Mascoma Wealth Management LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $416 Million distributed in 465 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 $72.1M, Ishares Core U.S. Aggregate Bo with a value of $48.5M, Fidelity Merrimack Str Tr Tota with a value of $33.8M, Vanguard Ftse Developed Market with a value of $29.8M, and J P Morgan Exchange Traded Fd with a value of $21.6M.
Examining the 13F form we can see an increase of $26.7M in the current position value, from $389M to 416M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$416 Million
ETFs: $385 Million
Technology: $11.1 Million
Industrials: $4.87 Million
Financial Services: $4.34 Million
Consumer Cyclical: $2.71 Million
Healthcare: $2.65 Million
Communication Services: $2.48 Million
Consumer Defensive: $2.16 Million
Other: $1.21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
