Corus Family Wealth Advisors 13F Holdings
CIK 0001894830 · MCKINNEY, TX
As of Sep 30, 2025, Corus Family Wealth Advisors reported 66 positions worth
CIK 0001894830 · MCKINNEY, TX
As of Sep 30, 2025, Corus Family Wealth Advisors reported 66 positions worth
36.0M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FISERV INC | FISV | Technology | 278,759 | $35.9M | 26.43% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 497,143 | 9.2M | 14.10% |
| APPLE INC | AAPL | Technology | 47,538 | 2.1M | 8.90% |
| DANAHER CORP | DHR | Healthcare | 39,726 | $7.9M | 5.79% |
| FT VEST US EQUITY MODERATE BUFFER ETF - JANUARY | GJAN | — | 94,395 | $3.9M | 2.89% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 101,954 | $3.9M | 2.83% |
| DFA U.S. Vector Equity ETF | — | — | 60,886 | $3.6M | 2.62% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 76,569 | $3.5M | 2.60% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 103,378 | $3.4M | 2.49% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 73,579 | $2.6M | 1.93% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 79,911 | $2.5M | 1.87% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 32,062 | .9M | 1.37% |
| VERALTO CORP | VLTO | Industrials | 16,756 | .8M | 1.31% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 57,515 | .7M | 1.29% |
| NVIDIA CORP | NVDA | Technology | 8,160 | .5M | 1.12% |
| MICROSOFT CORP | MSFT | Technology | 2,881 | .5M | 1.10% |
| DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | DEHP | — | 42,594 | .3M | 0.96% |
| TESLA INC | TSLA | Consumer Cyclical | 2,813 | .3M | 0.92% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 38,384 | .2M | 0.91% |
| EXXON MOBIL CORP | XOM | Energy | 10,574 | .2M | 0.88% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 37,055 | .2M | 0.87% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 35,212 | .1M | 0.81% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 24,904 | .0M | 0.75% |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | — | 20,477 | .0M | 0.74% |
| FT VEST US EQUITY MODERATE BUFFER ETF - MARCH | GMAR | — | 24,200 | $970.4K | 0.71% |