CABOT WEALTH MANAGEMENT INC — 13F holdings

CABOT WEALTH MANAGEMENT INC reported 142 holdings worth $982M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $43.1M (4.4%)
2. AAPL APPLE INC — $41.3M (4.2%)
3. GOOG ALPHABET INC — $37.6M (3.8%)
4. FNDF SCHWAB STRATEGIC TR — $30.6M (3.1%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $27.6M (2.8%)
6. APH AMPHENOL CORP NEW — $25.1M (2.6%)
7. JMTG J P MORGAN EXCHANGE TRADED F — $24.4M (2.5%)
8. JPM JPMorgan Chase & Co. — $23.9M (2.4%)
9. ROK ROCKWELL AUTOMATION INC — $23.1M (2.3%)
10. BBIB J P MORGAN EXCHANGE TRADED F — $22.9M (2.3%)