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Westley Schubert

Corus Family Wealth Advisors

Assets Managed
$122.801M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-1.99%(2Q avg: -4.92%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Corus Family Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Corus Family Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.801M in assets, with a quarterly growth rate of -1.99% and a 2-quarter average growth rate of -4.92%. The portfolio is managed by Westley Schubert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 7.57%
17.91%
$21.986M
565,771 shares@ $38.86 avg price
FI
Fiserv Inc
Recent Activity
Decreased -0.71%
12.58%
$15.439M
276,691 shares@ $55.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.83%
7.49%
$9.186M
36,195 shares@ $253.79 avg price
DHR
Danaher Corp
Recent Activity
Increased 0.33%
6.16%
$7.562M
39,885 shares@ $189.6 avg price
DXUV
Dimensional Us Vtor Eqty Etf
Recent Activity
Increased 40.53%
5.42%
$6.646M
111,973 shares@ $59.35 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 17.53%
4.05%
$4.966M
135,083 shares@ $36.76 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 18.27%
3.99%
$4.889M
137,593 shares@ $35.53 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 8.43%
2.98%
$3.653M
69,211 shares@ $52.78 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 5.04%
2.94%
$3.61M
103,031 shares@ $35.04 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 8.67%
2.52%
$3.094M
78,449 shares@ $39.45 avg price

1-10 of 69