W.H. Cornerstone Investments Inc. - Portfolio overview

W.H. Cornerstone Investments Inc. has 139 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 12.96%
2. VEA - VANGUARD TAX-MANAGED FDS, 4.90%
3. AAPL - APPLE INC, 4.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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