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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 5 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEFA ISHARES CORE MSCI EAFE ETF 2,635.0 $236K 0.05% NEW $89.46 +7.0%
82 JNJ JOHNSON & JOHNSON COM Healthcare 1,135.0 $235K 0.05% NEW $206.95 +11.0%
83 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 3,975.0 $231K 0.05% NEW $58.12 +2.7%
84 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 1,860.0 $221K 0.05% NEW $118.75 +3.1%
85 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 9,544.0 $218K 0.05% NEW $22.88
86 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 922.0 $207K 0.04% NEW $224.67 +19.0%
87 EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 2,055.0 $203K 0.04% NEW $98.56 +0.2%
88 MCD MCDONALDS CORP COM Consumer Cyclical 654.0 $200K 0.04% NEW $305.63 -7.4%
89 AXP AMERICAN EXPRESS CO COM Financial Services 533.0 $197K 0.04% NEW $369.95 -16.2%
90 IWF ISHARES RUSSELL 1000 GROWTH ETF 399.0 $189K 0.04% NEW $473.30 -73.9%
91 VWO VANGUARD FTSE EMERGING MARKETS ETF 3,447.0 $185K 0.04% NEW $53.76 +8.1%
92 RY ROYAL BK CDA COM Financial Services 1,083.0 $185K 0.04% NEW $170.49 +8.6%
93 EBC EASTERN BANKSHARES INC COM Financial Services 9,912.0 $183K 0.04% NEW $18.43 +5.1%
94 UNH UNITEDHEALTH GROUP INC COM Healthcare 550.0 $182K 0.04% NEW $330.11 +18.8%
95 EEM ISHARES MSCI EMERGING MARKETS ETF 3,277.0 $179K 0.04% NEW $54.72 +18.3%
96 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,229.0 $176K 0.04% NEW $143.31 -1.0%
97 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 1,600.0 $171K 0.04% NEW $106.70 +9.6%
98 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 1,899.0 $170K 0.04% NEW $89.54 +6.7%
99 KO COCA COLA CO COM Consumer Defensive 2,405.0 $168K 0.04% NEW $69.91 +17.7%
100 PEP PEPSICO INC COM Consumer Defensive 1,165.0 $167K 0.04% NEW $143.52 +4.7%
Page 5 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%