13F Insight
DOSSIER · 13F-HR · Q2 2026

CABOT WEALTH MANAGEMENT INC

$982M in tracked AUM across 142 positions as of Q2 2026.

CW
CIK 0001016683 · last filed Jun 30, 2026
Total AUM
$982M
as of Q2 2026
Holdings
142
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CABOT WEALTH MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$43M90K4.4%02
AAPL
APPLE INC
$41M143K4.2%03
GOOG
ALPHABET INC
$38M106K3.8%04
FNDF
SCHWAB STRATEGIC TR
$31M580K3.1%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$28M55K2.8%06
APH
AMPHENOL CORP
$25M142K2.6%07
JMTG
J P MORGAN EXCHANGE TRADED F
$24M481K2.5%08
JPM
JPMORGAN CHASE & CO
$24M73K2.4%09
ROK
ROCKWELL AUTOMATION INC
$23M47K2.3%10
BBIB
J P MORGAN EXCHANGE TRADED F
$23M234K2.3%

Filing history

2026Q2Jun 30
$982M▲ 13.0%
142 positionsView →2026Q1Mar 31
$869M▼ 3.9%
139 positionsView →2025Q4Dec 31
$905M▲ 0.3%
138 positionsView →2025Q3Sep 30
$902M▲ 7.2%
133 positionsView →2025Q2Jun 30
$841M▲ 7.1%
128 positionsLocked2025Q1Mar 31
$785M▼ 0.3%
127 positionsLocked2024Q4Dec 31
$787M▼ 1.6%
128 positionsLocked2024Q3Sep 30
$800M▲ 4.9%
129 positionsLocked2024Q2Jun 30
$763M▼ 0.3%
134 positionsLocked2024Q1Mar 31
$765M▲ 6.4%
140 positionsLocked2023Q4Dec 31
$719M▲ 10.2%
139 positionsLocked2023Q3Sep 30
$653M▼ 2.5%
140 positionsLocked
Showing 12 of 73