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 1 stock: VB.
  • Reduced shares in these 4 stocks: VTI, IEFA, IEMG, VT.
  • Cabot-Wellington was a net seller of stock by $-5.6M.
  • Cabot-Wellington has $380M in assets under management (AUM), dropping by 12.26%.
  • Central Index Key (CIK): 0001353198

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Portfolio Holdings for Cabot-Wellington

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 75.2 $285M 771k 370.04
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Ishares Tr Core Msci Eafe (IEFA) 17.6 $67M -2% 690k 96.58
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Ishares Core Msci Emkt (IEMG) 6.7 $26M -2% 309k 82.84
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.6M 5.4k 303.09
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $227k -22% 1.4k 156.95
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Past Filings by Cabot-Wellington

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

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