§ 13F · FUND PROFILE
Mascoma Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $454M (13F)Positions · 457Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 118K | $77M | 16.0% | +2% |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 507K | $50M | 10.4% | −1% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 572K | $37M | 7.6% | +8% |
| 4 | FBND | FIDELITY TOTAL BOND ETF | 766K | $35M | 7.2% | −2% |
| 5 | JCPB | JPMORGAN CORE PLUS BOND ETF | 561K | $26M | 5.5% | +15% |
| 6 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 361K | $22M | 4.4% | NEW |
| 7 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 386K | $20M | 4.0% | −10% |
| 8 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 214K | $16M | 3.3% | +21% |
| 9 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 140K | $16M | 3.2% | −28% |
| 10 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 417K | $15M | 3.1% | +5% |
§ 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 $454 million in assets. The fund runs a broad portfolio of 457 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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