CABOT WEALTH MANAGEMENT INC
Q2 2025 13F Holdings
- Locationsalem, MA
- Num holdings
256
- Value ($000)
$1,681,783
- Date Filed07/31/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $31.13 M | 4 % | 151,743 | ||
AAPL APPLE INC | COM | 037833100 | $31.13 M | 4 % | 151,743 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $28.00 M | 3 % | 10,714 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $28.00 M | 3 % | 10,714 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.27 M | 3 % | 56,139 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.27 M | 3 % | 56,139 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $26.85 M | 3 % | 225,420 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $26.85 M | 3 % | 225,420 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $26.71 M | 3 % | 284,487 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $26.71 M | 3 % | 284,487 |
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