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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $483.8B AUM 515 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 89 Added 115 Reduced 29 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 361,188.0 $21.5M 4.45% NEW $59.55 -1.5%
2 VNQ VANGUARD REAL ESTATE ETF 24,061.0 $2.1M 0.44% NEW $88.70 +6.4%
3 OUNZ VANECK MERK GOLD ETF Financial Services 4,285.0 $193K 0.04% NEW $45.05 -2.5%
4 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 2,644.0 $108K 0.02% NEW $40.90 +14.3%
5 IWB ISHARES RUSSELL 1000 ETF 265.0 $94K 0.02% NEW $356.56 +12.9%
6 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 1,630.0 $83K 0.02% NEW $51.00 -1.3%
7 REET ISHARES GLOBAL REIT ETF 1,317.0 $33K 0.01% NEW $25.15 +7.2%
8 MYI BLACKROCK MUNIYIELD QUALITY FD COM Financial Services 1,218.0 $13K 0.00% NEW $10.51 +2.3%
9 MHD BLACKROCK MUNIHOLDINGS FD INC COM Financial Services 1,123.0 $13K 0.00% NEW $11.28 +1.8%
10 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 339.0 $9K 0.00% NEW $25.62 -1.3%
11 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 724.0 $8K 0.00% NEW $10.98 +2.0%
12 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 708.0 $7K 0.00% NEW $10.40 +2.2%
13 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 20.0 $7K 0.00% NEW $337.95 +19.5%
14 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 8.0 $2K NEW $282.38 +24.3%
15 PWR QUANTA SVCS INC COM Industrials 4.0 $2K NEW $549.00 +37.5%
16 ROP ROPER TECHNOLOGIES INC COM Industrials 6.0 $2K NEW $353.83 -9.0%
17 NOC NORTHROP GRUMMAN CORP COM Industrials 3.0 $2K NEW $682.33 -20.5%
18 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 54.0 $2K NEW $37.02 +15.0%
19 FITB FIFTH THIRD BANCORP COM Financial Services 41.0 $2K NEW $46.46 +2.3%
20 DDOG DATADOG INC CL A COM Technology 16.0 $2K NEW $118.06 +73.3%
Page 1 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 17.2%
Industrials 14.2%
Healthcare 10.8%
Communication Services 8.9%
Consumer Cyclical 7.2%
Consumer Defensive 4.9%
Energy 1.3%
Utilities 1.1%
Basic Materials 0.8%