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Cabot-wellington, LLC
Cabot-Wellington, LLC is a Boston-based investment management firm established in 1996, serving as the family office for the Cabot family, one of Boston's historically wealthy merchant families. The firm manages financial assets for family members and related entities, leveraging a small team of around 12 employees to provide bespoke investment and wealth management services tailored to the needs of ultra-high net worth families and trusts.
Investment Strategy
Cabot-Wellington, LLC acts as a multi-asset investment manager with a core focus on diversified global portfolios, primarily utilizing index ETFs and mutual funds from providers such as Vanguard and iShares. Their approach emphasizes broad market exposure, long-term asset allocation, and cost efficiency. The firm manages concentrated positions in major index funds, seeking capital appreciation and risk-adjusted returns for family wealth preservation and intergenerational transfer.
Latest 13F Filing Activity
Cabot-wellington, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $290M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares Inc. among other positions. Cabot-wellington, LLC reduced exposure to Vanguard Index FDS, Vanguard Intl Equity Index F, Ishares Inc. among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 71.12% | $206.5M | 679,335 | $160.33 | $303.93 | +$14.5M |
I IEFA | ISHARES TR | 21.70% | $63.0M | 754,560 | $59.50 | $83.48 | +$4.2M |
I IEMG | ISHARES INC | 6.40% | $18.6M | 309,376 | $53.97 | $60.03 | +$1.6M |
V VB | VANGUARD INDEX FDS | 0.71% | $2.0M | 8,639 | $194.68 | $236.98 | -$1.4M |
V VT | VANGUARD INTL EQUITY INDEX F | 0.08% | $238.9K | 1,859 | $110.21 | $128.52 | +$23.4K |
Industry Allocation
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