13F Insight
DOSSIER · 13F-HR · Q2 2026

W.H. Cornerstone Investments Inc.

$177M in tracked AUM across 141 positions as of Q2 2026.

WC
CIK 0001940823 · last filed Jun 30, 2026
Total AUM
$177M
as of Q2 2026
Holdings
141
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

W.H. Cornerstone Investments Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$26M70K14.7%02
VEA
VANGUARD TAX-MANAGED FDS
$10M136K5.5%03
AAPL
APPLE INC
$8M26K4.3%04
GOOGL
ALPHABET INC
$6M17K3.5%05
VCSH
VANGUARD SCOTTSDALE FDS
$6M77K3.4%06
BNDX
VANGUARD CHARLOTTE FDS
$6M123K3.4%07
VCIT
VANGUARD SCOTTSDALE FDS
$5M66K3.1%08
MSFT
MICROSOFT CORP
$5M14K2.9%09
AMZN
AMAZON COM INC
$5M21K2.8%10
SCHR
SCHWAB STRATEGIC TR
$4M173K2.4%

Filing history

2026Q2Jun 30
$177M▲ 10.5%
141 positionsView →2026Q1Mar 31
$160M▼ 3.5%
129 positionsView →2025Q4Dec 31
$166M▲ 1.1%
113 positionsView →2025Q3Sep 30
$164M▲ 3.9%
115 positionsView →2025Q2Jun 30
$158M▲ 9.0%
115 positionsLocked2025Q1Mar 31
$145M▼ 3.4%
110 positionsLocked2024Q4Dec 31
$150M▲ 1.2%
118 positionsLocked2024Q3Sep 30
$148M▲ 4.9%
121 positionsLocked2024Q2Jun 30
$141M▲ 1.7%
122 positionsLocked2024Q1Mar 31
$139M▲ 10.0%
131 positionsLocked2023Q4Dec 31
$126M▲ 10.9%
127 positionsLocked2023Q3Sep 30
$114M▲ 1.7%
127 positionsLocked
Showing 12 of 15