§ 13F · FUND PROFILE
W.H. Cornerstone Investments Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.8T (13F)Positions · 115Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$605.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 64K | $21.5T | 13.0% | +9% |
| 2 | AAPL | APPLE INC | 28K | $7.5T | 4.5% | −2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 112K | $7.0T | 4.2% | +11% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 87K | $7.0T | 4.2% | −1% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 77K | $6.5T | 3.9% | −4% |
| 6 | MSFT | MICROSOFT CORP | 13K | $6.4T | 3.9% | ±0% |
| 7 | GOOGL | ALPHABET INC | 19K | $5.9T | 3.5% | −3% |
| 8 | AMZN | AMAZON COM INC | 23K | $5.3T | 3.2% | −1% |
| 9 | SCHR | SCHWAB STRATEGIC TR | 207K | $5.2T | 3.1% | −2% |
| 10 | DFGX | DIMENSIONAL ETF TRUST | 93K | $4.9T | 2.9% | +10% |
§ 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 $157771.8 trillion in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed