Mascoma Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1695664
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$539.3M
Holdings
609
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mascoma Wealth Management LLC disclosed 609 positions worth $539.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 120 new positions and exited 27 and a full exit from $OUNZ. The portfolio is most concentrated in Other (92.8% of disclosed assets). All figures are sourced directly from Mascoma Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1695664.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF -
16.9% weight
Held 10 quarters
ISHARES CORE U.S. AGGREGAT
9.9% weight
Held 10 quarters
VANGUARD FTSE DEVELOPED MA
7.7% weight
Held 10 quarters
FIDELITY TOTAL BOND ETF -
6.8% weight
Held 10 quarters
JPMORGAN CORE PLUS BOND ET
5.2% weight
Held 10 quarters
JPMORGAN CORE PLUS BOND ET
9 quarters accumulating
$KMI9 quarters accumulating
$PAYX9 quarters accumulating
$MTB8 quarters accumulating
STATE STREET SPDR PORTFOLI
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - ETF
—Quality
$91.3M121,926 shISHARES CORE U.S. AGGREGATE BOND ETF - ETF
—Quality
$53.4M539,593 shVANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$41.4M580,644 shFIDELITY TOTAL BOND ETF - ETF
—Quality
$36.5M801,959 shJPMORGAN CORE PLUS BOND ETF - ETF
—Quality
$28.2M600,244 shVANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF
—Quality
$23.9M404,935 shJPMORGAN ULTRA-SHORT INCOME ETF - ETF
—Quality
$20.1M396,714 shJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF
—Quality
$18.7M226,552 shFIDELITY ENHANCED LARGE CAP CORE ETF - ETF
—Quality
$18.2M433,747 shISHARES CORE S&P U.S. GROWTH ETF - ETF
—Quality
$17.3M91,744 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - ETF | — | $91.3M | 121,926 |
| ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | — | $53.4M | 539,593 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $41.4M | 580,644 |
| FIDELITY TOTAL BOND ETF - ETF | — | $36.5M | 801,959 |
| JPMORGAN CORE PLUS BOND ETF - ETF | — | $28.2M | 600,244 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | — | $23.9M | 404,935 |
| JPMORGAN ULTRA-SHORT INCOME ETF - ETF | — | $20.1M | 396,714 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | — | $18.7M | 226,552 |
| FIDELITY ENHANCED LARGE CAP CORE ETF - ETF | — | $18.2M | 433,747 |
| ISHARES CORE S&P U.S. GROWTH ETF - ETF | — | $17.3M | 91,744 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mascoma Wealth Management LLC's 609 positions.
Showing top 10 of 609 holdings.
Sector Allocation
Other
$500.3M
Technology
$15.9M
Financials
$7.0M
Industrials
$3.8M
Healthcare
$3.6M
Consumer Discretionary
$3.3M
Materials
$2.8M
Communication Services
$896,673
Top Holdings — Mascoma Wealth Management LLC (Q2 2026)
Top 150 of 609 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - ETF | $91.3M | 16.9% | +3% | — |
| 2 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $53.4M | 9.9% | +6% | — |
| 3 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $41.4M | 7.7% | +2% | — |
| 4 | — | FIDELITY TOTAL BOND ETF - ETF | $36.5M | 6.8% | +5% | — |
| 5 | — | JPMORGAN CORE PLUS BOND ETF - ETF | $28.2M | 5.2% | +7% | — |
| 6 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | $23.9M | 4.4% | +12% | — |
| 7 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $20.1M | 3.7% | +3% | — |
| 8 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | $18.7M | 3.5% | +6% | — |
| 9 | — | FIDELITY ENHANCED LARGE CAP CORE ETF - ETF | $18.2M | 3.4% | +4% | — |
| 10 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | $17.3M | 3.2% | +1% | — |
| 11 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | $15.9M | 3.0% | +3% | — |
| 12 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $14.4M | 2.7% | +0% | — |
| 13 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $10.9M | 2.0% | +2% | — |
| 14 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $10.9M | 2.0% | +5% | — |
