Corus Family Wealth Advisors holds a focused book of 82 stocks worth $145.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Ishares Floating Rate Bond E and trimmed Fiserv Inc. Their largest long position is Dimensional US Core Equity 2 at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Corus Family Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 78 / 80 | $12.7B |
| Integrated Wealth Concepts LLC | 78 / 80 | $3.0B |
| Farther Finance Advisors, LLC | 78 / 80 | $2.1B |
| MORGAN STANLEY | 77 / 80 | $509.2B |
| JPMORGAN CHASE & CO | 77 / 80 | $506.5B |
| LPL Financial LLC | 77 / 80 | $51.1B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $44.0B |
| ROYAL BANK OF CANADA | 76 / 80 | $147.0B |
Ranked by how many of Corus Family Wealth Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $25.7M | 579.1K | 17.7% | ▲+2.4% Added · +13K sh | |
| 2 | Fiserv Inc COM | $13.6M | 276.7K | 9.3% | ▼~0% Reduced · −16 sh | |
| 3 | Apple Inc COM | $10.6M | 36.5K | 7.3% | ▲+1.0% Added · +348 sh | |
| 4 | Ishares TR FLTG RATE NT ETF | $8.2M | 161.4K | 5.7% | ▲New New position | |
| 5 | Dimensional ETF Trust DIMENSIONAL US | $7.9M | 118.2K | 5.4% | ▲+5.5% Added · +6K sh | |
| 6 | Danaher Corp Del COM | $7.6M | 39.6K | 5.2% | ▼−0.6% Reduced · −242 sh | |
| 7 | Dimensional ETF Trust US HIGH PROF ETF | $5.8M | 139.8K | 4.0% | ▲+3.5% Added · +5K sh | |
| 8 | Dimensional ETF Trust INTL CORE EQUITY | $5.7M | 152.7K | 3.9% | ▲+11% Added · +15K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $4.0M | 103.3K | 2.8% | ▲+0.3% Added · +311 sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $4.0M | 74.1K | 2.8% | ▲+7.0% Added · +5K sh | |
| 11 | Dimensional ETF Trust INTL SMALL CAP V | $3.3M | 82.1K | 2.3% | ▲+4.7% Added · +4K sh | |
| 12 | First TR Exchng Traded FD VI FT VEST U.S EQT | $3.0M | 73.1K | 2.1% | ▼−6.1% Reduced · −5K sh | |
| 13 | Dimensional ETF Trust INTL HIGH PROFIT | $3.0M | 88.2K | 2.1% | ▲+10% Added · +8K sh | |
| 14 | Dimensional ETF Trust EMERGING MKTS HI | $2.4M | 55.6K | 1.6% | ▲+7.1% Added · +4K sh | |
| 15 | Dimensional ETF Trust US TARGETED VLU | $2.2M | 32.1K | 1.5% | ▲~0% Added · +10 sh | |
| 16 | Dimensional ETF Trust EMERGING MKTS VA | $2.0M | 47.1K | 1.4% | ▲+8.3% Added · +4K sh | |
| 17 | Nvidia Corporation COM | $1.9M | 9.5K | 1.3% | ▲+6.8% Added · +607 sh | |
| 18 | American Centy ETF TR AVAN EMER EX ETF | $1.6M | 18.5K | 1.1% | ▲+3.3% Added · +591 sh | |
| 19 | Dimensional ETF Trust EMERGING MKTS CO | $1.6M | 38.9K | 1.1% | ▲+1.3% Added · +497 sh | |
| 20 | Exxon Mobil Corp COM | $1.3M | 9.3K | 0.9% | ▼−11% Reduced · −1K sh | |
| 21 | Tesla Inc COM | $1.2M | 2.9K | 0.8% | ▲+3.3% Added · +95 sh | |
| 22 | Dimensional ETF Trust WORLD EX US CORE | $1.2M | 32.3K | 0.8% | ▲+5.5% Added · +2K sh | |
| 23 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.2M | 2.5K | 0.8% | ▲+2.4% Added · +57 sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $1.0M | 6.6K | 0.7% | —Held | |
| 25 | Microsoft Corp COM | $1.0M | 2.8K | 0.7% | ▼−16% Reduced · −532 sh | |
| 26 | American Centy ETF TR US SML CP VALU | $1.0M | 8.1K | 0.7% | ▲+4.2% Added · +329 sh | |
| 27 | Mastec Inc COM | $915K | 2.2K | 0.6% | ▼−2.4% Reduced · −55 sh | |
| 28 | Amazon Com Inc COM | $900K | 3.8K | 0.6% | ▲+8.3% Added · +290 sh | |
| 29 | Alphabet Inc CAP STK CL A | $765K | 2.1K | 0.5% | ▲+2.4% Added · +51 sh | |
| 30 | Affiliated Managers Group COM | $746K | 2.2K | 0.5% | ▼−0.3% Reduced · −6 sh | |
| 31 | Bluerock PVT Real Estate FD COM | $735K | 56.5K | 0.5% | ▼−6.2% Reduced · −4K sh | |
| 32 | Veralto Corp COM SHS | $678K | 7.6K | 0.5% | ▼−0.8% Reduced · −66 sh | |
| 33 | Alphabet Inc CAP STK CL C | $653K | 1.8K | 0.4% | ▲+2.6% Added · +47 sh | |
| 34 | Dimensional ETF Trust INTERNATIONAL | $617K | 13.7K | 0.4% | ▼−45% Reduced · −11K sh | |
| 35 | Union Pac Corp COM | $614K | 2.3K | 0.4% | ▼−3.3% Reduced · −76 sh | |
| 36 | Broadcom Inc COM | $583K | 1.5K | 0.4% | ▲+8.4% Added · +120 sh | |
| 37 | Micron Technology Inc COM | $578K | 501 | 0.4% | ▲New New position | |
| 38 | Brookfield Corp CL A LTD VT SH | $556K | 13.1K | 0.4% | ▲~0% Added · +4 sh | |
| 39 | Meta Platforms Inc CL A | $553K | 982 | 0.4% | ▼−1.0% Reduced · −10 sh | |
| 40 | American Express Co COM | $552K | 1.6K | 0.4% | ▲+0.9% Added · +14 sh | |
| 41 | Merck & Co Inc COM | $477K | 3.7K | 0.3% | ▼−9.8% Reduced · −404 sh | |
| 42 | Cisco Sys Inc COM | $474K | 4.0K | 0.3% | ▼−4.2% Reduced · −177 sh | |
| 43 | Quanta Svcs Inc COM | $473K | 657 | 0.3% | ▲+15% Added · +85 sh | |
| 44 | Ge Aerospace COM NEW | $466K | 1.2K | 0.3% | ▲+2.2% Added · +27 sh | |
| 45 | Chevron Corporation COM | $465K | 2.8K | 0.3% | ▼−1.6% Reduced · −47 sh | |
| 46 | Dimensional ETF Trust ULTR FIX INC ETF | $461K | 9.1K | 0.3% | ▲+2.5% Added · +221 sh | |
| 47 | Eli Lilly & Co COM | $421K | 351 | 0.3% | ▲+16% Added · +48 sh | |
| 48 | Taylor Morrison Home Corp COM | $408K | 5.7K | 0.3% | ▼−6.5% Reduced · −392 sh | |
| 49 | Ge Vernova Inc COM | $394K | 335 | 0.3% | ▲+0.6% Added · +2 sh | |
| 50 | Dimensional ETF Trust EMERGING MRKTETS | $392K | 4.7K | 0.3% | ▲+24% Added · +915 sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1894830/holdings"
Use Arkolith to show Corus Family Wealth Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.