CABOT WEALTH MANAGEMENT INC
Q1 2026 13F Holdings
- Locationsalem, MA
- Num holdings
139
- Value ($000)
$869,479
- Date Filed 04/27/2026
- Form type13F-HR
- CIK 0001016683
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $37.45M | 4 % | 147,567 | ||
ISHARES TR | MBS ETF | 464288588 | $33.34M | 4 % | 351,174 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $33.11M | 4 % | 279,159 | ||
TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | $31.81M | 4 % | 94,124 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $31.68M | 4 % | 110,442 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $27.1M | 3 % | 553,828 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $26.39M | 3 % | 55,068 | ||
VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 | $23.16M | 3 % | 117,522 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | $21.62M | 3 % | 73,486 | ||
FEDEX CORP | COM | 31428X106 | $20.65M | 2 % | 57,982 |
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