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Super Investors Corus Family Wealth Advisors
CF

Corus Family Wealth Advisors

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$145M
Positions
82
Quarter ended
June 30, 2026
Filed
July 30, 2026

Reported portfolio value by quarter (19 quarters reported)

$148M $91.2M
Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q2 26

$98.4M in Q4 2021 → $145M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 17.7% Added 2.4% 579,098 $25.7M
Fiserv Inc 9.3% Trimmed 0.0% 276,675 $13.6M
Apple Inc 7.3% Added 1.0% 36,543 $10.6M
IT Ishares Tr 5.7% New 161,383 $8.24M
DE Dimensional ETF Trust 5.4% Added 5.6% 118,194 $7.86M
DD Danaher Corp Del 5.2% Trimmed 0.6% 39,643 $7.55M
DE Dimensional ETF Trust 4.0% Added 3.5% 139,787 $5.83M
DE Dimensional ETF Trust 3.9% Added 11% 152,717 $5.69M
DE Dimensional ETF Trust 2.8% Added 0.3% 103,342 $4.01M
DE Dimensional ETF Trust 2.8% Added 7.0% 74,062 $4M
DE Dimensional ETF Trust 2.3% Added 4.7% 82,120 $3.3M
FT First Tr Exchng Traded Fd Vi 2.1% Trimmed 6.1% 73,126 $3.04M
DE Dimensional ETF Trust 2.1% Added 10% 88,225 $3.01M
DE Dimensional ETF Trust 1.6% Added 7.1% 55,570 $2.38M
DE Dimensional ETF Trust 1.5% Added 0.0% 32,066 $2.24M
DE Dimensional ETF Trust 1.4% Added 8.3% 47,074 $2.01M
Nvidia Corporation 1.3% Added 6.9% 9,458 $1.89M
AC American Centy ETF Tr 1.1% Added 3.3% 18,462 $1.58M
DE Dimensional ETF Trust 1.1% Added 1.3% 38,881 $1.58M
Exxon Mobil Corp 0.9% Trimmed 11% 9,308 $1.27M
Tesla Inc 0.8% Added 3.3% 2,934 $1.23M
DE Dimensional ETF Trust 0.8% Added 5.5% 32,339 $1.19M
TS Taiwan Semiconductor Manufac 0.8% Added 2.4% 2,458 $1.17M
VW Vanguard Whitehall Fds 0.7% Unchanged 6,627 $1.05M
Microsoft Corp 0.7% Trimmed 16% 2,753 $1.03M
AC American Centy ETF Tr 0.7% Added 4.2% 8,097 $1.01M
Mastec Inc 0.6% Trimmed 2.4% 2,198 $915K
Amazon Com Inc 0.6% Added 8.3% 3,775 $900K
Alphabet Inc 0.5% Added 2.4% 2,141 $765K
Affiliated Managers Group 0.5% Trimmed 0.3% 2,204 $746K
BP Bluerock Pvt Real Estate Fd 0.5% Trimmed 6.2% 56,468 $735K
Veralto Corp 0.5% Trimmed 0.9% 7,645 $678K
Alphabet Inc 0.4% Added 2.6% 1,847 $653K
DE Dimensional ETF Trust 0.4% Trimmed 45% 13,670 $617K
UP Union Pac Corp 0.4% Trimmed 3.3% 2,257 $614K
Broadcom Inc 0.4% Added 8.4% 1,545 $583K
Micron Technology Inc 0.4% New 501 $578K
Brookfield Corp 0.4% Added 0.0% 13,061 $556K
Meta Platforms Inc 0.4% Trimmed 1.0% 982 $553K
American Express Co 0.4% Added 0.9% 1,632 $552K
Merck & Co Inc 0.3% Trimmed 9.8% 3,712 $477K
CS Cisco Sys Inc 0.3% Trimmed 4.2% 4,038 $474K
QS Quanta Svcs Inc 0.3% Added 15% 657 $473K
GA Ge Aerospace 0.3% Added 2.2% 1,248 $466K
Chevron Corporation 0.3% Trimmed 1.6% 2,803 $465K
DE Dimensional ETF Trust 0.3% Added 2.5% 9,072 $461K
EL Eli Lilly & Co 0.3% Added 16% 351 $421K
Taylor Morrison Home Corp 0.3% Trimmed 6.5% 5,681 $408K
Ge Vernova Inc 0.3% Added 0.6% 335 $394K
DE Dimensional ETF Trust 0.3% Added 24% 4,742 $392K
CO Capital One Finl Corp 0.3% Trimmed 21% 1,899 $381K
Caris Life Sciences Inc 0.3% New 21,105 $376K
Jpmorgan Chase & Co 0.3% Trimmed 19% 1,114 $365K
AH Asml Hldg Nv 0.2% Added 1.1% 178 $354K
Johnson & Johnson 0.2% Trimmed 24% 1,369 $348K
Kla Corp 0.2% New 1,138 $343K
FT First Tr Exchng Traded Fd Vi 0.2% Unchanged 7,619 $337K
Western Digital Corp 0.2% New 527 $337K
Intel Corp 0.2% New 2,407 $336K
AT Ase Technology Hldg Co Ltd 0.2% New 7,147 $322K

