CABOT WEALTH MANAGEMENT INC - Portfolio overview

CABOT WEALTH MANAGEMENT INC has 147 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.18%
2. MBB - ISHARES TR, 3.72%
3. IEI - ISHARES TR, 3.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.