W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2026)

About W.H. Cornerstone Investments Inc.

Investment Activity

W.H. Cornerstone Investments Inc. has $176.82 million in total holdings as of June 30, 2026.
W.H. Cornerstone Investments Inc. owns shares of 141 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 10.17% of the portfolio was purchased this quarter.
About 6.98% of the portfolio was sold this quarter.
This quarter, W.H. Cornerstone Investments Inc. has purchased 129 new stocks and bought additional shares in 68 stocks.
W.H. Cornerstone Investments Inc. sold shares of 41 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $26,026,465
Vanguard FTSE Developed Markets ETF: $9,711,271
Apple: $7,615,305
Alphabet: $6,111,037
Vanguard Short-Term Corporate Bond ETF: $6,080,697

Largest New Holdings this Quarter

97717X511 - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund: $1,348,628 Holding
97717Y725 - WisdomTree Mortgage Plus Bond Fund: $1,082,027 Holding
464288653 - iShares 10-20 Year Treasury Bond ETF: $463,216 Holding
97717Y527 - WisdomTree Floating Rate Treasury Fund: $411,989 Holding
97717X156 - WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund: $403,028 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 4,067 shares (about $1.50M)
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund: 31,017 shares (about $1.35M)
WisdomTree Mortgage Plus Bond Fund: 24,500 shares (about $1.08M)
Vanguard FTSE Developed Markets ETF: 10,800 shares (about $769.50K)
KLA: 2,529 shares (about $763.09K)

