CIK 1016683
CABOT WEALTH MANAGEMENT INC
Institutional 13F holdings & portfolio
Holdings
138
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 149K | $1M+ | SH |
| GOOG | ALPHABET INC | 115K | $1M+ | SH |
| IEI | ISHARES TR | 271K | $1M+ | SH |
| MBB | ISHARES TR | 335K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 93K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 55K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 531K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 74K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 173K | $1M+ | SH |
| VFMO | VANGUARD WELLINGTON FD | 114K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 11K | $1M+ | SH |
| HDB | HDFC BANK LTD | 571K | $1M+ | SH |
| SONY | SONY GROUP CORP | 815K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 706K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 47K | $1M+ | SH |
| TJX | TJX COS INC NEW | 114K | $1M+ | SH |
| V | VISA INC | 49K | $1M+ | SH |
| FDX | FEDEX CORP | 58K | $1M+ | SH |
| SHY | ISHARES TR | 203K | $1M+ | SH |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | 683K | $1M+ | SH |
| IMTM | ISHARES TR | 297K | $1M+ | SH |
| CTAS | CINTAS CORP | 72K | $1M+ | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 293K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 346K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 361K | $1M+ | SH |
| DIS | DISNEY WALT CO | 102K | $1M+ | SH |
| SYY | SYSCO CORP | 157K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 50K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC | 27K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 59K | $1M+ | SH |
| HD | HOME DEPOT INC | 32K | $1M+ | SH |
| CHE | CHEMED CORP NEW | 25K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 19K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 54K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 121K | $1M+ | SH |
| CDW | CDW CORP | 69K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 34K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 51K | $1M+ | SH |
| LLY | ELI LILLY & CO | 8K | $1M+ | SH |
| QUAL | ISHARES TR | 45K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 213K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 101K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 78K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 157K | $1M+ | SH |
| META | META PLATFORMS INC | 10K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 74K | $1M+ | SH |
| GLD | SPDR GOLD TR | 16K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 13K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 74K | $1M+ | SH |
| USFR | WISDOMTREE TR | 123K | $1M+ | SH |