13F Insight
DOSSIER · 13F-HR · Q1 2026

CABOT WEALTH MANAGEMENT INC

CABOT WEALTH's family office based in San Francisco, CA — $869M in tracked AUM across 139 positions as of Q1 2026.

CW
CABOT WEALTH·San Francisco, CA·Family Office
CIK 0001016683 · last filed Mar 31, 2026
Total AUM
$869M
▲ 4.4%
vs prior
Holdings
139
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CABOT WEALTH MANAGEMENT INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$37M148K4.3%
02
MBB
ISHARES TR
$33M351K3.8%
03
IEI
ISHARES TR
$33M279K3.8%
04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$32M94K3.7%
05
GOOG
ALPHABET INC
$32M110K3.6%
06
FNDF
SCHWAB STRATEGIC TR
$27M554K3.1%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$26M55K3.0%
08
VFMO
VANGUARD WELLINGTON FD
$23M118K2.7%
09
JPM
JPMORGAN CHASE & CO
$22M73K2.5%
10
FDX
FEDEX CORP
$21M58K2.4%

Filing history

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