Cabot-Wellington

Latest statistics and disclosures from Cabot-Wellington's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IEFA, IEMG, VB, VT, and represent 100.00% of Cabot-Wellington's stock portfolio.
  • Added to shares of these 3 stocks: VTI (+$36M), IEMG, VB.
  • Reduced shares in these 1 stock: IEFA.
  • Cabot-Wellington was a net buyer of stock by $34M.
  • Cabot-Wellington has $338M in assets under management (AUM), dropping by 8.41%.
  • Central Index Key (CIK): 0001353198

Tip: Access up to 7 years of quarterly data

Positions held by Cabot-Wellington consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cabot-Wellington

Cabot-Wellington holds 5 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 73.9 $250M +16% 779k 320.81
 View chart
Ishares Tr Core Msci Eafe (IEFA) 19.0 $64M -3% 711k 90.53
 View chart
Ishares Core Msci Emkt (IEMG) 6.5 $22M +3% 317k 69.75
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.4M 5.4k 261.92
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $257k 1.9k 138.32
 View chart

Past Filings by Cabot-Wellington

SEC 13F filings are viewable for Cabot-Wellington going back to 2010

View all past filings