Wooster Corthell Wealth Management, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $540 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $108M, Vanguard Total Stock Market Et with a value of $50.5M, Schwab Strategic Tr Intl Eqty with a value of $44.4M, Ishares Core S&P Total U.S. St with a value of $44.2M, and Vanguard Mid Cap ETF with a value of $29.6M.

Examining the 13F form we can see an increase of $51.1M in the current position value, from $489M to 540M.

Below you can find more details about Wooster Corthell Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $540 Million
ETFs: $525 Million
Technology: $6.19 Million
Consumer Cyclical: $4.46 Million
Financial Services: $1.75 Million
Communication Services: $1.48 Million
Consumer Defensive: $497,000
Energy: $315,000
Industrials: $273,000
Other: $242,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $540 Million
  • Prior Value $489 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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