Sponsored

The Analysis of CABOT WEALTH MANAGEMENT INC's Holdings & P&L

Currently, CABOT WEALTH MANAGEMENT INC holds 139 types of securities in its portfolio with a total value $869.5M. In the most recent quarter, they have increased their positions in IEFA (+89.5K shares, valued at $8.1M), FRDM (+114.0K shares, valued at $6.2M), MEDP (+9.1K shares, valued at $4.4M); decreased their positions in SCHE (-187.1K shares, valued at $6.2M), NVO (-147.6K shares, valued at $5.4M), APH (-29.1K shares, valued at $3.7M); initiated new positions in FRDM (+114.0K shares, valued at $6.2M), MU (+3.7K shares, valued at $1.3M), SII (+2.0K shares, valued at $285.8K).

1M P&L

+17.2M+2.12%

3M P&L

-2.8M-0.33%

HY P&L

+30.1M+3.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A334.7M

42.4%

2Consumer Electronics54.7M

6.9%

3Semiconductors42.2M

5.3%

Top Industries by Stock Count

1N/A48 stocks

36.9%

2Software - Application6 stocks

4.6%

3Medical Devices4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC147.6K shares-1.04%2026-03-312026-04-27

MBB ISHARES TR351.2K shares4.75%2026-03-312026-04-27

IEI ISHARES TR279.2K shares2.95%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC94.1K shares0.81%2026-03-312026-04-27

ALPHABET INC ALPHABET INC110.4K shares-3.90%2026-03-312026-04-27

FNDF SCHWAB STRATEGIC TR553.8K shares4.36%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL55.1K shares0.06%2026-03-312026-04-27

VFMO VANGUARD WELLINGTON FD117.5K shares2.79%2026-03-312026-04-27

Sponsored

JPM JPMORGAN CHASE & CO73.5K shares-0.91%2026-03-312026-04-27

FDX FEDEX CORP58.0K shares-0.60%2026-03-312026-04-27

FNDX SCHWAB STRATEGIC TR734.1K shares4.05%2026-03-312026-04-27

APH AMPHENOL CORP144.3K shares-16.77%2026-03-312026-04-27

TJX TJX COS INC NEW114.1K shares-0.07%2026-03-312026-04-27

MELI MERCADOLIBRE INC10.3K shares-1.58%2026-03-312026-04-27

SHY ISHARES TR209.8K shares3.51%2026-03-312026-04-27

SONY SONY GROUP CORP830.9K shares2.00%2026-03-312026-04-27

Sponsored

ROK ROCKWELL AUTOMATION INC46.8K shares-1.41%2026-03-312026-04-27

JHMB JOHN HANCOCK EXCHANGE TRADED694.4K shares1.63%2026-03-312026-04-27

IMTM ISHARES TR315.2K shares6.26%2026-03-312026-04-27

V VISA INC48.6K shares-0.55%2026-03-312026-04-27

OZK BANK OZK LITTLE ROCK ARK294.8K shares0.77%2026-03-312026-04-27

FNDE SCHWAB STRATEGIC TR348.3K shares0.78%2026-03-312026-04-27

MEDP MEDPACE HLDGS INC27.6K shares49.00%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T63.4K shares8.22%2026-03-312026-04-27

Sponsored

CTAS CINTAS CORP71.8K shares0.01%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC234.9K shares10.53%2026-03-312026-04-27

