# EDGAR Filing Document

**Accession Number:** 0001566968
**File Stem:** 0001085146-25-003789
**Filing Date:** 2025-7
**Character Count:** 11191
**Document Hash:** 3f1cbc5578c21186e93b2053b35b683f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-003789.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001085146-25-003789

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0001566968

**ORGANIZATION NAME:**
- **EIN:** 061458774
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15115
- **FILM NUMBER:** 251121040

**BUSINESS ADDRESS:**
- **STREET 1:** 655 WINDING BROOK DRIVE
- **STREET 2:** SUITE 2023
- **CITY:** GLASTONBURY
- **STATE:** CT
- **ZIP:** 06033-4335
- **BUSINESS PHONE:** 860-430-9766

**MAIL ADDRESS:**
- **STREET 1:** 655 WINDING BROOK DRIVE
- **STREET 2:** SUITE 2023
- **CITY:** GLASTONBURY
- **STATE:** CT
- **ZIP:** 06033-4335

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Apex Investment Services, Inc.
- **DATE OF NAME CHANGE:** 20130114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WOOSTER CORTHELL WEALTH MANAGEMENT INC.<br>**Address:** 655 WINDING BROOK DRIVE<br>SUITE 2023<br>GLASTONBURY, CT 06033-4335

**Form 13F File Number:** 028-15115

**CRD Number (if applicable):** 000112243

**SEC File Number (if applicable):** 801-58282

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nolan Hughes<br>**Title:** Chief Compliance Officer<br>**Phone:** 860-430-9766

**Signature, Place, and Date of Signing:**

/s/  Nolan Hughes  Glastonbury, CT  07-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $540004212

