Universe · entity
CABOT WEALTH MANAGEMENT INC
Institutional manager (13F) · CIK 1016683
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $743M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $37M | 147,567 |
| 2 | ISHARES TR | $33M | 351,174 |
| 3 | ISHARES TR | $33M | 279,159 |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $32M | 94,124 |
| 5 | ALPHABET INC | $32M | 110,442 |
| 6 | SCHWAB STRATEGIC TR | $27M | 553,828 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $26M | 55,068 |
| 8 | VANGUARD WELLINGTON FD | $23M | 117,522 |
| 9 | JPMORGAN CHASE & CO | $22M | 73,486 |
| 10 | FEDEX CORP | $21M | 57,982 |
| 11 | SCHWAB STRATEGIC TR | $20M | 734,136 |
| 12 | AMPHENOL CORP | $18M | 144,299 |
| 13 | TJX COS INC NEW | $18M | 114,128 |
| 14 | MERCADOLIBRE INC | $18M | 10,335 |
| 15 | ISHARES TR | $17M | 209,768 |
| 16 | SONY GROUP CORP | $17M | 830,909 |
| 17 | ROCKWELL AUTOMATION INC | $17M | 46,807 |
| 18 | JOHN HANCOCK EXCHANGE TRADED | $15M | 694,444 |
| 19 | ISHARES TR | $15M | 315,194 |
| 20 | VISA INC | $15M | 48,612 |
| 21 | BANK OZK LITTLE ROCK ARK | $14M | 294,843 |
| 22 | SCHWAB STRATEGIC TR | $13M | 348,345 |
| 23 | MEDPACE HLDGS INC | $13M | 27,625 |
| 24 | INVESCO EXCHANGE TRADED FD T | $12M | 63,362 |
| 25 | CINTAS CORP | $12M | 71,826 |
| 26 | VERIZON COMMUNICATIONS INC | $12M | 234,920 |
| 27 | HDFC BANK LTD | $12M | 466,988 |
| 28 | SYSCO CORP | $11M | 159,495 |
| 29 | HOME DEPOT INC | $11M | 33,778 |
| 30 | ISHARES TR | $11M | 55,295 |
| 31 | AMERICAN TOWER CORP | $10M | 59,285 |
| 32 | SPDR SERIES TRUST | $10M | 128,874 |
| 33 | DOMINOS PIZZA INC | $10M | 28,159 |
| 34 | CHEMED CORP NEW | $10M | 26,725 |
| 35 | DISNEY WALT CO | $10M | 102,807 |
| 36 | ISHARES TR | $10M | 107,447 |
| 37 | DANAHER CORP DEL | $9M | 48,584 |
| 38 | NVIDIA CORPORATION | $9M | 52,443 |
| 39 | OMNICOM GROUP INC | $9M | 120,797 |
| 40 | VANECK ETF TRUST | $9M | 93,899 |
| 41 | CDW CORP | $8M | 70,093 |
| 42 | WORLD GOLD TR | $8M | 90,000 |
| 43 | ELI LILLY & CO | $8M | 8,200 |
| 44 | SPDR GOLD TR | $7M | 16,050 |
| 45 | WISDOMTREE TR | $7M | 133,059 |
| 46 | SPDR SERIES TRUST | $6M | 70,178 |
| 47 | EA SERIES TRUST | $6M | 113,975 |
| 48 | SCHWAB STRATEGIC TR | $6M | 174,124 |
| 49 | META PLATFORMS INC | $6M | 9,920 |
| 50 | SCHWAB STRATEGIC TR | $6M | 174,536 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.