13F Filings History of Corus Family Wealth Advisors

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Corus Family Wealth Advisors Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Corus Family Wealth Advisors reported 82 equity holdings with a total reported market value of $145,231,629 for Q2 2026. Top reported holdings included DFAC, FISV, AAPL, FLOT, and DXUV.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Westley Schubert - Operations Manager
Manager location
Mckinney, TX

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$145,231,629
Quarter delta
+$22,430,874
Accepted
30 Jul 2026, 13:57
Rows shown
1-19 of 19
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 82 $145,231,629 +$16,911,184 -$3,640,729 +$13,270,455 DFAC, FISV, AAPL, FLOT, DXUV 13F-HR 30 Jul 2026, 13:57
Q1 2026 69 $122,800,755 +$8,368,555 -$6,271,348 +$2,097,207 DFAC, FISV, AAPL, DHR, DXUV 13F-HR 28 Apr 2026, 18:41
Q4 2025 66 $125,305,071 +$12,752,540 -$10,222,839 +$2,529,701 DFAC, FISV, AAPL, DHR, DXUV 13F-HR 04 Feb 2026, 14:48
Q3 2025 66 $135,967,820 +$6,967,592 -$9,543,626 -$2,576,034 FI, DFAC, AAPL, DHR, GJAN 13F-HR 17 Nov 2025, 20:55
Q2 2025 70 $141,404,233 +$12,524,067 -$6,997,928 +$5,526,139 FI, DFAC, AAPL, DHR, GJAN 13F-HR 29 Jul 2025, 14:46
Q1 2025 64 $145,963,886 +$10,242,823 -$13,674,972 -$3,432,149 FI, AAPL, DFAC, DHR, GJAN 13F-HR 07 May 2025, 12:27
Q4 2024 58 $148,470,097 +$13,866,709 -$16,314,653 -$2,447,944 FI, AAPL, DFAC, DHR, GMAR 13F-HR 31 Jan 2025, 15:45
Q3 2024 66 $140,573,408 +$16,951,190 -$9,881,986 +$7,069,204 FI, AAPL, DFAC, GMAR, DFIV 13F-HR 18 Oct 2024, 11:27
Q2 2024 32 $117,402,760 $0 $0 $0 FI, AAPL, DFAC, GMAR, DFIV 13F-HR 06 Aug 2024, 11:47
Q1 2024 32 $117,402,760 +$6,507,951 -$11,614,783 -$5,106,832 FI, AAPL, DFAC, GMAR, DFIV 13F-HR 13 May 2024, 12:50
Q4 2023 32 $110,472,644 +$1,455,680 -$2,854,899 -$1,399,219 FI, AAPL, DFAC, DFIV, KNG 13F-HR 12 Feb 2024, 13:01
Q3 2023 30 $98,109,992 +$4,058,227 -$3,669,231 +$388,996 FI, AAPL, DFAC, GJUN, DFIV 13F-HR 16 Nov 2023, 12:13
Q2 2023 35 $106,768,367 +$1,010,489 -$17,131,220 -$16,120,731 FI, AAPL, DFAC, DFIV, DFAT 13F-HR 04 Aug 2023, 10:31
Q1 2023 1,671 $112,144,039 +$2,627,225 -$12,959,820 -$10,332,595 FI, AAPL, DFAC, DFIV, DFAT 13F-HR 02 May 2023, 13:39
Q4 2022 1,636 $109,631,182 +$2,955,249 -$4,343,675 -$1,388,426 FI, AAPL, DFAC, DFIV, DFAT 13F-HR 31 Jan 2023, 18:28
Q3 2022 1,357 $104,404,000 +$3,559,830 -$6,659,305 -$3,099,475 FI, AAPL, DFAC, DFAT, DFIV 13F-HR 20 Oct 2022, 17:54
Q2 2022 1,424 $106,761,000 +$27,340,428 -$722,323 +$26,618,105 FI, AAPL, DFAC, DFAT, DFIV 13F-HR 01 Aug 2022, 10:43
Q1 2022 1,048 $90,823,000 +$4,716,511 -$10,144,991 -$5,428,480 FI, DFAC, DFAT, AAPL, DFIV 13F-HR 16 May 2022, 08:27
Q4 2021 984 $97,998,000 $0 $0 $0 FI, DFAC, SHV, VYM, AAPL 13F-HR 28 Jan 2022, 11:20
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