Arkolith/Funds/Mascoma Wealth Management LLC

Mascoma Wealth Management LLC

CIK 1695664Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Mascoma Wealth Management LLC holds a focused book of 608 stocks worth $539.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Ishares Msci USA Momentum Fa. Their largest long position is Ishares Core S&P 500 ETF at 17% of the equity book.

Opened
287
bought for the first time
Added to
129
already held, bought more
Trimmed
88
sold some, still holds it
Sold out
29
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
65%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Financials
1%
Health Care
1%
Consumer Discretionary
1%
Industrials
1%
Materials
1%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mascoma Wealth Management LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$739.1B
MORGAN STANLEY80 / 80$577.5B
JPMORGAN CHASE & CO80 / 80$511.4B
BANK OF AMERICA CORP /DE/80 / 80$431.3B
WELLS FARGO & COMPANY/MN80 / 80$174.2B
ROYAL BANK OF CANADA80 / 80$163.0B
UBS Group AG80 / 80$146.8B
RAYMOND JAMES FINANCIAL INC80 / 80$112.9B

Ranked by the share of each fund's own book sitting in the names it shares with Mascoma Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

608 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
ETF
$91.3M121.9K
16.9%
+2.9%
Added · +3K sh
2Ishares Core U.S. Aggregate Bond ETF
ETF
$53.4M539.6K
9.9%
+6.4%
Added · +33K sh
3Vanguard Ftse Developed Markets ETF
ETF
$41.4M580.6K
7.7%
+1.6%
Added · +9K sh
4Fidelity Total Bond ETF
ETF
$36.5M802.0K
6.8%
+4.7%
Added · +36K sh
5JPMorgan Core Plus Bond ETF
ETF
$28.2M600.2K
5.2%
+6.9%
Added · +39K sh
6Vanguard Intermediate-Term Treasury ETF
ETF
$23.9M404.9K
4.4%
+12%
Added · +44K sh
7JPMorgan Ultra-Short Income ETF
ETF
$20.1M396.7K
3.7%
+2.9%
Added · +11K sh
8JPMorgan International Research Enhanced Equity ETF
ETF
$18.7M226.6K
3.5%
+5.9%
Added · +13K sh
9Fidelity Enhanced Large Cap Core ETF
ETF
$18.2M433.7K
3.4%
+4.0%
Added · +17K sh
10Ishares Core S&P U.S. Growth ETF
ETF
$17.3M91.7K
3.2%
+0.6%
Added · +561 sh
11Ishares Trust Ishares 0-1 Year Treasury Bond ETF
ETF
$15.9M144.2K
3.0%
+2.7%
Added · +4K sh
12Ishares 0-3 Month Treasury Bond ETF
ETF
$14.4M143.5K
2.7%
+0.3%
Added · +501 sh
13Ishares Core S&P Mid-Cap ETF
ETF
$10.9M141.4K
2.0%
+2.3%
Added · +3K sh
14Ishares Esg Msci KLD 400 ETF
ETF
$10.9M76.4K
2.0%
+5.4%
Added · +4K sh
15Ishares Core S&P Small Cap ETF
ETF
$10.8M72.6K
2.0%
+0.9%
Added · +636 sh
16Ishares Msci USA Momentum Factor ETF
ETF
$9.2M26.9K
1.7%
−0.5%
Reduced · −140 sh
17Ishares Esg Aware Msci Eafe ETF
ETF
$8.1M78.7K
1.5%
+7.6%
Added · +6K sh
18Ishares Msci USA Min Vol Factor ETF
ETF
$7.7M79.3K
1.4%
+3.6%
Added · +3K sh
19Ishares Esg Aware US Aggregate Bond ETF
ETF
$6.8M143.3K
1.3%
+1.9%
Added · +3K sh
20State Street SPDR Portfolio Emerging Markets ETF
