§ 13F · FUND PROFILE
W.H. Cornerstone Investments Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164M (13F)Positions · 115Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 66K | $21M | 13.3% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 125K | $8M | 5.0% | +12% |
| 3 | AAPL | APPLE INC | 27K | $7M | 4.3% | −3% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 86K | $7M | 4.3% | −2% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 73K | $6M | 3.8% | −6% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 123K | $6M | 3.7% | +69% |
| 7 | SCHR | SCHWAB STRATEGIC TR | 204K | $5M | 3.2% | −1% |
| 8 | GOOGL | ALPHABET INC | 17K | $5M | 3.1% | −7% |
| 9 | MSFT | MICROSOFT CORP | 12K | $5M | 2.9% | −6% |
| 10 | AMZN | AMAZON COM INC | 22K | $5M | 2.9% | −5% |
§ 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 $164 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed