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

CABOT WEALTH MANAGEMENT INC

$869M in tracked AUM across 139 positions as of Q1 2026.

CW
CIK 0001016683 · last filed Mar 31, 2026
Total AUM
$869M
as of Q1 2026
Holdings
139
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$670M▲ 5.7%
142 positionsLocked
Showing 12 of 72