W.H. Cornerstone Investments
W.H. Cornerstone Investments reported 141 stocks worth $177M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VTI (14.7%), VEA (5.5%) and AAPL (4.3%). Compared with Q1 2026, the fund opened new positions in AGGY, MTGP and TLH, added to VTI, VEA and MSFT, trimmed AAPL, GOOGL and VCSH and sold out of EOG, EQIX and APD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() VTI Vanguard Total Stock Market ETF | $26M | 14.7% | 70K | +4,067 (+6%) | 8 of 8 | |
| 2 | ![]() VEA Vanguard Tax-Managed Fds | $9.7M | 5.5% | 136K | +11K (+9%) | 8 of 8 | |
| 3 | ![]() AAPL Apple Inc | $7.6M | 4.3% | 26K | −540 (−2%) | 8 of 8 | |
| 4 | ![]() GOOGL Alphabet Inc | $6.1M | 3.5% | 17K | −339 (−2%) | 8 of 8 | |
| 5 | ![]() VCSH Vanguard Scottsdale Fds | $6.1M | 3.4% | 77K | −8,959 (−10%) | 8 of 8 | |
| 6 | ![]() BNDX Vanguard Total | $6M | 3.4% | 123K | No change | 8 of 8 | |
| 7 | ![]() VCIT Vanguard Scottsdale Fds | $5.4M | 3.1% | 66K | −6,843 (−9%) | 8 of 8 | |
| 8 | ![]() MSFT Microsoft Corp | $5.1M | 2.9% | 14K | +1,201 (+10%) | 8 of 8 | |
| 9 | ![]() AMZN Amazon Com Inc | $4.9M | 2.8% | 21K | −1,328 (−6%) | 8 of 8 | |
| 10 | ![]() SCHR Schwab Strategic TR | $4.3M | 2.4% | 173K | −31K (−15%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() EOG Eog Res Inc | $523K | 3,618 |
![]() EQIX Equinix Inc | $438K | 447 |
![]() APD Air Prods & Chems Inc | $436K | 1,500 |
![]() AZO Autozone Inc | $405K | 120 |
![]() PSA Public Storage | $318K | 1,173 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →W.H. Cornerstone Investments 13F FAQ
What does W.H. Cornerstone Investments own?
W.H. Cornerstone Investments reported 141 stocks worth $177M in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).
What did W.H. Cornerstone Investments buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 67 added to, 40 trimmed and 13 sold out. New positions include AGGY, MTGP and TLH. It sold all of EOG, EQIX and APD.
When will W.H. Cornerstone Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is W.H. Cornerstone Investments's portfolio worth?
The Q2 2026 filing reports $177M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














