Corus Family Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Mckinney, TX
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$122,801
Net value change ($000)
-2,504 (-2.0%)
New positions
6
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DXUV 1,883 39.5%
DFAC 1,163 5.6%
DFIC 880 22.0%
DUHP 595 13.6%
XOM 468 35.9%
DFIV 468 14.7%
DIHP 395 18.1%
DFSV 384 11.9%
DISV 351 12.8%
AVXC 265 28.1%
Top Reduces (Value $000, Stocks/ETFs)
FISV -3,281 -17.5%
BPRE -2,064 -67.4%
DHR -1,539 -16.9%
KNG -1,006 -100.0%
VLTO -800 -54.0%
AAPL -737 -7.4%
GOCT -525 -14.9%
GMAR -396 -55.5%
MSFT -294 -19.5%
IBM -266 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type