13F Filings History of Corus Family Wealth Advisors

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$125,305,071
Signature - Title
Rebecca Loeffler - Director of Operations
Location
Mckinney, TX
Summary
This page shows a list of all the recent 13F filings made by Corus Family Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Corus Family Wealth Advisors reported 66 stock holdings with total value $125,305,071 as of Q4 2025. Top holdings included DFAC, FISV, AAPL, DHR, and DXUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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