Institutional
Cabot-Wellington, LLC
CIK 0001353198
$379.5M
Reported AUM
5
Positions
Q2 2026
Period
2026-07-15
Filed
Editorial summary
Summary for Cabot-Wellington, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $365.61 | 0.12% | 21.10% | 68.36% | $285.4M | 75.21% | — | HELD |
| 2 | IEFA | ISHARES TR | $96.60 | -0.24% | 22.68% | 48.50% | $66.6M | 17.56% | — | HELD |
| 3 | IEMG | ISHARES INC | $75.02 | -3.01% | 29.78% | 36.78% | $25.6M | 6.74% | — | HELD |
| 4 | VB | VANGUARD INDEX FDS | $297.04 | 0.05% | 27.11% | 41.84% | $1.6M | 0.43% | — | HELD |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | $153.94 | -0.33% | 22.31% | 60.11% | $227K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001062993-26-003669. 13F discloses long positions only — shorts, foreign equities, and options are excluded.