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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 46.49% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG, VGIT, IVV, JCPB, FBND, JIRE, VO, FELC, VEA, ESGD.
Started 123 new stock positions in SPCX, AESI, RRC, OLLI, PM, MARA, RMBS, CELH, CRH, PJT.
Reduced shares in these 10 stocks: FDVV, VIG, IEFA, OUNZ, IWD, , IHI, QUAL, BRK.B, TSPA.
Sold out of its positions in AXON, BSX, CAH, STZ, DLB, XOM, SKYY, HCA, Honeywell International, IQV.
Mascoma Wealth Management was a net buyer of stock by $17M.
Mascoma Wealth Management has $539M in assets under management (AUM), dropping by 11.47%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 609 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Mascoma Wealth Management has 609 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	16.9	$91M	+2%	122k	748.89	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	9.9	$53M	+6%	540k	98.98	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.7	$41M		581k	71.25	View chart
Fidelity Total Bond Etf Etf (FBND)	6.8	$37M	+4%	802k	45.49	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	5.2	$28M	+6%	600k	46.94	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	4.4	$24M	+12%	405k	58.98	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.7	$20M	+2%	397k	50.57	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	3.5	$19M	+5%	227k	82.49	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	3.4	$18M	+4%	434k	41.91	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	3.2	$17M		92k	188.09	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	3.0	$16M	+2%	144k	110.35	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	2.7	$14M		144k	100.67	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.0	$11M	+2%	141k	77.11	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	2.0	$11M	+5%	76k	142.39	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.0	$11M		73k	148.31	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.7	$9.2M		27k	342.83	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.5	$8.1M	+7%	79k	102.81	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.4	$7.7M	+3%	79k	96.46	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.3	$6.8M		143k	47.41	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.2	$6.7M	+2%	130k	51.78	View chart
Apple Stock (AAPL)	1.2	$6.3M		22k	289.37	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.1	$6.1M	+6%	37k	163.67	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.7	$3.7M		125k	30.01	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.6	$3.3M		40k	82.11	View chart
Microsoft Corp Stock (MSFT)	0.5	$2.9M		7.7k	373.00	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.5	$2.8M	+7%	24k	117.06	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$2.7M	-2%	3.9k	686.89	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.5	$2.5M	+9%	26k	96.43	View chart
Howmet Aerospace Stock (HWM)	0.5	$2.4M	-4%	9.1k	268.86	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.4	$2.3M	+6%	45k	49.99	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$2.1M	-11%	8.9k	236.63	View chart
Eli Lilly & Co Stock (LLY)	0.3	$1.7M	-5%	1.4k	1199.12	View chart
Lam Research Corp Stock (LRCX)	0.3	$1.6M	-2%	3.8k	433.33	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$1.5M	+12%	28k	55.93	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.5M		4.2k	357.35	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.5M		2.0k	736.32	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.4M	-10%	5.9k	242.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.4M	-8%	2.8k	500.39	View chart
Amazon Stock (AMZN)	0.2	$1.3M		5.5k	238.34	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$1.3M	-21%	22k	60.29	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.2M		6.0k	200.09	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$1.2M	+367%	14k	80.57	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$1.1M	+11%	21k	54.69	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$1.1M	-2%	3.3k	327.33	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$991k		1.3k	746.77	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$848k		906.00	935.47	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$771k		7.2k	106.70	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$693k	+4%	12k	58.42	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$659k		6.3k	103.88	View chart
First Trust Water Etf Etf (FIW)	0.1	$659k		6.0k	109.52	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$654k	-7%	4.2k	156.31	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$625k		2.1k	300.45	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$615k	-9%	7.0k	87.71	View chart
