Institutional Fund
Mascoma Wealth Management LLC
Hanover, NHCIK 16956645 filings on record
Portfolio Value
$483.81M
Q1 2026
Holdings
514
Reported positions
New Buys
49
Opened this quarter
QoQ Change
+3.8%
from $466.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.0%
- Ishares Tr10.4%
- Vanguard Tax-Managed Fds7.6%
- Fidelity Merrimack Str Tr7.2%
- J P Morgan Exchange Traded F5.5%
- Vanguard Scottsdale Fds4.4%
- Other48.9%
Portfolio Holdings
514 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 118.5K | $77.40M | 16.0% | +1.9K | Added |
| 2 | Ishares Tr | 507.1K | $50.34M | 10.4% | −6.9K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 571.6K | $36.63M | 7.6% | +40.2K | Added |
| 4 | Fidelity Merrimack Str Tr | 766.2K | $34.95M | 7.2% | −16.6K | Reduced |
| 5 | J P Morgan Exchange Traded F | 561.4K | $26.43M | 5.5% | +72.4K | Added |
| 6 | Vanguard Scottsdale Fds | 361.2K | $21.51M | 4.4% | +361.2K | New |
| 7 | J P Morgan Exchange Traded F | 385.6K | $19.51M | 4.0% | −44.7K | Reduced |
| 8 | J P Morgan Exchange Traded F | 214.0K | $16.21M | 3.3% | +37.4K | Added |
| 9 | Ishares Tr | 140.5K | $15.51M | 3.2% | −54.3K | Reduced |
| 10 | Fidelity Covington Trust | 416.9K | $15.12M | 3.1% | +19.3K | Added |
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