Cabot-Wellington, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Cabot-Wellington, LLC reported 5 stock positions worth $379.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 75.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 17.6%) and iShares Core MSCI Emerging (IEMG, 6.7%). Compared with Q1 2026, it added to 1 and reduced 4. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +0%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001353198
- Portfolio Value
- $379.5M (Q2 2026)
- SEC Filing
- 0001062993-26-003669 ↗ filed Jul 15, 2026
Holdings Value
Holdings 5 stocks · $379.5M
| VTI VG Morningstar TS MKT ETF-US | 75.21% | 771,402 | $285.4M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 17.56% | 689,947 | $66.6M | Reduce -3.0% |
| IEMG iShares Core MSCI Emerging | 6.74% | 308,899 | $25.6M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 5,360 | $1.6M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.06% | 1,445 | $227K | Reduce -22.3% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.43% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $379.5M | VTI, IEFA, IEMG, VB, VT |
| Q1 2026 | 5 | $338.1M | VTI, IEFA, IEMG, VB, VT |
| Q4 2025 | 5 | $311.8M | VTI, IEFA, IEMG, VB, VT |
| Q3 2025 | 5 | $309.1M | VTI, IEFA, IEMG, VB, VT |
| Q2 2025 | 5 | $290.3M | VTI, IEFA, IEMG, VB, VT |
| Q1 2025 | 5 | $271.4M | VTI, IEFA, IEMG, VB, VT |
| Q4 2024 | 4 | $263.1M | VTI, IEFA, VB, VT |
| Q3 2024 | 4 | $266.0M | VTI, IEFA, VB, VT |
| Q2 2024 | 4 | $255.4M | VTI, IEFA, VB, VT |
| Q1 2024 | 4 | $257.7M | VTI, IEFA, VB, VT |