W.H. Cornerstone Investments Inc.
CIK: 0001940823SEC EDGAR →
Portfolio Value
$165.9B
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 64,097 | $21.5B | 12.96% |
| 2 | APPLE INC | 27,704 | $7.5B | 4.54% |
| 3 | VANGUARD TAX-MANAGED FDS | 112,233 | $7.0B | 4.23% |
| 4 | VANGUARD SCOTTSDALE FDS | 87,306 | $7.0B | 4.20% |
| 5 | VANGUARD SCOTTSDALE FDS | 77,174 | $6.5B | 3.90% |
| 6 | MICROSOFT CORP | 13,313 | $6.4B | 3.88% |
| 7 | ALPHABET INC | 18,707 | $5.9B | 3.53% |
| 8 | AMAZON COM INC | 23,111 | $5.3B | 3.22% |
| 9 | SCHWAB STRATEGIC TR | 206,667 | $5.2B | 3.13% |
| 10 | DIMENSIONAL ETF TRUST | 92,786 | $4.9B | 2.94% |
Quarterly Changes
New Positions (113)
$21.5B · 64K shares
$7.5B · 28K shares
$7.0B · 112K shares
$7.0B · 87K shares
$6.5B · 77K shares
$6.4B · 13K shares
$5.9B · 19K shares
$5.3B · 23K shares
$5.2B · 207K shares
$4.9B · 93K shares
$3.7B · 112K shares
$3.5B · 73K shares
$3.5B · 4K shares
$3.4B · 104K shares
$3.1B · 127K shares
$2.7B · 4K shares
$2.3B · 4K shares
$2.0B · 14K shares
$2.0B · 6K shares
$1.9B · 51K shares
$1.8B · 4K shares
$1.8B · 16K shares
$1.7B · 9K shares
$1.6B · 62K shares
$1.6B · 8K shares
$1.6B · 2K shares
$1.5B · 13K shares
$1.5B · 2K shares
$1.5B · 15K shares
$1.5B · 56K shares
$1.3B · 17K shares
$1.3B · 4K shares
$1.3B · 8K shares
$1.3B · 11K shares
$1.2B · 5K shares
$1.1B · 10K shares
$1.0B · 19K shares
$971.0M · 3K shares
$892.0M · 1K shares
$871.0M · 257 shares
$868.0M · 8K shares
$865.0M · 19K shares
$863.0M · 12K shares
$851.0M · 8K shares
$845.0M · 8K shares
$843.0M · 17K shares
$842.0M · 3K shares
$832.0M · 3K shares
$817.0M · 3K shares
$794.0M · 7K shares
$794.0M · 5K shares
$722.0M · 12K shares
$698.0M · 3K shares
$677.0M · 3K shares
$671.0M · 625 shares
$617.0M · 8K shares
$612.0M · 5K shares
$601.0M · 562 shares
$599.0M · 2K shares
$593.0M · 898 shares
$576.0M · 2K shares
$566.0M · 5K shares
$561.0M · 1K shares
$531.0M · 3K shares
$530.0M · 801 shares
$516.0M · 3K shares
$504.0M · 2K shares
$491.0M · 2K shares
$486.0M · 3K shares
$474.0M · 2K shares
$469.0M · 16K shares
$461.0M · 4K shares
$435.0M · 1K shares
$433.0M · 2K shares
$421.0M · 3K shares
$419.0M · 2K shares
$406.0M · 1K shares
$404.0M · 6K shares
$384.0M · 8K shares
$379.0M · 1K shares
$358.0M · 627 shares
$355.0M · 293 shares
$352.0M · 828 shares
$337.0M · 4K shares
$331.0M · 1K shares
$325.0M · 2K shares
$317.0M · 3K shares
$315.0M · 8K shares
$315.0M · 6K shares
$306.0M · 2K shares
$299.0M · 1K shares
$298.0M · 3K shares
$298.0M · 6K shares
$288.0M · 553 shares
$285.0M · 3K shares
$284.0M · 4K shares
$283.0M · 4K shares
$282.0M · 584 shares
$271.0M · 3K shares
$253.0M · 505 shares
$244.0M · 8K shares
$242.0M · 3K shares
$241.0M · 2K shares
$234.0M · 2K shares
$234.0M · 3K shares
$226.0M · 2K shares
$225.0M · 5K shares
$224.0M · 2K shares
$220.0M · 2K shares
$212.0M · 6K shares
$206.0M · 2K shares
$203.0M · 4K shares
$85.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $96.7B | 58.3% |
| Technology | 14 | $20.5B | 12.4% |
| Consumer Defensive | 8 | $9.8B | 5.9% |
| Consumer Cyclical | 7 | $8.4B | 5.0% |
| Healthcare | 7 | $7.6B | 4.6% |
| Communication Services | 4 | $7.4B | 4.5% |
| Basic Materials | 5 | $4.1B | 2.5% |
| Industrials | 5 | $3.2B | 1.9% |
| Utilities | 3 | $2.8B | 1.7% |
| Energy | 2 | $2.4B | 1.4% |
| Real Estate | 2 | $1.7B | 1.0% |
| Unknown | 5 | $1.2B | 0.8% |