HDB HDFC BANK LTD467.0K shares-18.22%2026-03-312026-04-27

SYY SYSCO CORP159.5K shares1.89%2026-03-312026-04-27

HD HOME DEPOT INC33.8K shares5.52%2026-03-312026-04-27

QUAL ISHARES TR55.3K shares23.13%2026-03-312026-04-27

AMT AMERICAN TOWER CORP59.3K shares15.37%2026-03-312026-04-27

SPTM SPDR SERIES TRUST128.9K shares27.63%2026-03-312026-04-27

Sponsored

DPZ DOMINOS PIZZA INC28.2K shares3.60%2026-03-312026-04-27

CHE CHEMED CORP NEW26.7K shares6.03%2026-03-312026-04-27

DIS DISNEY WALT CO102.8K shares0.93%2026-03-312026-04-27

IEFA ISHARES TR107.4K shares498.06%2026-03-312026-04-27

DHR DANAHER CORP DEL48.6K shares-2.09%2026-03-312026-04-27

NVDA NVIDIA CORPORATION52.4K shares-3.62%2026-03-312026-04-27

OMC OMNICOM GROUP INC120.8K shares-0.27%2026-03-312026-04-27

MOAT VANECK ETF TRUST93.9K shares20.22%2026-03-312026-04-27

Sponsored

CDW CDW CORP70.1K shares1.56%2026-03-312026-04-27

GLDM WORLD GOLD TR90.0K shares21.96%2026-03-312026-04-27

LLY ELI LILLY & CO8.2K shares-2.08%2026-03-312026-04-27

GLD SPDR GOLD TR16.1K shares-1.94%2026-03-312026-04-27

USFR WISDOMTREE TR133.1K shares8.43%2026-03-312026-04-27

BIL SPDR SERIES TRUST70.2K shares-4.72%2026-03-312026-04-27

FRDM EA SERIES TRUST114.0K sharesnew addition2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR174.1K shares-51.79%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC9.9K shares-5.32%2026-03-312026-04-27

FNDA SCHWAB STRATEGIC TR174.5K shares4.58%2026-03-312026-04-27

ASML ASML HLDG NV4.2K shares-5.73%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II22.7K shares26.93%2026-03-312026-04-27

MSFT MICROSOFT CORP12.9K shares-2.64%2026-03-312026-04-27

ALPHABET INC ALPHABET INC14.4K shares-2.96%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS89.8K shares9.77%2026-03-312026-04-27

INTF ISHARES TR90.1K shares32.86%2026-03-312026-04-27

Sponsored

LYV LIVE NATION ENTERTAINMENT IN22.3K shares-31.28%2026-03-312026-04-27

BROADCOM INC BROADCOM INC10.9K shares14.41%2026-03-312026-04-27

QEMM SPDR INDEX SHS FDS48.2K shares37.44%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC782 shares0.39%2026-03-312026-04-27

IGSB ISHARES TR59.7K shares14.18%2026-03-312026-04-27

IDXX IDEXX LABS INC5.5K shares-5.22%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC6.6K shares-7.64%2026-03-312026-04-27

TSLA TESLA INC8.1K shares-2.87%2026-03-312026-04-27

Sponsored

FNDC SCHWAB STRATEGIC TR63.0K shares2.74%2026-03-312026-04-27

ESGE ISHARES INC63.8K shares13.12%2026-03-312026-04-27

ROL ROLLINS INC54.3K shares-29.48%2026-03-312026-04-27

PODD INSULET CORP13.5K shares-6.89%2026-03-312026-04-27

SCHC SCHWAB STRATEGIC TR59.2K shares25.84%2026-03-312026-04-27

EWX SPDR INDEX SHS FDS41.4K shares28.13%2026-03-312026-04-27

ORCL ORACLE CORP18.2K shares0.00%2026-03-312026-04-27

IBDT ISHARES TR95.5K shares17.74%2026-03-312026-04-27

Sponsored

SCHX SCHWAB STRATEGIC TR84.2K shares-9.13%2026-03-312026-04-27

SHOP SHOPIFY INC18.1K shares-9.44%2026-03-312026-04-27

IBDU ISHARES TR90.7K shares12.52%2026-03-312026-04-27

DDOG DATADOG INC17.6K shares5.63%2026-03-312026-04-27

SJNK SPDR SERIES TRUST77.5K shares-1.15%2026-03-312026-04-27

IBDV ISHARES TR87.4K shares15.28%2026-03-312026-04-27

IVV ISHARES TR2.9K shares25.91%2026-03-312026-04-27

FLGB FRANKLIN TEMPLETON ETF TR52.8K shares-54.29%2026-03-312026-04-27

Sponsored

IBDS ISHARES TR75.2K shares8.64%2026-03-312026-04-27

AXON AXON ENTERPRISE INC4.2K shares21.39%2026-03-312026-04-27

CDNS CADENCE DESIGN SYSTEM INC6.2K shares43.45%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO5.3K shares-31.38%2026-03-312026-04-27

