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CIK: 0001940823
Total reported value
$176.8M
$176.8M
113 檔
28.0%
At the close of Q4 2025, W.H. Cornerstone Investments Inc. disclosed equity holdings valued at approximately $176.8M, spread across 113 reported holdings.
In Q4 2025, W.H. Cornerstone Investments Inc. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.96% | +1.43% | +8.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.54% | +0.05% | -1.80% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.23% | +0.46% | +10.57% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.20% | -0.82% | -0.91% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.90% | -0.68% | -4.32% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | — | -0.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.53% | +0.33% | -3.45% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.22% | -0.07% | -1.20% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.13% | -0.76% | -1.86% | |
| 10 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.94% | -0.65% | +9.89% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.21% | -0.25% | +10.58% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.12% | -0.33% | -19.21% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.10% | -0.40% | -0.05% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.07% | -0.13% | +5.71% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.86% | -0.50% | +8.79% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | +0.06% | +0.36% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.37% | -0.23% | -2.20% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.21% | -5.72% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | -0.04% | -3.15% | |
| 20 | DISV | Dimensional International Sm | ETF-Other | 1.16% | -0.17% | +5.79% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.07% | +0.02% | -0.32% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.23% | +7.42% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.05% | +13.27% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.97% | +0.04% | +28.16% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.11% | -1.75% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.96% | -0.22% | -7.06% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.36% | -4.02% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.07% | +0.18% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.89% | -0.33% | -5.69% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.89% | -0.05% | +10.22% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.03% | -0.22% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.80% | +0.03% | +0.28% | |
| 33 | ATO | Atmos Energy CORP | Stock-Utilities | 0.77% | -0.24% | -7.26% | |
| 34 | AEP | American Electric Power | Stock-Utilities | 0.77% | -0.22% | -7.49% | |
| 35 | ECL | Ecolab Inc | Stock-Materials | 0.72% | — | +47.59% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.68% | -0.02% | -3.46% | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.61% | -0.03% | -9.19% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | +0.01% | -6.58% | |
| 39 | EQIX | Equinix Inc | Stock-Real Estate | 0.54% | -0.27% | EXIT | |
| 40 | AZO | Autozone Inc | Stock-Consumer Disc | 0.53% | -0.25% | EXIT | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.33% | EXIT | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | -0.15% | +115.71% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.52% | +0.15% | -8.72% | |
| 44 | PPG | Ppg Industries Inc | Stock-Materials | 0.51% | -0.08% | -10.04% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.02% | -1.77% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.51% | -0.04% | +0.49% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | -0.02% | -0.12% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.50% | -0.27% | EXIT | |
| 49 | PSA | Public Storage | Stock-Real Estate | 0.49% | -0.20% | EXIT | |
| 50 | ALLE | Allegion plc | Stock-Industrials | 0.48% | -0.08% | -8.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +8.83% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -3.45% | Trim |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.5% | +10.57% | Add |
| 4 | DFSV | Dimensional US Small Cap Val | +0.3% | +10.58% | Add |
| 5 | SCHB | Schwab US Broad Market ETF | +0.2% | +28.16% | Add |
| 6 | ECL | Ecolab Inc | +0.2% | +47.59% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.20% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -1.80% | Trim |
| 9 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.2% | +9.89% | Add |
| 10 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +5.71% | Add |
| 11 | SCHO | Schwab Short-term US Treas | +0.1% | +8.79% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +7.42% | Add |
| 13 | DISV | Dimensional International Sm | +0.1% | +5.79% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +0.16% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +13.27% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | -1.20% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.75% | Trim |
| 18 | DFGR | Dim Global Real Estate ETF | 0% | +10.22% | Add |
| 19 | HD | Home Depot Inc | -0.1% | -5.64% | Trim |
| 20 | LOW | Lowe's Cos Inc | -0.1% | -11.35% | Trim |
| 21 | META | Meta Platforms Inc-class A | -0.1% | -5.97% | Trim |
| 22 | MUNI | Pimco Intermediate Municipal | -0.1% | -9.19% | Trim |
| 23 | PPG | Ppg Industries Inc | -0.1% | -10.04% | Trim |
| 24 | ATO | Atmos Energy CORP | -0.1% | -7.26% | Trim |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.91% | Trim |
| 26 | SCHR | Schwab Intermediate-term US | -0.1% | -1.86% | Trim |
| 27 | INGR | Ingredion Inc | -0.1% | -9.42% | Trim |
| 28 | ALLE | Allegion plc | -0.1% | -8.68% | Trim |
| 29 | SYY | Sysco CORP | -0.1% | -8.72% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | +0.23% | Add |
| 31 | PSA | Public Storage | -0.1% | -8.51% | Trim |
| 32 | AZO | Autozone Inc | -0.2% | -0.77% | Trim |
| 33 | XLRE | Ss Real Estate Select Sector | -0.2% | -40.55% | Trim |
| 34 | ETN | Eaton Corporation plc | -0.2% | -6.58% | Trim |
| 35 | EOG | Eog Resources Inc | -0.2% | -17.04% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -5.72% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.2% | -0.05% | Trim |
| 38 | VCIT | Vanguard Int-term Corporate | -0.2% | -4.32% | Trim |
| 39 | TMUS | T-mobile US Inc | -0.3% | -33.44% | Trim |
| 40 | APD | Air Products & Chemicals Inc | -0.3% | -29.36% | Trim |
| 41 | MSFT | Microsoft CORP | -0.3% | -0.17% | Trim |
| 42 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | -19.21% | Trim |
| 43 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 44 | CLX | Clorox Company | — | EXIT | Sold out |
| 45 | RMD | Resmed Inc | — | EXIT | Sold out |
| 46 | TSCO | Tractor Supply Company | — | EXIT | Sold out |
| 47 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 48 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 49 | AVRE | Avantis Real Estate ETF | — | EXIT | Sold out |
| 50 | JPC | Nuveen Prefered & Income Opp | — | 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 113 disclosed positions in Q4 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, VEA) accounted for 28.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVUV
市值: $317.4K
Top Position Liquidated / Trimmed
CLX
前期市值: $298.8K
During Q4 2025, W.H. Cornerstone Investments Inc.'s top holdings by market value included VTI (13.0%)、AAPL (4.5%)、VEA (4.2%). The largest single position, VTI, represented 13.0% of total portfolio value.
In Q4 2025, W.H. Cornerstone Investments Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 28 holdings, and fully liquidating 5 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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