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CABOT WEALTH MANAGEMENT INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001016683

$982.2M

disclosed book value

142

positions

4.4%

largest position share

Positions, as of 2026-06-30

top 100 of 142 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TSMTAIWAN SEMICONDUCTOR MANUFAC90,332$43.1M4.4%
2AAPLAPPLE INC142,794$41.3M4.2%
3GOOGALPHABET INC106,339$37.6M3.8%
4FNDFSCHWAB STRATEGIC TR579,556$30.6M3.1%
5BRK/BBERKSHIRE HATHAWAY INC DEL55,103$27.6M2.8%
6APHAMPHENOL CORP142,428$25.1M2.6%
7JMTGJ P MORGAN EXCHANGE TRADED F480,901$24.4M2.5%
8JPMJPMORGAN CHASE & CO73,122$23.9M2.4%
9ROKROCKWELL AUTOMATION INC46,611$23.1M2.3%
10BBIBJ P MORGAN EXCHANGE TRADED F234,462$22.9M2.3%
11FNDXSCHWAB STRATEGIC TR729,227$22.7M2.3%
12QUALISHARES TR90,297$19.8M2%
13FDXFEDEX CORP57,090$17.9M1.8%
14LLYELI LILLY & CO14,418$17.3M1.8%
15IMTMISHARES TR322,958$17.2M1.8%
16TJXTJX COS INC NEW113,301$17.2M1.7%
17SONYSONY GROUP CORP854,132$17.1M1.7%
18MELIMERCADOLIBRE INC9,812$16.7M1.7%
19VVISA INC48,107$16.5M1.7%
20MOATVANECK ETF TRUST157,363$16.4M1.7%
21NVDANVIDIA CORPORATION79,167$15.8M1.6%
22SPTMSPDR SERIES TRUST171,433$15.6M1.6%
23JHMBJOHN HANCOCK EXCHANGE TRADED688,349$15.1M1.5%
24OZKBANK OZK LITTLE ROCK ARK289,305$15.1M1.5%
25JMOMJ P MORGAN EXCHANGE TRADED F172,574$14.7M1.5%
26FNDESCHWAB STRATEGIC TR359,305$14.3M1.5%
27MEDPMEDPACE HLDGS INC26,548$14.1M1.4%
28RSPINVESCO EXCHANGE TRADED FD T66,033$14.0M1.4%
29BBSBJ P MORGAN EXCHANGE TRADED F132,092$13.0M1.3%
30IEIISHARES TR107,436$12.6M1.3%
31VFMOVANGUARD WELLINGTON FD50,284$12.5M1.3%
32CHECHEMED CORP NEW26,608$12.4M1.3%
33IEFAISHARES TR128,258$12.4M1.3%
34CTASCINTAS CORP72,458$12.3M1.3%
35MBBISHARES TR125,676$11.9M1.2%
36HDHOME DEPOT INC32,830$11.6M1.2%
37IEMGISHARES INC137,664$11.4M1.2%
38KLACKLA CORP35,503$10.7M1.1%
39VZVERIZON COMMUNICATIONS INC233,477$9.9M1%
40AMTAMERICAN TOWER CORP59,299$9.7M1%
41CDWCDW CORP68,775$9.7M1%
42DISDISNEY WALT CO99,773$9.6M1%
43SHYISHARES TR115,086$9.4M1%
44QQQMINVESCO EXCH TRADED FD TR II31,176$9.4M1%
45VGTVANGUARD WORLD FD78,766$9.4M1%
46FRDMEA SERIES TRUST122,555$8.9M0.9%
47AVGOBROADCOM INC23,244$8.8M0.9%
48OMCOMNICOM GROUP INC116,231$8.5M0.9%
49GLDMWORLD GOLD TR96,935$7.7M0.8%
50ASML HLDG NV3,741$7.4M0.8%
51FNDASCHWAB STRATEGIC TR175,158$6.7M0.7%
52USFRWISDOMTREE TR129,848$6.5M0.7%
53SCHESCHWAB STRATEGIC TR166,356$6.0M0.6%
54QEMMSPDR INDEX SHS FDS74,171$5.9M0.6%
55SPDWSPDR INDEX SHS FDS116,463$5.9M0.6%
56INTFISHARES TR142,558$5.8M0.6%
57GLDSPDR GOLD TR15,728$5.8M0.6%
58VMIVALMONT INDS INC9,857$5.7M0.6%
59ESGEISHARES INC88,811$4.9M0.5%
60MSFTMICROSOFT CORP12,163$4.5M0.5%
61IBDTISHARES TR170,474$4.3M0.4%
62IGSBISHARES TR81,232$4.3M0.4%
63METAMETA PLATFORMS INC7,406$4.2M0.4%
64FDXFFEDEX FGHT HLDG CO INC27,540$4.2M0.4%
65GOOGLALPHABET INC11,529$4.1M0.4%
66MUMICRON TECHNOLOGY INC3,381$3.9M0.4%
67TSLATESLA INC7,766$3.3M0.3%
68EWXSPDR INDEX SHS FDS41,320$3.1M0.3%
69FNDCSCHWAB STRATEGIC TR63,063$3.1M0.3%
70LYVLIVE NATION ENTERTAINMENT IN15,745$2.9M0.3%
71SCHCSCHWAB STRATEGIC TR59,461$2.9M0.3%
72IBDUISHARES TR117,263$2.7M0.3%
73IDXXIDEXX LABS INC5,136$2.7M0.3%
74ORCLORACLE CORP18,158$2.7M0.3%
75IBDVISHARES TR119,446$2.6M0.3%
76DDOGDATADOG INC9,623$2.5M0.3%
77SCHXSCHWAB STRATEGIC TR80,934$2.4M0.2%
78IBDSISHARES TR92,429$2.2M0.2%
79ROLROLLINS INC49,814$2.1M0.2%
80IVVISHARES TR2,425$1.8M0.2%
81BILSPDR SERIES TRUST19,581$1.8M0.2%
82BKNGBOOKING HOLDINGS INC9,724$1.7M0.2%
83ISRGINTUITIVE SURGICAL INC4,115$1.6M0.2%
84CCITIGROUP INC9,773$1.4M0.1%
85AXSMAXSOME THERAPEUTICS INC.5,560$1.4M0.1%
86PODDINSULET CORP8,909$1.4M0.1%
87AJGGALLAGHER ARTHUR J & CO5,623$1.3M0.1%
88SHWSHERWIN WILLIAMS CO3,710$1.3M0.1%
89FLGBFRANKLIN TEMPLETON ETF TR33,090$1.2M0.1%
90AMZNAMAZON COM INC4,641$1.1M0.1%
91NOWSERVICENOW INC11,087$1.1M0.1%
92AXONAXON ENTERPRISE INC1,878$1.1M0.1%
93MSCIMSCI INC1,689$945,9080.1%
94VRTXVERTEX PHARMACEUTICALS INC1,899$943,2900.1%
95SCHFSCHWAB STRATEGIC TR33,295$922,2720.1%
96SHOPSHOPIFY INC7,725$882,0410.1%
97PGPROCTER & GAMBLE CO5,294$776,3120.1%
98TDTORONTO DOMINION BK ONT6,032$732,4660.1%
99SCHGSCHWAB STRATEGIC TR18,429$623,6370.1%
100AMATAPPLIED MATLS INC800$578,4000.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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