Cabot-Wellington, LLC

CIK 0001353198 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source ↗

Cabot-Wellington, LLC reported 5 positions worth $379.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VTI (75.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$379.5M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VTI	VANGUARD INDEX FDS	SH	$285.4M	75.21%	771,402	—	—
▸ 2	IEFA	ISHARES TR	SH	$66.6M	17.56%	689,947	—	—
▸ 3	IEMG	ISHARES INC	SH	$25.6M	6.74%	308,899	—	—
▸ 4	VB	VANGUARD INDEX FDS	SH	$1.6M	0.43%	5,360	—	—
▸ 5	VT	VANGUARD INTL EQUITY INDEX F	SH	$226.8K	0.06%	1,445	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cabot-Wellington, LLC hold as of Q2 2026?

Cabot-Wellington, LLC reported 5 positions worth $379.5M in its Q2 2026 13F filing. Largest positions: VTI (75.2%), IEFA (17.6%), IEMG (6.7%), VB (0.4%) and VT (0.1%).

What did Cabot-Wellington, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cabot-Wellington, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.