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§ 13F · FUND PROFILE

Cabot-Wellington, LLC.

AUM · $380M (13F)Positions · 5Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED JUL 15, 2026
#TickerNameShares$ value% portΔ Q2
1VTIVANGUARD INDEX FDS771K$285M75.2%−1%
2IEFAISHARES TR690K$67M17.6%−3%
3IEMGISHARES INC309K$26M6.7%−2%
4VBVANGUARD INDEX FDS5K$2M0.4%±0%
5VTVANGUARD INTL EQUITY INDEX F1K$227K0.1%−22%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE CABOT-WELLINGTON, SIGNAL

AC read

Cabot-Wellington, LLC is a Other fund managing $380 million in assets. The fund runs a focused portfolio of just 5 positions.

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