Cabot-Wellington, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report was signed by John Lawton, Director of Investment Operations and Portfolio Management, on November 2, 2026.
The filing details a total of five equity securities held by the firm. The largest holding in the portfolio is the iShares Core MSCI EAFE ETF, which comprises 65,535 shares. This position represents the majority of the firm's equity assets.
The remaining four holdings are all index funds:
- iShares Core MSCI Emerging Markets ETF: 302,780 shares
- Vanguard Index Funds Morningstar Small Cap: 3,565 shares
- Vanguard Index Funds Morningstar Total Stock Market: 743,703 shares
- Vanguard International Equity Index Fund TT World St ETF: 1,445 shares
The filing indicates that the firm holds no positions in any other equity securities.
