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§ 13F · FUND PROFILE

Cabot-Wellington, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $309M (13F)Positions · 5Turnover · · Q1Filed · May 6, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 6, 2026
#TickerNameShares$ value% portΔ Q1
1VTIVANGUARD INDEX FDS779K$250M73.9%+17%
2IEFAISHARES TR711K$64M19.0%−4%
3IEMGISHARES INC317K$22M6.5%+4%
4VBVANGUARD INDEX FDS5K$1M0.4%±0%
5VTVANGUARD INTL EQUITY INDEX F2K$257K0.1%±0%
§ 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 $309 million in assets. The fund runs a focused portfolio of just 5 positions.

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§ 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