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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 4 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC COM Technology 1,153.0 $436K 0.08% +10.0 +0.9% $377.75 -4.2%
62 FIDELITY MSCI HEALTH CARE INDEX ETF 5,478.0 $423K 0.08% -1K -16.2% $77.25
63 V VISA INC COM CL A Financial Services 1,229.0 $422K 0.08% -27.0 -2.1% $343.09 +11.1%
64 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 4,464.0 $397K 0.07% -580.0 -11.5% $89.01 +4.6%
65 RTX RTX CORPORATION COM Industrials 2,058.0 $391K 0.07% $189.75 +10.1%
66 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 6,800.0 $379K 0.07% $55.77 -0.4%
67 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 7,391.0 $374K 0.07% +308.0 +4.3% $50.58 -0.1%
68 INTC INTEL CORP COM Technology 2,588.0 $361K 0.07% +86.0 +3.4% $139.64 -37.5%
69 IVW ISHARES S&P 500 GROWTH ETF 2,619.0 $360K 0.07% -145.0 -5.2% $137.53 +0.5%
70 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 8,470.0 $341K 0.06% $40.29 +0.8%
71 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,521.0 $341K 0.06% -64.0 -4.0% $223.95 +26.7%
72 CWST CASELLA WASTE SYS INC CL A Industrials 3,440.0 $334K 0.06% $96.97 -2.7%
73 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 5,104.0 $314K 0.06% $61.46 -3.2%
74 AMGN AMGEN INC COM Healthcare 858.0 $311K 0.06% $362.22 +21.8%
75 JNJ JOHNSON & JOHNSON COM Healthcare 1,203.0 $306K 0.06% -23.0 -1.9% $253.97 +7.4%
76 TSLA TESLA INC COM Consumer Cyclical 706.0 $297K 0.06% +56.0 +8.6% $420.60 -15.0%
77 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 4,465.0 $290K 0.05% $64.88 +6.9%
78 PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 12,252.0 $288K 0.05% $23.52 -3.2%
79 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,796.0 $288K 0.05% -500.0 -11.6% $75.79 +5.3%
80 HD HOME DEPOT INC COM Consumer Cyclical 742.0 $262K 0.05% $352.74 -4.5%
Page 4 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%