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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 46.66% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$22M), SGOV (+$5.8M), USMV, JCPB, JIRE, VEA, VNQ, SPSB, SHY, IVV.
Started 49 new stock positions in XYZ, CIEN, VTR, IGIB, PCG, EA, RSG, NTRS, ADM, ROP.
Reduced shares in these 10 stocks: VIG (-$6.5M), SHV (-$6.0M), IUSG, JPST, DSI, FBND, AGG, FIW, FUTY, MTUM.
Sold out of its positions in AIG, COR, APO, BAX, BFZ, BLE, MVF, MVT, MYD, MQT.
Mascoma Wealth Management was a net buyer of stock by $26M.
Mascoma Wealth Management has $484M in assets under management (AUM), dropping by 3.75%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 515 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Mascoma Wealth Management has 515 total positions. Only the first 250 positions are shown.

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Download the Mascoma Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	16.0	$77M		119k	653.21	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	10.4	$50M		507k	99.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.6	$37M	+7%	572k	64.08	View chart
Fidelity Total Bond Etf Etf (FBND)	7.2	$35M	-2%	766k	45.62	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	5.5	$26M	+14%	561k	47.08	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	4.4	$22M	NEW	361k	59.55	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	4.0	$20M	-10%	386k	50.61	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	3.3	$16M	+21%	214k	75.74	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	3.2	$16M	-27%	141k	110.39	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	3.1	$15M	+4%	417k	36.27	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	3.0	$14M	+67%	143k	100.66	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	2.9	$14M	-23%	91k	155.11	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.9	$9.3M	+2%	138k	67.53	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$8.9M	+3%	72k	124.31	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	1.8	$8.8M	-8%	73k	121.19	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.5	$7.1M	+213%	77k	92.74	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.4	$7.0M	+8%	73k	95.62	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.4	$6.7M	+5%	141k	47.55	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.3	$6.5M	-5%	27k	239.99	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.2	$5.9M	+2%	127k	46.91	View chart
Apple Stock (AAPL)	1.2	$5.6M	-2%	22k	253.79	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.0	$5.0M	+7%	35k	141.42	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.8	$3.7M	+59%	125k	30.07	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.7	$3.3M	+63%	40k	82.57	View chart
Microsoft Corp Stock (MSFT)	0.6	$2.9M	-3%	7.8k	370.16	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$2.4M		4.0k	597.51	View chart
Howmet Aerospace Stock (HWM)	0.5	$2.2M	-4%	9.5k	230.46	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$2.2M	-75%	10k	215.07	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$2.1M	NEW	24k	88.70	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.4	$2.0M	-13%	23k	90.94	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.4	$1.9M		42k	45.50	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.3	$1.5M	-12%	28k	55.24	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.4M		3.0k	479.20	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.4M	+11%	6.6k	213.67	View chart
Eli Lilly & Co Stock (LLY)	0.3	$1.4M		1.5k	919.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.2M		4.2k	287.55	View chart
Amazon Stock (AMZN)	0.2	$1.2M	-2%	5.5k	208.27	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.2	$1.1M	-8%	25k	47.02	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.1M	-14%	2.0k	577.12	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.0M		6.0k	174.40	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$993k	-5%	3.4k	294.16	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$909k		912.00	996.43	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$880k	-6%	3.1k	287.14	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$863k		1.3k	650.34	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$845k	-10%	19k	45.47	View chart
Lam Research Corp Stock (LRCX)	0.2	$835k	-7%	3.9k	213.66	View chart
Verizon Communications Stock (VZ)	0.1	$720k	+10%	14k	50.20	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$710k	-4%	7.8k	91.37	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$686k		4.5k	151.41	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$670k	-36%	11k	59.07	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$669k	+16%	7.2k	92.50	View chart
