StockDriftsStockDriftsTop 50 W.H. Cornerstone Investments Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.72% | 70.3K | $26.0M | +6.14%(+4.07K) | $252.39(+51.89%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.49% | 136.3K | $9.7M | +8.61%(+10.80K) | $52.37(+41.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.31% | 26.3K | $7.6M | -2.01%(-540) | $140.19(+117.83%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.46% | 17.1K | $6.1M | -1.94%(-339) | $110.43(+212.15%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.44% | 76.9K | $6.1M | -10.43%(-8.96K) | $77.01(+2.11%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.38% | 123.3K | $6.0M | -0.07%(-88) | $48.63(-1.94%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.08% | 65.9K | $5.4M | -9.40%(-6.84K) | $80.18(+1.21%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.89% | 13.7K | $5.1M | +9.61%(+1.20K) | $260.35(+86.70%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.78% | 20.6K | $4.9M | -6.06%(-1.33K) | $112.12(+134.15%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.42% | 173.2K | $4.3M | -15.10%(-30.81K) | $24.61(-0.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.92% | — | — | +68.17% |
| Top 20 Holdings Unweighted | +10.10% | +33.45% | — | — | +53.17% |
W.H. Cornerstone Investments Inc. reports $176.82M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.7%), VEA (5.5%) and AAPL (4.3%). The top 20 holdings account for 59.68% of reported assets. Its disclosed equity book has returned +43.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from W.H. Cornerstone Investments Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1940823). View W.H. Cornerstone Investments Inc.’s 13F filings on SEC