Cabot-Wellington, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$338.1M
Q ending 2026-03-31
Prior quarter
$311.8M
Q ending 2025-12-31
Change
+8.4% QoQ · +24.6% YoY
Positions
5
reported holdings

Largest positions

All 5 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVTIShares$250.0M779K
Ishares TrIEFAShares$64.4M711K
Ishares IncIEMGShares$22.1M317K
Vanguard Index FdsVBShares$1.4M5K
Vanguard Intl Equity Index FVTShares$257K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.