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

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$163,974,638
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 115 stock holdings with total value $163,974,638 as of Q3 2025. Top holdings included VTI, AAPL, VCSH, MSFT, and VCIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 115 $163,974,638 +$7,577,100 -$9,627,023 -$2,049,923 VTI, AAPL, VCSH, MSFT, VCIT 13F-HR 05 Nov 2025, 10:37
Q2 2025 115 $157,771,752 +$17,408,343 -$11,087,104 +$6,321,239 VTI, MSFT, VCIT, VCSH, AAPL 13F-HR 08 Aug 2025, 12:24
Q1 2025 110 $144,717,808 +$13,873,371 -$15,432,529 -$1,559,158 VTI, VCIT, BNDX, VCSH, AAPL 13F-HR 09 May 2025, 13:13
Q4 2024 118 $149,791,203 +$15,205,429 -$10,160,637 +$5,044,792 VTI, BNDX, VCIT, AAPL, AMZN 13F-HR 30 Jan 2025, 09:34
Q3 2024 121 $148,067,000 +$14,493,601 -$14,402,309 +$91,292 VTI, BNDX, VCIT, AAPL, MSFT 13F-HR 30 Oct 2024, 13:52
Q2 2024 122 $141,129,000 +$10,041,007 -$10,747,052 -$706,045 VTI, MSFT, BNDX, AMZN, AAPL 13F-HR 17 Jul 2024, 13:31
Q1 2024 131 $138,753,000 +$17,931,953 -$11,441,296 +$6,490,657 VTI, MSFT, AMZN, SPLG, BNDX 13F-HR 06 May 2024, 11:32
Q4 2023 127 $126,144,000 +$22,056,599 -$18,745,232 +$3,311,367 VTI, SPLG, AAPL, MSFT, AMZN 13F-HR 06 Feb 2024, 13:59
Q3 2023 127 $113,754,000 +$13,558,255 -$4,540,828 +$9,017,427 SPLG, AAPL, MSFT, AMZN, COST 13F-HR 24 Oct 2023, 12:50
Q2 2023 119 $111,840,000 +$9,742,865 -$6,976,652 +$2,766,213 SPLG, AAPL, MSFT, AMZN, COST 13F-HR 12 Jul 2023, 12:06
Q1 2023 129 $110,120,000 +$12,537,250 -$4,701,822 +$7,835,428 SPLG, AAPL, MSFT, ESGU, BND 13F-HR 17 Apr 2023, 13:30
Q4 2022 128 $105,255,231 +$10,912,578 -$6,075,096 +$4,837,482 SPLG, AAPL, ESGU, MSFT, BND 13F-HR 01 Feb 2023, 17:49
Q3 2022 118 $94,033,830 $0 SPLG, AAPL, ESGU, MSFT, COST 13F-HR 09 Nov 2022, 12:28