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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 3 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION COM Technology 6,021.0 $1.2M 0.22% $200.09 +7.3%
42 VO VANGUARD MID-CAP ETF 14,334.0 $1.2M 0.21% +11K +367.8% $80.57 +3.0%
43 ESGE ISHARES ESG AWARE MSCI EM ETF 20,620.0 $1.1M 0.21% +2K +11.0% $54.69 -1.4%
44 JPM JPMORGAN CHASE & CO COM Financial Services 3,278.0 $1.1M 0.20% -96.0 -2.9% $327.33 +7.4%
45 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,327.0 $991K 0.18% $746.77 +2.5%
46 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 906.0 $848K 0.16% -6.0 -0.7% $935.47 +1.3%
47 JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 7,228.0 $771K 0.14% $106.70 +3.2%
48 FUTY FIDELITY MSCI UTILITIES INDEX ETF 11,853.0 $692K 0.13% +503.0 +4.4% $58.42 -5.4%
49 EFA ISHARES MSCI EAFE ETF 6,346.0 $659K 0.12% +82.0 +1.3% $103.88 +4.2%
50 FIW FIRST TRUST WATER ETF 6,018.0 $659K 0.12% $109.52 +1.5%
51 DVY ISHARES SELECT DIVIDEND ETF 4,184.0 $654K 0.12% -344.0 -7.6% $156.31 +5.0%
52 IWM ISHARES RUSSELL 2000 ETF 2,081.0 $625K 0.12% -11.0 -0.5% $300.45 -0.2%
53 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 7,008.0 $615K 0.11% -764.0 -9.8% $87.71 +7.9%
54 VZ VERIZON COMMUNICATIONS INC COM Communication Services 14,055.0 $595K 0.11% -288.0 -2.0% $42.34 +16.8%
55 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 10,036.0 $567K 0.10% -176.0 -1.7% $56.48 +2.5%
56 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,084.0 $543K 0.10% -19.0 -1.7% $501.36 +25.5%
57 IUSV ISHARES CORE S&P US VALUE ETF 4,811.0 $530K 0.10% +169.0 +3.6% $110.15 +4.3%
58 VB VANGUARD SMALL-CAP ETF 1,616.0 $490K 0.09% -23.0 -1.4% $303.19 +0.5%
59 META META PLATFORMS INC CL A Communication Services 787.0 $443K 0.08% -108.0 -12.1% $563.29 -2.4%
60 GOOG ALPHABET INC CAP STK CL C 1,251.0 $442K 0.08% +8.0 +0.6% $353.33
Page 3 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%