Institutions / Mascoma Wealth Management LLC

Mascoma Wealth Management LLC

CIK 1695664 · Institution · as of Dec 31, 2025

Portfolio value

$466.32M

Positions

495

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 495 →

Company	Class	Value	Shares	% of portfolio
iShares Core S&P 500 ETF	—	$79.88M	116,624	17.1%
iShares Core U.S. Aggregate Bond ETF	—	$51.33M	513,908	11.0%
Fidelity Total Bond ETF	—	$36.04M	782,784	7.7%
Vanguard Ftse Developed Markets ETF	—	$33.19M	531,364	7.1%
JPMorgan Core Plus Bond ETF	—	$23.15M	488,955	5.0%
JPMorgan Ultra-Short Income ETF	—	$21.76M	430,219	4.7%
iShares Trust iShares 0-1 Year Treasury Bond ETF	—	$21.45M	194,764	4.6%
iShares Core S&P U.S. Growth ETF	—	$20.12M	119,831	4.3%
Fidelity Enhanced Large Cap Core ETF	—	$15.18M	397,652	3.3%
JPMorgan International Research Enhanced Equity ETF	—	$13.23M	176,620	2.8%
iShares Esg MSCI Kld 400 ETF	—	$10.21M	79,229	2.2%
iShares Core S&P Mid-Cap ETF	—	$8.89M	134,728	1.9%
Vanguard Dividend Appreciation ETF	—	$8.87M	40,344	1.9%
iShares 0-3 Month Treasury Bond ETF	—	$8.55M	85,185	1.8%
iShares Core S&P Small Cap ETF	—	$8.36M	69,521	1.8%
iShares MSCI UAE ETF	—	$7.14M	28,508	1.5%
iShares Esg Aware MSCI Eafe ETF	—	$6.43M	67,656	1.4%
iShares Esg Aware US Aggregate Bond ETF	—	$6.41M	133,944	1.4%
Apple Inc.	—	$6.12M	22,498	1.3%
SPDR Portfolio Emerging Markets ETF	—	$5.76M	123,020	1.2%
iShares Esg Aware MSCI USA ETF	—	$4.84M	32,511	1.0%
Microsoft Corp	—	$3.91M	8,093	0.8%
Nuveen Esg Large-Cap Growth ETF	—	$2.54M	25,940	0.5%
Vanguard S&P 500 ETF	—	$2.49M	3,970	0.5%
State Street SPDR Portfolio Short Term Corporate Bond ETF	—	$2.36M	78,266	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.