Mascoma Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Hanover, NH
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
515
Total value ($000)
$483,810
Net value change ($000)
+17,493 (3.8%)
New positions
49
Sold out positions
29
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGIT 21,509 NEW
SGOV 5,841 68.3%
USMV 4,805 209.1%
VEA 3,433 10.3%
JCPB 3,277 14.2%
JIRE 2,982 22.5%
VNQ 2,134 NEW
SPSB 1,385 58.6%
SHY 1,287 63.4%
IJR 585 7.0%
Top Reduces (Value $000, Stocks/ETFs)
VIG -6,706 -75.6%
IUSG -5,981 -29.7%
SHV -5,947 -27.7%
IVV -2,478 -3.1%
JPST -2,252 -10.3%
DSI -1,423 -13.9%
FBND -1,085 -3.0%
MSFT -1,027 -26.2%
AGG -994 -1.9%
MTUM -652 -9.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type