Largest Sales this Quarter

DIMENSIONAL ETF TRUST: 17,640 shares (about $945.41K)
Schwab Intermediate-Term U.S. Treasury ETF: 30,806 shares (about $759.68K)
Vanguard Short-Term Corporate Bond ETF: 8,959 shares (about $708.03K)
Vanguard Intermediate-Term Corporate Bond ETF: 6,843 shares (about $565.57K)
Schwab Short-Term U.S. Treasury ETF: 21,911 shares (about $528.93K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$26,026,465	$1,504,957 â–²	6.1%	70,334	14.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,711,271	$769,497 â–²	8.6%	136,299	5.5%	ETF
AAPL Apple	$7,615,305	$156,253 â–¼	-2.0%	26,318	4.3%	Technology
GOOGL Alphabet	$6,111,037	$121,149 â–¼	-1.9%	17,100	3.5%	Communication Services
VCSH Vanguard Short-Term Corporate Bond ETF	$6,080,697	$708,026 â–¼	-10.4%	76,942	3.4%	ETF
BNDX Vanguard Total International Bond ETF	$5,972,716	$4,262 â–¼	-0.1%	123,327	3.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,449,571	$565,570 â–¼	-9.4%	65,936	3.1%	ETF
MSFT Microsoft	$5,107,795	$448,000 â–²	9.6%	13,693	2.9%	Technology
AMZN Amazon.com	$4,909,566	$316,516 â–¼	-6.1%	20,599	2.8%	Consumer Discretionary
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$4,270,604	$759,678 â–¼	-15.1%	173,179	2.4%	ETF
COST Costco Wholesale	$3,983,260	$6,548 â–²	0.2%	4,258	2.3%	Consumer Staples
DFSV Dimensional US Small Cap Value ETF	$3,005,191	$450,548 â–¼	-13.0%	77,473	1.7%	ETF
IVV iShares Core S&P 500 ETF	$2,943,293	$6,740 â–²	0.2%	3,930	1.7%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$2,807,145	$431,071 â–¼	-13.3%	69,073	1.6%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$2,692,941	$528,932 â–¼	-16.4%	111,555	1.5%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,950,951	$5,746 â–²	0.3%	3,735	1.1%	ETF
JNJ Johnson & Johnson	$1,884,137	$76,696 â–¼	-3.9%	7,419	1.1%	Healthcare
WALMART INC	$1,759,677	$31,599 â–¼	-1.8%	15,537	1.0%	COM
SPY SPDR S&P 500 ETF Trust	$1,637,500	$198,621 â–¼	-10.8%	2,193	0.9%	ETF
DIMENSIONAL ETF TRUST	$1,579,973	$945,411 â–¼	-37.4%	29,480	0.9%	INTL COR FIX ETF
PG Procter & Gamble	$1,558,711	$216,137 â–¼	-12.2%	10,630	0.9%	Consumer Staples
V Visa	$1,515,447	$126,945 â–¼	-7.7%	4,417	0.9%	Finance
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,487,974	$78,901 â–²	5.6%	28,288	0.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,450,395	$3,076 â–²	0.2%	16,504	0.8%	ETF
NVDA NVIDIA	$1,444,570	$143,657 â–¼	-9.0%	7,220	0.8%	Technology
IWB iShares Russell 1000 ETF	$1,444,228	$13,922 â–¼	-1.0%	3,527	0.8%	ETF
DFGR Dimensional Global Real Estate ETF	$1,434,922	$59,852 â–¼	-4.0%	49,531	0.8%	ETF
SYY Sysco	$1,428,528	$190,560 â–²	15.4%	17,092	0.8%	Consumer Staples
SCHB Schwab US Broad Market ETF	$1,418,669	$18,506 â–²	1.3%	48,987	0.8%	ETF
DISV Dimensional International Small Cap Value ETF	$1,413,560	$167,219 â–¼	-10.6%	35,225	0.8%	ETF
ECL Ecolab	$1,394,116	$78,008 â–²	5.9%	5,004	0.8%	Materials
XOM ExxonMobil	$1,383,837	$81,893 â–¼	-5.6%	10,122	0.8%	Energy
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$1,348,628	$1,348,628 â–²	New Holding	31,017	0.8%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$1,328,370	$317,651 â–²	31.4%	10,647	0.8%	ETF
MUB iShares National Muni Bond ETF	$1,227,448	$75,767 â–²	6.6%	11,405	0.7%	ETF
AFL Aflac	$1,207,231	$6,449 â–²	0.5%	10,296	0.7%	Finance
JPM JPMorgan Chase & Co.	$1,137,081	$526,972 â–²	86.4%	3,474	0.6%	Finance
MTGP WisdomTree Mortgage Plus Bond Fund	$1,082,027	$1,082,027 â–²	New Holding	24,500	0.6%	ETF
IWM iShares Russell 2000 ETF	$1,060,829	$382,752 â–²	56.4%	3,531	0.6%	ETF
XLE Energy Select Sector SPDR Fund	$1,023,964	$7,170 â–²	0.7%	19,280	0.6%	ETF
ETN Eaton	$1,002,234	$62,640 â–¼	-5.9%	2,352	0.6%	Industrials
CSCO Cisco Systems	$958,402	$17,502 â–²	1.9%	8,159	0.5%	Technology
TMO Thermo Fisher Scientific	$925,682	$303,379 â–¼	-24.7%	1,846	0.5%	Healthcare
ABBV AbbVie	$882,009	$449,938 â–²	104.1%	3,505	0.5%	Healthcare
SHW Sherwin-Williams	$881,415	$15,838 â–¼	-1.8%	2,560	0.5%	Materials
BLACKROCK INC	$870,753	$136,476 â–²	18.6%	906	0.5%	COM
LINDE PLC	$853,270	$152,592 â–²	21.8%	1,644	0.5%	SHS
KLAC KLA	$851,495	$763,087 â–²	863.1%	2,822	0.5%	Technology
VTEB Vanguard Tax-Exempt Bond ETF	$844,563	$5,665 â–¼	-0.7%	16,698	0.5%	ETF
