Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
W.H. Cornerstone Investments Inc. (CIK 1940823) reported $160.0M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($21.3M, 13.29%), VEA ($8.0M, 5.03%), VCSH ($6.8M, 4.26%), AAPL ($6.8M, 4.26%), VCIT ($6.0M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $21.3M | 13.29% | 66,267 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $8.0M | 5.03% | 125,499 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $6.8M | 4.26% | 85,901 | Trimmed |
| 4 | AAPL | APPLE INC | $6.8M | 4.26% | 26,858 | Trimmed |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $6.0M | 3.76% | 72,779 | Trimmed |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $5.9M | 3.71% | 123,415 | Added |
| 7 | SCHR | SCHWAB STRATEGIC TR | $5.1M | 3.18% | 203,985 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $5.0M | 3.13% | 17,439 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $4.6M | 2.89% | 12,492 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $4.6M | 2.85% | 21,927 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $4.2M | 2.65% | 4,251 | Added |
| 12 | SCHO | SCHWAB STRATEGIC TR | $3.2M | 2.02% | 133,466 | Added |
| 13 | DFSV | DIMENSIONAL ETF TRUST | $3.1M | 1.95% | 89,088 | Trimmed |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $2.8M | 1.72% | 79,680 | Trimmed |
| 15 | IVV | ISHARES TR | $2.6M | 1.60% | 3,921 | Added |
| 16 | DFGX | DIMENSIONAL ETF TRUST | $2.5M | 1.54% | 47,120 | Trimmed |
| 17 | WMT | WALMART INC | $2.0M | 1.23% | 15,816 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.18% | 7,721 | Added |
| 19 | XOM | EXXON MOBIL CORP | $1.8M | 1.14% | 10,721 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $1.7M | 1.09% | 12,104 | Trimmed |
| 21 | DIA | STATE STR SPDR DOW JONES IND | $1.7M | 1.08% | 3,724 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 1.00% | 2,459 | Added |
| 23 | DISV | DIMENSIONAL ETF TRUST | $1.6M | 0.97% | 39,392 | Trimmed |
| 24 | V | VISA INC | $1.4M | 0.90% | 4,787 | Trimmed |
| 25 | MUNI | PIMCO ETF TR | $1.4M | 0.87% | 26,788 | Added |
Source: SEC Form 13F filings · as of 2026-03-31