Fund HoldingsCABOT WEALTH MANAGEMENT INC

Total Portfolio Value
$869.48M
Total Bought
$75.70M
Total Sold
$96.36M
Net Transaction
-$20.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR
CORE MSCI EAFE
17,966107,447+89,4811,6079,7271.12%+8,120
EA SERIES TRUST
FREEDOM 100 EM
0113,975+113,97506,2290.72%+6,229
SPDR INDEX SHS FDS
ST STR PO EX ETF
089,841+89,84104,1010.47%+4,101
FEDEX CORP(FDX)58,33057,982-34816,84920,6522.38%+3,803
TAIWAN SEMICONDUCTOR MANUFAC(TSM)93,36994,124+75528,37431,8093.66%+3,435
SPDR INDEX SHS FDS
ST STR MSCI EM
048,207+48,20703,3430.38%+3,343
VERIZON COMMUNICATIONS INC(VZ)0234,920+234,920011,7931.36%+11,793
SCHWAB STRATEGIC TR530,689553,828+23,13923,99227,0993.12%+3,106
MEDPACE HLDGS INC(MEDP)18,54027,625+9,08510,41313,2651.53%+2,852
SPDR INDEX SHS FDS
ST MARKE CAP ETF
041,433+41,43302,7400.32%+2,740
WORLD GOLD TR(GLDM)73,79490,000+16,2066,3008,3420.96%+2,042
SPDR SERIES TRUST
ST STR PR SP1500
100,977128,874+27,8978,33110,1891.17%+1,858
ISHARES TR
MSCI USA QLT FCT
44,90655,295+10,3898,91910,6061.22%+1,687
ISHARES TR335,234351,174+15,94031,92133,3443.83%+1,423
VANGUARD WELLINGTON FD114,327117,522+3,19521,86523,1642.66%+1,299
MICRON TECHNOLOGY INC(MU)03,712+3,71201,2540.14%+1,254
SCHWAB STRATEGIC TR705,562734,136+28,57419,19820,4462.35%+1,247
AMERICAN TOWER CORP(AMT)059,285+59,285010,2311.18%+10,231
CARNIVAL CORP040,964+40,96401,0600.12%+1,060
VANECK ETF TRUST
MRNGSTR WDE MOAT
78,10493,899+15,7958,0889,0801.04%+992
ISHARES TR
INTL EQTY FACTOR
67,80890,090+22,2822,5603,5100.40%+950
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
58,54763,362+4,81511,21512,1611.40%+945
ISHARES TR
MSCI INTL MOMENT
296,631315,194+18,56314,22915,1361.74%+906
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
17,92222,748+4,8264,5335,4050.62%+873
SCHWAB STRATEGIC TR345,642348,345+2,70312,46413,3281.53%+864
ASML HLDG NV
N Y REGISTRY SHS
4,4324,178-2544,7425,5180.63%+777
ISHARES TR271,164279,159+7,99532,36333,1083.81%+745
TJX COS INC NEW(TJX)114,204114,128-7617,54318,2262.10%+683
SCHWAB STRATEGIC TR47,08059,245+12,1652,1442,7690.32%+626
ISHARES TR202,646209,768+7,12216,78317,3211.99%+537
WISDOMTREE TR(WT)0133,059+133,05906,6980.77%+6,698
SPDR GOLD TR(GLD)16,36816,050-3186,4876,9060.79%+419
ISHARES INC
ESG AWR MSCI EM
56,41263,813+7,4012,4922,9020.33%+410
SCHWAB STRATEGIC TR166,885174,536+7,6515,2595,6600.65%+402
ISHARES TR52,32059,739+7,4192,7673,1400.36%+373
CADENCE DESIGN SYSTEM INC(CDNS)4,3156,190+1,8751,3491,7200.20%+371
ISHARES TR
IBDS DEC28 ETF
81,08695,471+14,3852,0642,4180.28%+354
SPDR INDEX SHS FDS
ST PORT MARK ETF
06,938+6,93803250.04%+325
ISHARES TR2,3162,916+6001,5861,9050.22%+318
SPROTT INC(SII)02,000+2,00002860.03%+286
MERCK & CO INC(MRK)02,013+2,01302420.03%+242
ISHARES TR75,81687,399+11,5831,6731,9130.22%+240
ISHARES TR01,872+1,87202260.03%+226
ISHARES TR80,61390,707+10,0941,8872,1100.24%+223
