W.H. Cornerstone Investments Inc.

CIK 0001940823 · KINGSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

W.H. Cornerstone Investments Inc. reported 141 positions worth $176.8M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VTI (14.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$176.8M
2026 Q2
Positions
141
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.0%
Est. Net Flow (Q)
2026 Q2
10 / 141 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$26.0M14.72%70,334
2VEAVANGUARD TAX-MANAGED FDSSH$9.7M5.49%136,299
3AAPLAPPLE INCSH$7.6M4.31%26,318
4GOOGLALPHABET INCSH$6.1M3.46%17,100
5VCSHVANGUARD SCOTTSDALE FDSSH$6.1M3.44%76,942
6BNDXVANGUARD CHARLOTTE FDSSH$6.0M3.38%123,327
7VCITVANGUARD SCOTTSDALE FDSSH$5.4M3.08%65,936
8MSFTMICROSOFT CORPSH$5.1M2.89%13,693
9AMZNAMAZON COM INCSH$4.9M2.78%20,599
10SCHRSCHWAB STRATEGIC TRSH$4.3M2.42%173,179

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does W.H. Cornerstone Investments Inc. hold as of Q2 2026?

W.H. Cornerstone Investments Inc. reported 141 positions worth $176.8M in its Q2 2026 13F filing. Largest positions: VTI (14.7%), VEA (5.5%), AAPL (4.3%), GOOGL (3.5%) and VCSH (3.4%).

What did W.H. Cornerstone Investments Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did W.H. Cornerstone Investments Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.