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Mascoma Wealth Management

Latest statistics and disclosures from Mascoma Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, VEA, FBND, JCPB, and represent 45.61% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG, VGIT, VCRB, FBND, ESGD, JCPB, DSI, OACP, VO, ESML.
Started 69 new stock positions in EME, PNR, ATMU, SEDG, XRX, PYPL, SCHD, BE, BSX, NRG.
Reduced shares in these 10 stocks: IVV, MTUM, SRLN, SHV, IUSG, AAPL, SPY, FELC, VIG, COST.
Sold out of its positions in AFL, AFRM, ALGM, MO, AEE, ATO, AVY, BJ, BMI, MHD.
Mascoma Wealth Management was a net buyer of stock by $16M.
Mascoma Wealth Management has $550M in assets under management (AUM), dropping by 2.00%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 557 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Mascoma Wealth Management has 557 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mascoma Wealth Management Sept. 30, 2026 positions
Download the Mascoma Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	16.8	$93M		121k	765.85	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	9.6	$53M	+3%	561k	94.54	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.5	$41M		586k	70.61	View chart
Fidelity Total Bond Etf Etf (FBND)	6.5	$36M	+3%	832k	43.30	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	5.1	$28M	+3%	621k	44.78	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	4.5	$25M	+8%	441k	56.66	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.7	$21M	+2%	406k	50.37	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	3.5	$19M	+3%	234k	82.16	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	3.4	$19M		431k	43.32	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	3.2	$18M		90k	193.75	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	2.8	$16M		141k	110.32	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	2.6	$15M		144k	100.68	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	2.2	$12M	+7%	82k	146.18	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.9	$11M	+2%	145k	71.95	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$9.9M		72k	136.04	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.7	$9.3M	+14%	91k	103.05	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.5	$8.0M	-5%	25k	317.34	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.5	$8.0M	+3%	83k	97.44	View chart
Apple Stock (AAPL)	1.3	$7.1M	-3%	21k	333.02	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.3	$7.0M	+4%	136k	51.76	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.2	$6.8M	+8%	41k	166.80	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.2	$6.7M	+3%	148k	45.25	View chart
Microsoft Corp Stock (MSFT)	0.7	$4.1M	+4%	8.0k	512.92	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.7	$3.7M		125k	29.59	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.6	$3.3M		40k	81.20	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.5	$3.0M	+7%	26k	113.69	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$2.7M		3.9k	700.87	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.5	$2.6M	+8%	49k	52.65	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.5	$2.5M	+6%	28k	89.63	View chart
Howmet Aerospace Stock (HWM)	0.4	$2.1M		9.1k	226.18	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.4	$2.1M	+43%	40k	52.00	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$1.9M	-6%	8.3k	233.31	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.3	$1.8M	+57%	23k	78.42	View chart
Eli Lilly & Co Stock (LLY)	0.3	$1.6M		1.4k	1156.78	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.3	$1.6M	NEW	21k	73.62	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.3	$1.5M	+31%	27k	54.16	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.5M		4.2k	344.06	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.4M	-2%	1.9k	739.70	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.4M	-3%	5.7k	247.93	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.4M		6.0k	228.38	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$1.4M		2.7k	497.95	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$1.3M		22k	60.73	View chart
Amazon Stock (AMZN)	0.2	$1.3M	-5%	5.2k	249.15	View chart
Lam Research Corp Stock (LRCX)	0.2	$1.2M		3.8k	328.51	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$1.1M		3.3k	330.83	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$847k	-16%	1.1k	762.63	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$793k	+8%	1.2k	675.05	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$788k		7.2k	109.02	View chart
Oneascent Core Plus Bond Etf Etf (OACP)	0.1	$764k	+1021%	35k	21.63	View chart
First Trust Water Etf Etf (FIW)	0.1	$753k	+20%	7.3k	103.78	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$702k	+337%	6.2k	113.44	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$694k	-15%	762.00	910.34	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$653k	+2%	4.3k	152.06	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$634k	-3%	6.1k	103.89	View chart
