§ 13F · FUND PROFILE
W.H. Cornerstone Investments Inc..
AUM · $177M (13F)Positions · 141Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 70K | $26M | 14.7% | +6% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 136K | $10M | 5.5% | +9% |
| 3 | AAPL | APPLE INC | 26K | $8M | 4.3% | −2% |
| 4 | GOOGL | ALPHABET INC | 17K | $6M | 3.5% | −2% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 77K | $6M | 3.4% | −10% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 123K | $6M | 3.4% | ±0% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 66K | $5M | 3.1% | −9% |
| 8 | MSFT | MICROSOFT CORP | 14K | $5M | 2.9% | +10% |
| 9 | AMZN | AMAZON COM INC | 21K | $5M | 2.8% | −6% |
| 10 | SCHR | SCHWAB STRATEGIC TR | 173K | $4M | 2.4% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE W.H. SIGNAL
AC read
W.H. Cornerstone Investments Inc. is a Other fund managing $177 million in assets. The fund runs a portfolio of 141 positions.
Read the full dossier →