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13F holdings · Q2 2026

W.H. Cornerstone Investments

Kingston, MA · files as W.H. Cornerstone Investments Inc.
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 1940823

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.

Reported value$177M+10.5% vs last quarter
Stocks held14125 new · 13 sold out
Top 5 weight31.4%spread out
Turnover17%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$26M14.7%70K+4,067 (+6%)8 of 8
2
VEA
Vanguard Tax-Managed Fds
$9.7M5.5%136K+11K (+9%)8 of 8
3
AAPL
Apple Inc
$7.6M4.3%26K−540 (−2%)8 of 8
4
GOOGL
Alphabet Inc
$6.1M3.5%17K−339 (−2%)8 of 8
5
VCSH
Vanguard Scottsdale Fds
$6.1M3.4%77K−8,959 (−10%)8 of 8
6
BNDX
Vanguard Total
$6M3.4%123KNo change8 of 8
7
VCIT
Vanguard Scottsdale Fds
$5.4M3.1%66K−6,843 (−9%)8 of 8
8
MSFT
Microsoft Corp
$5.1M2.9%14K+1,201 (+10%)8 of 8
9
AMZN
Amazon Com Inc
$4.9M2.8%21K−1,328 (−6%)8 of 8
10
SCHR
Schwab Strategic TR
$4.3M2.4%173K−31K (−15%)8 of 8
🔒 131 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
EOG
Eog Res Inc
$523K3,618
EQIX
Equinix Inc
$438K447
APD
Air Prods & Chems Inc
$436K1,500
AZO
Autozone Inc
$405K120
PSA
Public Storage
$318K1,173

🔒 Free account: see all 13.

Reported value

last 8 quarters
$148KQ3 '24
$150MQ4 '24
$145MQ1 '25
$158MQ2 '25
$164MQ3 '25
$166MQ4 '25
$160MQ1 '26
$177MQ2 '26

The 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
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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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.