13F filer

Mascoma Wealth Management

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 1695664 SEC filings ↗

13F Value

$550.1M

Positions

557

Top Position

IVV16.8%

Top 5

45.6%

Latest filing changes

vs Jun 30, 2026

1 AGG iShares Core U.S. Aggregate Bond ETF +4.0%+$2.0M

2 VGIT Vanguard Intermediate-Term Treasury ETF +8.8%+$2.0M

3 FBND Fidelity Total Bond ETF +3.7%+$1.3M

4 ESGD iShares ESG Aware MSCI EAFE ETF +15.0%+$1.2M

5 JCPB JPMorgan Core Plus Bond ETF +3.5%+$934K

Holdings557

#
1	IVV iShares Core S&P 500 ETF	16.8%	$92.7M	-0.8%	121.0K	16.9%	ETF
2	AGG iShares Core U.S. Aggregate Bond ETF	9.6%	$53.0M	+4.0%	561.0K	9.9%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	7.5%	$41.4M	+0.9%	586.2K	7.7%	ETF
4	FBND Fidelity Total Bond ETF	6.5%	$36.0M	+3.7%	831.8K	6.8%	ETF
5	JCPB JPMorgan Core Plus Bond ETF	5.1%	$27.8M	+3.5%	621.1K	5.2%	ETF
6	VGIT Vanguard Intermediate-Term Treasury ETF	4.5%	$25.0M	+8.8%	440.6K	4.4%	ETF
7	JPST JPMorgan Ultra-Short Income ETF	3.7%	$20.5M	+2.4%	406.3K	3.7%	ETF
8	JIRE JPMorgan International Research Enhanced Equity ETF	3.5%	$19.2M	+3.1%	233.7K	3.5%	ETF
9	FELC Fidelity Enhanced Large Cap Core ETF	3.4%	$18.6M	-0.8%	430.5K	3.4%	ETF
10	IUSG iShares Core S&P U.S. Growth ETF	3.2%	$17.5M	-1.6%	90.3K	3.2%	ETF
11	SHV iShares 0-1 Year Treasury Bond ETF	2.8%	$15.6M	-2.0%	141.4K	3.0%	ETF
12	SGOV iShares 0-3 Month Treasury Bond ETF	2.6%	$14.5M	+0.4%	144.0K	2.7%	ETF
13	DSI iShares ESG MSCI KLD 400 ETF	2.2%	$12.0M	+7.6%	82.2K	2.0%	ETF
14	IJH iShares Core S&P Mid-Cap ETF	1.9%	$10.5M	+2.7%	145.3K	2.0%	ETF
15	IJR iShares Core S&P Small-Cap ETF	1.8%	$9.9M	-0.2%	72.4K	2.0%	ETF
16	ESGD iShares ESG Aware MSCI EAFE ETF	1.7%	$9.3M	+15.0%	90.5K	1.5%	ETF
17	MTUM iShares MSCI USA Momentum Factor ETF	1.5%	$8.0M	-5.6%	25.4K	1.7%	ETF
18	USMV iShares MSCI USA Min Vol Factor ETF	1.5%	$8.0M	+3.9%	82.5K	1.4%	ETF
19	AAPL Apple	1.3%	$7.1M	-3.3%	21.2K	1.2%	Common Stock
20	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	1.3%	$7.0M	+4.8%	135.6K	1.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing120

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.