StockDriftsStockDriftsTop 50 Mascoma Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 16.93% | 121.9K | $91.3M | +2.90%(+3.43K) | $424.43(+83.53%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 9.9% | 539.6K | $53.4M | +6.42%(+32.54K) | $98.80(-1.41%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 7.67% | 580.6K | $41.4M | +1.59%(+9.06K) | $48.33(+53.14%) | 2026-06-30 | |
| FBND | FIDELITY TOTAL BOND ETF | 6.76% | 802.0K | $36.5M | +4.67%(+35.76K) | $45.54(-1.46%) | 2026-06-30 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 5.22% | 600.2K | $28.2M | +6.92%(+38.87K) | $46.96(-1.59%) | 2026-06-30 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 4.43% | 404.9K | $23.9M | +12.11%(+43.75K) | $59.69(-2.20%) | 2026-06-30 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 3.72% | 396.7K | $20.1M | +2.89%(+11.15K) | $50.34(+0.32%) | 2026-06-30 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 3.47% | 226.6K | $18.7M | +5.88%(+12.57K) | $65.36(+31.10%) | 2026-06-30 | |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 3.37% | 433.7K | $18.2M | +4.04%(+16.84K) | $32.86(+34.54%) | 2026-06-30 | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 3.2% | 91.7K | $17.3M | +0.62%(+561) | $62.45(+211.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.29% | +4.58% | +25.11% |
| Top 20 Holdings Unweighted | +11.04% | +36.93% | +4.96% | +27.41% |
Mascoma Wealth Management LLC reports $539.32M in US-listed equity holdings across 609 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.9%), AGG (9.9%) and VEA (7.7%). The top 20 holdings account for 83.47% of reported assets. Its disclosed equity book has returned +33.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mascoma Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1695664). View Mascoma Wealth Management LLC’s 13F filings on SEC