decreased-152 SH
MICROSOFT CORP	COM	$1.5M	1.2%Prev: 1.1%	3,121 SH	Increased+240 SH
NVIDIA CORPORATION	COM	$1.7M	1.4%Prev: 1.1%	9,258 SH	Increased+1,098 SH
PRIMORIS SVCS CORP	COM	$412K	0.3%Prev: 0.4%	3,315 SH	Decreased-217 SH
PROCTER AND GAMBLE CO	COM	$373K	0.3%Prev: 0.4%	2,602 SH	Decreased-551 SH
QUANTA SVCS INC	COM	$236K	0.2%	559 SH	New
RADIAN GROUP INC	COM	$295K	0.2%Prev: 0.2%	8,207 SH	Decreased-225 SH
RIOT PLATFORMS INC	COM	$140K	0.1%Prev: 0.2%	11,081 SH	Decreased-10 SH
RYMAN HOSPITALITY PPTYS INC	COM	$213K	0.2%Prev: 0.2%	2,252 SH	Decreased-169 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$722K	0.6%Prev: 0.5%	2,375 SH	Increased+30 SH
TAYLOR MORRISON HOME CORP	COM	$358K	0.3%Prev: 0.3%	6,088 SH	Decreased+28 SH
TESLA INC	COM	$1.3M	1.0%Prev: 0.9%	2,807 SH	Increased-6 SH
UNION PAC CORP	COM	$572K	0.5%Prev: 0.4%	2,473 SH	Decreased-10 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$286K	0.2%Prev: 0.2%	1,301 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$951K	0.8%Prev: 0.7%	6,627 SH	Increased
VERALTO CORP	COM SHS	$1.5M	1.2%Prev: 1.3%	14,857 SH	Decreased-1,899 SH
WALMART INC	COM	$392K	0.3%Prev: 0.3%	3,521 SH	Decreased-454 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $265K
FIRST TR EXCHNG TRADED FD VI — $3.9M
ROBLOX CORP — $893K
VONTIER CORPORATION — $266K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001894830-26-000001	$125.3M	View
Nov 18, 2025	Q3 2025	13F-HR	0001894830-25-000007	$136.0M	View
Jul 30, 2026	Q2 2026