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CIK: 0001940823
Total reported value
$176.8M
$176.8M
115 檔
26.7%
As reported in its official Q3 2025 Form 13F filing, W.H. Cornerstone Investments Inc.'s tracked investment portfolio stood at $176.8M with 115 total positions.
In Q3 2025, W.H. Cornerstone Investments Inc. displayed an active expansion posture, initiating 9 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.79% | +1.43% | +0.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.05% | -1.35% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.29% | -0.82% | +3.04% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | — | -7.09% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.14% | -0.68% | -5.62% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.71% | +0.46% | +3.51% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.23% | -0.76% | +4.49% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | -0.07% | +3.61% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +0.33% | -8.31% | |
| 10 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.78% | -0.65% | +30.03% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.72% | -0.33% | -14.02% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.28% | -0.40% | -1.51% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.96% | -0.25% | +2.92% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.92% | -0.13% | +3.61% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.73% | -0.50% | +42.58% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.06% | +0.28% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | -0.21% | +1.21% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | -0.04% | -7.01% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | -0.23% | +3.06% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.05% | +0.02% | +0.35% | |
| 21 | DISV | Dimensional International Sm | ETF-Other | 1.04% | -0.17% | +2.66% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 0.95% | -0.33% | -7.23% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.94% | -0.22% | -18.72% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.23% | -0.81% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.36% | -3.21% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | -0.07% | +0.23% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.05% | +4.31% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.11% | -0.94% | |
| 29 | ATO | Atmos Energy CORP | Stock-Utilities | 0.86% | -0.24% | +8.18% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.85% | -0.05% | +3.86% | |
| 31 | AEP | American Electric Power | Stock-Utilities | 0.82% | -0.22% | +9.19% | |
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.79% | -0.27% | EXIT | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.03% | +0.03% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.79% | +0.03% | -1.77% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.75% | +0.04% | +0.03% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | +0.01% | +176.78% | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.72% | -0.02% | +0.17% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.68% | -0.33% | EXIT | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.68% | -0.03% | +4.96% | |
| 40 | AZO | Autozone Inc | Stock-Consumer Disc | 0.68% | -0.25% | EXIT | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.64% | +0.15% | +11.58% | |
| 42 | PSA | Public Storage | Stock-Real Estate | 0.61% | -0.20% | EXIT | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.59% | -0.08% | -13.50% | |
| 44 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.59% | -0.19% | EXIT | |
| 45 | ALLE | Allegion plc | Stock-Industrials | 0.59% | -0.08% | — | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.57% | -0.09% | +0.72% | |
| 47 | EQIX | Equinix Inc | Stock-Real Estate | 0.56% | -0.27% | EXIT | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.55% | -0.02% | -25.37% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.02% | -30.28% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.51% | — | -2.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +0.21% | Add |
| 2 | ETN | Eaton Corporation plc | +0.6% | +176.78% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +4.31% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -8.31% | Trim |
| 5 | MSFT | Microsoft CORP | +0.5% | -7.09% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.51% | Add |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.4% | +3.61% | Add |
| 8 | PG | Procter & Gamble Co/the | +0.3% | +1.21% | Add |
| 9 | AZO | Autozone Inc | +0.3% | +60.87% | Add |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +0.37% | Add |
| 11 | MDT | Medtronic plc | +0.2% | -7.23% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | +0.14% | Add |
| 13 | ATO | Atmos Energy CORP | +0.2% | +8.18% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -18.72% | Trim |
| 15 | DFSV | Dimensional US Small Cap Val | +0.1% | +2.92% | Add |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +0.35% | Add |
| 17 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.03% | Add |
| 18 | AEP | American Electric Power | +0.1% | +9.19% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.28% | Add |
| 20 | DISV | Dimensional International Sm | +0.1% | +2.66% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +3.61% | Add |
| 22 | AAPL | Apple Inc | — | -1.35% | Trim |
| 23 | SCHR | Schwab Intermediate-term US | 0% | +4.49% | Add |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +3.04% | Add |
| 25 | HD | Home Depot Inc | -0.3% | -53.46% | Trim |
| 26 | SUB | Ishares Short-term National | -0.3% | -42.20% | Trim |
| 27 | SHW | Sherwin-williams Co/the | -0.3% | -25.37% | Trim |
| 28 | MUB | Ishares National Muni Bond E | -0.3% | -30.28% | Trim |
| 29 | ACN | Accenture plc | -0.4% | -28.49% | Trim |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | +0.03% | Trim |
| 31 | LMT | Lockheed Martin CORP | -0.5% | -75.45% | Trim |
| 32 | COST | Costco Wholesale CORP | -0.6% | -1.51% | Trim |
| 33 | VCIT | Vanguard Int-term Corporate | -1.5% | -5.62% | Trim |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -2.9% | -14.02% | Trim |
| 35 | DFGX | Dimsnl Intr Cf In Etf-usd In | — | NEW | New buy |
| 36 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 37 | ALLE | Allegion plc | — | NEW | New buy |
| 38 | EQIX | Equinix Inc | — | NEW | New buy |
| 39 | GIS | General Mills Inc | — | EXIT | Sold out |
| 40 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 41 | FRT | Federal Realty Invs Trust | — | EXIT | Sold out |
| 42 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 43 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 45 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 46 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 47 | XLY | Ss Consumer Disc Select Sect | — | EXIT | Sold out |
| 48 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 49 | CLS | Celestica Inc | — | NEW | New buy |
| 50 | KLAC | Kla CORP | — | NEW | New buy |
According to official SEC Form 13F filings, W.H. Cornerstone Investments Inc. reported a total U.S. public equity portfolio value of $176.8M across 115 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, VCSH) accounted for 26.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFGX
市值: $4.6M
Top Position Liquidated / Trimmed
GIS
前期市值: $903.1K
During Q3 2025, W.H. Cornerstone Investments Inc.'s top holdings by market value included VTI (11.8%)、AAPL (4.4%)、VCSH (4.3%). The largest single position, VTI, represented 11.8% of total portfolio value.
In Q3 2025, W.H. Cornerstone Investments Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 14 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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