ETF
$6.7M129.5K
1.2%
+2.3%
Added · +3K sh
21Apple Inc Com
Stock
$6.3M21.9K
1.2%
−0.5%
Reduced · −102 sh
22Ishares Esg Aware Msci USA ETF
ETF
$6.1M37.4K
1.1%
+6.6%
Added · +2K sh
23State Street SPDR Portfolio Short Term Corporate Bond ETF
ETF
$3.7M124.7K
0.7%
~0%
Added · +4 sh
24Ishares 1-3 Year Treasury Bond ETF
ETF
$3.3M40.2K
0.6%
Held
25Microsoft Corp Com
Stock
$2.9M7.7K
0.5%
−1.4%
Reduced · −111 sh
26Nuveen Esg Large-Cap Growth ETF
ETF
$2.8M24.2K
0.5%
+7.7%
Added · +2K sh
27Vanguard S&P 500 ETF
ETF
$2.7M3.9K
0.5%
−2.5%
Reduced · −99 sh
28Vanguard Real Estate ETF
ETF
$2.5M26.3K
0.5%
+9.4%
Added · +2K sh
29Howmet Aerospace Inc Com
Stock
$2.4M9.1K
0.5%
−4.2%
Reduced · −400 sh
30Nuveen Esg Large-Cap Value ETF
ETF
$2.3M45.1K
0.4%
+6.7%
Added · +3K sh
31Vanguard Dividend Appreciation ETF
ETF
$2.1M8.9K
0.4%
−11%
Reduced · −1K sh
32Eli Lilly & Co Com
Stock
$1.7M1.4K
0.3%
−5.5%
Reduced · −83 sh
33Lam Research Corp Com New
Stock
$1.6M3.8K
0.3%
−2.8%
Reduced · −109 sh
34Ishares Esg Aware Msci USA Small-Cap ETF
ETF
$1.5M27.6K
0.3%
+13%
Added · +3K sh
35Alphabet Inc Cap STK CL A
Stock
$1.5M4.2K
0.3%
~0%
Added · +2 sh
36Invesco QQQ Trust Series I
ETF
$1.5M2.0K
0.3%
+1.7%
Added · +34 sh
37Ishares Russell 1000 Value ETF
ETF
$1.4M5.9K
0.3%
−11%
Reduced · −700 sh
38Berkshire Hathaway Inc Del CL B New
Stock
$1.4M2.8K
0.3%
−8.3%
Reduced · −250 sh
39Amazon Com Inc Com
Stock
$1.3M5.5K
0.2%
−0.5%
Reduced · −27 sh
40Fidelity High Dividend ETF
ETF
$1.3M21.7K
0.2%
−21%
Reduced · −6K sh
41Nvidia Corporation Com
Stock
$1.2M6.0K
0.2%
+0.3%
Added · +17 sh
42Vanguard Mid-Cap ETF
ETF
$1.2M14.3K
0.2%
+368%
Added · +11K sh
43Ishares Esg Aware Msci Em ETF
ETF
$1.1M20.6K
0.2%
+11%
Added · +2K sh
44JPMorgan Chase & Co Com
Stock
$1.1M3.3K
0.2%
−2.8%
Reduced · −96 sh
45State Street SPDR S&P 500 ETF
ETF
$991K1.3K
0.2%
Held
46Costco Wholesale Corporation Com
Stock
$848K906
0.2%
−0.7%
Reduced · −6 sh
47Goldman Sachs Just U.S. Large Cap Equity ETF
ETF
$771K7.2K
0.1%
Held
48Fidelity Msci Utilities Index ETF
ETF
$692K11.9K
0.1%
+4.4%
Added · +503 sh
49Ishares Msci Eafe ETF
ETF
$659K6.3K
0.1%
+1.3%
Added · +82 sh
50First Trust Water ETF
ETF
$659K6.0K
0.1%
+0.1%
Added · +9 sh
Showing 50 of 608 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026609$539.3M13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026515$483.8M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026495$466.3M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025457$453.7M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025465$430.7M13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025497$401.4M13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025514$398.2M13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024456$401.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.