Institutions / W.H. Cornerstone Investments Inc.
W.H. Cornerstone Investments Inc.
CIK 1940823 · Institution · as of Jun 30, 2026
Portfolio value
$176.82M
Positions
141
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$176.82M+6.6%Positions
141+24.8%Top holdings
Jun 30, 2026View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $26.03M | 14.7% |
| Vanguard Tax-Managed Fds | $9.71M | 5.5% |
| Apple Inc. | $7.62M | 4.3% |
| Alphabet Inc. | $6.11M | 3.5% |
| Vanguard Scottsdale Fds | $6.08M | 3.4% |
| Vanguard Charlotte Fds | $5.97M | 3.4% |
| Vanguard Scottsdale Fds | $5.45M | 3.1% |
| Microsoft Corp | $5.11M | 2.9% |
| Amazon.com Inc | $4.91M | 2.8% |
| Schwab Strategic Tr | $4.27M | 2.4% |
| Costco Wholesale Corp /New | $3.98M | 2.3% |
| Dimensional ETF Trust | $3.01M | 1.7% |
| iShares Tr | $2.94M | 1.7% |
| Dimensional ETF Trust | $2.81M | 1.6% |
| Schwab Strategic Tr | $2.69M | 1.5% |
| State Str SPDR Dow Jones Ind | $1.95M | 1.1% |
| Johnson & Johnson | $1.88M | 1.1% |
| Walmart Inc. | $1.76M | 1.0% |
| State Str SPDR S&P 500 ETF T | $1.64M | 0.9% |
| Dimensional ETF Trust | $1.58M | 0.9% |
| PROCTER & GAMBLE Co | $1.56M | 0.9% |
| Visa Inc | $1.52M | 0.9% |
| PIMCO ETF Tr | $1.49M | 0.8% |
| SPDR Series Trust | $1.45M | 0.8% |
| NVIDIA Corp | $1.44M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 25434V575 | $-3.39M | -63K -68.23% | 29,480 0.89% of portfolio | low |
| Q2 2026 as of | Add | 92203J407 | $2.44M | +50K +69.29% | 123,327 3.38% of portfolio | low |
| Q2 2026 as of | Add | 922908769 | $2.31M | +6K +9.73% | 70,334 14.72% of portfolio | low |
| Q2 2026 as of | Add | 921943858 | $1.71M | +24K +21.44% | 136,299 5.49% of portfolio | low |
| Q2 2026 as of | Trim | 25434V732 | $-1.40M | -35K -33.35% | 69,073 1.59% of portfolio | low |
| Q2 2026 as of | New | 97717X511 | $1.35M | +31K | 31,017 0.76% of portfolio | low |
| Q2 2026 as of | Trim | 25434V815 | $-1.32M | -34K -30.53% | 77,473 1.70% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. | $-1.30M | -1K -71.29% | 518 0.30% of portfolio | low |
| Q2 2026 as of | New | 97717Y725 | $1.08M | +25K | 24,500 0.61% of portfolio | low |
| Q2 2026 as of | Trim | American Electric Power Co Inc | $-1.06M | -8K -70.41% | 3,271 0.25% of portfolio | low |