§ 13F · FUND PROFILE
Mascoma Wealth Management LLC.
AUM · $539M (13F)Positions · 609Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$608K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 122K | $91M | 16.9% | +3% |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 540K | $53M | 9.9% | +6% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 581K | $41M | 7.7% | +2% |
| 4 | FBND | FIDELITY TOTAL BOND ETF | 802K | $36M | 6.8% | +5% |
| 5 | JCPB | JPMORGAN CORE PLUS BOND ETF | 600K | $28M | 5.2% | +7% |
| 6 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 405K | $24M | 4.4% | +12% |
| 7 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 397K | $20M | 3.7% | +3% |
| 8 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 227K | $19M | 3.5% | +6% |
| 9 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 434K | $18M | 3.4% | +4% |
| 10 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 92K | $17M | 3.2% | +1% |
§ 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 $539 million in assets. The fund runs a broad portfolio of 609 positions.
Read the full dossier →