§ 13F · FUND PROFILE
Mascoma Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $430.7T (13F)Positions · 465Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$168.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 117K | $79.9T | 17.1% | +1% |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 514K | $51.3T | 11.0% | +4% |
| 3 | FBND | FIDELITY TOTAL BOND ETF | 783K | $36.0T | 7.7% | +5% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 531K | $33.2T | 7.1% | +2% |
| 5 | JCPB | JPMORGAN CORE PLUS BOND ETF | 489K | $23.2T | 5.0% | +6% |
| 6 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 430K | $21.8T | 4.7% | +3% |
| 7 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 195K | $21.5T | 4.6% | +3% |
| 8 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 120K | $20.1T | 4.3% | −2% |
| 9 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 398K | $15.2T | 3.3% | +2% |
| 10 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 177K | $13.2T | 2.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MASCOMA SIGNAL
AC read
Mascoma Wealth Management LLC is a Other fund managing $430681.0 trillion in assets. The fund runs a broad portfolio of 465 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed