Mascoma Wealth Management LLC
CIK 0001695664 · HANOVER, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$539.3M
2026 Q2
Positions
609
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES CORE S&P 500 ETF
16.9%
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
9.9%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
7.7%
FBND
FIDELITY TOTAL BOND ETF
6.8%
JCPB
JPMORGAN CORE PLUS BOND ETF
5.2%
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
4.4%
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
3.7%
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.