CABOT WEALTH MANAGEMENT INC
Q4 2025 13F Holdings
- Locationsalem, MA
- Num holdings
138
- Value ($000)
$904,602
- Date Filed02/03/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $40.54M | 5 % | 149,125 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $36.06M | 4 % | 114,924 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $32.36M | 4 % | 271,164 | ||
ISHARES TR | MBS ETF | 464288588 | $31.92M | 4 % | 335,234 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $28.37M | 3 % | 93,369 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.66M | 3 % | 55,034 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $23.99M | 3 % | 530,689 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $23.9M | 3 % | 74,164 | ||
AMPHENOL CORP NEW | CL A | 032095101 | $23.43M | 3 % | 173,374 | ||
VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 | $21.87M | 2 % | 114,327 |
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