Cabot-Wellington, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Cabot-Wellington, LLC reported 5 stock positions worth $338.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 73.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 19.0%) and iShares Core MSCI Emerging (IEMG, 6.5%). Compared with Q4 2025, it added to 3 and reduced 1. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +17%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001353198
- Portfolio Value
- $338.1M (Q1 2026)
- SEC Filing
- 0001062993-26-002363 ↗ filed May 6, 2026
Holdings Value
Holdings 5 stocks · $338.1M
| VTI VG Morningstar TS MKT ETF-US | 73.94% | 779,153 | $250.0M | Add +16.8% |
| IEFA iShares Core MSCI Eafe ETF | 19.04% | 711,044 | $64.4M | Reduce -3.5% |
| IEMG iShares Core MSCI Emerging | 6.53% | 316,527 | $22.1M | Add +3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 5,354 | $1.4M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.08% | 1,859 | $257K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.5% | 19.04% | −2.11 |
Portfolio Buys Q4 2025 → Q1 2026
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 |