Cabot-Wellington, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Cabot-Wellington, LLC reported 5 stock positions worth $271.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 70.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.7%) and iShares Core MSCI Emerging (IEMG, 6.2%). Compared with Q4 2024, it opened 1 new position and reduced 3. The biggest buy was a new position in iShares Core MSCI Emerging (IEMG) 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
- $271.4M (Q1 2025)
- SEC Filing
- 0001062993-25-007413 ↗ filed Apr 14, 2025
Holdings Value
Holdings 5 stocks · $271.4M
| VTI VG Morningstar TS MKT ETF-US | 70.74% | 698,547 | $192.0M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 21.67% | 777,301 | $58.8M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 6.24% | 313,633 | $16.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 1.28% | 15,704 | $3.5M | Reduce -0.6% |
| VT Vanguard Tot World STK ETF | 0.08% | 1,859 | $216K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| IEMG iShares Core MSCI Emerging | New | 6.24% | +6.24 |
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 |