Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cabot-Wellington, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Cabot-Wellington, LLC (CIK 1353198) reported $338.1M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($250.0M, 73.94%), IEFA ($64.4M, 19.04%), IEMG ($22.1M, 6.53%), VB ($1.4M, 0.41%), VT ($257,137, 0.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$250.0M73.94%779,153Added
2IEFAISHARES TR$64.4M19.04%711,044Trimmed
3IEMGISHARES INC$22.1M6.53%316,527Added
4VBVANGUARD INDEX FDS$1.4M0.41%5,354Added
5VTVANGUARD INTL EQUITY INDEX F$257,1370.08%1,859Hold

Source: SEC Form 13F filings · as of 2026-03-31