W.H. Cornerstone Investments Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, W.H. Cornerstone Investments Inc. held in its portfolio 113 assets valued at $165,856,200 (i.e. $165.86M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($21.49M), APPLE INC ($7.53M), and VANGUARD TAX-MANAGED FDS ($7.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
W.H. Cornerstone Investments Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 64097 | 21489728 | TOTAL STK MKT |
| APPLE INC | 27704 | 7531540 | COM |
| VANGUARD TAX-MANAGED FDS | 112233 | 7011179 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 87306 | 6960902 | SHRT TRM CORP BD |
| VANGUARD SCOTTSDALE FDS | 77174 | 6463362 | INT-TERM CORP |
| MICROSOFT CORP | 13313 | 6438196 | COM |
| ALPHABET INC | 18707 | 5855317 | CAP STK CL A |
| AMAZON COM INC | 23111 | 5334481 | COM |
| SCHWAB STRATEGIC TR | 206667 | 5183213 | INT-TRM U.S TRES |
| DIMENSIONAL ETF TRUST | 92786 | 4883814 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 111518 | 3667825 | US SMALL CAP VAL |
| VANGUARD CHARLOTTE FDS | 72850 | 3520115 | TOTAL INT BD ETF |
| COSTCO WHSL CORP NEW | 4034 | 3478695 | COM |
| DIMENSIONAL ETF TRUST | 103628 | 3428013 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 126549 | 3083994 | SHT TM US TRES |
| ISHARES TR | 3910 | 2678291 | CORE S&P500 ETF |
| THERMO FISHER SCIENTIFIC INC | 3917 | 2269471 | COM |
| PROCTER AND GAMBLE CO | 13829 | 1981805 | COM |
| VISA INC | 5623 | 1972181 | COM CL A |
| DIMENSIONAL ETF TRUST | 50757 | 1928762 | INTL SMALL CAP V |
| SPDR DOW JONES INDL AVERAGE | 3710 | 1782709 | UT SER 1 |
| WALMART INC | 15821 | 1762647 | COM |
| NVIDIA CORPORATION | 8888 | 1657554 | COM |
| SCHWAB STRATEGIC TR | 61637 | 1616747 | US BRD MKT ETF |
| JOHNSON & JOHNSON | 7685 | 1590420 | COM |
| GOLDMAN SACHS GROUP INC | 1804 | 1585924 | COM |
| EXXON MOBIL CORP | 12621 | 1518867 | COM |
| SPDR S&P 500 ETF TR | 2206 | 1504514 | TR UNIT |
| MEDTRONIC PLC | 15435 | 1482692 | SHS |
| DIMENSIONAL ETF TRUST | 56060 | 1481104 | GLOBAL REAL EST |
| SPDR SERIES TRUST | 16572 | 1329415 | STATE STREET SPD |
| ISHARES TR | 3552 | 1326640 | RUS 1000 ETF |
| ATMOS ENERGY CORP | 7650 | 1282310 | COM |
| AMERICAN ELEC PWR CO INC | 11054 | 1274679 | COM |
| ECOLAB INC | 4537 | 1191148 | COM |
| AFLAC INC | 10187 | 1123288 | COM |
| PIMCO ETF TR | 19326 | 1012896 | INTER MUN BD ACT |
| EATON CORP PLC | 3051 | 971774 | SHS |
| EQUINIX INC | 1164 | 892193 | COM |
| AUTOZONE INC | 257 | 871616 | COM |
| EOG RES INC | 8267 | 868110 | COM |
| SELECT SECTOR SPDR TR | 19369 | 865976 | STATE STREET ENE |
| SYSCO CORP | 11715 | 863311 | COM |
| PPG INDS INC | 8314 | 851854 | COM |
| ISHARES TR | 7889 | 845013 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 16767 | 843230 | TAX EXEMPT BD |
| SHERWIN WILLIAMS CO | 2600 | 842501 | COM |
| AIR PRODS & CHEMS INC | 3371 | 832788 | COM |
| PUBLIC STORAGE OPER CO | 3152 | 817996 | COM |
| ALLEGION PLC | 4990 | 794508 | ORD SHS |
