CABOT WEALTH MANAGEMENT INC

Est. AUM

$869.5M

13F long equity, this entity only

Positions

139

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$37.5M	147567	4.31%	SOLE
2	ISHARES TR	MBS ETF	$33.3M	351174	3.83%	SOLE
3	ISHARES TR	3 7 YR TREAS BD	$33.1M	279159	3.81%	SOLE
4	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$31.8M	94124	3.66%	SOLE
5	ALPHABET INC	CAP STK CL C	$31.7M	110442	3.64%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$27.1M	553828	3.12%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$26.4M	55068	3.04%	SOLE
8	VANGUARD WELLINGTON FD	US MOMENTUM	$23.2M	117522	2.66%	SOLE
9	JPMORGAN CHASE & CO	COM	$21.6M	73486	2.49%	SOLE
10	FEDEX CORP	COM	$20.7M	57982	2.38%	SOLE
11	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$20.4M	734136	2.35%	SOLE
12	AMPHENOL CORP	CL A	$18.2M	144299	2.10%	SOLE
13	TJX COS INC NEW	COM	$18.2M	114128	2.10%	SOLE
14	MERCADOLIBRE INC	COM	$17.9M	10335	2.06%	SOLE
15	ISHARES TR	1 3 YR TREAS BD	$17.3M	209768	1.99%	SOLE
16	SONY GROUP CORP	SPONSORED ADR	$17.2M	830909	1.98%	SOLE
17	ROCKWELL AUTOMATION INC	COM	$16.8M	46807	1.93%	SOLE
18	JOHN HANCOCK EXCHANGE TRADED	MORTGAGE BACKED	$15.3M	694444	1.76%	SOLE
19	ISHARES TR	MSCI INTL MOMENT	$15.1M	315194	1.74%	SOLE
20	VISA INC	COM CL A	$14.7M	48612	1.69%	SOLE
21	BANK OZK LITTLE ROCK ARK	COM	$13.5M	294843	1.56%	SOLE
22	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$13.3M	348345	1.53%	SOLE
23	MEDPACE HLDGS INC	COM	$13.3M	27625	1.53%	SOLE
24	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12.2M	63362	1.40%	SOLE
25	CINTAS CORP	COM	$12.1M	71826	1.40%	SOLE
26	VERIZON COMMUNICATIONS INC	COM	$11.8M	234920	1.36%	SOLE
27	HDFC BANK LTD	SPONSORED ADS	$11.6M	466988	1.34%	SOLE
28	SYSCO CORP	COM	$11.4M	159495	1.31%	SOLE
29	HOME DEPOT INC	COM	$11.1M	33778	1.28%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$10.6M	55295	1.22%	SOLE
31	AMERICAN TOWER CORP	COM	$10.2M	59285	1.18%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$10.2M	128874	1.17%	SOLE
33	DOMINOS PIZZA INC	COM	$10.1M	28159	1.16%	SOLE
34	CHEMED CORP NEW	COM	$10.1M	26725	1.16%	SOLE
35	DISNEY WALT CO	COM	$9.9M	102807	1.14%	SOLE
36	ISHARES TR	CORE MSCI EAFE	$9.7M	107447	1.12%	SOLE
37	DANAHER CORP DEL	COM	$9.2M	48584	1.06%	SOLE
38	NVIDIA CORPORATION	COM	$9.1M	52443	1.05%	SOLE
39	OMNICOM GROUP INC	COM	$9.1M	120797	1.05%	SOLE
40	VANECK ETF TRUST	MRNGSTR WDE MOAT	$9.1M	93899	1.04%	SOLE
41	CDW CORP	COM	$8.5M	70093	0.98%	SOLE
42	WORLD GOLD TR	SPDR GLD MINIS	$8.3M	90000	0.96%	SOLE
43	ELI LILLY & CO	COM	$7.5M	8200	0.87%	SOLE
44	SPDR GOLD TR	GOLD SHS	$6.9M	16050	0.79%	SOLE
45	WISDOMTREE TR	FLOATNG RAT TREA	$6.7M	133059	0.77%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$6.4M	70178	0.74%	SOLE
47	EA SERIES TRUST	FREEDOM 100 EM	$6.2M	113975	0.72%	SOLE
48	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.7M	174124	0.66%	SOLE
49	META PLATFORMS INC	CL A	$5.7M	9920	0.65%	SOLE
50	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$5.7M	174536	0.65%	SOLE

1–50 of 139

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.