Showing top 60 of 82 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed July 30, 2026

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr New +161,383 +$8.24M 5.7%
AT&T Inc Exited −24,296 −$704K —
DE Dimensional ETF Trust Added +13,327 +$591K 17.7%
Micron Technology Inc New +501 +$578K 0.4%
DE Dimensional ETF Trust Added +15,124 +$564K 3.9%
DE Dimensional ETF Trust Trimmed −11,234 −$507K 0.4%
DE Dimensional ETF Trust Added +6,221 +$414K 5.4%
Caris Life Sciences Inc New +21,105 +$376K 0.3%
Conocophillips Exited −2,738 −$361K —
Kla Corp New +1,138 +$343K 0.2%

Showing the 10 largest of 84 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 29, 2026

Company Action Shares changed Value of change % of portfolio
BP Bluerock Pvt Real Estate Fd Trimmed −144,070 −$2.39M 0.8%
DE Dimensional ETF Trust Added +32,291 +$1.92M 5.4%
DE Dimensional ETF Trust Added +39,810 +$1.55M 17.9%
FT First Tr Exchange-traded Fd Exited −20,477 −$1.01M —
DE Dimensional ETF Trust Added +21,253 +$755K 4.0%
DE Dimensional ETF Trust Added +20,140 +$740K 4.0%
Veralto Corp Trimmed −7,146 −$632K 0.6%
FT First Tr Exchng Traded Fd Vi Trimmed −12,029 −$465K 2.5%
FT First Tr Exchng Traded Fd Vi Trimmed −9,824 −$410K 0.3%
DE Dimensional ETF Trust Added +11,087 +$357K 2.1%

Showing the 10 largest of 67 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 04, 2026

Company Action Shares changed Value of change % of portfolio
FT First Tr Exchng Traded Fd Vi Exited −94,395 −$3.93M —
FT First Tr Exchng Traded Fd Vi New +89,939 +$3.53M 2.8%
BP Bluerock Pvt Real Estate Fd New +204,245 +$3.06M 2.4%
Apple Inc Trimmed −11,038 −$3M 7.9%
DE Dimensional ETF Trust Added +28,818 +$1.14M 16.6%
DE Dimensional ETF Trust Added +18,796 +$1.12M 3.8%
Roblox Corp Exited −6,446 −$893K —
DE Dimensional ETF Trust Trimmed −12,734 −$635K 2.5%
DE Dimensional ETF Trust Added +18,181 +$598K 2.6%
DE Dimensional ETF Trust Added +12,989 +$494K 3.5%

Showing the 10 largest of 64 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 18, 2025

