W.H. Cornerstone Investments Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), W.H. Cornerstone Investments Inc. reported 141 stock positions worth $176.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.5%) and Apple (AAPL, 4.3%). Compared with Q1 2026, it opened 25 new positions, sold out of 13, added to 67 and reduced 42. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +6%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTON, MA
- CIK
- 0001940823
- Portfolio Value
- $176.8M (Q2 2026)
- SEC Filing
- 0002063364-26-000289 ↗ filed Aug 7, 2026
Holdings Value
Holdings 141 stocks · $176.8M
| VTI VG Morningstar TS MKT ETF-US | 14.72% | 70,334 | $26.0M | Add +6.1% |
| VEA Vanguard Ftse Developed ETF | 5.49% | 136,299 | $9.7M | Add +8.6% |
| AAPL Apple Inc. | 4.31% | 26,318 | $7.6M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 3.46% | 17,100 | $6.1M | Reduce -1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.44% | 76,942 | $6.1M | Reduce -10.4% |
| BNDX Vanguard Total Intl Bond ETF | 3.38% | 123,327 | $6.0M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 3.08% | 65,936 | $5.4M | Reduce -9.4% |
| MSFT Microsoft Corp. | 2.89% | 13,693 | $5.1M | Add +9.6% |
| AMZN Amazon.com Inc. | 2.78% | 20,599 | $4.9M | Reduce -6.1% |
| SCHR Schwab Intermediate-Term US | 2.42% | 173,179 | $4.3M | Reduce -15.1% |
| COST Costco Wholesale Corp. | 2.25% | 4,258 | $4.0M | Add +0.2% |
| DFSV Dimensional US Small Cap Val | 1.70% | 77,473 | $3.0M | Reduce -13.0% |
| IVV iShares Core S&P 500 ETF | 1.66% | 3,930 | $2.9M | Add +0.2% |
| DFEM Dimensional Emrg MRKT Core | 1.59% | 69,073 | $2.8M | Reduce -13.3% |
| SCHO Schwab Short-Term US Treas | 1.52% | 111,555 | $2.7M | Reduce -16.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.10% | 3,735 | $2.0M | Add +0.3% |
| JNJ Johnson & Johnson | 1.07% | 7,419 | $1.9M | Reduce -3.9% |
| WMT Walmart Inc. | 1.00% | 15,537 | $1.8M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 2,193 | $1.6M | Reduce -10.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.89% | 29,480 | $1.6M | Reduce -37.4% |
| PG The Procter & Gamble Co. | 0.88% | 10,630 | $1.6M | Reduce -12.2% |
| V Visa Inc. Class A | 0.86% | 4,417 | $1.5M | Reduce -7.7% |
| MUNI PIMCO Intermediate Municipal | 0.84% | 28,288 | $1.5M | Add +5.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.82% | 16,504 | $1.5M | Add +0.2% |
| NVDA Nvidia Corp. | 0.82% | 7,220 | $1.4M | Reduce -9.1% |
| IWB iShares Russell 1000 ETF | 0.82% | 3,527 | $1.4M | Reduce -0.9% |
| DFGR Dim Global Real Estate ETF | 0.81% | 49,531 | $1.4M | Reduce -4.0% |
| SYY Sysco Corp. | 0.81% | 17,092 | $1.4M | Add +15.4% |
| SCHB Schwab US Broad Market ETF | 0.80% | 48,987 | $1.4M | Add +1.3% |
| DISV Dimensional International SM | 0.80% | 35,225 | $1.4M | Reduce -10.6% |
| ECL Ecolab Inc. | 0.79% | 5,004 | $1.4M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.78% | 10,122 | $1.4M | Reduce -5.6% |
| AGGY Wisdomtree Yield Enhanced US | 0.76% | 31,017 | $1.3M | New |
| AVUV Avantis US Small Cap Value | 0.75% | 10,647 | $1.3M | Add +31.4% |
| MUB iShares National Muni Bond E | 0.69% | 11,405 | $1.2M | Add +6.6% |
| AFL Aflac Inc. | 0.68% | 10,296 | $1.2M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.64% | 3,474 | $1.1M | Add +86.4% |
| MTGP Wisdomtree Mtge Plus Bond | 0.61% | 24,500 | $1.1M | New |
| IWM iShares Russell 2000 ETF | 0.60% | 3,531 | $1.1M | Add +56.5% |
| XLE SS Energy Select Sector | 0.58% | 19,280 | $1.0M | Add +0.7% |
