Corus Family Wealth Advisors quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Corus Family Wealth Advisors opened 7 positions, added to 12, reduced 3, sold out of 5 and left 3 unchanged. The largest increase in value was DFAC (+$25,688,808); the largest decrease was DFAC (-$21,985,845).
- VYM: Country of operation —; Class HIGH DIV YLD; Shares 2026-03-31 6,627; Shares 2026-06-30 6,627.
- VIG: Country of operation —; Class DIV APP ETF; Shares 2026-03-31 1,301; Shares 2026-06-30 1,301.
- GMAR: Country of operation —; Class FT VEST U.S EQT; Shares 2026-03-31 7,619; Shares 2026-06-30 7,619.
Two Form 13F-HR filings compared (SEC CIK 1894830): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Geremia Financial Services, LLC | United States | $0.123B | 10 |
| KRAEMATON INVESTMENT ADVISORS, INC | United States | $0.123B | 99 |
| Templeton & Phillips Capital Management, LLC | United States | $0.123B | 55 |
| Adelphi Trust Co | United States | $0.123B | 182 |
| Blake Schutter Theil Wealth Advisors, LLC | United States | $0.123B | 111 |
| Boreal Capital Management LLC | United States | $0.123B | 501 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | United States | $0.123B | 101 |
| Aristotle Pacific Capital, LLC | United States | $0.123B | 5 |
| Moneda S.A. Administradora General de Fondos | Chile | $0.123B | 25 |
| MISHPACHA HOLDINGS CORP | Brazil | $0.123B | 3 |