W.H. Cornerstone Investments Inc.
CIK: 0001940823SEC EDGAR →
Portfolio Value
$165.9M
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 64,097 | $21.5M | 12.96% |
| 2 | APPLE INC | 27,704 | $7.5M | 4.54% |
| 3 | VANGUARD TAX-MANAGED FDS | 112,233 | $7.0M | 4.23% |
| 4 | VANGUARD SCOTTSDALE FDS | 87,306 | $7.0M | 4.20% |
| 5 | VANGUARD SCOTTSDALE FDS | 77,174 | $6.5M | 3.90% |
| 6 | MICROSOFT CORP | 13,313 | $6.4M | 3.88% |
| 7 | ALPHABET INC | 18,707 | $5.9M | 3.53% |
| 8 | AMAZON COM INC | 23,111 | $5.3M | 3.22% |
| 9 | SCHWAB STRATEGIC TR | 206,667 | $5.2M | 3.13% |
| 10 | DIMENSIONAL ETF TRUST | 92,786 | $4.9M | 2.94% |
Quarterly Changes
New Positions (113)
$21.5M · 64K shares
$7.5M · 28K shares
$7.0M · 112K shares
$7.0M · 87K shares
$6.5M · 77K shares
$6.4M · 13K shares
$5.9M · 19K shares
$5.3M · 23K shares
$5.2M · 207K shares
$4.9M · 93K shares
$3.7M · 112K shares
$3.5M · 73K shares
$3.5M · 4K shares
$3.4M · 104K shares
$3.1M · 127K shares
$2.7M · 4K shares
$2.3M · 4K shares
$2.0M · 14K shares
$2.0M · 6K shares
$1.9M · 51K shares
$1.8M · 4K shares
$1.8M · 16K shares
$1.7M · 9K shares
$1.6M · 62K shares
$1.6M · 8K shares
$1.6M · 2K shares
$1.5M · 13K shares
$1.5M · 2K shares
$1.5M · 15K shares
$1.5M · 56K shares
$1.3M · 17K shares
$1.3M · 4K shares
$1.3M · 8K shares
$1.3M · 11K shares
$1.2M · 5K shares
$1.1M · 10K shares
$1.0M · 19K shares
$971K · 3K shares
$892K · 1K shares
$871K · 257 shares
$868K · 8K shares
$865K · 19K shares
$863K · 12K shares
$851K · 8K shares
$845K · 8K shares
$843K · 17K shares
$842K · 3K shares
$832K · 3K shares
$817K · 3K shares
$794K · 7K shares
$794K · 5K shares
$722K · 12K shares
$698K · 3K shares
$677K · 3K shares
$671K · 625 shares
$617K · 8K shares
$612K · 5K shares
$601K · 562 shares
$599K · 2K shares
$593K · 898 shares
$576K · 2K shares
$566K · 5K shares
$561K · 1K shares
$531K · 3K shares
$530K · 801 shares
$516K · 3K shares
$504K · 2K shares
$491K · 2K shares
$486K · 3K shares
$474K · 2K shares
$469K · 16K shares
$461K · 4K shares
$435K · 1K shares
$433K · 2K shares
$421K · 3K shares
$419K · 2K shares
$406K · 1K shares
$404K · 6K shares
$384K · 8K shares
$379K · 1K shares
$358K · 627 shares
$355K · 293 shares
$352K · 828 shares
$337K · 4K shares
$331K · 1K shares
$325K · 2K shares
$317K · 3K shares
$315K · 8K shares
$315K · 6K shares
$306K · 2K shares
$299K · 1K shares
$298K · 3K shares
$298K · 6K shares
$288K · 553 shares
$285K · 3K shares
$284K · 4K shares
$283K · 4K shares
$282K · 584 shares
$271K · 3K shares
$253K · 505 shares
$244K · 8K shares
$242K · 3K shares
$241K · 2K shares
$234K · 2K shares
$234K · 3K shares
$226K · 2K shares
$225K · 5K shares
$224K · 2K shares
$220K · 2K shares
$212K · 6K shares
$206K · 2K shares
$203K · 4K shares
$85K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $96.7M | 58.3% |
| Technology | 14 | $20.5M | 12.4% |
| Consumer Defensive | 8 | $9.8M | 5.9% |
| Consumer Cyclical | 7 | $8.4M | 5.0% |
| Healthcare | 7 | $7.6M | 4.6% |
| Communication Services | 4 | $7.4M | 4.5% |
| Basic Materials | 5 | $4.1M | 2.5% |
| Industrials | 5 | $3.2M | 1.9% |
| Utilities | 3 | $2.8M | 1.7% |
| Energy | 2 | $2.4M | 1.4% |
| Real Estate | 2 | $1.7M | 1.0% |
| Unknown | 5 | $1.2M | 0.8% |