| ETN Eaton Corp. PLC | 0.57% | 2,352 | $1.0M | Reduce -5.9% |
| CSCO Cisco Systems Inc. | 0.54% | 8,159 | $958K | Add +1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 1,846 | $926K | Reduce -24.7% |
| ABBV Abbvie Inc. | 0.50% | 3,505 | $882K | Add +104.1% |
| SHW The Sherwin-Williams Co. | 0.50% | 2,560 | $881K | Reduce -1.8% |
| BLK BlackRock Inc. | 0.49% | 906 | $871K | Add +18.6% |
| LIN Linde PLC | 0.48% | 1,644 | $853K | Add +21.8% |
| KLAC KLA Corp. | 0.48% | 2,822 | $851K | Reduce -3.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.48% | 16,698 | $845K | Reduce -0.7% |
| AVDV Avantis Intl S/C Value ETF | 0.46% | 7,956 | $820K | Add +57.0% |
| LLY Eli Lilly & Co. | 0.45% | 659 | $790K | Add +5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.44% | 5,184 | $785K | Add +63.4% |
| LOW Lowe's Cos Inc. | 0.43% | 3,466 | $764K | Add +24.4% |
| VGIT Vanguard Intermediate-Term T | 0.41% | 12,233 | $721K | Add +0.9% |
| CVX Chevron Corp. | 0.40% | 4,305 | $714K | Add +45.0% |
| RSG Republic Services Inc. | 0.39% | 3,265 | $696K | Reduce -1.2% |
| ADP Automatic Data Processing | 0.38% | 2,989 | $669K | Add +20.6% |
| UNH Unitedhealth Group Inc. | 0.37% | 1,575 | $655K | Add +29.7% |
| META Meta Platforms Inc. Class A | 0.35% | 1,100 | $620K | Add +7.0% |
| AWK American Water Works Co. Inc. | 0.34% | 4,562 | $600K | Add +28.1% |
| SUB iShares Short-Term National | 0.32% | 5,363 | $571K | Add +0.6% |
| PEP Pepsico Inc. | 0.32% | 4,150 | $562K | Add +29.1% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 3,418 | $562K | Add +0.3% |
| MDT Medtronic PLC | 0.31% | 7,072 | $553K | Reduce -40.3% |
| CB Chubb Ltd. | 0.31% | 1,619 | $552K | Add +36.3% |
| TMUS T-Mobile US Inc. | 0.30% | 3,164 | $531K | Add +7.4% |
| DUK Duke Energy Corp. | 0.30% | 4,167 | $527K | Add +37.8% |
| GS Goldman Sachs Group Inc. | 0.30% | 518 | $524K | Reduce -46.9% |
| CLS Celestica Inc. | 0.28% | 1,375 | $502K | No change |
| PPG PPG Industries Inc. | 0.28% | 4,059 | $492K | Reduce -23.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 3,437 | $489K | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,717 | $483K | Add +3.6% |
| AVGO Broadcom Inc. | 0.27% | 1,256 | $475K | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 0.26% | 5,633 | $467K | Add +49.6% |
| TLH iShares 10-20 Year Treasury | 0.26% | 4,616 | $463K | New |
| ESGU iShares ESG Aware MSCI USA | 0.26% | 2,814 | $461K | Add +0.8% |
| TSLA Tesla Inc. | 0.26% | 1,090 | $458K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.25% | 4,400 | $450K | Add +55.2% |
| CHE Chemed Corp. | 0.25% | 965 | $450K | Add +55.6% |
| ALLE Allegion PLC | 0.25% | 3,194 | $449K | Reduce -12.5% |
| AEP American Electric Power | 0.25% | 3,271 | $448K | Reduce -43.0% |
| ED Consolidated Edison Inc. | 0.25% | 4,004 | $443K | Add +49.0% |
| ES Eversource Energy | 0.25% | 6,044 | $437K | Add +46.4% |
| ABT Abbott Laboratories | 0.24% | 4,754 | $431K | Reduce -3.4% |
| GPC Genuine Parts Co. | 0.24% | 3,602 | $425K | Add +65.6% |
| EME Emcor Group Inc. | 0.24% | 509 | $422K | Add +48.4% |
| BDX Becton Dickinson and Co. | 0.24% | 2,789 | $422K | Reduce -10.9% |
| USFR Wisdomtree Floating Rate Tre | 0.23% | 8,183 | $412K | New |
| AMGN Amgen Inc. | 0.23% | 1,121 | $406K | Add +6.8% |
| QSIG Wisdomtree US Short Term Cor | 0.23% | 8,340 | $403K | New |
| CRS Carpenter Technology | 0.23% | 649 | $400K | Add +4.2% |
| WTAI Wisdomtree AI and Innovation | 0.23% | 8,381 | $398K | No change |
