StockDriftsStockDriftsTop 50 Wooster Corthell Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGC | VANGUARD WORLD FD | 20.04% | 481.1K | $108.2M | — | — | — | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 9.35% | 166.1K | $50.5M | — | — | — | 2025-06-30 |
| SCHF | SCHWAB STRATEGIC TR | 8.23% | 2.01M | $44.4M | — | — | — | 2025-06-30 |
| ITOT | ISHARES TR | 8.19% | 327.4K | $44.2M | — | — | — | 2025-06-30 |
| VO | VANGUARD INDEX FDS | 5.47% | 105.6K | $29.6M | — | — | — | 2025-06-30 |
| VB | VANGUARD INDEX FDS | 4.62% | 105.2K | $24.9M | — | — | — | 2025-06-30 |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.21% | 380.2K | $22.7M | — | — | — | 2025-06-30 |
| SHY | ISHARES TR | 4.13% | 269.4K | $22.3M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 2.67% | 252.9K | $14.4M | — | — | — | 2025-06-30 |
| SCHE | SCHWAB STRATEGIC TR | 2.53% | 453.6K | $13.7M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.19% |
Wooster Corthell Wealth Management, Inc. reports $540.00M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are MGC (20.0%), VTI (9.3%) and SCHF (8.2%). The top 20 holdings account for 86.42% of reported assets. Its disclosed equity book has returned +49.18% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Wooster Corthell Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566968). View Wooster Corthell Wealth Management, Inc.’s 13F filings on SEC