Cabot-Wellington, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Cabot-Wellington, LLC reported 4 stock positions worth $263.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 77.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 20.8%) and Vanguard Most SM-Cap ETF-Usd (VB, 1.4%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +0%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001353198
- Portfolio Value
- $263.1M (Q4 2024)
- SEC Filing
- 0001062993-25-001158 ↗ filed Jan 28, 2025
Holdings Value
Holdings 4 stocks · $263.1M
Portfolio Sells Q3 2024 → Q4 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 77.66% | +1.98 |
Portfolio Buys Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 20.81% | −2.01 |
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 |