Cabot-Wellington, LLC

CIK: 0001353198SEC EDGAR →

Portfolio Value

$311.8M

Holdings

5

As of

Q4 2025

New Positions

5

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
VTI

VANGUARD INDEX FDS

667,254$223.7M
71.74%
2
AQLT

ISHARES TR

737,240$66.0M
21.15%
3
IEMG

ISHARES INC

305,398$20.5M
6.58%
4
VB

VANGUARD INDEX FDS

5,347$1.4M
0.44%
5
VT

VANGUARD INTL EQUITY INDEX F

1,859$262K
0.08%

Quarterly Changes

Top Buys

VTINEW
$223.7M
AQLTNEW
$66.0M
IEMGNEW
$20.5M
VBNEW
$1.4M
VTNEW
$262K

Top Sells

No sells this quarter

New Positions (5)

VTI
$223.7M · 667K shares
AQLT
$66.0M · 737K shares
IEMG
$20.5M · 305K shares
VB
$1.4M · 5K shares
VT
$262K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services4$245.9M78.8%
Unknown1$66.0M21.2%