Cabot Wealth Management Inc.
Cabot Wealth Management Inc is an SEC-registered investment adviser headquartered in Salem, Massachusetts. Founded in 1983, the firm provides comprehensive wealth management, investment advisory, and financial planning services primarily to high net worth individuals and charitable organizations. As of March 31, 2025, the firm manages approximately $1.1 billion in assets with a team of 16-17 employees. Cabot Wealth Management is dedicated to alleviating the burden of financial planning and investment management from clients through a personalized and client-centric approach.
Investment Strategy
Cabot Wealth Management focuses on delivering personalized investment advisory and wealth management services, tailoring strategies to the individual scenarios and goals of high net worth individuals and select charitable organizations. The firm emphasizes a comprehensive approach to planning for the future, centering on prudent portfolio management, risk analysis, and adapting investment solutions to life events. Their philosophy is centered on taking the day-to-day burden of financial planning off their clients, providing guidance through market navigation, and helping clients sustain and grow their wealth over time.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.70% | $31.1M | 151,743 | $27.34 | $205.17 | -$3.2M |
M MELI | MERCADOLIBRE INC | 3.33% | $28.0M | 10,714 | $430.13 | $2613.63 | +$6.9M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.24% | $27.3M | 56,139 | $157.05 | $485.77 | -$3.1M |
I IEI | ISHARES TR | 3.19% | $26.8M | 225,420 | $117.17 | $119.09 | -$2.8M |
M MBB | ISHARES TR | 3.18% | $26.7M | 284,487 | $94.50 | $93.89 | -$2.5M |