Cabot-Wellington, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 23, 2024), Cabot-Wellington, LLC reported 4 stock positions worth $257.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 74.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 23.1%) and Vanguard Most SM-Cap ETF-Usd (VB, 1.9%). Compared with Q4 2023, it opened 1 new position and reduced 2. The biggest buy was a new position in Vanguard Tot World STK ETF (VT) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001353198
Portfolio Value
$257.7M (Q1 2024)
SEC Filing
0001062993-24-011031 ↗ filed May 23, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $257.7M $257.7M Q1 2024 Q2 2024: $255.4M Q2 2024 Q3 2024: $266.0M Q3 2024 Q4 2024: $263.1M Q4 2024 Q1 2025: $271.4M Q1 2025 Q2 2025: $290.3M Q2 2025 Q3 2025: $309.1M Q3 2025 Q4 2025: $311.8M Q4 2025 Q1 2026: $338.1M Q1 2026 Q2 2026: $379.5M Q2 2026

Holdings 4 stocks · $257.7M
VTI VG Morningstar TS MKT ETF-US 74.93% 742,806 $193.1M Reduce -0.7%
IEFA iShares Core MSCI Eafe ETF 23.14% 803,347 $59.6M Reduce -1.4%
VB Vanguard Most SM-Cap ETF-Usd 1.85% 20,868 $4.8M No change
VT Vanguard Tot World STK ETF 0.08% 1,859 $205K New

Portfolio Sells Q4 2023 → Q1 2024
IEFA iShares Core MSCI Eafe ETF Reduce -1.4% 23.14% −0.83
VTI VG Morningstar TS MKT ETF-US Reduce -0.7% 74.93% +0.76

Portfolio Buys Q4 2023 → Q1 2024
VT Vanguard Tot World STK ETF New 0.08% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$379.5MVTI, IEFA, IEMG, VB, VT
Q1 2026 5$338.1MVTI, IEFA, IEMG, VB, VT
Q4 2025 5$311.8MVTI, IEFA, IEMG, VB, VT
Q3 2025 5$309.1MVTI, IEFA, IEMG, VB, VT
Q2 2025 5$290.3MVTI, IEFA, IEMG, VB, VT
Q1 2025 5$271.4MVTI, IEFA, IEMG, VB, VT
Q4 2024 4$263.1MVTI, IEFA, VB, VT
Q3 2024 4$266.0MVTI, IEFA, VB, VT
Q2 2024 4$255.4MVTI, IEFA, VB, VT
Q1 2024 4$257.7MVTI, IEFA, VB, VT