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 101–138 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT | 6K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| ACHR | ARCHER AVIATION INC | 62K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| GL | GLOBE LIFE INC | 3K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 930 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 9K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 629 | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 920 | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| INDB | INDEPENDENT BK CORP MASS | 4K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 480 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 721 | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 415 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 373 | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 1K | $100K–$500K | SH |
| EMGF | ISHARES INC | 4K | $100K–$500K | SH |
| IQDF | FLEXSHARES TR | 7K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 800 | $100K–$500K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 11K | $100K–$500K | SH |
| MXCT | MAXCYTE INC | 89K | $100K–$500K | SH |