Verizon Communications Stock (VZ)	0.1	$625k	-3%	14k	45.87	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$585k	-8%	6.4k	91.12	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$570k		786.00	725.18	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$566k		10k	56.22	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$541k	-6%	1.9k	277.89	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$531k		4.8k	110.28	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$503k	-16%	9.9k	51.05	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$500k	+2197%	21k	24.36	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$447k	+4%	1.3k	340.74	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$444k		5.4k	81.70	View chart
Visa Inc Com Cl A Stock (V)	0.1	$441k		1.2k	359.33	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$428k	NEW	20k	21.87	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$410k	+82%	1.4k	300.06	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.1	$407k	-11%	1.4k	284.57	View chart
Automatic Data Processing Stock (ADP)	0.1	$405k	+3%	1.6k	258.06	View chart
Broadcom Stock (AVGO)	0.1	$403k		1.1k	351.19	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$399k		4.5k	89.48	View chart
Rtx Corporation Stock (RTX)	0.1	$382k		2.1k	185.65	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$373k		7.4k	50.40	View chart
Pgim Total Return Bond Etf Etf (PTRB)	0.1	$370k	NEW	9.4k	39.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$363k	-2%	2.5k	142.26	View chart
Amgen Stock (AMGN)	0.1	$362k		858.00	421.63	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$356k		6.8k	52.33	View chart
Johnson & Johnson Stock (JNJ)	0.1	$316k		1.2k	264.74	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$313k		5.1k	61.26	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$305k		4.5k	68.20	View chart
Intel Corp Stock (INTC)	0.1	$299k	-3%	2.5k	120.24	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$286k		3.8k	75.39	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.1	$276k		3.4k	80.35	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.0	$263k		12k	21.39	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$255k		2.6k	96.88	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.0	$246k		11k	22.32	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$244k	+9%	4.1k	59.31	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$237k		2.9k	81.07	View chart
Coca Cola Stock (KO)	0.0	$233k	+11%	2.7k	86.08	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$228k		1.9k	122.73	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$219k		3.3k	66.79	View chart
Eaton Corp Stock (ETN)	0.0	$213k	+67%	496.00	429.71	View chart
Biogen Stock (BIIB)	0.0	$209k		927.00	225.88	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$209k		1.7k	125.26	View chart
Home Depot Stock (HD)	0.0	$209k		733.00	284.54	View chart
Eastern Bankshares Stock (EBC)	0.0	$208k		9.9k	20.93	View chart
Exxonmobil Holdings Corp Stock	0.0	$204k	+48%	1.3k	162.75	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$202k	-7%	8.8k	22.88	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$200k	-3%	865.00	231.31	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.0	$197k		2.0k	98.58	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$197k		1.6k	123.08	View chart
Royal Bk Cda Stock (RY)	0.0	$194k	-9%	985.00	196.59	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$187k	-4%	1.9k	97.27	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$180k	+75%	2.3k	77.25	View chart
Procter & Gamble Stock (PG)	0.0	$178k		1.2k	145.28	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$178k		2.4k	74.05	View chart
International Business Machs Stock (IBM)	0.0	$176k		799.00	219.97	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$175k		10k	17.13	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$173k	+92%	1.6k	105.56	View chart
American Express Stock (AXP)	0.0	$161k		528.00	304.10	View chart
Tesla Stock (TSLA)	0.0	$159k	-36%	448.00	354.81	View chart
Csx Corp Stock (CSX)	0.0	$158k	+738%	3.4k	46.51	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$157k		3.2k	48.78	View chart
Gilead Sciences Stock (GILD)	0.0	$151k		1.0k	149.05	View chart
Cisco Sys Stock (CSCO)	0.0	$151k	+10%	1.4k	107.63	View chart
Pepsico Stock (PEP)	0.0	$148k		1.2k	126.72	View chart
Unitedhealth Group Stock (UNH)	0.0	$146k		397.00	367.08	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$146k		638.00	228.28	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$145k		2.6k	55.03	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$143k		3.6k	39.71	View chart
Ge Aerospace Stock (GE)	0.0	$139k		446.00	312.32	View chart
Chevron Corporation Stock (CVX)	0.0	$139k	+127%	678.00	204.21	View chart
