W.H. Cornerstone Investments Inc.

Est. AUM

$160.0M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$21.3M	66267	13.29%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.0M	125499	5.03%	SOLE
3	APPLE INC	COM	$6.8M	26858	4.26%	SOLE
4	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$6.8M	85901	4.26%	SOLE
5	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.0M	72779	3.77%	SOLE
6	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.9M	123415	3.71%	SOLE
7	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.1M	203985	3.18%	SOLE
8	ALPHABET INC	CAP STK CL A	$5.0M	17439	3.13%	SOLE
9	MICROSOFT CORP	COM	$4.6M	12492	2.89%	SOLE
10	AMAZON COM INC	COM	$4.6M	21927	2.85%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$4.2M	4251	2.65%	SOLE
12	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.2M	133466	2.02%	SOLE
13	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.1M	89088	1.95%	SOLE
14	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.8M	79680	1.72%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$2.6M	3921	1.60%	SOLE
16	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$2.5M	47120	1.54%	SOLE
17	WALMART INC	COM	$2.0M	15816	1.23%	SOLE
18	JOHNSON & JOHNSON	COM	$1.9M	7721	1.18%	SOLE
19	EXXON MOBIL CORP	COM	$1.8M	10721	1.14%	SOLE
20	PROCTER & GAMBLE CO	COM	$1.7M	12104	1.09%	SOLE
21	STATE STR SPDR DOW JONES IND	UT SER 1	$1.7M	3724	1.08%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	2459	1.00%	SOLE
23	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.6M	39392	0.97%	SOLE
24	VISA INC	COM CL A	$1.4M	4787	0.90%	SOLE
25	PIMCO ETF TR	INTER MUN BD ACT	$1.4M	26788	0.87%	SOLE
26	NVIDIA CORPORATION	COM	$1.4M	7938	0.87%	SOLE
27	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.4M	51597	0.86%	SOLE
28	ISHARES TR	RUS 1000 ETF	$1.3M	3561	0.79%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	16469	0.79%	SOLE
30	ECOLAB INC	COM	$1.3M	4724	0.79%	SOLE
31	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	48348	0.76%	SOLE
32	THERMO FISHER SCIENTIFIC INC	COM	$1.2M	2451	0.75%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.2M	19145	0.73%	SOLE
34	ISHARES TR	NATIONAL MUN ETF	$1.1M	10701	0.71%	SOLE
35	AFLAC INC	COM	$1.1M	10241	0.70%	SOLE
36	SYSCO CORP	COM	$1.1M	14812	0.66%	SOLE
37	MEDTRONIC PLC	SHS	$1.0M	11837	0.64%	SOLE
38	AMERICAN CENTY ETF TR	US SML CP VALU	$895K	8101	0.56%	SOLE
39	EATON CORP PLC	SHS	$894K	2499	0.56%	SOLE
40	VANGUARD MUN BD FDS	TAX EXEMPT BD	$839K	16810	0.52%	SOLE
41	SHERWIN WILLIAMS CO	COM	$835K	2606	0.52%	SOLE
42	GOLDMAN SACHS GROUP INC	COM	$825K	975	0.52%	SOLE
43	AMERICAN ELEC PWR CO INC	COM	$752K	5738	0.47%	SOLE
44	BLACKROCK INC	COM	$734K	764	0.46%	SOLE
45	ATMOS ENERGY CORP	COM	$732K	3961	0.46%	SOLE
46	REPUBLIC SVCS INC	COM	$724K	3305	0.45%	SOLE
47	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$722K	12119	0.45%	SOLE
48	LINDE PLC	SHS	$669K	1350	0.42%	SOLE
49	LOWES COS INC	COM	$658K	2785	0.41%	SOLE
50	CISCO SYS INC	COM	$622K	8010	0.39%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.