CABOT WEALTH MANAGEMENT INC

Q3 2025 13F Holdings

  • Location
    salem, MA
  • Num holdings

    133

  • Value ($000)

    $901,676

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001016683
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$38.49M
4 %

151,178

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$29.59M
3 %

121,511

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$29.02M
3 %

242,845

M
MBB

ISHARES TR

MBS ETF
464288588
$28.96M
3 %

304,317

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$27.92M
3 %

55,538

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$25.33M
3 %

90,677

M
MELI

MERCADOLIBRE INC

COM
58733R102
$24.80M
3 %

10,611

S
SONA

SONY GROUP CORP

SPONSORED ADR
835699307
$23.70M
3 %

823,311

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$23.69M
3 %

75,102

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$21.76M
2 %

506,581

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