First Trust Water Etf Etf (FIW)	0.1	$620k	-47%	6.0k	103.13	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$608k		6.3k	97.13	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$579k		10k	56.68	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$542k		1.1k	491.53	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$519k	-3%	2.1k	248.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$512k		895.00	572.13	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$482k	+101%	5.3k	90.53	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$475k		4.6k	102.25	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$460k		6.5k	70.37	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$429k		1.6k	261.98	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$422k		5.0k	83.57	View chart
Rtx Corporation Stock (RTX)	0.1	$397k		2.1k	192.93	View chart
Visa Inc Com Cl A Stock (V)	0.1	$380k	-18%	1.3k	302.24	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$359k	-3%	7.1k	50.62	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$357k		1.2k	286.86	View chart
Broadcom Stock (AVGO)	0.1	$354k		1.1k	309.51	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.1	$340k		8.5k	40.14	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$336k		6.3k	53.35	View chart
Automatic Data Processing Stock (ADP)	0.1	$322k		1.6k	203.18	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$313k	+5%	2.8k	113.11	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$312k		6.8k	45.87	View chart
Amgen Stock (AMGN)	0.1	$302k	-3%	858.00	351.95	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$302k		4.3k	70.18	View chart
Johnson & Johnson Stock (JNJ)	0.1	$300k	+8%	1.2k	244.44	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$289k	+69%	678.00	426.40	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$283k	+28%	5.1k	55.52	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.1	$281k		12k	22.98	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.1	$273k		3.4k	79.34	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$272k	-4%	1.1k	254.03	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$262k		4.5k	58.81	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$251k	-3%	5.0k	49.89	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$247k		11k	22.43	View chart
Home Depot Stock (HD)	0.1	$244k		741.00	328.94	View chart
Tesla Stock (TSLA)	0.0	$242k		650.00	371.75	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$222k		1.9k	119.51	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$220k	+110%	1.1k	191.83	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$219k		9.5k	22.92	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$207k	+55%	2.9k	71.73	View chart
Mcdonalds Corp Stock (MCD)	0.0	$203k		654.00	310.79	View chart
Alcoa Corp Stock (AA)	0.0	$199k		3.0k	66.33	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.0	$198k	-2%	2.0k	98.91	View chart
International Business Machs Stock (IBM)	0.0	$195k	-4%	803.00	242.43	View chart
Eastern Bankshares Stock (EBC)	0.0	$194k		9.9k	19.56	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.0	$193k	NEW	4.3k	45.05	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$192k		922.00	208.05	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$186k		3.4k	54.05	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$186k		3.3k	56.80	View chart
Coca Cola Stock (KO)	0.0	$183k		2.4k	76.05	View chart
Pepsico Stock (PEP)	0.0	$181k		1.2k	155.29	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$181k	+7%	2.0k	88.50	View chart
Procter & Gamble Stock (PG)	0.0	$177k		1.2k	144.44	View chart
Royal Bk Cda Stock (RY)	0.0	$175k		1.1k	161.78	View chart
Biogen Stock (BIIB)	0.0	$170k		927.00	183.33	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$170k		10k	16.60	View chart
Tjx Cos Stock (TJX)	0.0	$167k		1.0k	159.74	View chart
American Express Stock (AXP)	0.0	$161k		531.00	302.48	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$157k		1.6k	97.91	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$156k		2.7k	57.21	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$155k		2.4k	64.73	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$153k		665.00	229.79	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$145k	-4%	3.2k	45.37	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$143k		841.00	169.66	View chart
Gilead Sciences Stock (GILD)	0.0	$141k		1.0k	139.37	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$135k		638.00	211.15	View chart
