W.H. Cornerstone Investments Inc.

RIA/Wealth

W.H. Cornerstone Investments Inc. is a RIA/Wealth based in Boulder, CO led by Christopher Kendall Abts, reporting $364.4M in AUM as of Q3 2025 with 52% ETF concentration.

PresidentChristopher Kendall Abts

Portfolio Value: $164.0M
Positions: 115
Top Holding: VTI at 11.79%
Last Reported: Q3 2025

Address1790 38th Street, Suite 207, Boulder, CO, 80301, United States

Top Holdings

Largest long holdings in W.H. Cornerstone Investments Inc.'s portfolio (44.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$19.3M	11.79%	+$40.0K Bought	— 58.9K shares	Q3 2022 Held for 3y 2m
2 Apple AAPL	Consumer Electronics Technology	$7.2M	4.38%	-$98.0K Sold	0.00% 28.2K shares	Q3 2022 Held for 3y 2m
3 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$7.0M	4.29%	+$208.0K Bought	— 88.1K shares	Q3 2023 Held for 2y 2m
4 Microsoft MSFT	Software - Infrastructure Technology	$6.9M	4.21%	-$526.7K Sold	0.00% 13.3K shares	Q3 2022 Held for 3y 2m
5 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$6.8M	4.14%	-$403.7K Sold	— 80.7K shares	Q3 2023 Held for 2y 2m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$6.1M	3.71%	+$206.1K Bought	— 101.5K shares	Q4 2022 Held for 2y 11m
7 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$5.3M	3.23%	+$227.4K Bought	— 210.6K shares	Q4 2023 Held for 1y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$5.1M	3.13%	+$178.9K Bought	0.00% 23.4K shares	Q3 2022 Held for 3y 2m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.7M	2.87%	-$426.9K Sold	0.00% 19.4K shares	Q3 2022 Held for 3y 2m
10 DFGX Dimensional Global ex US Core Fixed Income DFGX	ETF ETF	$4.6M	2.78%	+$1.1M Bought	— 84.4K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in W.H. Cornerstone Investments Inc.'s latest filing

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Market Value

$164.0M

Prior: $157.8M

Q/Q Change

+3.93%

+$6.2M

Net Flows % of MV

-1.38%

Turnover Ratio

5.25%

New Purchases

4 stocks

$1.9M

Added To

57 stocks

+$5.5M

Sold Out Of

5 stocks

$2.1M

Reduced Holdings

47 stocks

-$7.6M

Increased Positions

Position	Shares Δ	Change
1 Allegion ALLE	New	0 → 5.5K +$969.0K
2 International Business Machines IBM	New	0 → 1.8K +$505.9K
3 WisdomTree Artificial Intelligence and Innovation Fund WTAI	New	0 → 8.2K +$235.2K
4 Avantis Real Estate AVRE	New	0 → 4.5K +$201.0K
5 Eaton Corporation ETN	+176.78%	1.2K → 3.3K +$780.7K

Decreased Positions

Position	Shares Δ	Change
1 Illinois Tool Works ITW	Sold	4.0K → 0 −$978.1K
2 McDonald's MCD	Sold	1.4K → 0 −$417.0K
3 CHE Chemed CHE	Sold	493.0 → 0 −$240.1K
4 Adobe ADBE	Sold	538.0 → 0 −$208.1K
5 UnitedHealth Group UNH	Sold	664.0 → 0 −$207.3K

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Analytics

Portfolio insights and performance metrics for W.H. Cornerstone Investments Inc.

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Sector Allocation

ETF

52.30%

Technology

12.50%

Consumer Defensive

6.70%

Consumer Cyclical

5.50%

Financial Services

4.50%

Healthcare

4.40%

Communication Services

4.20%

Basic Materials

2.60%

Industrials

2.50%

Utilities

2.00%

Energy

1.60%

Real Estate

1.20%

Market Cap Distribution

Mega Cap (> $200B)

29.06%

Large Cap ($10B - $200B)

18.05%

Mid Cap ($2B - $10B)

0.59%

N/A (ETF or Unknown)

52.30%

Portfolio Concentration

Top 10 Holdings %

44.53%

Top 20 Holdings %

61.55%

Top 50 Holdings %

83.89%

Top 100 Holdings %

97.93%