Mascoma Wealth Management LLC
All 13F Filings
- Location
- Hanover, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 539,322
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 609 | 539,322 | 13F-HR | Mascoma Wealth Management LLC |
| Q1 2026 | 4/30/2026 | 515 | 483,810 | 13F-HR | Mascoma Wealth Management LLC |
| Q4 2025 | 2/4/2026 | 495 | 466,317 | 13F-HR | Mascoma Wealth Management LLC |
| Q3 2025 | 10/28/2025 | 457 | 453,697 | 13F-HR | Mascoma Wealth Management LLC |
| Q2 2025 | 7/22/2025 | 465 | 430,681 | 13F-HR | Mascoma Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.25 K | 6.9% | 3.663 K | 0 | 3.663 K |
| ETFs | 502.1 K | 93.1% | 51.85 K | 0 | 51.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
539,322
Holdings
609
QoQ value change ($000)
55,512
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.