Cabot Wealth Management Inc.
Annual return '25
+30.2%
SPY '25
+17.7%
Alpha
+12.5ptsvs SPY
Invested
$869.5M
Holdings
139
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 1.1% (65.4k → 64.7k shares)
4.3%
02
$MBB
ISHARES TR
Q4 2025: Exited (was 304.3k shares)
3.8%
03
$IEI
ISHARES TR
Q4 2025: Exited (was 242.8k shares)
3.8%
04
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 90.7k shares)
3.7%
05
$GOOG
ALPHABET INC
Q1 2026: Sold 5.9% (51.9k → 48.8k shares)
3.6%
06
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 506.6k shares)
3.1%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 0.9% (51.5k → 51.1k shares)
3.0%
08
$VFMO
VANGUARD WELLINGTON FD
Q4 2025: Exited (was 108.2k shares)
2.7%
09
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 94.8% (75.1k → 3.9k shares)
2.5%
10
$FDX
FEDEX CORP
Q1 2026: Sold 6.2% (4.1k → 3.9k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:25 UTC.