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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $466M AUM 495 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 495 New
Page 8 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DE DEERE & CO COM Industrials 199.0 $93K 0.02% NEW $465.57 +20.7%
142 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 4,107.0 $85K 0.02% NEW $20.74 +13.5%
143 MMM 3M CO COM Industrials 509.0 $81K 0.02% NEW $160.10 -8.7%
144 IDXX IDEXX LABS INC COM Healthcare 120.0 $81K 0.02% NEW $676.53 -21.8%
145 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 1,139.0 $79K 0.02% NEW $69.74 +13.4%
146 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 1,218.0 $79K 0.02% NEW $65.01 +4.9%
147 NFLX NETFLIX INC. COM Communication Services 807.0 $76K 0.02% NEW $93.76 -7.2%
148 ZTR VIRTUS TOTAL RETURN FD INC COM Financial Services 11,900.0 $75K 0.02% NEW $6.30 +5.1%
149 ILCV ISHARES MORNINGSTAR VALUE ETF 788.0 $74K 0.02% NEW $94.36 +5.9%
150 MA MASTERCARD INCORPORATED CL A Financial Services 129.0 $74K 0.02% NEW $570.88 -13.4%
151 ABT ABBOTT LABS COM Healthcare 583.0 $73K 0.02% NEW $125.29 -29.8%
152 PFE PFIZER INC COM Healthcare 2,868.0 $71K 0.01% NEW $24.90 +1.7%
153 AEP AMERICAN ELEC PWR CO INC COM Utilities 611.0 $70K 0.01% NEW $115.31 +10.7%
154 CI THE CIGNA GROUP COM Healthcare 250.0 $69K 0.01% NEW $275.45 +4.1%
155 MGV VANGUARD MEGA CAP VALUE ETF 485.0 $68K 0.01% NEW $141.16 +9.6%
156 WTRG ESSENTIAL UTILS INC COM Utilities 1,766.0 $68K 0.01% NEW $38.36 -3.5%
157 HON HONEYWELL INTL INC COM Industrials 341.0 $67K 0.01% NEW $195.09 +9.3%
158 WMT WALMART INC COM Consumer Defensive 593.0 $66K 0.01% NEW $111.41 +18.0%
159 VTI VANGUARD TOTAL STOCK MARKET ETF 195.0 $65K 0.01% NEW $335.27 +8.1%
160 VGT VANGUARD INFORMATION TECHNOLOGY ETF 86.0 $65K 0.01% NEW $753.78 -85.1%
Page 8 of 25  ·  495 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 35.7%
Financial Services 17.5%
Industrials 13.3%
Healthcare 11.1%
Communication Services 8.3%
Consumer Cyclical 7.3%
Consumer Defensive 4.2%
Utilities 0.9%
Energy 0.9%
Basic Materials 0.7%