AVDV Avantis International Small Cap Value ETF	$819,853	$297,707 â–²	57.0%	7,956	0.5%	ETF
LLY Eli Lilly and Company	$790,287	$39,574 â–²	5.3%	659	0.4%	Healthcare
TJX TJX Companies	$785,411	$304,832 â–²	63.4%	5,184	0.4%	Consumer Discretionary
LOW Lowe's Companies	$764,166	$150,143 â–²	24.5%	3,466	0.4%	Consumer Discretionary
VGIT Vanguard Intermediate-Term Treasury ETF	$721,495	$6,724 â–²	0.9%	12,233	0.4%	ETF
CVX Chevron	$713,531	$221,435 â–²	45.0%	4,305	0.4%	Energy
RSG Republic Services	$695,600	$8,522 â–¼	-1.2%	3,265	0.4%	Industrials
ADP Automatic Data Processing	$669,388	$114,439 â–²	20.6%	2,989	0.4%	Industrials
UNH UnitedHealth Group	$654,824	$150,090 â–²	29.7%	1,575	0.4%	Healthcare
META Meta Platforms	$619,740	$40,565 â–²	7.0%	1,100	0.4%	Communication Services
AWK American Water Works	$600,249	$131,576 â–²	28.1%	4,562	0.3%	Utilities
SUB iShares Short-Term National Muni Bond ETF	$570,987	$3,301 â–²	0.6%	5,363	0.3%	ETF
PEP PepsiCo	$561,935	$126,740 â–²	29.1%	4,150	0.3%	Consumer Staples
ITOT iShares Core S&P Total U.S. Stock Market ETF	$561,511	$1,479 â–²	0.3%	3,418	0.3%	ETF
MDT Medtronic	$553,243	$372,766 â–¼	-40.3%	7,072	0.3%	Healthcare
CB Chubb	$551,815	$146,901 â–²	36.3%	1,619	0.3%	Finance
TMUS T-Mobile US	$530,690	$36,732 â–²	7.4%	3,164	0.3%	Communication Services
DUK Duke Energy	$527,422	$144,671 â–²	37.8%	4,167	0.3%	Utilities
GS The Goldman Sachs Group	$523,602	$461,942 â–¼	-46.9%	518	0.3%	Finance
CELESTICA INC	$501,600		0.0%	1,375	0.3%	COM
PPG PPG Industries	$492,320	$154,161 â–¼	-23.8%	4,059	0.3%	Materials
DSI iShares ESG MSCI KLD 400 ETF	$489,329	$4,983 â–²	1.0%	3,437	0.3%	ETF
IBM International Business Machines	$482,767	$16,870 â–²	3.6%	1,717	0.3%	Technology
AVGO Broadcom	$474,520	$2,267 â–¼	-0.5%	1,256	0.3%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$466,620	$154,822 â–²	49.7%	5,633	0.3%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$463,216	$463,216 â–²	New Holding	4,616	0.3%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$460,626	$3,438 â–²	0.8%	2,814	0.3%	ETF
TSLA Tesla	$458,454		0.0%	1,090	0.3%	Consumer Discretionary
EMXC iShares MSCI Emerging Markets ex China ETF	$450,113	$160,097 â–²	55.2%	4,400	0.3%	ETF
CHE Chemed	$449,554	$160,721 â–²	55.6%	965	0.3%	Healthcare
ALLE Allegion	$448,725	$64,063 â–¼	-12.5%	3,194	0.3%	Industrials
AEP American Electric Power	$447,558	$337,550 â–¼	-43.0%	3,271	0.3%	Utilities
ED Consolidated Edison	$442,979	$145,594 â–²	49.0%	4,004	0.3%	Utilities
ES Eversource Energy	$436,810	$138,473 â–²	46.4%	6,044	0.2%	Utilities
ABT Abbott Laboratories	$431,395	$15,245 â–¼	-3.4%	4,754	0.2%	Healthcare
GPC Genuine Parts	$425,004	$168,373 â–²	65.6%	3,602	0.2%	Consumer Discretionary
EME EMCOR Group	$422,436	$137,769 â–²	48.4%	509	0.2%	Industrials
BDX Becton, Dickinson and Company	$422,111	$51,913 â–¼	-11.0%	2,789	0.2%	Healthcare
USFR WisdomTree Floating Rate Treasury Fund	$411,989	$411,989 â–²	New Holding	8,183	0.2%	ETF
AMGN Amgen	$405,785	$25,701 â–²	6.8%	1,121	0.2%	Healthcare
SFIG WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund	$403,028	$403,028 â–²	New Holding	8,340	0.2%	ETF
CRS Carpenter Technology	$400,073	$16,028 â–²	4.2%	649	0.2%	Industrials
WTAI WisdomTree Artificial Intelligence and Innovation Fund	$397,838		0.0%	8,381	0.2%	ETF
ATO Atmos Energy	$388,421	$293,856 â–¼	-43.1%	2,255	0.2%	Utilities
JMUB JPMorgan Municipal ETF	$387,783	$1,418 â–²	0.4%	7,655	0.2%	ETF
KO CocaCola	$378,317	$1,544 â–¼	-0.4%	4,655	0.2%	Consumer Staples
CHD Church & Dwight	$376,949	$14,532 â–¼	-3.7%	3,891	0.2%	Consumer Staples
AOS A. O. Smith	$375,067	$151,093 â–²	67.5%	5,980	0.2%	Industrials
MCD McDonald's	$371,630	$93,786 â–²	33.8%	1,375	0.2%	Consumer Discretionary
MRK Merck & Co., Inc.	$351,006	$351,006 â–²	New Holding	2,732	0.2%	Healthcare
VBR Vanguard Small-Cap Value ETF	$346,219	$972 â–²	0.3%	1,425	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2026)

About W.H. Cornerstone Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2026)

About W.H. Cornerstone Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofW.H. Cornerstone Investments Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools