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CIK: 0001940823
Total reported value
$176.8M
$176.8M
129 檔
27.7%
As reported in its official Q1 2026 Form 13F filing, W.H. Cornerstone Investments Inc.'s tracked investment portfolio stood at $176.8M with 129 total positions.
In Q1 2026, W.H. Cornerstone Investments Inc. displayed an active expansion posture, initiating 21 new positions and adding to 52 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 | 13.29% | +1.43% | +3.39% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.03% | +0.46% | +11.82% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.26% | +0.05% | -3.05% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.26% | -0.82% | -1.61% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.76% | -0.68% | -5.69% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.71% | -0.33% | +69.41% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.18% | -0.76% | -1.30% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.33% | -6.78% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | — | -6.17% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | -0.07% | -5.12% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.65% | -0.40% | +5.38% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.02% | -0.50% | +5.47% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.95% | -0.25% | -20.11% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.72% | -0.13% | -23.11% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | +0.06% | +0.28% | |
| 16 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.54% | -0.65% | -49.22% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.23% | -0.23% | -0.03% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.11% | +0.47% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -0.36% | -15.05% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.21% | -12.47% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.08% | +0.02% | +0.38% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.07% | +11.47% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.97% | -0.17% | -22.39% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -0.04% | -14.87% | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.87% | -0.03% | +38.61% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.05% | -10.69% | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.86% | -0.05% | -7.96% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.79% | +0.03% | +0.25% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.03% | -0.62% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 0.79% | — | +4.12% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.76% | +0.04% | -21.56% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.75% | -0.23% | -37.43% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | -0.15% | -1.16% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.02% | +35.64% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.70% | -0.02% | +0.53% | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 0.66% | +0.15% | +26.44% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | -0.33% | -23.31% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | +0.19% | +160.31% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | +0.01% | -18.09% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.04% | +0.26% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.52% | -0.02% | +0.23% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | -0.22% | -45.95% | |
| 43 | AEP | American Electric Power | Stock-Utilities | 0.47% | -0.22% | -48.09% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.46% | +0.03% | +35.94% | |
| 45 | ATO | Atmos Energy CORP | Stock-Utilities | 0.46% | -0.24% | -48.22% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.45% | -0.06% | +0.27% | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.45% | -0.04% | +0.58% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.42% | +0.06% | +63.04% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | +0.02% | +33.06% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.15% | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | +1.6% | +69.41% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.8% | +11.82% | Add |
| 3 | COST | Costco Wholesale CORP | +0.6% | +5.38% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +0.4% | +160.31% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +3.39% | Add |
| 6 | MUNI | Pimco Intermediate Municipal | +0.3% | +38.61% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -15.05% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.2% | +0.47% | Add |
| 9 | LIN | Linde plc | +0.2% | +63.04% | Add |
| 10 | XLE | Ss Energy Select Sector | +0.2% | -1.16% | Trim |
| 11 | MUB | Ishares National Muni Bond E | +0.2% | +35.64% | Add |
| 12 | AWK | American Water Works Co Inc | +0.2% | +125.30% | Add |
| 13 | PEP | Pepsico Inc | +0.2% | +103.55% | Add |
| 14 | WMT | Walmart Inc | +0.2% | -0.03% | Trim |
| 15 | SCHO | Schwab Short-term US Treas | +0.2% | +5.47% | Add |
| 16 | SYY | Sysco CORP | +0.1% | +26.44% | Add |
| 17 | LOW | Lowe's Cos Inc | +0.1% | +33.06% | Add |
| 18 | BLK | Blackrock Inc | +0.1% | +35.94% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.47% | Add |
| 20 | TMUS | T-mobile US Inc | +0.1% | +12.58% | Add |
| 21 | ECL | Ecolab Inc | +0.1% | +4.12% | Add |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | -1.61% | Trim |
| 23 | ADP | Automatic Data Processing | +0.1% | +51.84% | Add |
| 24 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 25 | SCHR | Schwab Intermediate-term US | +0.1% | -1.30% | Trim |
| 26 | TGT | Target CORP | 0% | +0.75% | Add |
| 27 | CHD | Church & Dwight Co Inc | 0% | +0.27% | Add |
| 28 | EUSB | Ishr Esg Advn Universal Bd-$ | 0% | +18.52% | Add |
| 29 | AMGN | Amgen Inc | 0% | +3.55% | Add |
| 30 | RSG | Republic Services Inc | 0% | +0.27% | Add |
| 31 | TJX | Tjx Companies Inc | 0% | +0.19% | Add |
| 32 | TIP | Ishares Tips Bond ETF | 0% | +6.62% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | -0.11% | Trim |
| 34 | SUB | Ishares Short-term National | 0% | +0.38% | Add |
| 35 | AFL | Aflac Inc | 0% | +0.53% | Add |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +0.38% | Add |
| 37 | WTRG | Essential Utilities Inc | 0% | +0.70% | Add |
| 38 | VBR | Vanguard Small-cap Value ETF | 0% | +0.57% | Add |
| 39 | SHW | Sherwin-williams Co/the | 0% | +0.23% | Add |
| 40 | META | Meta Platforms Inc-class A | 0% | +14.48% | Add |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +0.26% | Add |
| 42 | JMUB | Jpmorgan Municipal ETF | 0% | +0.09% | Add |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | 0% | — | Unchanged |
| 44 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 45 | VGIT | Vanguard Intermediate-term T | 0% | +0.58% | Add |
| 46 | IAGG | Ishares Intl Aggregate Bond | 0% | — | Unchanged |
| 47 | ESGU | Ishares Esg Aware Msci USA | — | -1.17% | Trim |
| 48 | SCHW | Schwab (charles) CORP | — | +0.33% | Add |
| 49 | XLC | Ss Comm Select Sector Spdr | — | +0.35% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
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 129 disclosed positions in Q1 2026.
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, VEA, AAPL) accounted for 27.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
CVX
市值: $614.4K
Top Position Liquidated / Trimmed
CRM
前期市值: $491.4K
During Q1 2026, W.H. Cornerstone Investments Inc.'s top holdings by market value included VTI (13.3%)、VEA (5.0%)、AAPL (4.3%). The largest single position, VTI, represented 13.3% of total portfolio value.
In Q1 2026, W.H. Cornerstone Investments Inc. made 126 total portfolio adjustments, initiating 21 new buys, adding to 52 positions, trimming 48 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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