CABOT WEALTH MANAGEMENT INC 13F Holdings
CIK 0001016683 · SALEM, MA
As of Sep 30, 2025, CABOT WEALTH MANAGEMENT INC reported 133 positions worth $901.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 151,178 | $38.5M | 4.27% |
| ALPHABET INC | GOOG | Equity | 121,511 | $29.6M | 3.28% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 242,845 | $29.0M | 3.22% |
| ISHARES MBS ETF | MBB | — | 304,317 | $29.0M | 3.21% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 55,538 | $27.9M | 3.10% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 90,677 | $25.3M | 2.81% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 10,611 | $24.8M | 2.75% |
| SONY GROUP CORP | SONY | Technology | 823,311 | $23.7M | 2.63% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 75,102 | $23.7M | 2.63% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 506,581 | $21.8M | 2.41% |
| AMPHENOL CORP-CL A | APH | Technology | 175,798 | $21.8M | 2.41% |
| VANGUARD US MOMENTUM FACTOR ETF | VFMO | — | 108,229 | $20.7M | 2.30% |
| HDFC BANK LTD | HDB | Financial Services | 575,800 |