account_balance

Investment manager · 13F filer · SEC CIK 1695664

Mascoma Wealth Management LLC

Reported value$550Mas of Sep 30, 2026

Positions557 68 new, 119 sold out

Top 10 weight63.9%IVV alone is 17%

FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Core S&P 500 ETF

16.8%

AGGiShares Core U.S. Aggregate Bond ETF

9.6%Added +4%

VEAVanguard Ftse Developed Markets ETF

7.5%

FBNDFidelity Total Bond ETF

6.5%Added +4%

JCPBJPMorgan Core Plus Bond ETF

5.1%Added +3%

VGITVanguard Intermediate-Term Treasury ETF

4.5%Added +9%

JPSTJPMorgan Ultra-Short Income ETF

3.7%Added +2%

JIREJPMorgan International Research Enhanced Equity ETF

3.5%Added +3%

FELCFidelity Enhanced Large Cap Core ETF

3.4%

IUSGiShares Core S&P U.S. Growth ETF

3.2%

SHViShares Trust iShares 0-1 Year Treasury Bond ETF

2.8%

SGOViShares 0-3 Month Treasury Bond ETF

2.6%

IVViShares Core S&P 500 ETF

16.8%

AGGiShares Core U.S. Aggregate Bond ETF

9.6%+4%

VEAVanguard Ftse Developed Markets ETF

7.5%

FBNDFidelity Total Bond ETF

6.5%

JCPBJPMorgan Core Plus Bond ETF

5.1%+3%

VGITVanguard Intermediate-Term Treasury ETF

4.5%

JPSTJPMorgan Ultra-Short Income ETF

3.7%

JIREJPMorgan International Research Enhanced Equity ETF

3.5%

FELC3.4%

IUSG

SHV2.8%

SGOV

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Core S&P 500 ETF 16.8% Held

AGG iShares Core U.S. Aggregate Bond ETF 9.6% Added +4%

VEA Vanguard Ftse Developed Markets ETF 7.5% Held

FBND Fidelity Total Bond ETF 6.5% Added +4%

JCPB JPMorgan Core Plus Bond ETF 5.1% Added +3%

VGIT Vanguard Intermediate-Term Treasury ETF 4.5% Added +9%

JPST JPMorgan Ultra-Short Income ETF 3.7% Added +2%

JIRE JPMorgan International Research Enhanced Equity ETF 3.5% Added +3%

FELC Fidelity Enhanced Large Cap Core ETF 3.4% Held

IUSG iShares Core S&P U.S. Growth ETF 3.2% Held

SHV iShares Trust iShares 0-1 Year Treasury Bond ETF 2.8% Held

SGOV iShares 0-3 Month Treasury Bond ETF 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 24, 2026 filing

add_circleNew

VCRB $1.56M
GOVT $428K
PTRB $370K
GLD $135K

arrow_upwardAdded

VO +57%
ESML +44%
ESGE +32%
ESGD +15%

arrow_downwardTrimmed

VIG −7%
AMZN −6%
MTUM −6%
AAPL −3%

remove_circleSold out

SRLN $341K
IWR $44.8K
FDL $33.6K
PAAA $25K

Mascoma Wealth Management LLC

Where the money is

Biggest moves since Jun 30, 2026

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