Mascoma Wealth Management LLC

DOSSIER · 13F-HR · Q2 2026

Mascoma Wealth Management LLC

$539M in tracked AUM across 609 positions as of Q2 2026.

MW

CIK 0001695664 · last filed Jun 30, 2026

Total AUM

$539M

as of Q2 2026

Holdings

609

—

positions

Whale Score

61

61

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Mascoma Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$91M122K16.9%02

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

$53M540K9.9%03

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$41M581K7.7%04

FBND

FIDELITY TOTAL BOND ETF

$36M802K6.8%05

JCPB

JPMORGAN CORE PLUS BOND ETF

$28M600K5.2%06

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$24M405K4.4%07

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

$20M397K3.7%08

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$19M227K3.5%09

FELC

FIDELITY ENHANCED LARGE CAP CORE ETF