CABOT WEALTH MANAGEMENT INC
CIK 1016683
13F filing for Q2 2026・No. 2,620
- Holdings
- US$982.19M
- Quarter change
- +US$112.71M
- Entries
- 142
- Net bought (estimate)
- +US$31.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 10
- Cut 59
- Added 41
- Corporate actions 0
- Unchanged 29
Largest holdings
142 stocks worth US$982.19M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 90,332 | US$43.14M | 4.39% |
| AAPLAppleCOM | Cut | 142,794 | US$41.32M | 4.21% |
| GOOGALPHABET INCCAP STK CL C | Cut | 106,339 | US$37.57M | 3.83% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 579,556 | US$30.58M | 3.11% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 55,103 | US$27.57M | 2.81% |
| APHAMPHENOL CORPCL A | Cut | 142,428 | US$25.11M | 2.56% |
| J P MORGAN EXCHANGE TRADED FMORTGAGE BACKED | New | 480,901 | US$24.37M | 2.48% |
| JPMJPMORGAN CHASE & COCOM | Cut | 73,122 | US$23.93M | 2.44% |
| ROKROCKWELL AUTOMATION INCCOM | Cut | 46,611 | US$23.08M | 2.35% |
| J P MORGAN EXCHANGE TRADED FBETABUILDERS US | New | 234,462 | US$22.93M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.