Verizon Communications Stock (VZ)	0.1	$595k	-2%	14k	42.34	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$567k		10k	56.48	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$544k		1.1k	501.36	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$530k	+3%	4.8k	110.15	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$490k		1.6k	303.19	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$443k	-12%	787.00	563.29	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$442k		1.3k	353.33	View chart
Broadcom Stock (AVGO)	0.1	$436k		1.2k	377.75	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$423k	-16%	5.5k	77.25	View chart
Visa Inc Com Cl A Stock (V)	0.1	$422k	-2%	1.2k	343.09	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$397k	-11%	4.5k	89.01	View chart
Rtx Corporation Stock (RTX)	0.1	$391k		2.1k	189.75	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$379k		6.8k	55.77	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$374k	+4%	7.4k	50.58	View chart
Intel Corp Stock (INTC)	0.1	$361k	+3%	2.6k	139.64	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$360k	-5%	2.6k	137.53	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.1	$341k		8.5k	40.29	View chart
Automatic Data Processing Stock (ADP)	0.1	$341k	-4%	1.5k	223.95	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.1	$334k		3.4k	96.97	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$314k		5.1k	61.46	View chart
Amgen Stock (AMGN)	0.1	$311k		858.00	362.22	View chart
Johnson & Johnson Stock (JNJ)	0.1	$306k		1.2k	253.97	View chart
Tesla Stock (TSLA)	0.1	$297k	+8%	706.00	420.60	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$290k		4.5k	64.88	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.1	$288k		12k	23.52	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$288k	-11%	3.8k	75.79	View chart
Home Depot Stock (HD)	0.0	$262k		742.00	352.74	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$255k	-16%	898.00	283.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$254k	-50%	2.6k	96.58	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.0	$247k		11k	22.37	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$238k		2.9k	82.34	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$225k	+9%	3.8k	59.69	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$224k		3.3k	68.41	View chart
Royal Bk Cda Stock (RY)	0.0	$224k		1.1k	206.97	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$224k		1.9k	120.23	View chart
International Business Machs Stock (IBM)	0.0	$224k		795.00	281.26	View chart
Eastern Bankshares Stock (EBC)	0.0	$220k		9.9k	22.24	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$219k		9.5k	22.89	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$214k	-18%	750.00	285.58	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$207k	+146%	1.7k	124.17	View chart
Biogen Stock (BIIB)	0.0	$200k		927.00	216.06	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.0	$198k		2.0k	98.93	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$197k		2.0k	97.61	View chart
Coca Cola Stock (KO)	0.0	$196k		2.4k	81.27	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$190k		1.6k	118.99	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$189k		10k	18.47	View chart
Procter & Gamble Stock (PG)	0.0	$181k		1.2k	146.64	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$181k		2.4k	75.28	View chart
American Express Stock (AXP)	0.0	$180k		531.00	338.25	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$172k	-44%	3.5k	49.40	View chart
Mcdonalds Corp Stock (MCD)	0.0	$170k	-3%	630.00	270.31	View chart
Ge Aerospace Stock (GE)	0.0	$168k	+2%	450.00	374.04	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$167k		3.2k	52.14	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$166k	+1233%	1.4k	117.46	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$166k	-3%	2.6k	63.05	View chart
Unitedhealth Group Stock (UNH)	0.0	$165k	+2%	398.00	415.63	View chart
Tjx Cos Stock (TJX)	0.0	$159k		1.0k	151.53	View chart
Pepsico Stock (PEP)	0.0	$158k		1.2k	135.40	View chart
Alcoa Corp Stock (AA)	0.0	$156k		3.0k	52.14	View chart
Cisco Sys Stock (CSCO)	0.0	$149k		1.3k	117.46	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$148k		666.00	222.88	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$147k	-42%	2.9k	50.58	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$145k		638.00	227.06	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$144k		3.6k	40.02	View chart
General Dynamics Corp Stock (GD)	0.0	$141k	+12%	397.00	354.24	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$139k		198.00	703.34	View chart
Dnp Select Income Cef (DNP)	0.0	$138k		13k	10.79	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$131k	-4%	542.00	242.42	View chart
Gilead Sciences Stock (GILD)	0.0	$129k		1.0k	126.34	View chart
Deere & Co Stock (DE)	0.0	$126k		199.00	634.33	View chart
Eaton Corp Stock (ETN)	0.0	$126k		296.00	426.12	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$122k	-5%	825.00	147.73	View chart
Onespaworld Holdings Stock (OSW)	0.0	$116k		4.1k	28.24	View chart
Exxonmobil Holdings Corp Stock	0.0	$116k	NEW	847.00	136.72	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$116k	-54%	526.00	219.52	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$112k		3.5k	31.97	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$109k		214.00	509.46	View chart
Abbvie Stock (ABBV)	0.0	$105k	+2%	417.00	251.64	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$105k		1.3k	79.03	View chart
Emerson Elec Stock (EMR)	0.0	$104k		727.00	143.15	View chart
Ge Vernova Stock (GEV)	0.0	$103k		88.00	1172.51	View chart
S&p Global Stock (SPGI)	0.0	$103k	+39%	252.00	407.26	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$101k		1.0k	101.10	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$100k		4.0k	24.99	View chart
Oracle Corp Stock (ORCL)	0.0	$96k	-10%	654.00	146.55	View chart
Xylem Stock (XYL)	0.0	$95k		800.00	118.21	View chart
Ishares Gold Trust Etf (IAU)	0.0	$94k		1.3k	75.51	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$94k		1.8k	52.42	View chart
Ww Grainger Stock (GWW)	0.0	$94k		69.00	1360.41	View chart
Paychex Stock (PAYX)	0.0	$91k		924.00	98.37	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$90k	+262%	853.00	105.57	View chart
Blackrock Stock (BLK)	0.0	$89k		92.00	961.57	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$84k	+36%	1.6k	53.11	View chart
American Elec Pwr Stock (AEP)	0.0	$84k		613.00	136.81	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$82k	+700%	688.00	119.52	View chart
Humana Stock (HUM)	0.0	$82k		207.00	397.22	View chart
Virtus Total Return Cef (ZTR)	0.0	$81k		12k	6.83	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$80k		788.00	101.24	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$79k		485.00	163.45	View chart
Applied Matls Stock (AMAT)	0.0	$78k		108.00	723.00	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.0	$77k	NEW	1.3k	59.73	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$75k		395.00	190.34	View chart
Salesforce Stock (CRM)	0.0	$75k		477.00	156.66	View chart
Citigroup Stock (C)	0.0	$73k	+3%	518.00	139.96	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$72k		195.00	370.04	View chart
Oneascent Core Plus Bond Etf Etf (OACP)	0.0	$72k	NEW	3.1k	22.72	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$70k		839.00	83.75	View chart
The Cigna Group Stock (CI)	0.0	$70k		253.00	275.90	View chart
Walmart Stock (WMT)	0.0	$69k		613.00	113.26	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$68k		341.00	199.27	View chart
Progressive Corp Stock (PGR)	0.0	$68k		311.00	218.45	View chart
Essential Utils Stock (WTRG)	0.0	$68k		1.8k	38.31	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$66k		128.00	513.60	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$65k		519.00	124.42	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$64k	-30%	917.00	69.52	View chart
Idexx Labs Stock (IDXX)	0.0	$63k		120.00	526.44	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$63k	-33%	759.00	82.63	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$62k		618.00	100.81	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$62k	-20%	751.00	82.84	View chart
M & T Bk Corp Stock (MTB)	0.0	$60k		253.00	237.77	View chart
Carrier Global Corporation Stock (CARR)	0.0	$59k		810.00	73.35	View chart
Netflix Stock (NFLX)	0.0	$57k		803.00	71.40	View chart
Illinois Tool Wks Stock (ITW)	0.0	$57k	-14%	210.00	270.47	View chart
At&t Stock (T)	0.0	$57k	-20%	2.7k	20.70	View chart
3M Stock (MMM)	0.0	$55k		342.00	161.91	View chart
Merck & Co Stock (MRK)	0.0	$55k	-9%	425.00	128.50	View chart
Caterpillar Stock (CAT)	0.0	$54k	-37%	51.00	1064.90	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$53k		143.00	370.59	View chart
Nuveen Mun Value Cef (NUV)	0.0	$53k		5.7k	9.22	View chart
Cvs Health Corp Stock (CVS)	0.0	$51k	-9%	495.00	103.45	View chart
D R Horton Stock (DHI)	0.0	$51k		312.00	162.88	View chart
Cohen & Steers Total Return Cef (RFI)	0.0	$50k		4.4k	11.32	View chart
Chevron Corporation Stock (CVX)	0.0	$49k		298.00	165.65	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$49k		510.00	95.44	View chart
