Mascoma Wealth Management
$539M 13F equity value
636 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mascoma Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 121,926 | $91M | 16.9% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 539,593 | $53M | 9.9% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 580,644 | $41M | 7.7% |
| FBND | FIDELITY TOTAL BOND ETF | 801,959 | $36M | 6.8% |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 600,244 | $28M | 5.2% |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 404,935 | $24M | 4.4% |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 396,714 | $20M | 3.7% |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 226,552 | $19M | 3.5% |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 433,747 | $18M | 3.4% |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 91,744 | $17M | 3.2% |
Track Mascoma Wealth Management's 13F portfolio: $539M in reported holdings, 636 positions. Top holdings and quarterly changes on SentiSense.
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