account_balance
Investment manager · 13F filer · SEC CIK 1016683
Cabot Wealth Management Inc
Reported value$999Mas of Sep 30, 2026
Positions152 22 new, 12 sold out
Top 10 weight29.5%AAPL alone is 5%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.6%Trimmed −3%
GOOGAlphabet Inc.
3.5%Trimmed −3%
FNDFSchwab Strategic Tr
3.4%Added +9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%Trimmed −19%
BRK-BBerkshire Hathaway Inc
2.8%
APHAmphenol Corp
2.5%Added +4%
JMTGJ P Morgan Exchange Traded F
2.4%Added +2%
JPMJPMorgan Chase & Co
2.4%Trimmed −2%
FNDXSchwab Strategic Tr
2.3%
BBIBJ P Morgan Exchange Traded F
2.3%Added +3%
NVDANVIDIA Corp
2.3%Added +24%
ROKRockwell Automation, Inc
2.1%
AAPLApple Inc.
4.6%−3%
GOOGAlphabet Inc.
3.5%
FNDFSchwab Strategic Tr
3.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%−19%
BRK-BBerkshire Hathaway Inc
2.8%
APHAmphenol Corp
2.5%+4%
JMTGJ P Morgan Exchange Traded F
2.4%
JPMJPMorgan Chase & Co
2.4%
FNDXSchwab Strategic Tr
2.3%
BBIBJ P Morgan Exchange Traded F
2.3%
NVDANVIDIA Corp
2.3%
ROKRockwell Automation, Inc
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.6% Trimmed −3%GOOG Alphabet Inc. 3.5% Trimmed −3%
FNDF Schwab Strategic Tr 3.4% Added +9%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.3% Trimmed −19%BRK-B Berkshire Hathaway Inc 2.8% HeldAPH Amphenol Corp 2.5% Added +4%JMTG J P Morgan Exchange Traded F 2.4% Added +2%
JPM JPMorgan Chase & Co 2.4% Trimmed −2%FNDX Schwab Strategic Tr 2.3% Held
BBIB J P Morgan Exchange Traded F 2.3% Added +3%
NVDA NVIDIA Corp 2.3% Added +24%ROK Rockwell Automation, Inc 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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