StockDriftsStockDriftsTop 50 Corus Family Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.69% | 579.1K | $25.7M | +2.36%(+13.33K) | $30.77(+49.64%) | 2026-06-30 | |
| FISV | FISERV INC | 9.34% | 276.7K | $13.6M | -0.01%(-16) | $106.15(-50.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.28% | 36.5K | $10.6M | +0.96%(+348) | $159.89(+91.00%) | 2026-06-30 | |
| FLOT | ISHARES TR | 5.67% | 161.4K | $8.2M | new | $50.94(+0.05%) | 2026-06-30 | |
| DXUV | DIMENSIONAL ETF TRUST | 5.41% | 118.2K | $7.9M | +5.56%(+6.22K) | $56.63(+23.83%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 5.2% | 39.6K | $7.6M | -0.61%(-242) | $254.01(-20.30%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.02% | 139.8K | $5.8M | +3.48%(+4.70K) | $31.03(+37.20%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.92% | 152.7K | $5.7M | +10.99%(+15.12K) | $29.05(+35.34%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.76% | 103.3K | $4.0M | +0.30%(+311) | $28.01(+45.14%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.75% | 74.1K | $4.0M | +7.01%(+4.85K) | $36.42(+59.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.26% | +16.62% | — | — | +28.81% |
| Top 20 Holdings Unweighted | +11.18% | +37.44% | — | — | +41.69% |
Corus Family Wealth Advisors reports $145.23M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (17.7%), FISV (9.3%) and AAPL (7.3%). The top 20 holdings account for 79.39% of reported assets. Its disclosed equity book has returned +16.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Corus Family Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1894830). View Corus Family Wealth Advisors’s 13F filings on SEC