Cabot-Wellington, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Cabot-Wellington, LLC reported 5 stock positions worth $311.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 71.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.2%) and iShares Core MSCI Emerging (IEMG, 6.6%). Compared with Q3 2025, it reduced 4. The biggest sale was Vanguard Most SM-Cap ETF-Usd (VB, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001353198
- Portfolio Value
- $311.8M (Q4 2025)
- SEC Filing
- 0001062993-26-000461 ↗ filed Jan 28, 2026
Holdings Value
Holdings 5 stocks · $311.8M
| VTI VG Morningstar TS MKT ETF-US | 71.74% | 667,254 | $223.7M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 21.15% | 737,240 | $66.0M | Reduce -1.7% |
| IEMG iShares Core MSCI Emerging | 6.58% | 305,398 | $20.5M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 5,347 | $1.4M | Reduce -32.9% |
| VT Vanguard Tot World STK ETF | 0.08% | 1,859 | $262K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |