Corus Family Wealth Advisors

Q3 2026 13F-HR Holdings

Location
Mckinney, TX
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$147,437
Net value change ($000)
+2,205 (1.5%)
New positions
6
Sold out positions
44
Turnover %
37.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
FLOT 15,926 193.3%
DHR 9,619 127.4%
DFA INVT DIMENSIONS GROUP IN 9,499 NEW
DFA INVT DIMENSIONS GROUP IN 4,070 NEW
DFAC 1,888 7.3%
XOM 1,295 NEW
DFIC 687 12.1%
JCI 638 NEW
DISV 535 16.2%
DFIV 515 12.9%
Top Reduces (Value $000, Stocks/ETFs)
DXUV -7,860 -100.0%
DUHP -5,833 -100.0%
DFSV -4,009 -100.0%
GOCT -3,038 -100.0%
NVDA -1,548 -81.8%
XOM -1,273 -100.0%
TSM -1,174 -100.0%
FISV -1,075 -7.9%
MTZ -915 -100.0%
AMZN -900 -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