SEC Form 13F

CABOT WEALTH MANAGEMENT INC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$982,190,612
Positions142

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$43,139,85390,332
APPLE INCAAPLCOM$41,318,962142,794
ALPHABET INCGOOGCAP STK CL C$37,572,792106,339
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$30,577,353579,556
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$27,572,99055,103
AMPHENOL CORPAPHCL A$25,112,937142,428
J P MORGAN EXCHANGE TRADED FJMTGMORTGAGE BACKED$24,372,063480,901
JPMORGAN CHASE & COJPMCOM$23,934,92773,122
ROCKWELL AUTOMATION INCROKCOM$23,076,40746,611
J P MORGAN EXCHANGE TRADED FBBIBBETABUILDERS US$22,927,406234,462

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page