W.H. Cornerstone Investments Inc.: 13F holdings
CIK 19408232026Q2
| Positions | 141 |
|---|---|
| Reported value | $176.8m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 70,334 | $26.0m | 14.7% |
| VEA VANGUARD TAX-MANAGED FDS | 136,299 | $9.7m | 5.5% |
| AAPL APPLE INC | 26,318 | $7.6m | 4.3% |
| GOOGL ALPHABET INC | 17,100 | $6.1m | 3.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 76,942 | $6.1m | 3.4% |
| BNDX VANGUARD CHARLOTTE FDS | 123,327 | $6.0m | 3.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 65,936 | $5.4m | 3.1% |
| MSFT MICROSOFT CORP | 13,693 | $5.1m | 2.9% |
| AMZN AMAZON COM INC | 20,599 | $4.9m | 2.8% |
| SCHR SCHWAB STRATEGIC TR | 173,179 | $4.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1940823")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.