| ATO Atmos Energy Corp. | 0.22% | 2,255 | $388K | Reduce -43.1% |
| JMUB JPMorgan Municipal ETF | 0.22% | 7,655 | $388K | Add +0.4% |
| KO The Coca-Cola Co. | 0.21% | 4,655 | $378K | Reduce -0.4% |
| CHD Church & Dwight Co. Inc. | 0.21% | 3,891 | $377K | Reduce -3.7% |
| AOS Smith (a.o.) Corp. | 0.21% | 5,980 | $375K | Add +67.5% |
| MCD McDonald's Corp. | 0.21% | 1,375 | $372K | Add +33.8% |
| MRK Merck & Co. Inc. | 0.20% | 2,732 | $351K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 1,425 | $346K | Add +0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -10.4% | 3.44% | −0.82 |
| SCHR Schwab Intermediate-Term US | Reduce -15.1% | 2.42% | −0.76 |
| VCIT Vanguard Int-Term Corporate | Reduce -9.4% | 3.08% | −0.68 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -37.4% | 0.89% | −0.65 |
| SCHO Schwab Short-Term US Treas | Reduce -16.4% | 1.52% | −0.50 |
| XOM Exxon Mobil Corp. | Reduce -5.6% | 0.78% | −0.35 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.1% | 3.38% | −0.33 |
| MDT Medtronic PLC | Reduce -40.3% | 0.31% | −0.33 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.33 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.27 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.27 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.25 |
| DFSV Dimensional US Small Cap Val | Reduce -13.0% | 1.70% | −0.25 |
| ATO Atmos Energy Corp. | Reduce -43.1% | 0.22% | −0.24 |
| WMT Walmart Inc. | Reduce -1.8% | 1.00% | −0.23 |
| TMO Thermo Fisher Scientific Inc. | Reduce -24.7% | 0.52% | −0.23 |
| GS Goldman Sachs Group Inc. | Reduce -46.9% | 0.30% | −0.22 |
| AEP American Electric Power | Reduce -43.0% | 0.25% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -12.2% | 0.88% | −0.21 |
| PSA Public Storage | Sold out | 0.00% | −0.20 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.19 |
| DISV Dimensional International SM | Reduce -10.6% | 0.80% | −0.17 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.15 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.15 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.15 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.14 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −0.14 |
| DFEM Dimensional Emrg MRKT Core | Reduce -13.3% | 1.59% | −0.13 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.13 |
| JNJ Johnson & Johnson | Reduce -3.9% | 1.07% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -6.1% | 2.78% | −0.08 |
| PPG PPG Industries Inc. | Reduce -23.9% | 0.28% | −0.08 |
| ALLE Allegion PLC | Reduce -12.5% | 0.25% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.8% | 0.93% | −0.07 |
| ABT Abbott Laboratories | Reduce -3.4% | 0.24% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -10.9% | 0.24% | −0.07 |
| RSG Republic Services Inc. | Reduce -1.2% | 0.39% | −0.06 |
| NVDA Nvidia Corp. | Reduce -9.1% | 0.82% | −0.05 |
| V Visa Inc. Class A | Reduce -7.7% | 0.86% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.7% | 0.48% | −0.05 |
| DFGR Dim Global Real Estate ETF | Reduce -4.0% | 0.81% | −0.05 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.18% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 0.50% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -3.7% | 0.21% | −0.02 |
| TGT Target Corp. | Reduce -6.9% | 0.16% | −0.02 |
