Mascoma Wealth Management LLC Portfolio Holdings

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$439M
$73,000 0.02% of portfolio
2,427
Q3 2025 Added 677.88%
$1.61B
$86,000 0.02% of portfolio
4,107
Q1 2022 New
$1.48B
$57,000 0.01% of portfolio
341
Q3 2024 Reduced 6.32%
$1.62B
$0 0.0% of portfolio
30
Q1 2025 New
$1.79B
$8,000 0.0% of portfolio
250
Q3 2024 New
$1.14B
$1,000 0.0% of portfolio
50
Q3 2025 New
$732M
$4,000 0.0% of portfolio
100
Q3 2021 New
$537M
$0 0.0% of portfolio
40
Q3 2021 New
$1.2B
$0 0.0% of portfolio
30
Q1 2025 New
$377M
$0 0.0% of portfolio
70
Q1 2025 New
$1.27B
$5,000 0.0% of portfolio
300
Q3 2021 New
$495M
$0 0.0% of portfolio
10
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 457
  • Current Value $437 Million
  • Prior Value $416 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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