Pfizer Stock (PFE)	0.0	$48k	-26%	2.0k	24.08	View chart
Autozone Stock (AZO)	0.0	$48k		15.00	3195.93	View chart
Air Products And Chemicals Stock (APD)	0.0	$48k		163.00	293.18	View chart
Abbott Laboratories Stock (ABT)	0.0	$48k	+4%	526.00	90.74	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$47k	-32%	431.00	109.77	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$47k		355.00	132.24	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$47k		1.1k	43.30	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$46k		3.2k	14.54	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$46k		1.0k	46.05	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$46k		420.00	109.07	View chart
Stryker Corporation Stock (SYK)	0.0	$45k	+2%	144.00	314.84	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$45k		406.00	110.32	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$45k		168.00	265.51	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$44k		2.0k	22.14	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$43k		1.0k	41.43	View chart
Equifax Stock (EFX)	0.0	$42k		266.00	158.72	View chart
Nextera Energy Stock (NEE)	0.0	$42k		480.00	87.77	View chart
Labcorp Holdings Stock (LH)	0.0	$42k		150.00	280.00	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$42k		731.00	56.98	View chart
Starbucks Corp Stock (SBUX)	0.0	$42k		406.00	102.19	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$40k		575.00	69.90	View chart
Agilent Technologies Stock (A)	0.0	$40k		300.00	132.83	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$36k		187.00	190.29	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$35k		465.00	76.11	View chart
Sysco Corp Stock (SYY)	0.0	$35k		414.00	83.58	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$35k		415.00	83.07	View chart
Wells Fargo & Co Stock (WFC)	0.0	$35k	+10%	417.00	82.64	View chart
Honeywell Intl Stock (HON)	0.0	$34k	NEW	153.00	223.90	View chart
Halliburton Stock (HAL)	0.0	$34k		1.0k	33.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$34k	-2%	1.4k	24.55	View chart
Honeywell Aerospace Stock (HONA)	0.0	$34k	NEW	153.00	221.08	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$34k		691.00	48.66	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$33k		145.00	229.57	View chart
Kroger Stock (KR)	0.0	$33k		598.00	55.53	View chart
Dte Energy Stock (DTE)	0.0	$33k		214.00	152.37	View chart
State Str Corp Stock (STT)	0.0	$32k	+65%	189.00	169.60	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$32k		181.00	176.32	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$31k		94.00	331.69	View chart
Mckesson Corp Stock (MCK)	0.0	$31k		41.00	755.61	View chart
Ameriprise Finl Stock (AMP)	0.0	$30k		66.00	458.76	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$30k	NEW	175.00	170.86	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$29k		101.00	290.32	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$29k		75.00	386.73	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$29k		534.00	54.04	View chart
Advanced Micro Devices Stock (AMD)	0.0	$29k	+390%	49.00	580.92	View chart
Goldman Sachs Group Stock (GS)	0.0	$28k	+12%	28.00	1011.36	View chart
Intercontinental Exchange Stock (ICE)	0.0	$28k		225.00	123.11	View chart
Metlife Stock (MET)	0.0	$28k		327.00	84.61	View chart
Morgan Stanley Stock (MS)	0.0	$27k	+4%	127.00	209.04	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$26k		72.00	360.38	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$25k		134.00	189.62	View chart
State Street Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$25k		224.00	113.10	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$25k		488.00	51.27	View chart
Conocophillips Stock (COP)	0.0	$25k	+2%	240.00	103.96	View chart
Rockwell Automation Stock (ROK)	0.0	$25k		50.00	495.08	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$25k	+400%	280.00	87.91	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$25k		168.00	146.41	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$24k		98.00	247.89	View chart
Tractor Supply Stock (TSCO)	0.0	$24k		766.00	31.61	View chart
Vanguard Value Etf Etf (VTV)	0.0	$24k		110.00	217.77	View chart
Palo Alto Networks Stock (PANW)	0.0	$24k		70.00	341.01	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.0	$24k		466.00	50.58	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$23k		115.00	201.61	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 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
Mascoma Wealth Management 2022 Q4 filed Jan. 20, 2023

View all past filings

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