Mascoma Wealth Management LLC ETF holdings
Hanover, NH
Reported $502.0M in 169 ETFs in its Form 13F for June 30, 2026.
ETF value
$502.0M
ETFs held
169
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
93.1%
of $539.3M
Top 10 of 169 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $91.3M | 121,926 | +3,431 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $53.4M | 539,593 | +32,538 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $41.4M | 580,644 | +9,065 shares |
| FBND | Fidelity Total Bond ETF | $36.5M | 801,959 | +35,757 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $28.2M | 600,244 | +38,873 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $23.9M | 404,935 | +43,747 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $20.1M | 396,714 | +11,150 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $18.7M | 226,552 | +12,573 shares |
| FELC | Fidelity Enhanced Large Cap Core ETF | $18.2M | 433,747 | +16,837 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $17.3M | 91,744 | +561 shares |
159 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001695664. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Mascoma Wealth Management LLC own?
Mascoma Wealth Management LLC reported 169 ETF positions worth $502.0M in its Form 13F for June 30, 2026. The largest was IVV, at $91.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.