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
02,915+2,91502190.03%+219
WALMART INC(WMT)01,671+1,67102080.02%+208
SCHWAB STRATEGIC TR61,35063,032+1,6822,7332,9220.34%+189
CHEVRON CORPORATION(CVX)2,9682,96804526140.07%+162
EXXON MOBIL CORP3,3753,307-684065610.06%+155
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
0694,444+694,444015,2871.76%+15,287
ISHARES TR
IBONDS 27 ETF
69,25575,236+5,9811,6821,8240.21%+142
CONOCOPHILLIPS(COP)3,1043,10402914100.05%+119
PHILLIPS 66(PSX)02,035+2,03503710.04%+371
HOME DEPOT INC(HD)033,778+33,778011,1091.28%+11,109
BROADCOM INC(AVGO)9,54810,924+1,3763,3053,3810.39%+77
APPLIED MATLS INC80080002062730.03%+68
BANK OZK LITTLE ROCK ARK(OZK)0294,843+294,843013,5301.56%+13,530
JOHNSON & JOHNSON(JNJ)1,4921,49203093650.04%+56
FIRST MAJESTIC SILVER CORP(AG)11,29011,29001882430.03%+54
ROBLOX CORP(RBLX)024,549+24,54901,3880.16%+1,388
ISHARES TR2,1122,292+1804484840.06%+36
COCA COLA CO(KO)4,1084,086-222873110.04%+24
ISHARES INC
CORE MSCI EMKT
4,9425,032+903323510.04%+19
DARDEN RESTAURANTS INC(DRI)1,2221,22202252400.03%+15
ISHARES INC
EMNG MKTS EQT
3,7453,793+482172290.03%+13
FLEXSHARES TR
INTL QLTDV IDX
7,0987,143+452162260.03%+10
INDEPENDENT BK CORP MASS(INDB)4,3844,38403203300.04%+9
PROCTER & GAMBLE CO(PG)05,294+5,29407650.09%+765
MCDONALDS CORP(MCD)1,0501,05003213260.04%+5
SIMON PPTY GROUP INC NEW(SPG)1,7451,74503233250.04%+2
ISHARES TR1,0301,03002542550.03%+2
GLOBE LIFE INC3,0653,06504294270.05%-2
LOWES COS INC(LOW)1,0001,00002412360.03%-5
TORONTO DOMINION BK ONT(TD)6,0326,03205685630.06%-5
GE VERNOVA INC(GEV)480353-1273143080.04%-6
VERTEX PHARMACEUTICALS INC(VRTX)0930+93004150.05%+415
SOUTHERN CO(SO)03,505+3,50503380.04%+338
INVESCO QQQ TR373367-62292120.02%-17
STRYKER CORPORATION(SYK)0920+92003020.03%+302
SCHWAB STRATEGIC TR16,96018,222+1,2625535310.06%-22
CITIGROUP INC(C)9,6759,727+521,1291,1030.13%-26
MASTERCARD INCORPORATED(MA)41541502372070.02%-30
SPDR SERIES TRUST
ST TERM HIGH ETF
78,44777,545-9021,9861,9370.22%-49
THERMO FISHER SCIENTIFIC INC(TMO)62962903643090.04%-55
ABBOTT LABORATORIES03,202+3,20203290.04%+329
MAXCYTE INC88,62388,6230137620.01%-75
AXSOME THERAPEUTICS INC.(AXSM)5,5605,56001,0159400.11%-76
AMAZON COM INC(AMZN)4,5414,641+1001,0489670.11%-82
ABBVIE INC(ABBV)1,7061,405-3013903060.04%-84
SCHWAB STRATEGIC TR07,285+7,28502120.02%+212
PALANTIR TECHNOLOGIES INC(PLTR)03,659+3,65905350.06%+535
SCHWAB STRATEGIC TR41,16434,931-6,2339908650.10%-125
ARCHER AVIATION INC(ACHR)62,02762,02704663210.04%-146
SYSCO CORP(SYY)0159,495+159,495011,3771.31%+11,377
AXON ENTERPRISE INC(AXON)04,154+4,15401,7640.20%+1,764
SALESFORCE INC(CRM)2,3982,39806354480.05%-188
DATADOG INC(DDOG)017,569+17,56902,0740.24%+2,074
GE AEROSPACE(GE)2,0371,529-5086274340.05%-194
MSCI INC(MSCI)2,6722,478-1941,5331,3360.15%-197
BANK AMERICA CORP3,9210-3,9212160-216
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