John Lawton

Cabot-wellington, Llc

Assets Managed

$338.068M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 9d ago

Growth Rate

8.42%(2Q avg: 4.65%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cabot-wellington, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Cabot-wellington, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 338.068M in assets, with a quarterly growth rate of 8.42% and a 2-quarter average growth rate of 4.65%. The portfolio is managed by John Lawton, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 16.78%	73.94%	$249.96M 779,153 shares@ $320.82 avg price	Increased 16.78%
IEFA Ishares Core Msci Eafe Etf Recent Activity Decreased -3.55%	19.05%	$64.371M 711,044 shares@ $90.54 avg price	Decreased -3.55%
IEMG Ishares Core Msci Emerging Recent Activity Increased 3.65%	6.54%	$22.078M 316,527 shares@ $69.76 avg price	Increased 3.65%
VB Vanguard Small-cap Etf Recent Activity Increased 0.14%	0.42%	$1.402M 5,354 shares@ $261.93 avg price	Increased 0.14%
VT Vanguard Tot World Stk Etf Recent Activity	0.08%	$257,137 1,859 shares@ $138.33 avg price

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