Mascoma Wealth Management LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $437 Million distributed in 457 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.1M, Ishares Core U.S. Aggregate Bo with a value of $49.7M, Fidelity Merrimack Str Tr Tota with a value of $34.6M, Vanguard Ftse Developed Market with a value of $31.1M, and J P Morgan Exchange Traded Fd with a value of $22M.
Examining the 13F form we can see an increase of $20.7M in the current position value, from $416M to 437M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$437 Million
ETFs: $401 Million
Technology: $12.5 Million
Financial Services: $5.4 Million
Industrials: $5.06 Million
Healthcare: $3.43 Million
Consumer Cyclical: $2.91 Million
Communication Services: $2.9 Million
Consumer Defensive: $2.06 Million
Other: $1.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
