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Mascoma Wealth Management LLC 13F holdings

Filed 2026-07-24 · Mascoma Wealth Management LLC · 609 positions · $539.3M

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TickerCompanySharesValue% of portfolio
IVVISHARES CORE S&P 500 ETF121.9K$91.3M16.9%
AGGISHARES CORE U.S. AGGREGATE BOND ETF539.6K$53.4M9.9%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF580.6K$41.4M7.7%
FBNDFIDELITY TOTAL BOND ETF802.0K$36.5M6.8%
JCPBJPMORGAN CORE PLUS BOND ETF600.2K$28.2M5.2%
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF404.9K$23.9M4.4%
JPSTJPMORGAN ULTRA-SHORT INCOME ETF396.7K$20.1M3.7%
JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF226.6K$18.7M3.5%
FELCFIDELITY ENHANCED LARGE CAP CORE ETF433.7K$18.2M3.4%
IUSGISHARES CORE S&P U.S. GROWTH ETF91.7K$17.3M3.2%
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF144.2K$15.9M3.0%
SGOVISHARES 0-3 MONTH TREASURY BOND ETF143.5K$14.4M2.7%
IJHISHARES CORE S&P MID-CAP ETF141.4K$10.9M2.0%
DSIISHARES ESG MSCI KLD 400 ETF76.4K$10.9M2.0%
IJRISHARES CORE S&P SMALL CAP ETF72.6K$10.8M2.0%
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF26.9K$9.2M1.7%
ESGDISHARES ESG AWARE MSCI EAFE ETF78.7K$8.1M1.5%
USMVISHARES MSCI USA MIN VOL FACTOR ETF79.3K$7.7M1.4%
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF143.3K$6.8M1.3%
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF129.5K$6.7M1.2%
AAPLAPPLE INC COM21.9K$6.3M1.2%
ESGUISHARES ESG AWARE MSCI USA ETF37.4K$6.1M1.1%
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF124.7K$3.7M0.7%
SHYISHARES 1-3 YEAR TREASURY BOND ETF40.2K$3.3M0.6%
MSFTMICROSOFT CORP COM7.7K$2.9M0.5%
NULGNUVEEN ESG LARGE-CAP GROWTH ETF24.2K$2.8M0.5%
VOOVANGUARD S&P 500 ETF3.9K$2.7M0.5%
VNQVANGUARD REAL ESTATE ETF26.3K$2.5M0.5%
HWMHOWMET AEROSPACE INC COM9.1K$2.4M0.5%
NULVNUVEEN ESG LARGE-CAP VALUE ETF45.1K$2.3M0.4%
VIGVANGUARD DIVIDEND APPRECIATION ETF8.9K$2.1M0.4%
LLYELI LILLY & CO COM1.4K$1.7M0.3%
LRCXLAM RESEARCH CORP COM NEW3.8K$1.6M0.3%
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF27.6K$1.5M0.3%
GOOGLALPHABET INC CAP STK CL A4.2K$1.5M0.3%
QQQINVESCO QQQ TRUST SERIES I2.0K$1.5M0.3%
IWDISHARES RUSSELL 1000 VALUE ETF5.9K$1.4M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW2.8K$1.4M0.3%
AMZNAMAZON COM INC COM5.5K$1.3M0.2%
FDVVFIDELITY HIGH DIVIDEND ETF21.7K$1.3M0.2%
NVDANVIDIA CORPORATION COM6.0K$1.2M0.2%
VOVANGUARD MID-CAP ETF14.3K$1.2M0.2%
ESGEISHARES ESG AWARE MSCI EM ETF20.6K$1.1M0.2%
JPMJPMORGAN CHASE & CO COM3.3K$1.1M0.2%
SPYSTATE STREET SPDR S&P 500 ETF1.3K$990,9640.2%
COSTCOSTCO WHOLESALE CORPORATION COM906$847,5360.2%
JUSTGOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF7.2K$771,1930.1%
FUTYFIDELITY MSCI UTILITIES INDEX ETF11.9K$692,4800.1%
EFAISHARES MSCI EAFE ETF6.3K$659,2220.1%
FIWFIRST TRUST WATER ETF6.0K$659,0650.1%
DVYISHARES SELECT DIVIDEND ETF4.2K$654,0220.1%
IWMISHARES RUSSELL 2000 ETF2.1K$625,2360.1%
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF7.0K$614,6890.1%
VZVERIZON COMMUNICATIONS INC COM14.1K$595,1080.1%
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF10.0K$566,8590.1%
TMOTHERMO FISHER SCIENTIFIC INC COM1.1K$543,4740.1%
IUSVISHARES CORE S&P US VALUE ETF4.8K$529,9320.1%
VBVANGUARD SMALL-CAP ETF1.6K$489,9610.1%
METAMETA PLATFORMS INC CL A787$443,3090.1%
GOOGALPHABET INC CAP STK CL C1.3K$442,0160.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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