§ 13F · FUND PROFILE
CABOT WEALTH MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $902M (13F)Positions · 133Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 148K | $37M | 4.3% | −1% |
| 2 | MBB | ISHARES TR | 351K | $33M | 3.8% | +5% |
| 3 | IEI | ISHARES TR | 279K | $33M | 3.8% | +3% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 94K | $32M | 3.7% | +1% |
| 5 | GOOG | ALPHABET INC | 110K | $32M | 3.6% | −4% |
| 6 | FNDF | SCHWAB STRATEGIC TR | 554K | $27M | 3.1% | +4% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 55K | $26M | 3.0% | ±0% |
| 8 | VFMO | VANGUARD WELLINGTON FD | 118K | $23M | 2.7% | +3% |
| 9 | JPM | JPMORGAN CHASE & CO | 73K | $22M | 2.5% | −1% |
| 10 | FDX | FEDEX CORP | 58K | $21M | 2.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CABOT SIGNAL
AC read
CABOT WEALTH MANAGEMENT INC is a Other fund managing $902 million in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed