Mascoma Wealth Management LLC

RIA/Wealth

Mascoma Wealth Management LLC is a RIA/Wealth based in Hanover, NH led by Zuzana Kuzelova Brochu, reporting $504.7M in AUM as of Q3 2025 with 90% ETF concentration, 67% concentrated in top 10 holdings, 17% allocation to IVV, and minimal technology exposure.

PresidentZuzana Kuzelova Brochu

Portfolio Value: $453.7M
Positions: 456
Top Holding: IVV at 17%
Last Reported: Q3 2025

Address80 South Main Street, Hanover, NH, 03755, United States

Top Holdings

Largest long holdings in Mascoma Wealth Management LLC's portfolio (67% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$77.1M	17.00%	-$645.2K Sold	— 115.2K shares	Q4 2020 Held for 4y 11m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$49.7M	10.95%	+$647.3K Bought	— 495.7K shares	Q4 2020 Held for 4y 11m
3 Fidelity Total Bond FBND	ETF ETF	$34.6M	7.62%	+$419.0K Bought	— 747.9K shares	Q2 2023 Held for 2y 5m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$31.1M	6.85%	-$255.0K Sold	— 518.7K shares	Q4 2020 Held for 4y 11m
5 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$22.0M	4.85%	+$162.5K Bought	— 462.5K shares	Q4 2023 Held for 1y 11m
6 JPMorgan Ultra-Short Income JPST	ETF ETF	$21.2M	4.68%	+$187.0K Bought	— 418.2K shares	Q4 2020 Held for 4y 11m
7 iShares Short Treasury Bond SHV	ETF ETF	$20.8M	4.59%	+$160.5K Bought	— 188.6K shares	Q1 2021 Held for 4y 8m
8 iShares Core S&P U.S. Growth IUSG	ETF ETF	$20.2M	4.45%	-$461.2K Sold	— 122.6K shares	Q4 2020 Held for 4y 11m
9 Fidelity Enhanced Large Cap Core FELC	ETF ETF	$14.5M	3.19%	+$659.6K Bought	— 388.6K shares	Q1 2025 Held for 8 months
10 JIRE JPMorgan International Research Enhanced Equity JIRE	ETF ETF	$12.6M	2.79%	+$565.5K Bought	— 171.8K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mascoma Wealth Management LLC's latest filing

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Market Value

$453.7M

Prior: $430.7M

Q/Q Change

+5.34%

+$23.0M

Net Flows % of MV

+0.596%

Turnover Ratio

1.48%

New Purchases

12 stocks

$605.4K

Added To

70 stocks

+$7.3M

Sold Out Of

31 stocks

$370.1K

Reduced Holdings

68 stocks

-$4.8M

Increased Positions

Position	Shares Δ	Change
1 Goldman Sachs JUST U.S. Large Cap Equity JUST	New	0 → 6.2K +$580.5K
2 Arista Networks ANET	New	0 → 48.0 +$7.0K
3 iShares MSCI Japan EWJ	New	0 → 70.0 +$5.6K
4 PCQ Pimco California Municipal Income Fund PCQ	New	0 → 252.0 +$2.2K
5 Chipotle Mexican Grill CMG	New	0 → 50.0 +$2.0K

Decreased Positions

Position	Shares Δ	Change
1 SLV iShares Silver Trust SLV	Sold	2.0K → 0 −$64.8K
2 CDW CDW	Sold	214.0 → 0 −$38.2K
3 Vanguard Intermediate-Term Corporate Bond VCIT	Sold	397.0 → 0 −$32.9K
4 Calamos Convertible Opportunities and Income Fund CHI	Sold	3.1K → 0 −$32.3K
5 John Hancock Multifactor Mid Cap ETF JHMM	Sold	346.0 → 0 −$21.2K

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Analytics

Portfolio insights and performance metrics for Mascoma Wealth Management LLC

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Sector Allocation

ETF

90.10%

Technology

2.90%

Industrials

1.10%

Financial Services

1.10%

Healthcare

0.80%

Communication Services

0.60%

Consumer Cyclical

0.60%

Consumer Defensive

0.50%

Energy

0.20%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

5.44%

Large Cap ($10B - $200B)

2.23%

Mid Cap ($2B - $10B)

0.17%

Small Cap ($300M - $2B)

0.03%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

92.12%

Portfolio Concentration

Top 10 Holdings %

66.97%

Top 20 Holdings %

83.45%

Top 50 Holdings %

93.66%

Top 100 Holdings %

97.23%