| 15 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $10.8M | 2.0% | +1% | — |
| 16 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $9.2M | 1.7% | -1% | — |
| 17 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $8.1M | 1.5% | +8% | — |
| 18 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $7.7M | 1.4% | +4% | — |
| 19 | — | ISHARES ESG AWARE US AGGREGATE BOND ETF - ETF | $6.8M | 1.3% | +2% | — |
| 20 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $6.7M | 1.2% | +2% | — |
| 21 |  $AAPL | Apple Inc. | $6.3M | 1.2% | -0% | 76.4 |
| 22 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $6.1M | 1.1% | +7% | — |
| 23 | — | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF | $3.7M | 0.7% | +0% | — |
| 24 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | $3.3M | 0.6% | +0% | — |
| 25 |  $MSFT | MICROSOFT CORP | $2.9M | 0.5% | -1% | 79.8 |
| 26 | — | NUVEEN ESG LARGE-CAP GROWTH ETF - ETF | $2.8M | 0.5% | +8% | — |
| 27 | — | VANGUARD S&P 500 ETF - ETF | $2.7M | 0.5% | -2% | — |
| 28 | — | VANGUARD REAL ESTATE ETF - ETF | $2.5M | 0.5% | +9% | — |
| 29 |  $HWM | Howmet Aerospace Inc. | $2.4M | 0.5% | -4% | 73.9 |
| 30 | — | NUVEEN ESG LARGE-CAP VALUE ETF - ETF | $2.3M | 0.4% | +7% | — |
| 31 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $2.1M | 0.4% | -11% | — |
| 32 |  $LLY | ELI LILLY & Co | $1.7M | 0.3% | -6% | 87.5 |
| 33 |  $LRCX | LAM RESEARCH CORP | $1.6M | 0.3% | -3% | 79.4 |
| 34 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ETF | $1.5M | 0.3% | +13% | — |
| 35 |  $GOOG | Alphabet Inc. | $1.5M | 0.3% | +0% | 78.2 |
| 36 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.3% | +2% | — |
| 37 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $1.4M | 0.3% | -11% | — |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | -8% | 73.8 |
| 39 |  $AMZN | AMAZON COM INC | $1.3M | 0.2% | -0% | 68.7 |
| 40 | — | FIDELITY HIGH DIVIDEND ETF - ETF | $1.3M | 0.2% | -21% | — |
| 41 |  $NVDA | NVIDIA CORP | $1.2M | 0.2% | +0% | 85.9 |
| 42 | — | VANGUARD MID-CAP ETF - ETF | $1.2M | 0.2% | +368% | — |
| 43 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.1M | 0.2% | +11% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.2% | -3% | 70.7 |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $990,964 | 0.2% | +0% | — |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $847,536 | 0.2% | -1% | 66.2 |
| 47 |  $GS | GOLDMAN SACHS GROUP INC | $771,193 | 0.1% | +0% | 73.5 |
| 48 | — | FIDELITY MSCI UTILITIES INDEX ETF - ETF | $692,480 | 0.1% | +4% | — |
| 49 | — | ISHARES MSCI EAFE ETF - ETF | $659,222 | 0.1% | +1% | — |
| 50 | — | FIRST TRUST WATER ETF - ETF | $659,065 | 0.1% | +0% | — |
| 51 | — | ISHARES SELECT DIVIDEND ETF - ETF | $654,022 | 0.1% | -8% | — |
| 52 | — | ISHARES RUSSELL 2000 ETF - ETF | $625,236 | 0.1% | -1% | — |
| 53 | — | ISHARES MSCI EAFE MIN VOL FACTOR ETF - ETF | $614,689 | 0.1% | -10% | — |
| 54 |  $VZ | VERIZON COMMUNICATIONS INC | $595,108 | 0.1% | -2% | 65.8 |
| 55 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $566,859 | 0.1% | -2% | — |
| 56 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $543,474 | 0.1% | -2% | 65.1 |
| 57 | — | ISHARES CORE S&P US VALUE ETF - ETF | $529,932 | 0.1% | +4% | — |
| 58 | — | VANGUARD SMALL-CAP ETF - ETF | $489,961 | 0.1% | -1% | — |
| 59 |  $META | Meta Platforms, Inc. | $443,309 | 0.1% | -12% | 79.6 |
| 60 |  $GOOGL | Alphabet Inc. | $442,016 | 0.1% | +1% | 78.2 |
| 61 |  $AVGO | Broadcom Inc. | $435,546 | 0.1% | +1% | 84.5 |
| 62 | — | FIDELITY MSCI HEALTH CARE INDEX ETF - ETF | $423,198 | 0.1% | -16% | — |
| 63 |  $V | VISA INC. | $421,658 | 0.1% | -2% | 82.9 |
| 64 | — | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF - ETF | $397,341 | 0.1% | -11% | — |
| 65 |  $RTX | RTX Corp | $390,503 | 0.1% | +0% | 73.2 |
| 66 | — | INVESCO RAFI US 1500 SMALL-MID ETF - ETF | $379,236 | 0.1% | +0% | — |
| 67 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF | $373,835 | 0.1% | +4% | — |
| 68 |  $INTC | INTEL CORP | $361,392 | 0.1% | +3% | 45.6 |
| 69 | — | ISHARES S&P 500 GROWTH ETF - ETF | $360,191 | 0.1% | -5% | — |
| 70 | — | STATE STREET BLACKSTONE SENIOR LOAN ETF - ETF | $341,256 | 0.1% | +0% | — |
| 71 |  $ADP | AUTOMATIC DATA PROCESSING INC | $340,628 | 0.1% | -4% | 69.8 |
| 72 |  $CWST | CASELLA WASTE SYSTEMS INC | $333,577 | 0.1% | +0% | 57.1 |
| 73 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $313,673 | 0.1% | +0% | — |
| 74 |  $AMGN | AMGEN INC | $310,787 | 0.1% | +0% | 79.2 |
| 75 |  $JNJ | JOHNSON & JOHNSON | $305,526 | 0.1% | -2% | 69 |
| 76 |  $TSLA | Tesla, Inc. | $296,944 | 0.1% | +9% | 53.9 |
| 77 | — | FIDELITY DIVIDEND ETF FOR RISING RATES - ETF | $289,679 | 0.1% | +0% | — |
| 78 |  $IVZ | Invesco Ltd. | $288,156 | 0.1% | +0% | — |
| 79 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $287,699 | 0.1% | -12% | — |
| 80 |  $HD | HOME DEPOT, INC. | $261,732 | 0.1% | +0% | 60.3 |
| 81 | — | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - ETF | $254,902 | 0.1% | -16% | — |
| 82 | — | ISHARES CORE MSCI EAFE ETF - ETF | $254,197 | 0.1% | -51% | — |
| 83 | — | ISHARES IBONDS DEC 2027 TERM TREASURY ETF - ETF | $246,687 | 0.1% | +0% | — |
| 84 | — | VANGUARD ESG INTERNATIONAL STOCK ETF - ETF | $238,045 | 0.0% | +0% | — |
| 85 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $224,793 | 0.0% | +9% | — |
| 86 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $224,380 | 0.0% | +0% | — |
| 87 |  $RY | ROYAL BANK OF CANADA | $224,149 | 0.0% | +0% | 74.8 |
| 88 | — | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF - ETF | $223,628 | 0.0% | +0% | — |
| 89 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $223,598 | 0.0% | -1% | 70 |
| 90 |  $EBC | Eastern Bankshares, Inc. | $220,443 | 0.0% | +0% | 69.5 |
| 91 | — | ISHARES IBONDS DEC 2026 TERM TREASURY ETF - ETF | $218,467 | 0.0% | +0% | — |
| 92 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF | $214,185 | 0.0% | -19% | — |
| 93 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $207,116 | 0.0% | +146% | — |
| 94 |  $BIIB | BIOGEN INC. | $200,288 | 0.0% | +0% | 64.7 |
| 95 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND - ETF | $198,053 | 0.0% | +0% | — |
| 96 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | $196,886 | 0.0% | -1% | — |
| 97 |  $KO | COCA COLA CO | $196,430 | 0.0% | +0% | 69.5 |
| 98 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $190,384 | 0.0% | +0% | — |
| 99 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $188,708 | 0.0% | +0% | — |
| 100 |  $PG | PROCTER & GAMBLE Co | $180,807 | 0.0% | +0% | 64.6 |
| 101 | — | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF - ETF | $180,597 | 0.0% | +0% | — |
| 102 |  $AXP | AMERICAN EXPRESS CO | $179,611 | 0.0% | +0% | 69.4 |
| 103 | — | ISHARES U.S. MEDICAL DEVICES ETF - ETF | $171,478 | 0.0% | -45% | — |
| 104 |  $MCD | MCDONALDS CORP | $170,295 | 0.0% | -4% | 69 |
| 105 |  $GE | GENERAL ELECTRIC CO | $168,319 | 0.0% | +3% | 73.8 |
| 106 | — | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF - ETF | $167,173 | 0.0% | +0% | — |
| 107 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | $166,082 | 0.0% | +1234% | — |
| 108 | — | ISHARES U.S. INFRASTRUCTURE ETF - ETF | $165,559 | 0.0% | -4% | — |
| 109 |  $UNH | UNITEDHEALTH GROUP INC | $165,421 | 0.0% | +3% | 62.7 |
| 110 |  $TJX | TJX COMPANIES INC /DE/ | $158,960 | 0.0% | +0% | 68.7 |
| 111 |  $PEP | PEPSICO INC | $158,012 | 0.0% | +0% | 63.4 |
| 112 |  $AA | Alcoa Corp | $156,420 | 0.0% | +0% | 63.4 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $148,587 | 0.0% | +1% | 70.3 |
| 114 |  $WM | WASTE MANAGEMENT INC | $148,438 | 0.0% | +0% | 67.6 |
| 115 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $146,733 | 0.0% | -42% | — |
| 116 | — | ISHARES S&P 500 VALUE ETF - ETF | $144,864 | 0.0% | +0% | — |
| 117 | — | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF - ETF | $144,072 | 0.0% | +0% | — |
