13F Filings History of W.H. Cornerstone Investments Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$165,856,200
Signature - Title
Jim Cullen - Filing Agent
Location
Kingston, MA
Summary
This page shows a list of all the recent 13F filings made by W.H. Cornerstone Investments Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. W.H. Cornerstone Investments Inc. reported 113 stock holdings with total value $165,856,200 as of Q4 2025. Top holdings included VTI, AAPL, VEA, VCSH, and VCIT.

Notify me when W.H. Cornerstone Investments Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $165,856,200 +$6,588,893 -$5,637,132 +$951,761 VTI, AAPL, VEA, VCSH, VCIT 13F-HR 10 Feb 2026, 11:35
Q3 2025 115 $163,974,638 +$7,577,098 -$9,627,024 -$2,049,926 VTI, AAPL, VCSH, MSFT, VCIT 13F-HR 05 Nov 2025, 10:37
Q2 2025 115 $157,771,752 +$17,408,338 -$11,087,107 +$6,321,231 VTI, MSFT, VCIT, VCSH, AAPL 13F-HR 08 Aug 2025, 12:24
Q1 2025 110 $144,717,808 +$13,873,372 -$15,432,530 -$1,559,158 VTI, VCIT, BNDX, VCSH, AAPL 13F-HR 09 May 2025, 13:13
Q4 2024 118 $149,791,203 +$15,205,424 -$10,160,638 +$5,044,786 VTI, BNDX, VCIT, AAPL, AMZN 13F-HR 30 Jan 2025, 09:34
Q3 2024 121 $148,067,000 +$14,493,601 -$14,402,308 +$91,293 VTI, BNDX, VCIT, AAPL, MSFT 13F-HR 30 Oct 2024, 13:52
Q2 2024 122 $141,129,000 +$10,041,006 -$10,747,053 -$706,047 VTI, MSFT, BNDX, AMZN, AAPL 13F-HR 17 Jul 2024, 13:31
Q1 2024 131 $138,753,000 +$17,931,954 -$11,441,297 +$6,490,657 VTI, MSFT, AMZN, SPLG, BNDX 13F-HR 06 May 2024, 11:32
Q4 2023 127 $126,144,000 +$22,056,602 -$18,745,233 +$3,311,369 VTI, SPLG, AAPL, MSFT, AMZN 13F-HR 06 Feb 2024, 13:59
Q3 2023 127 $113,754,000 +$13,558,255 -$7,688,827 +$5,869,428 SPLG, AAPL, MSFT, AMZN, COST 13F-HR 24 Oct 2023, 12:50
Q2 2023 119 $111,840,000 +$9,742,864 -$13,731,652 -$3,988,788 SPLG, AAPL, MSFT, AMZN, COST 13F-HR 12 Jul 2023, 12:06
Q1 2023 129 $110,120,000 +$12,537,249 -$7,993,107 +$4,544,142 SPLG, AAPL, MSFT, ESGU, BND 13F-HR 17 Apr 2023, 13:30
Q4 2022 128 $105,255,231 +$10,912,578 -$8,470,096 +$2,442,482 SPLG, AAPL, ESGU, MSFT, BND 13F-HR 01 Feb 2023, 18:49
Q3 2022 118 $94,863,000 $0 $0 $0 SPLG, AAPL, ESGU, MSFT, COST 13F-HR 09 Nov 2022, 13:28