Corus Family Wealth Advisors
CIK: 0001894830SEC EDGAR →
Portfolio Value
$125.3M
Holdings
66
As of
Q4 2025
New Positions
2
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 525,961 | $20.8M | 16.62% |
| 2 | FISERV INC | 278,692 | $18.7M | 14.94% |
| 3 | APPLE INC | 36,500 | $9.9M | 7.92% |
| 4 | DANAHER CORPORATION | 39,755 | $9.1M | 7.26% |
| 5 | DIMENSIONAL ETF TRUST | 79,682 | $4.8M | 3.80% |
| 6 | DIMENSIONAL ETF TRUST | 114,943 | $4.4M | 3.49% |
| 7 | DIMENSIONAL ETF TRUST | 116,340 | $4.0M | 3.20% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 89,939 | $3.5M | 2.82% |
| 9 | DIMENSIONAL ETF TRUST | 98,092 | $3.2M | 2.57% |
| 10 | DIMENSIONAL ETF TRUST | 63,835 | $3.2M | 2.54% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $65.9M | 52.6% |
| Technology | 9 | $36.7M | 29.3% |
| Healthcare | 5 | $10.5M | 8.4% |
| Industrials | 6 | $3.6M | 2.8% |
| Consumer Cyclical | 3 | $2.4M | 2.0% |
| Communication Services | 4 | $2.4M | 1.9% |
| Energy | 4 | $2.3M | 1.8% |
| Consumer Defensive | 2 | $764K | 0.6% |
| Unknown | 1 | $269K | 0.2% |
| Utilities | 1 | $214K | 0.2% |
| Real Estate | 1 | $213K | 0.2% |