Corus Family Wealth Advisors
SEC Form 13F institutional filer · CIK 0001894830
13F-HR · 35 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
80.4%
Corus Family Wealth Advisors — $49.6M AUM allocation strategy
Corus Family Wealth Advisors files SEC Form 13F and reports $49.6M of long US equity value across 35 reported holdings for 2026-03-31.
Its largest sector bet is Financials 33.1%, followed by Information Technology 25.0% and Health Care 17.2%.
The top 10 holdings account for 80% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Corus Family Wealth Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$49.6M
total across 35 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
80% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$VLTO −7.15K sh · −$801K−$FISV −2K sh · −$3.28M−$KMI −1.01K sh · +$24.7K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Transaction & Payment Processing Services31.1%—
- Technology Hardware, Storage & Peripherals18.5%—
- Life Sciences Tools & Services15.3%—
- Integrated Oil & Gas4.7%—
- Semiconductors4.0%—
- Interactive Media & Services3.4%—
- Systems Software2.5%—
- Automobile Manufacturers2.1%—
- Other holdings18.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $FISV | Fiserv Inc | 277K | $15.4M | -2K | 31.1% |
| $AAPL | Apple Inc | 36.2K | $9.19M | -305 | 18.5% |
| $DHR | Danaher Corporation | 39.9K | $7.56M | +130 | 15.3% |
| $XOM | ExxonMobil Holdings Corporation | 10.5K | $1.77M | -395 | 3.6% |
| $NVDA | NVIDIA Corporation | 8.85K | $1.54M | -407 | 3.1% |
| $MSFT | Microsoft Corporation | 3.29K | $1.22M | +164 | 2.5% |
| $TSLA | Tesla Inc | 2.84K | $1.06M | +32 | 2.1% |
| $AMZN | Amazon.com Inc | 3.48K | $726K | -82 | 1.5% |
| $T | AT&T Inc | 24.3K | $704K | +699 | 1.4% |
| $VLTO | Veralto Corp | 7.71K | $682K | -7.15K | 1.4% |
…and 25 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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