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CABOT WEALTH MANAGEMENT INC

Q2 2026 13F Holdings

  • Location
    beverly, MA
  • Num holdings

    142

  • Value ($000)

    $982,191

  • Date Filed
    07/31/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$43.14M
4 %

90,332

A
AAPL

APPLE INC

COM
037833100
$41.32M
4 %

142,794

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$37.57M
4 %

106,339

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$30.58M
3 %

579,556

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$27.57M
3 %

55,103

A
APH

AMPHENOL CORP

CL A
032095101
$25.11M
3 %

142,428

---

J P MORGAN EXCHANGE TRADED F

MORTGAGE BACKED
46654Q575
$24.37M
3 %

480,901

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$23.93M
2 %

73,122

R
ROK

ROCKWELL AUTOMATION INC

COM
773903109
$23.08M
2 %

46,611

B
BBIB

J P MORGAN EXCHANGE TRADED F

BETABUILDERS US
46654Q849
$22.93M
2 %

234,462

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