CABOT WEALTH MANAGEMENT INC
CIK: 0001016683SEC EDGAR →
Portfolio Value
$806K
Holdings
138
As of
Q4 2025
New Positions
138
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 149,125 | $41K | 5.03% |
| 2 | ALPHABET INC | 114,924 | $36K | 4.48% |
| 3 | ISHARES TR | 271,164 | $32K | 4.02% |
| 4 | ISHARES TR | 335,234 | $32K | 3.96% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 93,369 | $28K | 3.52% |
| 6 | SCHWAB STRATEGIC TR | 530,689 | $24K | 2.98% |
| 7 | JPMORGAN CHASE & CO. | 74,164 | $24K | 2.97% |
| 8 | AMPHENOL CORP NEW | 173,374 | $23K | 2.91% |
| 9 | VANGUARD WELLINGTON FD | 114,327 | $22K | 2.71% |
| 10 | HDFC BANK LTD | 570,998 | $21K | 2.59% |
Quarterly Changes
New Positions (138)
$41K · 149K shares
$36K · 115K shares
$32K · 271K shares
$32K · 335K shares
$28K · 93K shares
$24K · 531K shares
$24K · 74K shares
$23K · 173K shares
$22K · 114K shares
$21K · 571K shares
$21K · 815K shares
$19K · 706K shares
$18K · 47K shares
$18K · 114K shares
$17K · 49K shares
$17K · 58K shares
$17K · 203K shares
$15K · 683K shares
$14K · 297K shares
$14K · 72K shares
$13K · 293K shares
$12K · 346K shares
$12K · 361K shares
$12K · 102K shares
$12K · 157K shares
$11K · 50K shares
$11K · 27K shares
$11K · 59K shares
$11K · 32K shares
$11K · 25K shares
$10K · 54K shares
$10K · 121K shares
$9K · 69K shares
$9K · 34K shares
$9K · 51K shares
$9K · 45K shares
$9K · 213K shares
$8K · 101K shares
$8K · 78K shares
$8K · 157K shares
$7K · 74K shares
$6K · 16K shares
$6K · 13K shares
$6K · 74K shares
$6K · 123K shares
$5K · 167K shares
$5K · 15K shares
$5K · 32K shares
$5K · 77K shares
$5K · 18K shares
$4K · 14K shares
$4K · 116K shares
$4K · 8K shares
$4K · 82K shares
$4K · 18K shares
$3K · 10K shares
$3K · 20K shares
$3K · 52K shares
$3K · 61K shares
$3K · 17K shares
$3K · 68K shares
$3K · 8K shares
$2K · 93K shares
$2K · 56K shares
SPDR INDEX SHS FDS
$2K · 35K shares
$2K · 17K shares
$2K · 47K shares
$2K · 32K shares
$2K · 26K shares
$2K · 81K shares
$2K · 78K shares
$2K · 81K shares
$2K · 69K shares
$2K · 76K shares
$2K · 18K shares
$2K · 6K shares
$1K · 4K shares
$1K · 17K shares
$1K · 41K shares
$1K · 10K shares
$1K · 5K shares
$1K · 6K shares
$989 · 41K shares
$904 · 2K shares
$758 · 5K shares
$650 · 4K shares
$635 · 2K shares
$627 · 2K shares
$568 · 6K shares
$553 · 17K shares
$466 · 62K shares
$452 · 3K shares
$447 · 2K shares
$428 · 3K shares
$421 · 930 shares
$406 · 3K shares
$403 · 9K shares
$401 · 3K shares
$389 · 2K shares
$364 · 629 shares
$349 · 4K shares
$332 · 5K shares
$326 · 11K shares
$323 · 920 shares
$323 · 2K shares
$320 · 1K shares
$320 · 4K shares
$313 · 480 shares
$308 · 1K shares
$290 · 3K shares
$287 · 4K shares
$262 · 2K shares
$253 · 1K shares
$242 · 3K shares
$241 · 721 shares
$241 · 1K shares
$236 · 415 shares
$229 · 373 shares
$224 · 1K shares
$216 · 4K shares
$215 · 4K shares
$215 · 7K shares
$205 · 800 shares
$188 · 11K shares
$137 · 89K shares
$27 · 55K shares
$21 · 11K shares
$10 · 19K shares
$8 · 8K shares
$6 · 10K shares
$4 · 4K shares
$4 · 7K shares
$4 · 779 shares
$3 · 6K shares
$2 · 1K shares
$1 · 3K shares
$1 · 2K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $385K | 47.8% |
| Technology | 22 | $175K | 21.7% |
| Communication Services | 6 | $67K | 8.3% |
| Consumer Cyclical | 11 | $51K | 6.4% |
| Healthcare | 15 | $37K | 4.7% |
| Industrials | 5 | $36K | 4.5% |
| Unknown | 9 | $25K | 3.2% |
| Consumer Defensive | 3 | $13K | 1.6% |
| Real Estate | 2 | $9K | 1.2% |
| Utilities | 3 | $3K | 0.3% |
| Basic Materials | 2 | $3K | 0.3% |
| Energy | 4 | $1K | 0.2% |