W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2026) About W.H. Cornerstone Investments Inc.Investment ActivityW.H. Cornerstone Investments Inc. has $159.97 million in total holdings as of March 31, 2026.W.H. Cornerstone Investments Inc. owns shares of 129 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 8.96% of the portfolio was purchased this quarter.About 10.81% of the portfolio was sold this quarter.This quarter, W.H. Cornerstone Investments Inc. has purchased 113 new stocks and bought additional shares in 52 stocks.W.H. Cornerstone Investments Inc. sold shares of 48 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $21,259,143Vanguard FTSE Developed Markets ETF $8,041,976Apple $6,816,325Vanguard Short-Term Corporate Bond ETF $6,809,394Vanguard Intermediate-Term Corporate Bond ETF $6,022,503 Largest New Holdings this Quarter 166764100 - Chevron $614,367 Holding464287655 - iShares Russell 2000 ETF $559,643 Holding025072802 - Avantis International Small Cap Value ETF $505,996 Holding26441C204 - Duke Energy $395,985 HoldingH1467J104 - Chubb $387,168 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 50,565 shares (about $2.43M)Vanguard FTSE Developed Markets ETF 13,266 shares (about $850.09K)Vanguard Total Stock Market ETF 2,170 shares (about $696.16K)Chevron 2,969 shares (about $614.37K)iShares Russell 2000 ETF 2,257 shares (about $559.64K) Largest Sales this Quarter DIMENSIONAL ETF TRUST 45,666 shares (about $2.40M)Dimensional Emerging Markets Core Equity 2 ETF 23,948 shares (about $827.41K)Dimensional US Small Cap Value ETF 22,430 shares (about $785.95K)Thermo Fisher Scientific 1,466 shares (about $720.57K)Equinix 717 shares (about $702.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofW.H. Cornerstone Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$21,259,143$696,159 ▲3.4%66,26713.3%ETFVEAVanguard FTSE Developed Markets ETF$8,041,976$850,085 ▲11.8%125,4995.0%ETFAAPLApple$6,816,325$214,707 ▼-3.1%26,8584.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$6,809,394$111,375 ▼-1.6%85,9014.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,022,503$363,689 ▼-5.7%72,7793.8%ETFBNDXVanguard Total International Bond ETF$5,930,099$2,429,652 ▲69.4%123,4153.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,081,274$66,809 ▼-1.3%203,9853.2%ETFGOOGLAlphabet$5,014,869$364,634 ▼-6.8%17,4393.1%Computer and TechnologyMSFTMicrosoft$4,624,347$303,922 ▼-6.2%12,4922.9%Computer and TechnologyAMZNAmazon.com$4,566,736$246,592 ▼-5.1%21,9272.9%Retail/WholesaleCOSTCostco Wholesale$4,235,820$216,225 ▲5.4%4,2512.6%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$3,239,215$167,875 ▲5.5%133,4662.0%ETFDFSVDimensional US Small Cap Value ETF$3,121,661$785,952 ▼-20.1%89,0882.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,752,956$827,407 ▼-23.1%79,6801.7%ETFIVViShares Core S&P 500 ETF$2,561,161$7,185 ▲0.3%3,9211.6%ETFDIMENSIONAL ETF TRUST$2,471,487$2,395,223 ▼-49.2%47,1201.5%DIMENSIONAL INTEWALMART INC$1,965,614$621 ▼0.0%15,8161.2%COMJNJJohnson & Johnson$1,887,380$8,800 ▲0.5%7,7211.2%MedicalXOMExxonMobil$1,818,906$322,351 ▼-15.1%10,7211.1%EnergyPGProcter & Gamble$1,748,276$249,155 ▼-12.5%12,1041.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$1,724,739$6,484 ▲0.4%3,7241.1%FinanceSPYSPDR S&P 500 ETF Trust$1,599,198$164,537 ▲11.5%2,4591.0%FinanceDISVDimensional International Small Cap Value ETF$1,553,636$448,240 ▼-22.4%39,3921.0%ETFVVisa$1,446,710$252,653 ▼-14.9%4,7870.9%Business ServicesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,398,067$389,442 ▲38.6%26,7880.9%ETFNVDANVIDIA$1,384,320$165,672 ▼-10.7%7,9380.9%Computer and TechnologyDFGRDimensional Global Real Estate ETF$1,371,436$118,625 ▼-8.0%51,5970.9%ETFIWBiShares Russell 1000 ETF$1,269,740$3,209 ▲0.3%3,5610.8%ETFSPLGSPDR Portfolio S&P 500 ETF$1,260,524$7,884 ▼-0.6%16,4690.8%ETFECLEcolab$1,256,751$49,749 ▲4.1%4,7240.8%Basic MaterialsSCHBSchwab US Broad Market ETF$1,213,523$333,551 ▼-21.6%48,3480.8%ETFTMOThermo Fisher Scientific$1,204,723$720,573 ▼-37.4%2,4510.8%MedicalXLEEnergy Select Sector SPDR Fund$1,172,837$13,722 ▼-1.2%19,1450.7%ETFMUBiShares National Muni Bond ETF$1,135,882$298,486 ▲35.6%10,7010.7%ETFAFLAflac$1,123,512$5,924 ▲0.5%10,2410.7%FinanceSYYSysco$1,056,565$220,914 ▲26.4%14,8120.7%Consumer StaplesMDTMedtronic$1,025,681$311,768 ▼-23.3%11,8370.6%MedicalAVUVAvantis U.S. Small Cap Value ETF$894,873$551,107 ▲160.3%8,1010.6%ETFETNEaton$893,817$197,434 ▼-18.1%2,4990.6%IndustrialsVTEBVanguard Tax-Exempt Bond ETF$838,628$2,145 ▲0.3%16,8100.5%ETFSHWSherwin-Williams$835,332$1,923 ▲0.2%2,6060.5%Basic MaterialsGSThe Goldman Sachs Group$825,104$701,550 ▼-46.0%9750.5%FinanceAEPAmerican Electric Power$752,105$696,792 ▼-48.1%5,7380.5%UtilitiesBLACKROCK INC$734,341$194,158 ▲35.9%7640.5%COMATOAtmos Energy$731,718$681,471 ▼-48.2%3,9610.5%UtilitiesRSGRepublic Services$723,943$1,971 ▲0.3%3,3050.5%Business ServicesVGITVanguard Intermediate-Term Treasury ETF$721,698$4,169 ▲0.6%12,1190.5%ETFLINDE PLC$669,432$258,847 ▲63.0%1,3500.4%SHSLOWLowe's Companies$658,062$163,511 ▲33.1%2,7850.4%Retail/WholesaleCSCOCisco Systems$621,501$698 ▼-0.1%8,0100.4%Computer and TechnologyTMUST-Mobile US$618,509$69,097 ▲12.6%2,9450.4%Computer and TechnologyCVXChevron$614,367$614,367 ▲New Holding2,9690.4%EnergyMETAMeta Platforms$588,257$74,390 ▲14.5%1,0280.4%Computer and TechnologyLLYEli Lilly and Company$575,770$920 ▲0.2%6260.4%MedicalPPGPPG Industries$569,683$318,937 ▼-35.9%5,3300.4%Basic MaterialsSUBiShares Short-Term National Muni Bond ETF$567,860$2,130 ▲0.4%5,3320.4%ETFIWMiShares Russell 2000 ETF$559,643$559,643 ▲New Holding2,2570.3%FinanceJPMJPMorgan Chase & Co.$548,370$883 ▲0.2%1,8640.3%FinanceALLEAllegion$530,308$194,688 ▼-26.9%3,6500.3%IndustrialsEOGEOG Resources$523,104$672,170 ▼-56.2%3,6180.3%EnergyTJXTJX Companies$506,588$958 ▲0.2%3,1720.3%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$505,996$505,996 ▲New Holding5,0670.3%ETFABTAbbott Laboratories$505,320$3,183 ▲0.6%4,9220.3%MedicalADPAutomatic Data Processing$503,471$171,887 ▲51.8%2,4780.3%Computer and TechnologyPEPPepsiCo$499,154$253,926 ▲103.5%3,2140.3%Consumer StaplesBDXBecton, Dickinson and Company$492,395$56,283 ▼-10.3%3,1320.3%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$485,611$9,117 ▼-1.8%3,4090.3%ETFAWKAmerican Water Works$484,743$269,589 ▲125.3%3,5620.3%UtilitiesEQIXEquinix$438,046$702,638 ▼-61.6%4470.3%FinanceAPDAir Products and Chemicals$435,860$543,663 ▼-55.5%1,5000.3%Basic MaterialsKLACKLA$431,2790.0%2930.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$412,252$22,055 ▼-5.1%3,4020.3%ETFAZOAutoZone$405,334$462,756 ▼-53.3%1200.3%Retail/WholesaleTSLATesla$405,208$59,108 ▼-12.7%1,0900.3%Auto/Tires/TrucksIBMInternational Business Machines$401,742$13,092 ▲3.4%1,6570.3%Computer and TechnologyDUKDuke Energy$395,985$395,985 ▲New Holding3,0240.2%UtilitiesESGUiShares ESG Aware MSCI USA ETF$395,050$4,668 ▼-1.2%2,7930.2%ManufacturingAVGOBroadcom$390,609$619 ▲0.2%1,2620.2%Computer and TechnologyCELESTICA INC$387,3100.0%1,3750.2%COMCBChubb$387,168$387,168 ▲New Holding1,1880.2%FinanceJMUBJPMorgan Municipal ETF$381,282$350 ▲0.1%7,6270.2%ETFCHDChurch & Dwight$377,068$1,026 ▲0.3%4,0410.2%Consumer StaplesABBVAbbVie$373,376$373,376 ▲New Holding1,7170.2%MedicalAMGNAmgen$369,555$12,670 ▲3.6%1,0500.2%MedicalKOCocaCola$355,437$84,258 ▼-19.2%4,6740.2%Consumer StaplesORCLOracle$330,851$3,678 ▲1.1%2,2490.2%Computer and TechnologyUNHUnitedHealth Group$328,587$328,587 ▲New Holding1,2140.2%MedicalMCDMcDonald's$319,509$319,509 ▲New Holding1,0280.2%Retail/WholesalePSAPublic Storage$317,806$536,179 ▼-62.8%1,1730.2%FinanceIAGGiShares Core International Aggregate Bond ETF$316,1530.0%6,3180.2%ETFMAMastercard$313,640$499 ▲0.2%6280.2%Business ServicesVBRVanguard Small-Cap Value ETF$308,663$1,738 ▲0.6%1,4210.2%ETFXLREReal Estate Select Sector SPDR Fund$307,286$11,759 ▼-3.7%7,5260.2%ETFHDHome Depot$307,164$55,908 ▼-15.4%9340.2%Retail/WholesaleTIPiShares TIPS Bond ETF$305,673$18,980 ▲6.6%2,7700.2%ETFINGRIngredion$304,250$507,008 ▼-62.5%2,7010.2%Consumer StaplesEDConsolidated Edison$304,244$304,244 ▲New Holding2,6880.2%UtilitiesVTIPVanguard Short-Term Inflation-Protected Securities ETF$301,7300.0%6,0410.2%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$301,7170.0%2,9170.2%ETFCTASCintas$293,347$338 ▲0.1%1,7340.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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