| HD Home Depot Inc. | Reduce -3.2% | 0.18% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.21% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -5.9% | 0.57% | +0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.9% | 0.82% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +6.1% | 14.72% | +1.43 |
| AGGY Wisdomtree Yield Enhanced US | New | 0.76% | +0.76 |
| MTGP Wisdomtree Mtge Plus Bond | New | 0.61% | +0.61 |
| VEA Vanguard Ftse Developed ETF | Add +8.6% | 5.49% | +0.46 |
| JPM JPMorgan Chase & Co. | Add +86.4% | 0.64% | +0.30 |
| ABBV Abbvie Inc. | Add +104.1% | 0.50% | +0.27 |
| TLH iShares 10-20 Year Treasury | New | 0.26% | +0.26 |
| IWM iShares Russell 2000 ETF | Add +56.5% | 0.60% | +0.25 |
| USFR Wisdomtree Floating Rate Tre | New | 0.23% | +0.23 |
| QSIG Wisdomtree US Short Term Cor | New | 0.23% | +0.23 |
| MRK Merck & Co. Inc. | New | 0.20% | +0.20 |
| AVUV Avantis US Small Cap Value | Add +31.4% | 0.75% | +0.19 |
| UNH Unitedhealth Group Inc. | Add +29.7% | 0.37% | +0.16 |
| INTC Intel Corp. | New | 0.16% | +0.16 |
| CSCO Cisco Systems Inc. | Add +1.9% | 0.54% | +0.15 |
| QHY Wisdomtree US High Yield Cor | New | 0.15% | +0.15 |
| SYY Sysco Corp. | Add +15.4% | 0.81% | +0.15 |
| AVDV Avantis Intl S/C Value ETF | Add +57.0% | 0.46% | +0.15 |
| PAGP Plains GP Holdings LP | New | 0.15% | +0.15 |
| VIG Vanguard Dividend Apprec ETF | New | 0.14% | +0.14 |
| PAA Plains All Amer Pipeline LP | New | 0.14% | +0.14 |
| BX Blackstone Inc. | New | 0.14% | +0.14 |
| WES Western Midstream Partners L | New | 0.13% | +0.13 |
| EPD Enterprise Products Partners | New | 0.13% | +0.13 |
| SPGI S&P Global Inc. Class W | New | 0.13% | +0.13 |
| TJX TJX Companies Inc. | Add +63.4% | 0.44% | +0.13 |
| BIV Vanguard Intermediate-Term B | New | 0.13% | +0.13 |
| ELD Wisdomtree Emrg MKTS Debt | New | 0.13% | +0.13 |
| ET Energy Transfer LP | New | 0.12% | +0.12 |
| IWD iShares Russell 1000 Value E | New | 0.12% | +0.12 |
| VNQ Vanguard Real Estate ETF | New | 0.12% | +0.12 |
| USXF iShares ESG Advance MSCI USA | New | 0.12% | +0.12 |
| MPLX MPLX LP | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +55.2% | 0.25% | +0.12 |
| MATX Matson Inc. | New | 0.11% | +0.11 |
| CHE Chemed Corp. | Add +55.6% | 0.25% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +49.6% | 0.26% | +0.10 |
| GPC Genuine Parts Co. | Add +65.6% | 0.24% | +0.10 |
| NMT Nuveen Ma QLTY Muni Inc. | New | 0.09% | +0.09 |
| LLY Eli Lilly & Co. | Add +5.3% | 0.45% | +0.09 |
| EME Emcor Group Inc. | Add +48.4% | 0.24% | +0.08 |
| CRS Carpenter Technology | Add +4.2% | 0.23% | +0.07 |
| CB Chubb Ltd. | Add +36.3% | 0.31% | +0.07 |
| ES Eversource Energy | Add +46.4% | 0.25% | +0.07 |
| AOS Smith (a.o.) Corp. | Add +67.5% | 0.21% | +0.06 |
| LIN Linde PLC | Add +21.8% | 0.48% | +0.06 |
| ADP Automatic Data Processing | Add +20.6% | 0.38% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 1.66% | +0.06 |
| ED Consolidated Edison Inc. | Add +49.0% | 0.25% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 141 | $176.8M | VTI, VEA, AAPL, GOOGL, VCSH |
| Q1 2026 | 129 | $160.0M | VTI, VEA, AAPL, VCSH, VCIT |
| Q4 2025 | 113 | $165.9M | VTI, AAPL, VEA, VCSH, VCIT |
| Q3 2025 | 115 | $164.0M | VTI, AAPL, VCSH, MSFT, VCIT |
| Q2 2025 | 115 | $157.8M | VTI, MSFT, VCIT, VCSH, AAPL |
| Q1 2025 | 110 | $144.7M | VTI, VCIT, BNDX, VCSH, AAPL |
| Q4 2024 | 118 | $149.8M | VTI, BNDX, VCIT, AAPL, AMZN |
| Q3 2024 | 121 | $148.1M | VTI, BNDX, VCIT, AAPL, MSFT |
| Q2 2024 | 122 | $141.1M | VTI, MSFT, BNDX, AMZN, AAPL |
| Q1 2024 | 131 | $138.8M | VTI, MSFT, AMZN, SPYM, BNDX |