NOW SERVICENOW INC16.3K shares-6.08%2026-03-312026-04-27

RBLX ROBLOX CORP24.5K shares47.78%2026-03-312026-04-27

AJG GALLAGHER ARTHUR J & CO6.2K shares2.01%2026-03-312026-04-27

MSCI MSCI INC2.5K shares-7.26%2026-03-312026-04-27

Sponsored

MU MICRON TECHNOLOGY INC3.7K sharesnew addition2026-03-312026-04-27

FICO FAIR ISAAC CORP1.1K shares-9.82%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC9.7K shares0.54%2026-03-312026-04-27

CCL CARNIVAL CORP41.0K shares0.00%2026-03-312026-04-27

AMZN AMAZON COM INC4.6K shares2.20%2026-03-312026-04-27

AXSM AXSOME THERAPEUTICS INC.5.6K shares0.00%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR34.9K shares-15.14%2026-03-312026-04-27

PG PROCTER & GAMBLE CO5.3K shares0.00%2026-03-312026-04-27

Sponsored

CVX CHEVRON CORPORATION3.0K shares0.00%2026-03-312026-04-27

TD TORONTO DOMINION BK ONT6.0K shares0.00%2026-03-312026-04-27

XOM EXXON MOBIL CORP3.3K shares-2.01%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR18.2K shares7.44%2026-03-312026-04-27

IVE ISHARES TR2.3K shares8.52%2026-03-312026-04-27

CRM SALESFORCE INC2.4K shares0.00%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE1.5K shares-24.94%2026-03-312026-04-27

Sponsored

GL GLOBE LIFE INC3.1K shares0.00%2026-03-312026-04-27

VRTX VERTEX PHARMACEUTICALS INC930 shares0.00%2026-03-312026-04-27

COP CONOCOPHILLIPS3.1K shares0.00%2026-03-312026-04-27

PSX PHILLIPS 662.0K shares0.00%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.5K shares0.00%2026-03-312026-04-27

NVO NOVO-NORDISK A S9.6K shares-93.88%2026-03-312026-04-27

IEMG ISHARES INC5.0K shares1.82%2026-03-312026-04-27

SO SOUTHERN CO3.5K shares-12.48%2026-03-312026-04-27

Sponsored

INDB INDEPENDENT BK CORP MASS4.4K shares0.00%2026-03-312026-04-27

ABT ABBOTT LABORATORIES3.2K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP1.1K shares0.00%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW1.7K shares0.00%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS6.9K shares-19.53%2026-03-312026-04-27

ACHR ARCHER AVIATION INC62.0K shares0.00%2026-03-312026-04-27

KO COCA COLA CO4.1K shares-0.54%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC629 shares0.00%2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC353 shares-26.46%2026-03-312026-04-27

ABBV ABBVIE INC1.4K shares-17.64%2026-03-312026-04-27

SYK STRYKER CORPORATION920 shares0.00%2026-03-312026-04-27

SII SPROTT INC2.0K sharesnew addition2026-03-312026-04-27

AMAT APPLIED MATLS INC800 shares0.00%2026-03-312026-04-27

IWM ISHARES TR1.0K shares0.00%2026-03-312026-04-27

AG FIRST MAJESTIC SILVER CORP11.3K shares0.00%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-04-27

Sponsored

DRI DARDEN RESTAURANTS INC1.2K shares0.00%2026-03-312026-04-27

LOW LOWES COS INC1.0K shares0.00%2026-03-312026-04-27

EMGF ISHARES INC3.8K shares1.28%2026-03-312026-04-27

IOO ISHARES TR1.9K sharesnew addition2026-03-312026-04-27

IQDF FLEXSHARES TR7.1K shares0.63%2026-03-312026-04-27

SPHQ INVESCO EXCHANGE TRADED FD T2.9K sharesnew addition2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR367 shares-1.61%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR7.3K shares-36.47%2026-03-312026-04-27