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 455893 | 2570 | SH |  | SOLE |  | 0 | 0 | 2570 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 2790861 | 12721 | SH |  | SOLE |  | 0 | 0 | 12721 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2723287 | 13273 | SH |  | SOLE |  | 0 | 0 | 13273 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 859813 | 1770 | SH |  | SOLE |  | 0 | 0 | 1770 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 284747 | 1033 | SH |  | SOLE |  | 0 | 0 | 1033 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 315305 | 2202 | SH |  | SOLE |  | 0 | 0 | 2202 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | BBG001TWHGX5 | 847385 | 3599 | SH |  | SOLE |  | 0 | 0 | 3599 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 266181 | 726 | SH |  | SOLE |  | 0 | 0 | 726 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 1362000 | 2469 | SH |  | SOLE |  | 0 | 0 | 2469 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 3317864 | 53205 | SH |  | SOLE |  | 0 | 0 | 53205 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 1317839 | 21953 | SH |  | SOLE |  | 0 | 0 | 21953 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | BBG00TZR7YF0 | 1596490 | 15855 | SH |  | SOLE |  | 0 | 0 | 15855 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 22318738 | 269355 | SH |  | SOLE |  | 0 | 0 | 269355 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | BBG001SSD812 | 8772051 | 73659 | SH |  | SOLE |  | 0 | 0 | 73659 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 | BBG002NCM1M2 | 6343501 | 132598 | SH |  | SOLE |  | 0 | 0 | 132598 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 5086112 | 99552 | SH |  | SOLE |  | 0 | 0 | 99552 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 1117291 | 18015 | SH |  | SOLE |  | 0 | 0 | 18015 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 849075 | 7769 | SH |  | SOLE |  | 0 | 0 | 7769 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 44213491 | 327410 | SH |  | SOLE |  | 0 | 0 | 327410 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 5303107 | 8541 | SH |  | SOLE |  | 0 | 0 | 8541 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | BBG001SP62C7 | 2768304 | 24717 | SH |  | SOLE |  | 0 | 0 | 24717 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | BBG001SYVWS7 | 703179 | 9675 | SH |  | SOLE |  | 0 | 0 | 9675 |
| ISHARES TR | GNMA BOND ETF | 46429B333 | BBG002N8KM74 | 2253537 | 51275 | SH |  | SOLE |  | 0 | 0 | 51275 |
| ISHARES TR | GOV/CRED BD ETF | 464288596 | BBG001SSD894 | 491210 | 4703 | SH |  | SOLE |  | 0 | 0 | 4703 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 2479927 | 22625 | SH |  | SOLE |  | 0 | 0 | 22625 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | BBG001SSD849 | 3783431 | 70997 | SH |  | SOLE |  | 0 | 0 | 70997 |
| ISHARES TR | MBS ETF | 464288588 | BBG001SSD8B1 | 8834208 | 94091 | SH |  | SOLE |  | 0 | 0 | 94091 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 8007378 | 89578 | SH |  | SOLE |  | 0 | 0 | 89578 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 1278651 | 13903 | SH |  | SOLE |  | 0 | 0 | 13903 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 | BBG001T5LBQ8 | 1275577 | 8331 | SH |  | SOLE |  | 0 | 0 | 8331 |
| ISHARES TR | SHORT TREAS BD | 464288679 | BBG001SSD803 | 5661581 | 51273 | SH |  | SOLE |  | 0 | 0 | 51273 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 242262 | 1586 | SH |  | SOLE |  | 0 | 0 | 1586 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 570544 | 773 | SH |  | SOLE |  | 0 | 0 | 773 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1291564 | 2597 | SH |  | SOLE |  | 0 | 0 | 2597 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 455305 | 340 | SH |  | SOLE |  | 0 | 0 | 340 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1046052 | 6621 | SH |  | SOLE |  | 0 | 0 | 6621 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 497238 | 3121 | SH |  | SOLE |  | 0 | 0 | 3121 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 273058 | 1870 | SH |  | SOLE |  | 0 | 0 | 1870 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | BBG001T6L7D9 | 13671957 | 453615 | SH |  | SOLE |  | 0 | 0 | 453615 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 44448387 | 2011239 | SH |  | SOLE |  | 0 | 0 | 2011239 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | BBG001T6L7C0 | 7379326 | 173264 | SH |  | SOLE |  | 0 | 0 | 173264 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 793074 | 29927 | SH |  | SOLE |  | 0 | 0 | 29927 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | BBG001T5XQW5 | 643278 | 25426 | SH |  | SOLE |  | 0 | 0 | 25426 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | BBG001T9F777 | 9048464 | 339148 | SH |  | SOLE |  | 0 | 0 | 339148 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | BBG001STKCW9 | 1608607 | 17536 | SH |  | SOLE |  | 0 | 0 | 17536 |
| SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | BBG00X8RXGK5 | 7304521 | 73464 | SH |  | SOLE |  | 0 | 0 | 73464 |
| SPDR SERIES TRUST | PORTFLI TIPS ETF | 78464A656 | BBG001STKCZ6 | 5033985 | 193169 | SH |  | SOLE |  | 0 | 0 | 193169 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 | BBG001SG6843 | 1640909 | 21911 | SH |  | SOLE |  | 0 | 0 | 21911 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 1404693 | 4422 | SH |  | SOLE |  | 0 | 0 | 4422 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | BBG001S5R103 | 662430 | 2476 | SH |  | SOLE |  | 0 | 0 | 2476 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | BBG001SK3J43 | 1158573 | 6012 | SH |  | SOLE |  | 0 | 0 | 6012 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | BBG001SHTTQ6 | 12835647 | 44990 | SH |  | SOLE |  | 0 | 0 | 44990 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 29553349 | 105612 | SH |  | SOLE |  | 0 | 0 | 105612 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 24925498 | 105180 | SH |  | SOLE |  | 0 | 0 | 105180 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 50479401 | 166089 | SH |  | SOLE |  | 0 | 0 | 166089 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 3800853 | 76847 | SH |  | SOLE |  | 0 | 0 | 76847 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | BBG001T0SKD6 | 1807949 | 13453 | SH |  | SOLE |  | 0 | 0 | 13453 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 10075447 | 200427 | SH |  | SOLE |  | 0 | 0 | 200427 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 22737293 | 380159 | SH |  | SOLE |  | 0 | 0 | 380159 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | BBG001T62M38 | 13069695 | 157618 | SH |  | SOLE |  | 0 | 0 | 157618 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 1024951 | 14835 | SH |  | SOLE |  | 0 | 0 | 14835 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 14418514 | 252912 | SH |  | SOLE |  | 0 | 0 | 252912 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | BBG001T0Y6Y7 | 108197917 | 481051 | SH |  | SOLE |  | 0 | 0 | 481051 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 225457 | 635 | SH |  | SOLE |  | 0 | 0 | 635 |

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