W.H. Cornerstone Investments Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of September 30, 2026. The filing lists a total of 136 holdings, representing a mix of individual common stocks and exchange-traded funds.
The largest position in the portfolio is Microsoft Corporation, with 6,935,412 shares valued at $13,522,000. The next largest holding is Costco Wholesale Corporation, with 3,808,243 shares valued at $4,183,000. Other notable individual stock positions include Apple Inc. with 8,866,251 shares valued at $26,600,000, and Amazon.com Inc. with 5,066,957 shares valued at $20,321,000.
The portfolio also holds significant positions in various exchange-traded funds. Vanguard Total Stock Market ETF holds 27,259,816 shares valued at $72,840,000, while Vanguard Small-Cap ETF holds 10,496,858 shares valued at $148,660,000. Other ETF holdings include SPDR Series Trust S&P 500 ETF with 1,481,175 shares valued at $16,502,000, and WisdomTree U.S. Short-Term Corporate ETF with 1,075,878 shares valued at $22,801,000.
The filing was signed by Jim Cullen, the filing agent for W.H. Cornerstone Investments Inc., located in East Providence, Rhode Island.
