Mascoma Wealth Management LLC - Q32026 Holdings
Mascoma Wealth Management LLC holds 554 stocks with a total portfolio value of $ 550.12M as of Q32026. In Q32026, Mascoma Wealth Management LLC added 67 new positions, increased stakes in 121 stocks, reduced 138 holdings, and fully exited 121 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 16.84% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options