Cabot Wealth Management
$982M 13F equity value
152 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cabot Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 90,332 | $43M | 4.4% |
| AAPL | APPLE INC | 142,794 | $41M | 4.2% |
| GOOG | ALPHABET INC | 106,339 | $38M | 3.8% |
| FNDF | SCHWAB STRATEGIC TR | 579,556 | $31M | 3.1% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 55,103 | $28M | 2.8% |
| APH | AMPHENOL CORP | 142,428 | $25M | 2.6% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 480,901 | $24M | 2.5% |
| JPM | JPMORGAN CHASE & CO | 73,122 | $24M | 2.4% |
| ROK | ROCKWELL AUTOMATION INC | 46,611 | $23M | 2.3% |
| BBIB | J P MORGAN EXCHANGE TRADED F | 234,462 | $23M | 2.3% |
Track Cabot Wealth Management's 13F portfolio: $982M in reported holdings, 152 positions. Top holdings and quarterly changes on SentiSense.
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