Corus Family Wealth Advisors
Long book
$122.8M
Q1 2026
Positions
69
Top-10 weight
66%
concentration
Last quarter
+8.8%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsCorus Family Wealth Advisors is a wealth-management firm allocating client money, running a $122.8M US long book across 69 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, FISERV INC, APPLE INC, DANAHER CORP, DIMENSIONAL US VTOR EQTY ETF.
Over the last 9 quarters its long book ran on average 3.4pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.1%
Q2 2024
+14.6%
Q3 2024
+7.3%
Q4 2024
+0.8%
Q1 2025
-6.6%
Q2 2025
-1.8%
Q3 2025
-9.5%
Q4 2025
-3.5%
Q1 2026
+8.8%
Sector allocation
Technology 43%
Services media 29%
Industrials 8%
Energy 6%
Financials 5%
Healthcare 3%
Consumer discretionary 2%
Other 1%
Long book by quarter
What does Corus Family own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| FISV FISERV INC | Services media | 276.7K | $15.4M | 12.6% | -0.7% |
| AAPL APPLE INC | Technology | 36.2K | $9.2M | 7.5% | -0.8% |
| DHR DANAHER CORP | Technology | 39.9K | $7.6M | 6.2% | +0.3% |
| XOM EXXON MOBIL CORP | Energy | 10.5K | $1.8M | 1.4% | -3.6% |
| NVDA NVIDIA CORP | Technology | 8.9K | $1.5M | 1.3% | -4.4% |
| MSFT MICROSOFT CORP | Technology | 3.3K | $1.2M | 1.0% | +5.3% |
| TSLA TESLA INC | Industrials | 2.8K | $1.1M | 0.9% | +1.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.5K | $726K | 0.6% | -2.3% |
| MTZ MASTEC INC | Industrials | 2.3K | $725K | 0.6% | -1.7% |
| T AT&T INC | Communications | 24.3K | $704K | 0.6% | +3.0% |
| VLTO VERALTO CORP | Technology | 7.7K | $682K | 0.6% | -48.1% |
| AMG AFFILIATED MANAGERS GROUP | Financials | 2.2K | $612K | 0.5% | -0.1% |
| GOOGL ALPHABET INC-CL A | Technology | 2.1K | $601K | 0.5% | +1.5% |
| CVX CHEVRON CORP | Energy | 2.9K | $590K | 0.5% | -3.7% |
| META META PLATFORMS INC-CLASS A | Technology | 992 | $568K | 0.5% | +22.8% |
| UNP UNION PACIFIC CORP | Industrials | 2.3K | $566K | 0.5% | -5.7% |
| BN BROOKFIELD CORP | Real estate | 13.1K | $528K | 0.4% | -2.4% |
| GOOG ALPHABET INC-CL C | Technology | 1.8K | $516K | 0.4% | -6.9% |
| MRK MERCK & CO. INC. | Healthcare | 4.1K | $495K | 0.4% | -1.3% |
| AXP AMERICAN EXPRESS CO | Financials | 1.6K | $489K | 0.4% | -8.6% |
| PRIM PRIMORIS SERVICES CORP | Industrials | 3.2K | $452K | 0.4% | -4.7% |
| AVGO BROADCOM INC | Technology | 1.4K | $441K | 0.4% | +2.8% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 2.4K | $441K | 0.4% | -7.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.8K | $438K | 0.4% | +1.0% |
| WMT WALMART INC | Consumer discretionary | 3.3K | $411K | 0.3% | -6.0% |
| JPM JPMORGAN CHASE & CO | Financials | 1.4K | $403K | 0.3% | +0.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.8K | $401K | 0.3% | +6.7% |
| MAIN MAIN STREET CAPITAL CORP | — | 7.1K | $374K | 0.3% | Held |
| COP CONOCOPHILLIPS | Energy | 2.7K | $361K | 0.3% | -4.7% |
| TMHC TAYLOR MORRISON HOME CORP | Industrials | 6.1K | $354K | 0.3% | -0.2% |
| GE GENERAL ELECTRIC | Industrials | 1.2K | $346K | 0.3% | +2.3% |
| CSCO CISCO SYSTEMS INC | Technology | 4.2K | $327K | 0.3% | +3.6% |
| PWR QUANTA SERVICES INC | Industrials | 572 | $314K | 0.3% | +2.3% |
| KMI KINDER MORGAN INC | Utilities | 8.7K | $291K | 0.2% | -10.4% |
| GEV GE VERNOVA INC | Industrials | 333 | $291K | 0.2% | +1.5% |
| LLY ELI LILLY & CO | Healthcare | 303 | $279K | 0.2% | -9.8% |
| RDN RADIAN GROUP INC | Financials | 7.9K | $262K | 0.2% | -3.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 522 | $250K | 0.2% | -2.6% |
| VLO VALERO ENERGY CORP | Energy | 982 | $243K | 0.2% | New |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 176 | $232K | 0.2% | New |
| KO COCA-COLA CO/THE | Consumer staples | 2.9K | $218K | 0.2% | New |
| PEP PEPSICO INC | Consumer staples | 1.4K | $211K | 0.2% | New |
| ABBV ABBVIE INC | Healthcare | 960 | $209K | 0.2% | -1.5% |
| RIOT RIOT PLATFORMS INC | Financials | 11.3K | $139K | 0.1% | +1.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 69 | $122.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 66 | $125.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 18, 2025 | 66 | $136.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 70 | $141.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 64 | $146.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 58 | $148.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 66 | $140.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 32 | $117.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 32 | $117.4M | canonical | SEC ↗ |