Mascoma Wealth Management LLC
All 13F Filings
- Location
- Hanover, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 466,317
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 36.22 K | 7.8% | 0 | 284 | -284 |
| ETFs | 430.1 K | 92.2% | 12.9 K | 0 | 12.9 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
466,317
Holdings
495
QoQ value change ($000)
12,620
(2.8%)
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.