Company Action Shares changed Value of change % of portfolio
Apple Inc Trimmed −27,164 −$6.92M 8.9%
DE Dimensional ETF Trust Added +23,639 +$1.38M 2.6%
DE Dimensional ETF Trust Added +27,907 +$1.08M 14.1%
DE Dimensional ETF Trust Added +17,940 +$572K 0.9%
DE Dimensional ETF Trust Added +17,377 +$570K 2.5%
DE Dimensional ETF Trust Added +13,475 +$481K 1.9%
DE Dimensional ETF Trust Added +11,406 +$431K 2.8%
DE Dimensional ETF Trust Added +13,450 +$411K 1.0%
DE Dimensional ETF Trust Trimmed −7,295 −$370K 0.4%
DE Dimensional ETF Trust Added +10,275 +$312K 1.3%

Showing the 10 largest of 65 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 29, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust New +37,247 +$2.02M 1.4%
DE Dimensional ETF Trust Added +46,815 +$1.68M 11.9%
DE Dimensional ETF Trust New +38,384 +$1.14M 0.8%
DE Dimensional ETF Trust New +24,904 +$981K 0.7%
DE Dimensional ETF Trust Trimmed −32,483 −$954K 0.8%
DE Dimensional ETF Trust Added +27,054 +$796K 1.6%
CO Capital One Finl Corp New +3,247 +$691K 0.5%
DE Dimensional ETF Trust Added +19,303 +$686K 2.3%
VB Vanguard Bd Index Fds Exited −7,462 −$584K —
DE Dimensional ETF Trust Exited −12,790 −$538K —

Showing the 10 largest of 73 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 07, 2025

Company Action Shares changed Value of change % of portfolio
Fiserv Inc Trimmed −35,795 −$7.9M 42.2%
FT First Tr Exchng Traded Fd Vi New +96,890 +$3.65M 2.5%
FT First Tr Exchng Traded Fd Vi Trimmed −90,674 −$3.37M 0.8%
Fortive Corp Trimmed −12,972 −$949K 0.3%
DE Dimensional ETF Trust Added +18,528 +$515K 1.8%
DE Dimensional ETF Trust Added +14,176 +$468K 9.5%
DE Dimensional ETF Trust Added +14,607 +$425K 1.1%
DE Dimensional ETF Trust Added +11,409 +$378K 1.6%
DE Dimensional ETF Trust Added +7,323 +$371K 0.6%
Apple Inc Added +1,549 +$344K 11.5%

Showing the 10 largest of 61 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 31, 2025

Company Action Shares changed Value of change % of portfolio
Fiserv Inc Trimmed −49,724 −$10.2M 43.5%
Danaher Corporation Added +37,109 +$8.52M 6.1%
Fortive Corp New +18,155 +$1.36M 0.9%
Apple Inc Trimmed −4,711 −$1.18M 12.4%
DE Dimensional ETF Trust New +14,198 +$586K 0.4%
Veralto Corp Added +5,701 +$581K 1.1%
VB Vanguard Bd Index Fds New +7,462 +$577K 0.4%
CF Citizens Finl Group Inc Exited −9,840 −$404K —
Aes Corp Exited −19,432 −$390K —
RC Rocket Cos Inc Exited −19,395 −$372K —

Showing the 10 largest of 66 changes.

Q3 2024

quarter ended September 30, 2024 · filed October 18, 2024

Company Action Shares changed Value of change % of portfolio
Fiserv Inc Trimmed −27,478 −$4.94M 46.6%
Apple Inc Trimmed −19,617 −$4.57M 13.0%
Veralto Corp New +10,941 +$1.22M 0.9%
Brookfield Corp New +16,274 +$865K 0.6%
Danaher Corporation New +2,421 +$673K 0.5%
AM Affiliated Managers Group In New +3,698 +$658K 0.5%
Taylor Morrison Home Corp New +9,328 +$655K 0.5%
Radian Group Inc New +17,731 +$615K 0.4%
RH Ryman Hospitality Pptys Inc New +5,424 +$582K 0.4%
DE Dimensional ETF Trust Added +15,280 +$524K 9.8%

Showing the 10 largest of 64 changes.

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