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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $539M AUM 609 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 124 New 104 Added 86 Reduced 29 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 OUNZ VANECK MERK GOLD ETF Financial Services 4,285 $193K 0.04% SOLD
2 XOM EXXON MOBIL CORP COM Energy 841 $143K 0.03% SOLD
3 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 2,644 $108K 0.02% SOLD
4 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 1,630 $83K 0.02% SOLD
5 HON HONEYWELL INTL INC COM Industrials 341 $77K 0.02% SOLD
6 TD TORONTO DOMINION BK ONT COM NEW Financial Services 644 $60K 0.01% SOLD
7 REET ISHARES GLOBAL REIT ETF 1,317 $33K 0.01% SOLD
8 SKYY FIRST TRUST CLOUD COMPUTING ETF 240 $26K 0.01% SOLD
9 NFG NATIONAL FUEL GAS CO COM Energy 263 $25K 0.01% SOLD
10 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 145 $15K 0.00% SOLD
11 CXE MFS HIGH INCOME MUN TR SH BEN INT Financial Services 2,517 $9K 0.00% SOLD
12 PYPL PAYPAL HLDGS INC COM Financial Services 206 $9K 0.00% SOLD
13 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 38 $6K 0.00% SOLD
14 IYH ISHARES U.S. HEALTHCARE ETF 55 $3K 0.00% SOLD
15 CMU MFS HIGH YIELD MUN TR SH BEN INT Financial Services 844 $3K 0.00% SOLD
16 NOW SERVICENOW INC COM Technology 25 $3K 0.00% SOLD
17 BSX BOSTON SCIENTIFIC CORP COM Healthcare 36 $2K SOLD
18 NOC NORTHROP GRUMMAN CORP COM Industrials 3 $2K SOLD
19 IQVIA HLDGS INC COM 10 $2K SOLD
20 AXON AXON ENTERPRISE INC COM Industrials 4 $2K SOLD
Page 1 of 2  ·  29 positions
Sector Allocation
Technology 36.6%
Financial Services 17.1%
Industrials 14.0%
Healthcare 11.1%
Communication Services 7.3%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Utilities 1.1%
Basic Materials 0.7%
Energy 0.7%