Skip to content
Disclosery

Cabot-Wellington, LLC

Follow

13F filer, CIK 1353198, BOSTON, MA

Cabot-Wellington, LLC reported $338,068,251 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-26-002363

Period
2026-03-31
Reported value
$338M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+111,899$35.9M
IEMGadded+11,129$776K
VBadded+7$1.83K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFAreduced-26,196-$2.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001062993-26-002363, largest first. % of portfolio is the value over $338,068,251, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711,024 shares; 2024Q4: 705,090 shares; 2025Q1: 698,547 shares; 2025Q2: 679,335 shares; 2025Q3: 673,701 shares; 2025Q4: 667,254 shares; 2026Q1: 779,153 shares 779,153$250M73.94%+111,899Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,094 shares; 2024Q4: 779,286 shares; 2025Q1: 777,301 shares; 2025Q2: 754,560 shares; 2025Q3: 749,982 shares; 2025Q4: 737,240 shares; 2026Q1: 711,044 shares 711,044$64.4M19.04%-26,196Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313,633 shares; 2025Q2: 309,376 shares; 2025Q3: 307,625 shares; 2025Q4: 305,398 shares; 2026Q1: 316,527 shares 316,527$22.1M6.53%+11,129Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,704 shares; 2025Q2: 8,639 shares; 2025Q3: 7,964 shares; 2025Q4: 5,347 shares; 2026Q1: 5,354 shares 5,354$1.4M0.41%+7Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,859 shares; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,859 shares 1,859$257K0.08%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001062993-26-002363 base2026-05-06acceptance time not in the bulk data set