Institutional Fund
W.H. Cornerstone Investments Inc.
Kingston, MACIK 19408235 filings on record
Portfolio Value
$159.97M
Q1 2026
Holdings
129
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-3.6%
from $165.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.3%
- Vanguard Tax-Managed Fds5.0%
- Apple Inc4.3%
- Vanguard Scottsdale Fds4.3%
- Vanguard Scottsdale Fds3.8%
- Vanguard Charlotte Fds3.7%
- Other65.7%
Portfolio Holdings
129 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 66.3K | $21.26M | 13.3% | +2.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 125.5K | $8.04M | 5.0% | +13.3K | Added |
| 3 | Apple Inc | 26.9K | $6.82M | 4.3% | −846 | Reduced |
| 4 | Vanguard Scottsdale Fds | 85.9K | $6.81M | 4.3% | −1.4K | Reduced |
| 5 | Vanguard Scottsdale Fds | 72.8K | $6.02M | 3.8% | −4.4K | Reduced |
| 6 | Vanguard Charlotte Fds | 123.4K | $5.93M | 3.7% | +50.6K | Added |
| 7 | Schwab Strategic Tr | 204.0K | $5.08M | 3.2% | −2.7K | Reduced |
| 8 | Alphabet Inc | 17.4K | $5.01M | 3.1% | −1.3K | Reduced |
| 9 | Microsoft Corp | 12.5K | $4.62M | 2.9% | −821 | Reduced |
| 10 | Amazon Com Inc | 21.9K | $4.57M | 2.9% | −1.2K | Reduced |
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