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| Keyboard |
| Cabot Wealth Management
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|---|---|
| CRD # | 107327 |
| SEC # | 801-19708 |
| CIK # | 0001016683 |
| AUM | 1,217.6 M (2026-06-25) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 978-745-9233 |
| Address | 48 Dunham Ridge Rd Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 37.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 31.8 | ||
| Alphabet Inc | 31.7 | ||
| J P Morgan Chase & Co | 21.6 | ||
| Fedex Corp | 20.7 | ||
| Amphenol Corp /DE/ | 18.2 | ||
| TJX Companies Inc /DE/ | 18.2 | ||
| MercadoLibre Inc | 17.9 | ||
| Sony Corp | 17.2 | ||
| Rockwell Automation Inc | 16.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 636 | 1,191.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 26.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,815 | 1,217.6 |
| By Discretionary | ||
| Discretionary | 1,815 | 1,217.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,815 | 1,217.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,217.6 | |
| Total | 1,815 | 1,217.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001016683] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
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