Corus Family Wealth Advisors: 13F holdings

CIK 18948302026Q2

Positions82
Reported value$145.2m
Filed2026-07-30

Change since last quarter

Positions82 (+13 vs prior quarter)
Reported value$145.2m (+18.3%)

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST579,098$25.7m17.7%
FISV FISERV INC276,675$13.6m9.3%
AAPL APPLE INC36,543$10.6m7.3%
FLOT ISHARES TR161,383$8.2m5.7%
DIMENSIONAL ETF TRUST118,194$7.9m5.4%
DHR DANAHER CORP DEL39,643$7.6m5.2%
DIMENSIONAL ETF TRUST139,787$5.8m4.0%
DFIC DIMENSIONAL ETF TRUST152,717$5.7m3.9%
DIMENSIONAL ETF TRUST103,342$4.0m2.8%
DFIV DIMENSIONAL ETF TRUST74,062$4.0m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1894830")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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