1y return+11.6%S&P 500 +20.9%
3y return+33.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $153 against $209 in the S&P 500.2
W.H. Cornerstone Investments Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $26.0M | 14.7% | +6.1% |
| VEAVanguard Tax-managed Fds | $9.7M | 5.5% | +8.6% |
| AAPLApple Inc | $7.6M | 4.3% | −2.0% |
| GOOGLAlphabet Inc | $6.1M | 3.5% | −1.9% |
| VCSHVanguard Scottsdale Fds | $6.1M | 3.4% | −10.4% |
| BNDXVanguard Charlotte Fds | $6.0M | 3.4% | |
| VCITVanguard Scottsdale Fds | $5.4M | 3.1% | −9.4% |
| MSFTMicrosoft Corp | $5.1M | 2.9% | +9.6% |
| AMZNAmazon Com Inc | $4.9M | 2.8% | −6.1% |
| SCHRSchwab Strategic Tr | $4.3M | 2.4% | −15.1% |
| COSTCostco Wholesale Corporation | $4.0M | 2.3% | |
| Dimensional Etf TrustCUSIP 25434V815 | $3.0M | 1.7% | −13.0% |
| IVVIshares Tr | $2.9M | 1.7% | |
| DFEMDimensional Etf Trust | $2.8M | 1.6% | −13.3% |
| SCHOSchwab Strategic Tr | $2.7M | 1.5% | −16.4% |
| DIAState Str Spdr Dow Jones Ind | $2.0M | 1.1% | |
| JNJJohnson & Johnson | $1.9M | 1.1% | −3.9% |
| WMTWalmart Inc | $1.8M | 1.0% | −1.8% |
| SPYState Str Spdr S&p 500 Etf T | $1.6M | 0.9% | −10.8% |
| DFGXDimensional Etf Trust | $1.6M | 0.9% | −37.4% |
| PGProcter & Gamble Co | $1.6M | 0.9% | −12.2% |
| VVisa Inc | $1.5M | 0.9% | −7.7% |
| MUNIPimco Etf Tr | $1.5M | 0.8% | +5.6% |
| SPYMSpdr Series Trust | $1.5M | 0.8% | |
| NVDANvidia Corporation | $1.4M | 0.8% | −9.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $6.1M |
| WMTWalmart Inc | September 30, 2022 | +162.0% | $1.8M |
| JPMJpmorgan Chase & Co | September 30, 2023 | +125.7% | $1.1M |
| AMZNAmazon Com Inc | September 30, 2022 | +110.9% | $4.9M |
| AAPLApple Inc | September 30, 2022 | +109.4% | $7.6M |
| SPYMSpdr Series Trust | September 30, 2022 | +109.3% | $1.5M |
| SPYState Str Spdr S&p 500 Etf T | September 30, 2022 | +109.1% | $1.6M |
| IVVIshares Tr | September 30, 2022 | +108.8% | $2.9M |
| AFLAflac Inc | September 30, 2022 | +108.6% | $1.2M |
| VTIVanguard Index Fds | September 30, 2022 | +106.2% | $26.0M |
Sold off last quarter
- EOGEog Res Inc was $523K
- EQIXEquinix Inc was $438K
- APDAir Products And Chemicals I was $436K
- AZOAutozone Inc was $405K
- PSAPublic Storage Oper Co was $318K
- INGRIngredion Inc was $304K
- INTUIntuit was $247K
- Accenture PLC IrelandCUSIP G1151C101 was $243K
- SPGIS&p Global Inc was $236K
- BROBrown & Brown Inc was $233K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.1% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: W.H. Cornerstone Investments Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1940823&type=13F-HR&dateb=&owner=include&count=40CIK 1940823
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1940823/000206336426000289/Filed August 7, 2026 · accession 0002063364-26-000289