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 (2026-06-30)

Cabot-Wellington, LLC (CIK 1353198) reported $379.5M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($285.4M, 75.21%), IEFA ($66.6M, 17.56%), IEMG ($25.6M, 6.74%), VB ($1.6M, 0.43%), VT ($226,797, 0.06%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$285.4M75.21%771,402Trimmed
2IEFAISHARES TR$66.6M17.56%689,947Trimmed
3IEMGISHARES INC$25.6M6.74%308,899Trimmed
4VBVANGUARD INDEX FDS$1.6M0.43%5,360Added
5VTVANGUARD INTL EQUITY INDEX F$226,7970.06%1,445Trimmed

Source: SEC Form 13F filings · as of 2026-06-30