Mascoma Wealth Management LLC — 13F holdings

Mascoma Wealth Management LLC reported 557 holdings worth $550M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. IVV ISHARES TR — $92.7M (16.8%)
  2. AGG ISHARES TR — $53.0M (9.6%)
  3. VEA VANGUARD TAX-MANAGED FDS — $41.4M (7.5%)
  4. FBND FIDELITY MERRIMACK STR TR — $36.0M (6.5%)
  5. JCPB J P MORGAN EXCHANGE TRADED F — $27.8M (5.1%)
  6. VGIT VANGUARD SCOTTSDALE FDS — $25.0M (4.5%)
  7. JPST J P MORGAN EXCHANGE TRADED F — $20.5M (3.7%)
  8. JIRE J P MORGAN EXCHANGE TRADED F — $19.2M (3.5%)
  9. FELC FIDELITY COVINGTON TRUST — $18.6M (3.4%)
  10. IUSG ISHARES TR — $17.5M (3.2%)