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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 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 507,055.0 $50.3M 10.40% -7K -1.3% $99.27 -1.2%
2 FBND FIDELITY TOTAL BOND ETF 766,202.0 $35.0M 7.22% -17K -2.1% $45.62 -0.9%
3 JPMORGAN ULTRA-SHORT INCOME ETF 385,564.0 $19.5M 4.03% -45K -10.4% $50.61
4 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 140,462.0 $15.5M 3.21% -54K -27.9% $110.39 -0.1%
5 IUSG ISHARES CORE S&P U.S. GROWTH ETF 91,183.0 $14.1M 2.92% -29K -23.9% $155.11 +19.3%
6 DSI ISHARES ESG MSCI KLD 400 ETF 72,480.0 $8.8M 1.82% -7K -8.5% $121.19 +15.7%
7 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 27,018.0 $6.5M 1.34% -1K -5.2% $239.99 +22.3%
8 AAPL APPLE INC COM Technology 22,040.0 $5.6M 1.16% -458.0 -2.0% $253.79 +16.6%
9 MSFT MICROSOFT CORP COM Technology 7,799.0 $2.9M 0.60% -294.0 -3.6% $370.16 +13.6%
10 HWM HOWMET AEROSPACE INC COM Industrials 9,508.0 $2.2M 0.45% -500.0 -5.0% $230.46 +12.1%
11 VIG VANGUARD DIVIDEND APPRECIATION ETF 10,047.0 $2.2M 0.45% -30K -75.1% $215.07 +6.7%
12 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 22,461.0 $2.0M 0.42% -3K -13.4% $90.94 +19.7%
13 FDVV FIDELITY HIGH DIVIDEND ETF 27,627.0 $1.5M 0.32% -4K -12.7% $55.24 +7.5%
14 BERKSHIRE HATHAWAY INC DEL CL B NEW 3,022.0 $1.4M 0.30% -54.0 -1.8% $479.20
15 LLY ELI LILLY & CO COM Healthcare 1,504.0 $1.4M 0.29% -27.0 -1.8% $919.55 +7.6%
16 AMZN AMAZON COM INC COM Consumer Cyclical 5,548.0 $1.2M 0.24% -130.0 -2.3% $208.27 +27.0%
17 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 24,457.0 $1.1M 0.24% -2K -8.3% $47.02 +8.3%
18 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,953.0 $1.1M 0.23% -334.0 -14.6% $577.12 +21.9%
19 JPM JPMORGAN CHASE & CO COM Financial Services 3,374.0 $992K 0.20% -207.0 -5.8% $294.16 +1.8%
20 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 912.0 $909K 0.19% -18.0 -1.9% $996.43 +6.8%
Page 1 of 6  ·  115 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%