Dnp Select Income Cef (DNP)	0.0	$132k		13k	10.30	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$130k		3.6k	36.11	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$129k		214.00	604.39	View chart
Ge Aerospace Stock (GE)	0.0	$125k		439.00	284.01	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$124k		568.00	218.75	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$122k		198.00	616.76	View chart
General Dynamics Corp Stock (GD)	0.0	$121k		353.00	343.22	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$116k		3.5k	33.53	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$116k		873.00	132.50	View chart
Deere & Co Stock (DE)	0.0	$112k		199.00	563.30	View chart
Intel Corp Stock (INTC)	0.0	$110k		2.5k	44.13	View chart
Ishares Gold Trust Etf (IAU)	0.0	$110k		1.3k	88.16	View chart
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)	0.0	$108k	NEW	2.6k	40.90	View chart
Oracle Corp Stock (ORCL)	0.0	$107k	-2%	730.00	147.11	View chart
Eaton Corp Stock (ETN)	0.0	$106k		296.00	357.67	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$105k		1.3k	79.27	View chart
Unitedhealth Group Stock (UNH)	0.0	$105k	-29%	388.00	270.59	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$100k	-6%	4.0k	25.07	View chart
At&t Stock (T)	0.0	$99k	+40%	3.4k	28.99	View chart
Cisco Sys Stock (CSCO)	0.0	$97k		1.3k	77.59	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$97k		1.0k	96.92	View chart
Xylem Stock (XYL)	0.0	$96k		800.00	119.50	View chart
Emerson Elec Stock (EMR)	0.0	$95k		725.00	131.02	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$95k	NEW	265.00	356.56	View chart
Onespaworld Holdings Stock (OSW)	0.0	$94k		4.1k	22.95	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$94k	-12%	1.8k	52.57	View chart
Salesforce Stock (CRM)	0.0	$90k	-6%	483.00	186.67	View chart
Abbvie Stock (ABBV)	0.0	$89k		408.00	217.49	View chart
Blackrock Stock (BLK)	0.0	$89k	+4%	92.00	961.71	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$85k	+8%	1.3k	64.35	View chart
Paychex Stock (PAYX)	0.0	$85k		922.00	92.09	View chart
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)	0.0	$83k	NEW	1.6k	51.00	View chart
American Elec Pwr Stock (AEP)	0.0	$80k		611.00	131.08	View chart
Virtus Total Return Cef (ZTR)	0.0	$79k		12k	6.62	View chart
Netflix Stock (NFLX)	0.0	$79k		818.00	96.15	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$78k		1.1k	68.15	View chart
Honeywell Intl Stock (HON)	0.0	$77k		341.00	226.03	View chart
S&p Global Stock (SPGI)	0.0	$77k		181.00	425.34	View chart
Ge Vernova Stock (GEV)	0.0	$77k		88.00	871.16	View chart
Pfizer Stock (PFE)	0.0	$76k	-5%	2.7k	28.08	View chart
Ww Grainger Stock (GWW)	0.0	$75k	-44%	69.00	1090.81	View chart
Walmart Stock (WMT)	0.0	$75k		602.00	124.28	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$73k		788.00	93.14	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$71k		1.2k	61.26	View chart
Essential Utils Stock (WTRG)	0.0	$71k		1.8k	40.27	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$70k		485.00	144.95	View chart
The Cigna Group Stock (CI)	0.0	$68k		253.00	266.96	View chart
Idexx Labs Stock (IDXX)	0.0	$67k		120.00	561.89	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$66k	+53%	939.00	69.75	View chart
Illinois Tool Wks Stock (ITW)	0.0	$64k		245.00	260.29	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$63k		839.00	75.10	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$63k	-2%	126.00	499.66	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$63k		195.00	320.81	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$62k		618.00	100.57	View chart
Progressive Corp Stock (PGR)	0.0	$62k	-28%	311.00	198.24	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$62k		638.00	96.47	View chart
Chevron Corporation Stock (CVX)	0.0	$61k		293.00	206.76	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$60k		644.00	93.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$60k		86.00	697.72	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$58k		519.00	111.37	View chart
Caterpillar Stock (CAT)	0.0	$57k		81.00	708.46	View chart
Merck & Co Stock (MRK)	0.0	$57k		472.00	120.29	View chart
Citigroup Stock (C)	0.0	$57k	-4%	500.00	113.41	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$53k		500.00	106.01	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$52k		395.00	132.77	View chart
M & T Bk Corp Stock (MTB)	0.0	$52k		251.00	207.01	View chart
Abbott Laboratories Stock (ABT)	0.0	$52k	-13%	503.00	102.67	View chart
Nuveen Mun Value Cef (NUV)	0.0	$51k		5.7k	8.99	View chart
Autozone Stock (AZO)	0.0	$51k		15.00	3377.80	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$51k		341.00	148.35	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$50k		1.1k	46.24	View chart
