§ 13F · FUND PROFILE
CABOT WEALTH MANAGEMENT INC.
AUM · $982M (13F)Positions · 142Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$106M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 90K | $43M | 4.4% | −4% |
| 2 | AAPL | APPLE INC | 143K | $41M | 4.2% | −3% |
| 3 | GOOG | ALPHABET INC | 106K | $38M | 3.8% | −4% |
| 4 | FNDF | SCHWAB STRATEGIC TR | 580K | $31M | 3.1% | +5% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 55K | $28M | 2.8% | ±0% |
| 6 | APH | AMPHENOL CORP | 142K | $25M | 2.6% | −1% |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | 481K | $24M | 2.5% | NEW |
| 8 | JPM | JPMORGAN CHASE & CO | 73K | $24M | 2.4% | ±0% |
| 9 | ROK | ROCKWELL AUTOMATION INC | 47K | $23M | 2.3% | ±0% |
| 10 | BBIB | J P MORGAN EXCHANGE TRADED F | 234K | $23M | 2.3% | NEW |
§ 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 $982 million in assets. The fund runs a portfolio of 142 positions.
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