CABOT WEALTH MANAGEMENT INC
Q3 2025 13F Holdings
- Locationsalem, MA
- Num holdings
133
- Value ($000)
$901,676
- Date Filed10/31/2025
- Form type13F-HR
- CIK0001016683
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $38.49 M | 4 % | 151,178 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $29.59 M | 3 % | 121,511 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $29.02 M | 3 % | 242,845 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $28.96 M | 3 % | 304,317 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.92 M | 3 % | 55,538 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $25.33 M | 3 % | 90,677 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $24.80 M | 3 % | 10,611 | ||
SONA SONY GROUP CORP | SPONSORED ADR | 835699307 | $23.70 M | 3 % | 823,311 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $23.69 M | 3 % | 75,102 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $21.76 M | 2 % | 506,581 |
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