3M Stock (MMM)	0.0	$50k	-33%	341.00	145.23	View chart
Cohen & Steers Total Return Cef (RFI)	0.0	$49k	-22%	4.4k	11.14	View chart
Equifax Stock (EFX)	0.0	$48k		266.00	180.07	View chart
Air Products And Chemicals Stock (APD)	0.0	$47k		163.00	290.49	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$47k	+2%	143.00	327.07	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$46k		1.0k	46.07	View chart
Stryker Corporation Stock (SYK)	0.0	$46k	-2%	140.00	328.59	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$46k		420.00	108.99	View chart
Carrier Global Corporation Stock (CARR)	0.0	$46k		810.00	56.31	View chart
Nextera Energy Stock (NEE)	0.0	$44k		478.00	92.88	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$44k		2.0k	22.28	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$44k		510.00	86.64	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$44k		1.0k	42.56	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$44k		3.2k	13.79	View chart
Kroger Stock (KR)	0.0	$44k	-39%	604.00	72.36	View chart
D R Horton Stock (DHI)	0.0	$43k		312.00	137.22	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$42k	+692%	222.00	189.59	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$41k		166.00	249.08	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$41k		1.4k	28.71	View chart
Labcorp Holdings Stock (LH)	0.0	$40k		150.00	266.81	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$40k	-16%	355.00	112.27	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$40k		406.00	97.23	View chart
Halliburton Stock (HAL)	0.0	$39k		1.0k	38.99	View chart
Cvs Health Corp Stock (CVS)	0.0	$39k		545.00	71.82	View chart
Applied Matls Stock (AMAT)	0.0	$37k		108.00	341.79	View chart
Starbucks Corp Stock (SBUX)	0.0	$36k		406.00	89.59	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$36k	+2%	745.00	48.75	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$36k		575.00	62.45	View chart
Humana Stock (HUM)	0.0	$36k		207.00	173.39	View chart
Intercontinental Exchange Stock (ICE)	0.0	$36k		228.00	157.28	View chart
Mckesson Corp Stock (MCK)	0.0	$36k		41.00	865.37	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$35k		691.00	50.80	View chart
Agilent Technologies Stock (A)	0.0	$34k		300.00	113.98	View chart
Tractor Supply Stock (TSCO)	0.0	$34k		753.00	45.30	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$34k		415.00	81.98	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$33k	NEW	1.3k	25.15	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$32k		465.00	68.47	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$32k		187.00	168.93	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$31k	+3%	145.00	216.58	View chart
Dte Energy Stock (DTE)	0.0	$31k		214.00	146.22	View chart
Conocophillips Stock (COP)	0.0	$31k		235.00	132.00	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$30k		94.00	322.78	View chart
Wells Fargo & Co Stock (WFC)	0.0	$30k	-9%	379.00	79.61	View chart
Sysco Corp Stock (SYY)	0.0	$30k		419.00	71.33	View chart
Csx Corp Stock (CSX)	0.0	$30k		718.00	41.05	View chart
Ameriprise Finl Stock (AMP)	0.0	$29k		66.00	444.39	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$28k		640.00	43.65	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$26k		240.00	109.36	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$26k	-50%	132.00	197.22	View chart
Travelers Companies Stock (TRV)	0.0	$26k	-2%	88.00	291.68	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$25k		532.00	47.56	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$25k		101.00	248.35	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$25k		488.00	51.18	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$25k	-40%	235.00	105.55	View chart
National Fuel Gas Stock (NFG)	0.0	$25k		263.00	93.96	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$24k	-4%	114.00	209.02	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.0	$24k		466.00	50.55	View chart
Metlife Stock (MET)	0.0	$23k	+3%	327.00	70.72	View chart
Duke Energy Corp Stock (DUK)	0.0	$23k		175.00	130.94	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$23k	-8%	180.00	126.35	View chart
Disney Walt Stock (DIS)	0.0	$23k	-3%	235.00	96.54	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$23k		72.00	312.22	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$22k		424.00	52.34	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$22k	-3%	75.00	292.75	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 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
Mascoma Wealth Management 2022 Q3 filed Oct. 18, 2022

View all past filings

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