Corus Family Wealth Advisors - Portfolio overview

Corus Family Wealth Advisors has 77 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FI - FISERV INC, 21.70%
2. DFAC - DIMENSIONAL ETF TRUST, 13.28%
3. FISV - FISERV INC, 9.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.