BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIDELITY MSCI HEALTH CARE INDEX ETF 5,478.0 $423K 0.08% -1K -16.2% $77.25
22 V VISA INC COM CL A Financial Services 1,229.0 $422K 0.08% -27.0 -2.1% $343.09 +11.5%
23 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 4,464.0 $397K 0.07% -580.0 -11.5% $89.01 +4.6%
24 IVW ISHARES S&P 500 GROWTH ETF 2,619.0 $360K 0.07% -145.0 -5.2% $137.53 +0.3%
25 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,521.0 $341K 0.06% -64.0 -4.0% $223.95 +26.4%
26 JNJ JOHNSON & JOHNSON COM Healthcare 1,203.0 $306K 0.06% -23.0 -1.9% $253.97 +7.5%
27 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,796.0 $288K 0.05% -500.0 -11.6% $75.79 +5.5%
28 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 898.0 $255K 0.05% -173.0 -16.1% $283.86 -6.4%
29 IEFA ISHARES CORE MSCI EAFE ETF 2,632.0 $254K 0.05% -3K -50.5% $96.58 +4.2%
30 IBM INTERNATIONAL BUSINESS MACHS COM Technology 795.0 $224K 0.04% -8.0 -1.0% $281.26 -17.9%
31 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 750.0 $214K 0.04% -172.0 -18.7% $285.58 -2.7%
32 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 2,017.0 $197K 0.04% -27.0 -1.3% $97.61 +1.1%
33 IHI ISHARES U.S. MEDICAL DEVICES ETF 3,471.0 $171K 0.03% -3K -44.9% $49.40 +13.1%
34 MCD MCDONALDS CORP COM Consumer Cyclical 630.0 $170K 0.03% -24.0 -3.7% $270.31 +0.8%
35 IFRA ISHARES U.S. INFRASTRUCTURE ETF 2,626.0 $166K 0.03% -98.0 -3.6% $63.05 -5.3%
36 VTEB VANGUARD TAX-EXEMPT BOND ETF 2,901.0 $147K 0.03% -2K -42.4% $50.58 -2.1%
37 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 542.0 $131K 0.02% -26.0 -4.6% $242.42 -3.7%
38 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 825.0 $122K 0.02% -48.0 -5.5% $147.73 +0.4%
39 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 526.0 $115K 0.02% -618.0 -54.0% $219.52 +1.9%
40 ORCL ORACLE CORP COM Technology 654.0 $96K 0.02% -76.0 -10.4% $146.55 -2.8%
Page 2 of 5  ·  86 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 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%