Mascoma Wealth Management LLC
Top Portfolio Positions
346 positions ·
$35,665,296 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
22,040 | $5,593,531 | 15.68% | |
| MSFT |
Microsoft Corp
Technology
|
7,799 | $2,886,955 | 8.09% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
9,508 | $2,191,213 | 6.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,022 | $1,448,142 | 4.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,504 | $1,383,334 | 3.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,235 | $1,217,816 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,548 | $1,155,481 | 3.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,953 | $1,127,232 | 3.16% | |
| NVDA |
Nvidia Corp
Technology
|
6,004 | $1,047,097 | 2.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,374 | $992,495 | 2.78% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BIPH
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,709 | 75 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,605 | 75 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,466 | 75 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,512 | 75 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,234 | 75 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,384 | 75 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,628 | 75 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,058 | 75 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,340 | 75 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,361 | 75 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,205 | 75 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,737 | 75 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,532 | 75 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,324 | 75 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,692 | 75 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,866 | 75 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,207 | 50 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,027 | 50 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,870 | 50 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $1,775 | 50 | Shares | Sole | 2021-04-26 | |
| No 13F history on record for this holder in this stock. | ||||||