Corus Family Wealth Advisors
Annual return '25
+5.6%
SPY '25
+17.7%
Alpha
-12.1ptsvs SPY
Invested
$245.6M
Holdings
69
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 497.1k shares)
17.9%
02
$FISV
FISERV INC
Q4 2025: Exited (was 278.8k shares)
12.6%
03
$AAPL
APPLE INC
Q1 2026: Sold 2.8% (21.8k → 21.2k shares)
7.5%
04
$DHR
DANAHER CORP DEL
Q1 2026: Exited (was 1.6k shares)
6.2%
05
$DXUV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 60.9k shares)
5.4%
06
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 102.0k shares)
4.0%
07
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 103.4k shares)
4.0%
08
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 76.6k shares)
3.0%
09
$DFSV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 79.9k shares)
2.9%
10
$DISV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 73.6k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.