| INGREDION INC | 7202 | 794114 | COM |
| VANGUARD SCOTTSDALE FDS | 12049 | 722076 | INTER TERM TREAS |
| REPUBLIC SVCS INC | 3296 | 698622 | COM |
| BECTON DICKINSON & CO | 3490 | 677386 | COM |
| ELI LILLY & CO | 625 | 671584 | COM |
| CISCO SYS INC | 8019 | 617722 | COM |
| ABBOTT LABS | 4891 | 612829 | COM |
| BLACKROCK INC | 562 | 601975 | COM |
| JPMORGAN CHASE & CO. | 1861 | 599572 | COM |
| META PLATFORMS INC | 898 | 593057 | CL A |
| ACCENTURE PLC IRELAND | 2148 | 576308 | SHS CLASS A |
| ISHARES TR | 5312 | 566749 | SHRT NAT MUN ETF |
| TESLA INC | 1249 | 561700 | COM |
| T-MOBILE US INC | 2616 | 531173 | COM |
| INTUIT | 801 | 530615 | COM |
| ISHARES TR | 3473 | 516331 | CORE S&P TTL STK |
| LOWES COS INC | 2093 | 504767 | COM |
| SALESFORCE INC | 1855 | 491433 | COM |
| TJX COS INC NEW | 3166 | 486284 | COM |
| INTERNATIONAL BUSINESS MACHS | 1603 | 474845 | COM |
| COMCAST CORP NEW | 15720 | 469878 | CL A |
| ISHARES TR | 3584 | 461708 | ESG MSCI KLD 400 |
| BROADCOM INC | 1260 | 435914 | COM |
| ORACLE CORP | 2224 | 433447 | COM |
| ISHARES TR | 2826 | 421038 | ESG AWR MSCI USA |
| AUTOMATIC DATA PROCESSING IN | 1632 | 419797 | COM |
| CELESTICA INC | 1375 | 406464 | COM |
| COCA COLA CO | 5782 | 404238 | COM |
| J P MORGAN EXCHANGE TRADED F | 7620 | 384790 | MUNICIPAL ETF |
| HOME DEPOT INC | 1104 | 379954 | COM |
| MASTERCARD INCORPORATED | 627 | 358150 | CL A |
| KLA CORP | 293 | 355439 | COM NEW |
| LINDE PLC | 828 | 352878 | SHS |
| CHURCH & DWIGHT CO INC | 4030 | 337951 | COM |
| AMGEN INC | 1014 | 331847 | COM |
| CINTAS CORP | 1732 | 325738 | COM |
| AMERICAN CENTY ETF TR | 3112 | 317370 | US SML CP VALU |
| ISHARES TR | 6318 | 315963 | CORE INTL AGGR |
| SELECT SECTOR SPDR TR | 7814 | 315309 | STATE STREET REA |
| SERVICENOW INC | 2000 | 306380 | COM |
| VANGUARD INDEX FDS | 1413 | 299185 | SM CP VAL ETF |
| VANGUARD MALVERN FDS | 6041 | 298770 | STRM INFPROIDX |
| ISHARES TR | 2917 | 298684 | 0-5 YR TIPS ETF |
| S&P GLOBAL INC | 553 | 288830 | COM |
| ISHARES TR | 2598 | 285522 | TIPS BD ETF |
| BROWN & BROWN INC | 3570 | 284559 | COM |
| BLACKROCK ETF TRUST | 3822 | 283140 | ISHARES US CARBO |
| LOCKHEED MARTIN CORP | 584 | 282515 | COM |
| SCHWAB CHARLES CORP | 2714 | 271172 | COM |
| BERKSHIRE HATHAWAY INC DEL | 505 | 253838 | CL B NEW |
| WISDOMTREE TR | 8381 | 244217 | ARTIFICIAL INTEL |
| EBAY INC. | 2784 | 242479 | COM |
| SELECT SECTOR SPDR TR | 1678 | 241517 | STATE STREET TEC |
| MARVELL TECHNOLOGY INC | 2764 | 234910 | COM |
| SELECT SECTOR SPDR TR | 1989 | 234204 | STATE STREET COM |
| PEPSICO INC | 1579 | 226627 | COM |
| ISHARES TR | 5136 | 225510 | ESG ADVANCED UNI |
| D R HORTON INC | 1556 | 224111 | COM |
| TARGET CORP | 2259 | 220817 | COM |
| ESSENTIAL UTILS INC | 5532 | 212225 | COM |
| AMERICAN WTR WKS CO INC NEW | 1581 | 206345 | COM |
| SELECT SECTOR SPDR TR | 3711 | 203255 | STATE STREET FIN |
| NUVEEN PFD & INCOME OPPORTUN | 10489 | 85065 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.