CABOT WEALTH MANAGEMENT INC

Position in TD — Toronto Dominion Bank

CIK 1016683 SALEM, MA

Position in TD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$732,465

+$169,620 QoQ

Shares Held

6,032

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#427

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CABOT WEALTH MANAGEMENT INC holds $26,245,916 across 4 Banks - Diversified names. TD ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,122	$23,935,024
2	C	Citigroup Inc	9,773	$1,367,829
3	TD	Toronto Dominion Bank This page	6,032	$732,465
4	BAC	Bank Of America Corp /De/	3,696	$210,598

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,465	6,032	0.0%	Shares	Sole	2026-07-31
2026-03-31	$562,845	6,032	0.0%	Shares	Sole	2026-04-27
2025-12-31	$568,214	6,032	0.0%	Shares	Sole	2026-02-03
2025-09-30	$482,258	6,032	0.0%	Shares	Sole	2025-10-31
2025-06-30	$443,050	6,032	0.0%	Shares	Sole	2025-07-31
2025-03-31	$361,558	6,032	0.0%	Shares	Sole	2025-04-22
2024-12-31	$321,143	6,032	0.0%	Shares	Sole	2025-02-04
2024-09-30	$381,584	6,032	0.0%	Shares	Sole	2024-10-15
2024-06-30	$331,518	6,032	0.0%	Shares	Sole	2024-07-12
2024-03-31	$364,212	6,032	-2.1%	Shares	Sole	2024-05-03
2023-12-31	$398,188	6,162	0.0%	Shares	Sole	2024-02-12
2023-09-30	$371,322	6,162	0.0%	Shares	Sole	2023-10-26
2023-06-30	$382,105	6,162	-9.2%	Shares	Sole	2023-07-13
2023-03-31	$406,541	6,787	-7.7%	Shares	Sole	2023-04-20
2022-12-31	$476,439	7,357	-51.5%	Shares	Sole	2023-01-31
2022-09-30	$930,069	15,165	-48.2%	Shares	Sole	2022-10-19
2022-06-30	$1,921,362	29,298	0.0%	Shares	Sole	2022-08-01
2022-03-31	$2,326,847	29,298	0.0%	Shares	Sole	2022-04-14
2021-12-31	$2,246,570	29,298	0.0%	Shares	Sole	2022-01-26
2021-09-30	$1,938,062	29,298	0.0%	Shares	Sole	2021-10-21
2021-06-30	$2,052,324	29,298	-6.4%	Shares	Sole	2021-07-26
2021-03-31	$2,040,616	31,293	-0.0%	Shares	Sole	2021-04-20
2020-12-31	$1,765,663	31,295	0.0%	Shares	Sole	2021-02-02
2020-09-30	$1,447,080	31,295	0.0%	Shares	Sole	2020-11-05
2020-06-30	$1,396,069	31,295	+126.7%	Shares	Sole	2020-08-10
2020-03-31	$585,193	13,805	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.