Cabot-Wellington, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Cabot-Wellington, LLC reported 5 stock positions worth $309.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 71.5% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.2%) and iShares Core MSCI Emerging (IEMG, 6.6%). Compared with Q2 2025, it reduced 4. The biggest sale was iShares Core MSCI Eafe ETF (IEFA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001353198
- Portfolio Value
- $309.1M (Q3 2025)
- SEC Filing
- 0001062993-25-016356 ↗ filed Oct 29, 2025
Holdings Value
Holdings 5 stocks · $309.1M
| VTI VG Morningstar TS MKT ETF-US | 71.52% | 673,701 | $221.1M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 21.18% | 749,982 | $65.5M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 6.56% | 307,625 | $20.3M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.66% | 7,964 | $2.0M | Reduce -7.8% |
| VT Vanguard Tot World STK ETF | 0.08% | 1,859 | $256K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
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 |