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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 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC COM Technology 21,938.0 $6.3M 1.18% $289.37 +6.9%
22 ESGU ISHARES ESG AWARE MSCI USA ETF 37,403.0 $6.1M 1.14% +2K +6.6% $163.67 +2.5%
23 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 124,675.0 $3.7M 0.69% $30.01 -0.2%
24 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 40,186.0 $3.3M 0.61% $82.11 -0.1%
25 MSFT MICROSOFT CORP COM Technology 7,688.0 $2.9M 0.53% -111.0 -1.4% $373.00 +29.6%
26 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 24,199.0 $2.8M 0.53% +2K +7.7% $117.06 -2.1%
27 VOO VANGUARD S&P 500 ETF 3,872.0 $2.7M 0.49% -99.0 -2.5% $686.89 +2.4%
28 VNQ VANGUARD REAL ESTATE ETF 26,330.0 $2.5M 0.47% +2K +9.4% $96.43 +2.1%
29 HWM HOWMET AEROSPACE INC COM Industrials 9,108.0 $2.4M 0.45% -400.0 -4.2% $268.86 +1.0%
30 NULV NUVEEN ESG LARGE-CAP VALUE ETF 45,055.0 $2.3M 0.42% +3K +6.7% $49.99 +6.8%
31 VIG VANGUARD DIVIDEND APPRECIATION ETF 8,941.0 $2.1M 0.39% -1K -11.0% $236.63 +3.1%
32 LLY ELI LILLY & CO COM Healthcare 1,421.0 $1.7M 0.32% -83.0 -5.5% $1199.12 +4.6%
33 LRCX LAM RESEARCH CORP COM NEW Technology 3,800.0 $1.6M 0.30% -109.0 -2.8% $433.33 -27.5%
34 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 27,573.0 $1.5M 0.29% +3K +12.7% $55.93 -0.2%
35 GOOGL ALPHABET INC CAP STK CL A Communication Services 4,237.0 $1.5M 0.28% $357.35 -3.5%
36 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,987.0 $1.5M 0.27% +34.0 +1.7% $736.32 -3.1%
37 IWD ISHARES RUSSELL 1000 VALUE ETF 5,880.0 $1.4M 0.26% -700.0 -10.6% $242.43 +6.1%
38 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,772.0 $1.4M 0.26% -250.0 -8.3% $500.39
39 AMZN AMAZON COM INC COM Consumer Cyclical 5,521.0 $1.3M 0.24% $238.34 +8.5%
40 FDVV FIDELITY HIGH DIVIDEND ETF 21,733.0 $1.3M 0.24% -6K -21.3% $60.29 +4.7%
Page 2 of 31  ·  609 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%