CABOT WEALTH MANAGEMENT INC
All 13F Filings
- Location
- Beverly, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 998,719
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 152 | 998,719 | 13F-HR | CABOT WEALTH MANAGEMENT INC |
| Q2 2026 | 7/31/2026 | 142 | 982,191 | 13F-HR | CABOT WEALTH MANAGEMENT INC |
| Q1 2026 | 4/24/2026 | 139 | 869,479 | 13F-HR | CABOT WEALTH MANAGEMENT INC |
| Q4 2025 | 2/3/2026 | 138 | 904,602 | 13F-HR | CABOT WEALTH MANAGEMENT INC |
| Q3 2025 | 10/31/2025 | 133 | 901,676 | 13F-HR | CABOT WEALTH MANAGEMENT INC |
| Q2 2025 | 7/31/2025 | 128 | 840,891 | 13F-HR | CABOT WEALTH MANAGEMENT INC |
| Q2 2014 | 7/28/2014 | 144 | 398,108 | 13F-HR | CABOT MONEY MANAGEMENT INC |
| Q1 2014 | 4/14/2014 | 143 | 380,287 | 13F-HR | CABOT MONEY MANAGEMENT INC |
| Q4 2013 | 2/11/2014 | 150 | 382,266 | 13F-HR | CABOT MONEY MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 550.1 K | 55.1% | 0 | 17.16 K | -17.16 K |
| ETFs | 440.4 K | 44.1% | 33.04 K | 0 | 33.04 K |
| Debt | 8.211 K | 0.8% | 652 | 0 | 652 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
998,719
Holdings
152
QoQ value change ($000)
16,528
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.