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| WH CornerStone Investments Inc
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|---|---|
| CRD # | 119725 |
| SEC # | 801-117397 |
| CIK # | 0001940823 |
| AUM | 200.0 M (2026-02-10) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 888-797-9009 |
| Address | 11 Washington Street Duxbury, MA 02332 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Alphabet Inc | 5.0 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.6 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Johnson & Johnson | 1.9 | ||
| Procter & Gamble Co | 1.7 | ||
| Visa Inc | 1.4 | ||
| Nvidia Corp | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 47.4 |
| (b) Individuals (high net worth individuals) | 48 | 147.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 200.0 |
| By Discretionary | ||
| Discretionary | 393 | 200.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 393 | 200.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.0 | |
| Total | 393 | 200.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001940823] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail, Research |
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