13F Insight
DOSSIER · 13F-HR · Q2 2025

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

WOOSTER CORTHELL WEALTH's pension fund based in Boston, MA — $540M in tracked AUM across 64 positions as of Q2 2025.

WC
WOOSTER CORTHELL WEALTH·Boston, MA·Pension Fund
CIK 0001566968 · last filed Jun 30, 2025
Total AUM
$540M
▼ 2.2%
vs prior
Holdings
64
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
MGC
VANGUARD WORLD FD
$108M481K20.0%
02
VTI
VANGUARD INDEX FDS
$50M166K9.3%
03
SCHF
SCHWAB STRATEGIC TR
$44M2.0M8.2%
04
ITOT
ISHARES TR
$44M327K8.2%
05
VO
VANGUARD INDEX FDS
$30M106K5.5%
06
VB
VANGUARD INDEX FDS
$25M105K4.6%
07
VGIT
VANGUARD SCOTTSDALE FDS
$23M380K4.2%
08
SHY
ISHARES TR
$22M269K4.1%
09
VEA
VANGUARD TAX-MANAGED FDS
$14M253K2.7%
10
SCHE
SCHWAB STRATEGIC TR
$14M454K2.5%

Filing history

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