Tjx Cos Stock (TJX)	0.0	$138k		1.0k	132.34	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$137k	+58%	1.1k	125.67	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$136k		665.00	203.92	View chart
Spdr Gold Shares Etf (GLD)	0.0	$135k	NEW	354.00	380.84	View chart
Union Pac Corp Stock (UNP)	0.0	$134k	+500%	492.00	272.13	View chart
Deere & Co Stock (DE)	0.0	$134k		199.00	671.55	View chart
Dnp Select Income Cef (DNP)	0.0	$131k	+7%	14k	9.57	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$130k		198.00	656.71	View chart
Alcoa Corp Stock (AA)	0.0	$126k		3.0k	42.00	View chart
General Dynamics Corp Stock (GD)	0.0	$117k	-11%	353.00	331.83	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$117k		526.00	222.08	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$114k	-36%	2.2k	51.14	View chart
Emerson Elec Stock (EMR)	0.0	$112k		725.00	155.10	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$112k		542.00	207.18	View chart
Mcdonalds Corp Stock (MCD)	0.0	$111k	-23%	481.00	230.94	View chart
Salesforce Stock (CRM)	0.0	$109k		475.00	229.57	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$109k	NEW	472.00	231.03	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$109k		214.00	509.25	View chart
Abbvie Stock (ABBV)	0.0	$109k		415.00	261.59	View chart
American Elec Pwr Stock (AEP)	0.0	$107k	+46%	899.00	118.64	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$107k		3.5k	30.15	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$106k	-6%	773.00	137.71	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$104k	-24%	2.2k	47.36	View chart
S&p Global Stock (SPGI)	0.0	$99k		252.00	394.47	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$98k	+6%	1.9k	51.23	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$98k		4.0k	24.43	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$98k		1.6k	61.50	View chart
Ishares Gold Trust Etf (IAU)	0.0	$98k		1.3k	78.10	View chart
Blackrock Stock (BLK)	0.0	$97k		92.00	1058.29	View chart
Oracle Corp Stock (ORCL)	0.0	$96k	+7%	700.00	137.30	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$95k		1.0k	94.78	View chart
Onespaworld Holdings Stock (OSW)	0.0	$92k		4.1k	22.49	View chart
Paychex Stock (PAYX)	0.0	$91k		926.00	98.54	View chart
At&t Stock (T)	0.0	$91k	+36%	3.7k	24.40	View chart
Idexx Labs Stock (IDXX)	0.0	$89k	+41%	170.00	522.19	View chart
Pfizer Stock (PFE)	0.0	$88k	+55%	3.1k	28.52	View chart
Ww Grainger Stock (GWW)	0.0	$86k		69.00	1245.75	View chart
Ge Vernova Stock (GEV)	0.0	$84k		88.00	948.59	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$83k		788.00	105.34	View chart
Xylem Stock (XYL)	0.0	$81k		800.00	101.27	View chart
Humana Stock (HUM)	0.0	$78k		205.00	381.57	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.0	$78k		485.00	161.09	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$77k		395.00	195.56	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$73k		195.00	374.24	View chart
Virtus Total Return Cef (ZTR)	0.0	$72k		12k	6.03	View chart
Nextera Energy Stock (NEE)	0.0	$71k	+96%	941.00	75.74	View chart
Illinois Tool Wks Stock (ITW)	0.0	$71k	+30%	275.00	257.28	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$71k		128.00	551.47	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$71k		341.00	206.92	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$70k		839.00	82.97	View chart
Essential Utils Stock (WTRG)	0.0	$69k		1.8k	39.19	View chart
Abbott Laboratories Stock (ABT)	0.0	$69k	+32%	697.00	98.83	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$69k	+9%	1.0k	68.52	View chart
The Cigna Group Stock (CI)	0.0	$68k		248.00	272.05	View chart
Citigroup Stock (C)	0.0	$67k		518.00	129.48	View chart
Conocophillips Stock (COP)	0.0	$67k	+122%	535.00	125.15	View chart
Progressive Corp Stock (PGR)	0.0	$65k		311.00	207.31	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$62k		519.00	119.83	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$62k		618.00	100.55	View chart
Walmart Stock (WMT)	0.0	$61k	-3%	591.00	103.92	View chart
Merck & Co Stock (MRK)	0.0	$61k		418.00	145.31	View chart
Agilent Technologies Stock (A)	0.0	$59k	+15%	345.00	172.31	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$57k	NEW	1.5k	38.65	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$57k	-6%	702.00	81.16	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$57k	+17%	417.00	135.44	View chart
3M Stock (MMM)	0.0	$56k		341.00	164.15	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$56k	-11%	669.00	83.38	View chart
M & T Bk Corp Stock (MTB)	0.0	$55k		254.00	217.84	View chart
Applied Matls Stock (AMAT)	0.0	$55k		108.00	511.38	View chart
Netflix Stock (NFLX)	0.0	$54k	-4%	770.00	69.58	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$51k		143.00	355.67	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.0	$50k	-34%	845.00	59.51	View chart