Sponsored

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-27

MA MASTERCARD INCORPORATED415 shares0.00%2026-03-312026-04-27

MXCT MAXCYTE INC88.6K shares0.00%2026-03-312026-04-27

AAPL

APPLE INC

-1.04%

Shares147.6K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

4.75%

Shares351.2K

Event2026-03-31

Filed2026-04-27

IEI

ISHARES TR

2.95%

Shares279.2K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.81%

Shares94.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-3.90%

Shares110.4K

Event2026-03-31

Filed2026-04-27

FNDF

SCHWAB STRATEGIC TR

4.36%

Shares553.8K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

0.06%

Shares55.1K

Event2026-03-31

Filed2026-04-27

VFMO

VANGUARD WELLINGTON FD

2.79%

Shares117.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-0.91%

Shares73.5K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

-0.60%

Shares58.0K

Event2026-03-31

Filed2026-04-27

FNDX

SCHWAB STRATEGIC TR

4.05%

Shares734.1K

Event2026-03-31

Filed2026-04-27

APH

AMPHENOL CORP

-16.77%

Shares144.3K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

-0.07%

Shares114.1K

Event2026-03-31

Filed2026-04-27

MELI

MERCADOLIBRE INC

-1.58%

Shares10.3K

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

3.51%

Shares209.8K

Event2026-03-31

Filed2026-04-27

SONY

SONY GROUP CORP

2.00%

Shares830.9K

Event2026-03-31

Filed2026-04-27

ROK

ROCKWELL AUTOMATION INC

-1.41%

Shares46.8K

Event2026-03-31

Filed2026-04-27

JHMB

JOHN HANCOCK EXCHANGE TRADED

1.63%

Shares694.4K

Event2026-03-31

Filed2026-04-27

IMTM

ISHARES TR

6.26%

Shares315.2K

Event2026-03-31

Filed2026-04-27

VISA INC

-0.55%

Shares48.6K

Event2026-03-31

Filed2026-04-27

OZK

BANK OZK LITTLE ROCK ARK

0.77%

Shares294.8K

Event2026-03-31

Filed2026-04-27

FNDE

SCHWAB STRATEGIC TR

0.78%

Shares348.3K

Event2026-03-31

Filed2026-04-27

MEDP

MEDPACE HLDGS INC

49.00%

Shares27.6K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

8.22%

Shares63.4K

Event2026-03-31

Filed2026-04-27

CTAS

CINTAS CORP

0.01%

Shares71.8K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

10.53%

Shares234.9K

Event2026-03-31

Filed2026-04-27

HDB

HDFC BANK LTD

-18.22%

Shares467.0K

Event2026-03-31

Filed2026-04-27

SYY

SYSCO CORP

1.89%

Shares159.5K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

5.52%

Shares33.8K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

23.13%

Shares55.3K

Event2026-03-31

Filed2026-04-27

AMT

AMERICAN TOWER CORP

15.37%

Shares59.3K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

27.63%

Shares128.9K

Event2026-03-31

Filed2026-04-27

DPZ

DOMINOS PIZZA INC

3.60%

Shares28.2K

Event2026-03-31

Filed2026-04-27

CHE

CHEMED CORP NEW

6.03%

Shares26.7K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

0.93%

Shares102.8K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

498.06%

Shares107.4K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

-2.09%

Shares48.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-3.62%

Shares52.4K

Event2026-03-31

Filed2026-04-27

OMC

OMNICOM GROUP INC

-0.27%

Shares120.8K

Event2026-03-31

Filed2026-04-27

MOAT

VANECK ETF TRUST

20.22%

Shares93.9K

Event2026-03-31

Filed2026-04-27

CDW

CDW CORP

1.56%

Shares70.1K

Event2026-03-31

Filed2026-04-27

GLDM

WORLD GOLD TR

21.96%

Shares90.0K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-2.08%

Shares8.2K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

-1.94%

Shares16.1K

Event2026-03-31

Filed2026-04-27

USFR

WISDOMTREE TR

8.43%

Shares133.1K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

-4.72%

Shares70.2K

Event2026-03-31

Filed2026-04-27

FRDM

EA SERIES TRUST

New

Shares114.0K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

-51.79%

Shares174.1K

Event2026-03-31

Filed2026-04-27