Mascoma Wealth Management LLC - Portfolio overview

Mascoma Wealth Management LLC has 558 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 15.97%
2. AGG - ISHARES CORE U.S. AGGREGATE BOND ETF, 10.38%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 7.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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