| 118 |  $GD | GENERAL DYNAMICS CORP | $140,633 | 0.0% | +12% | 68.7 |
| 119 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $139,261 | 0.0% | +0% | — |
| 120 |  $DNP | DNP SELECT INCOME FUND INC | $137,734 | 0.0% | +0% | — |
| 121 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $131,392 | 0.0% | -5% | — |
| 122 |  $GILD | GILEAD SCIENCES, INC. | $128,614 | 0.0% | +1% | 57.4 |
| 123 |  $DE | DEERE & CO | $126,232 | 0.0% | +0% | 55.4 |
| 124 |  $ETN | Eaton Corp plc | $126,132 | 0.0% | +0% | — |
| 125 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $121,877 | 0.0% | -5% | — |
| 126 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $115,982 | 0.0% | +0% | — |
| 127 |  $XOM.R34088 | EXXON MOBIL CORP | $115,802 | 0.0% | +1% | 57.9 |
| 128 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $115,469 | 0.0% | -54% | — |
| 129 | $KMI | KINDER MORGAN, INC. | $111,865 | 0.0% | +1% | 71.3 |
| 130 |  $LMT | LOCKHEED MARTIN CORP | $109,024 | 0.0% | +0% | 65.6 |
| 131 |  $ABBV | AbbVie Inc. | $104,934 | 0.0% | +2% | 72.6 |
| 132 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $104,715 | 0.0% | +0% | — |
| 133 |  $EMR | EMERSON ELECTRIC CO | $104,070 | 0.0% | +0% | 65.3 |
| 134 |  $GEV | GE Vernova Inc. | $103,181 | 0.0% | +0% | 81.1 |
| 135 |  $SPGI | S&P Global Inc. | $102,630 | 0.0% | +39% | 76.1 |
| 136 | — | ISHARES U.S. CONSUMER DISCRETIONARY ETF - ETF | $101,100 | 0.0% | +0% | — |
| 137 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF | $100,012 | 0.0% | +0% | — |
| 138 |  $ORCL | ORACLE CORP | $95,844 | 0.0% | -10% | 66.2 |
| 139 |  $XYL | Xylem Inc. | $94,568 | 0.0% | +0% | 65.8 |
| 140 |  $IAU | ISHARES GOLD TRUST | $94,388 | 0.0% | +0% | — |
| 141 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $94,086 | 0.0% | +0% | — |
| 142 |  $GWW | W.W. GRAINGER, INC. | $93,868 | 0.0% | +0% | 61.8 |
| 143 | $PAYX | PAYCHEX INC | $90,891 | 0.0% | +0% | 74.6 |
| 144 | $IVZ | Invesco Ltd. | $90,051 | 0.0% | +263% | — |
| 145 |  $BLK | BlackRock, Inc. | $88,464 | 0.0% | +0% | 70 |
| 146 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $84,339 | 0.0% | +36% | — |
| 147 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $83,865 | 0.0% | +0% | 66.8 |
| 148 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $82,230 | 0.0% | +700% | — |
| 149 |  $HUM | HUMANA INC | $82,225 | 0.0% | +0% | 58.9 |
| 150 |  $ZTR | Virtus Total Return Fund Inc. | $81,277 | 0.0% | +0% | — |
New Positions (120)
FIRST TRUST ENHANCED SHORT MATURITY ETF - ETF$76,693
ONEASCENT CORE PLUS BOND ETF - ETF$71,507
$HONA Honeywell Aerospace Inc.$33,825
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$29,901 SCHWAB INTERNATIONAL EQUITY ETF - ETF$22,271
FIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF$15,830
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF - ETF$14,556
$MFM ABERDEEN MUNICIPAL INCOME FUND$12,594
$SNDK Sandisk Corp$9,095 ISHARES MSCI INTL QUALITY FACTOR ETF - ETF$7,730
$ALGM ALLEGRO MICROSYSTEMS, INC.$6,127
$HIMS Hims & Hers Health, Inc.$5,755
$ELF e.l.f. Beauty, Inc.$5,698 FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF - ETF$5,306
$VSH VISHAY INTERTECHNOLOGY INC$5,163Exited Positions (27)
$OUNZ VanEck Merk Gold ETF T. ROWE PRICE U.S. EQUITY RESEARCH ETF
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
$TD TORONTO DOMINION BANK ISHARES GLOBAL REIT ETF
FIRST TRUST CLOUD COMPUTING ETF
$NFG NATIONAL FUEL GAS CO ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$CXE MFS HIGH INCOME MUNICIPAL TRUST
$PYPL PayPal Holdings, Inc.
$STZ CONSTELLATION BRANDS, INC. ISHARES U.S. HEALTHCARE ETF
$CMU MFS HIGH YIELD MUNICIPAL TRUST
$NOW ServiceNow, Inc.
$BSX BOSTON SCIENTIFIC CORPBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Mascoma Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Mascoma Wealth Management LLC (SEC CIK: 1695664), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Mascoma Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.