Intercontinental Exchange Stock (ICE)	0.0	$50k	+45%	328.00	152.03	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$48k		510.00	94.99	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$48k		1.1k	44.75	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$46k	+109%	1.7k	27.47	View chart
Labcorp Holdings Stock (LH)	0.0	$46k		150.00	308.11	View chart
Cohen & Steers Total Return Cef (RFI)	0.0	$46k		4.4k	10.49	View chart
Air Products And Chemicals Stock (APD)	0.0	$45k		163.00	278.23	View chart
Ishares Msci Canada Etf Etf (EWC)	0.0	$45k	NEW	772.00	58.38	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$45k		1.0k	44.89	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$45k		3.2k	14.05	View chart
American Eagle Outfitters Stock (AEO)	0.0	$45k	NEW	2.5k	17.78	View chart
Carrier Global Corporation Stock (CARR)	0.0	$44k		802.00	54.86	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$44k		166.00	264.58	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$44k		1.0k	42.19	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$44k		2.0k	21.91	View chart
D R Horton Stock (DHI)	0.0	$43k		312.00	136.65	View chart
Autozone Stock (AZO)	0.0	$43k		15.00	2830.00	View chart
Cvs Health Corp Stock (CVS)	0.0	$42k		495.00	85.69	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$42k		431.00	97.43	View chart
Caterpillar Stock (CAT)	0.0	$41k		51.00	810.78	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$41k	-4%	400.00	102.18	View chart
Valero Energy Corp Stock (VLO)	0.0	$40k	+1980%	104.00	387.61	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$39k		187.00	210.64	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$39k	-2%	715.00	54.43	View chart
Stryker Corporation Stock (SYK)	0.0	$39k	-2%	140.00	275.39	View chart
U.s. Targeted Value Portfolio: Etf Class Shares Etf	0.0	$38k	NEW	575.00	66.44	View chart
Starbucks Corp Stock (SBUX)	0.0	$38k		406.00	93.96	View chart
Sysco Corp Stock (SYY)	0.0	$37k	+15%	480.00	77.96	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$37k	+71%	374.00	97.74	View chart
Equifax Stock (EFX)	0.0	$37k		266.00	137.24	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$35k		465.00	75.62	View chart
Kroger Stock (KR)	0.0	$35k		598.00	58.62	View chart
Mckesson Corp Stock (MCK)	0.0	$35k		41.00	853.80	View chart
Nuveen Mun Value Cef (NUV)	0.0	$34k	-28%	4.1k	8.29	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$33k		415.00	80.60	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$33k	NEW	393.00	84.96	View chart
Wells Fargo & Co Stock (WFC)	0.0	$33k		411.00	80.05	View chart
State Str Corp Stock (STT)	0.0	$33k		187.00	174.59	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$33k	+113%	386.00	84.30	View chart
Ameriprise Finl Stock (AMP)	0.0	$33k		66.00	492.35	View chart
Honeywell Intl Stock (HON)	0.0	$32k		153.00	210.94	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.0	$32k	+93%	645.00	49.93	View chart
Halliburton Stock (HAL)	0.0	$32k		1.0k	31.80	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$31k	-6%	135.00	228.11	View chart
Metlife Stock (MET)	0.0	$31k		324.00	94.16	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$30k		101.00	294.84	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$30k		1.4k	21.76	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$29k		536.00	54.43	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$29k		75.00	388.83	View chart
Advanced Micro Devices Stock (AMD)	0.0	$28k	-6%	46.00	611.76	View chart
Ishares Msci Australia Etf Etf (EWA)	0.0	$27k	NEW	943.00	28.31	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$27k		98.00	272.26	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$27k	+9%	126.00	211.08	View chart
Emcor Group Stock (EME)	0.0	$26k	NEW	35.00	754.49	View chart
Palo Alto Networks Stock (PANW)	0.0	$26k	-5%	66.00	397.30	View chart
Beta Technologies Inc Com Shs Cl A Stock (BETA)	0.0	$26k	+4%	1.2k	22.10	View chart

Past Filings by Mascoma Wealth Management

SEC 13F filings are viewable for Mascoma Wealth Management going back to 2016

Mascoma Wealth Management 2026 Q3 filed Oct. 23, 2026
Mascoma Wealth Management 2026 Q2 filed July 24, 2026
Mascoma Wealth Management 2026 Q1 filed April 30, 2026
Mascoma Wealth Management 2025 Q4 filed Feb. 4, 2026
Mascoma Wealth Management 2025 Q3 filed Oct. 28, 2025
Mascoma Wealth Management 2025 Q2 filed July 22, 2025
Mascoma Wealth Management 2025 Q1 filed April 24, 2025
Mascoma Wealth Management 2024 Q4 filed Feb. 10, 2025
Mascoma Wealth Management 2024 Q3 filed Nov. 5, 2024
Mascoma Wealth Management 2024 Q2 filed Aug. 2, 2024
Mascoma Wealth Management 2024 Q1 filed May 2, 2024
Mascoma Wealth Management 2023 Q4 filed Jan. 24, 2024
Mascoma Wealth Management 2023 Q3 filed Oct. 13, 2023
Mascoma Wealth Management 2023 Q2 filed Aug. 9, 2023
Mascoma Wealth Management 2023 Q1 filed May 1, 2023
Mascoma Wealth Management 2022 Q4 restated filed Jan. 24, 2023

View all past filings

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