§ 13F · FUND PROFILE
CABOT WEALTH MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $840.9T (13F)Positions · 128Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 149K | $40.5T | 4.5% | −1% |
| 2 | GOOG | ALPHABET INC | 115K | $36.1T | 4.0% | −5% |
| 3 | IEI | ISHARES TR | 271K | $32.4T | 3.6% | +12% |
| 4 | MBB | ISHARES TR | 335K | $31.9T | 3.5% | +10% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 93K | $28.4T | 3.1% | +3% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 55K | $27.7T | 3.1% | −1% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 531K | $24.0T | 2.7% | +5% |
| 8 | JPM | JPMORGAN CHASE & CO. | 74K | $23.9T | 2.6% | −1% |
| 9 | APH | AMPHENOL CORP NEW | 173K | $23.4T | 2.6% | −1% |
| 10 | VFMO | VANGUARD WELLINGTON FD | 114K | $21.9T | 2.4% | +6% |
§ 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 $840891.5 trillion in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed