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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $466M AUM 495 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 495 New
Page 3 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FUTY FIDELITY MSCI UTILITIES INDEX ETF 17,846.0 $985K 0.21% NEW $55.22 +2.9%
42 VO VANGUARD MID-CAP ETF 3,261.0 $947K 0.20% NEW $290.26 -73.6%
43 ESGE ISHARES ESG AWARE MSCI EM ETF 20,729.0 $916K 0.20% NEW $44.17 +17.4%
44 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT Financial Services 1,327.0 $905K 0.19% NEW $681.92 +8.3%
45 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 930.0 $802K 0.17% NEW $862.34 +21.6%
46 LRCX LAM RESEARCH CORP COM NEW Technology 4,204.0 $720K 0.15% NEW $171.18 +66.3%
47 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 8,121.0 $700K 0.15% NEW $86.25 +6.1%
48 DVY ISHARES SELECT DIVIDEND ETF 4,522.0 $638K 0.14% NEW $141.14 +8.1%
49 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,099.0 $637K 0.14% NEW $579.45 -24.4%
50 EFA ISHARES MSCI EAFE ETF 6,264.0 $602K 0.13% NEW $96.03 +6.9%
51 JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 6,189.0 $598K 0.13% NEW $96.70 +9.1%
52 META META PLATFORMS INC CL A Communication Services 897.0 $592K 0.13% NEW $660.09 -6.9%
53 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 10,191.0 $583K 0.12% NEW $57.24 -1.9%
54 V VISA INC COM CL A Financial Services 1,537.0 $539K 0.12% NEW $350.71 -7.1%
55 IWM ISHARES RUSSELL 2000 ETF 2,167.0 $533K 0.11% NEW $246.16 +12.1%
56 VZ VERIZON COMMUNICATIONS INC COM Communication Services 12,994.0 $529K 0.11% NEW $40.73 +13.8%
57 FIDELITY MSCI HEALTH CARE INDEX ETF 6,536.0 $486K 0.10% NEW $74.28
58 IUSV ISHARES CORE S&P US VALUE ETF 4,642.0 $476K 0.10% NEW $102.54 +6.1%
59 VB VANGUARD SMALL-CAP ETF 1,671.0 $431K 0.09% NEW $258.01 +9.1%
60 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 5,044.0 $416K 0.09% NEW $82.48 +7.4%
Page 3 of 25  ·  495 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 35.7%
Financial Services 17.5%
Industrials 13.3%
Healthcare 11.1%
Communication Services 8.3%
Consumer Cyclical 7.3%
Consumer Defensive 4.2%
Utilities 0.9%
Energy 0.9%
Basic Materials 0.7%