Q2 2026 13F · SEC CIK 1852930

Mayflower Financial Advisors, LLC

Institutional asset managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 498
Top holdings a year, 3 yrs: +13.1%
Assets under management: $5.8B

Mayflower Financial Advisors, LLC is an institutional asset manager that reported 498 positions worth $1.2B in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 3.7%), Spdr Series Trust (SPLG, 3.6%), Duke Energy (DUK, 3.2%). A portfolio copying its top holdings returned 13.1% a year over the last 3 years, against 20.4% for the S&P 500.

Mayflower Financial Advisors, LLC holdings largest 50 of 498 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mayflower Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	3.7%	4.5%	56,689	-1.0%	$42.5M
SPLGSpdr Series Trust	3.6%	3.5%	476,835	+27.0%	$41.9M
DUKDuke Energy	3.2%	—	290,804	—	$36.8M
MCDMcdonalds Corp Com	2.3%	—	99,360	—	$26.9M
ABBVAbbvie Inc	2.2%	0.5%	101,672	+400.8%	$25.6M
AAPLApple Inc	2.1%	2.7%	83,785	-4.1%	$24.2M
XOMExxon Mobil Corp	1.9%	—	158,404	—	$21.7M
MOAltria Group Inc	1.7%	0.8%	272,884	+177.5%	$19.6M
IVWIshares	1.7%	1.7%	140,415	+11.0%	$19.3M
SCHDSchwab Strategic Tr	1.6%	2.0%	574,381	+8.1%	$18.2M
PGProcter & Gamble Co Com	1.5%	—	115,628	—	$17.0M
MSFTMicrosoft Corp	1.4%	2.0%	44,901	+1.7%	$16.7M
CVXChevron Corp New	1.4%	0.6%	98,259	+308.9%	$16.3M
GOOGLAlphabet Inc	1.3%	1.5%	41,093	-2.9%	$14.7M
IUSBIshares Core Universal Usd Bond ETF	1.3%	1.1%	317,974	+66.6%	$14.7M
VOOVanguard S&p 500 ETF	1.2%	0.7%	20,453	+102.5%	$14.0M
NVDANvidia Corporation Com	1.2%	1.5%	69,745	-0.7%	$14.0M
SPYSpdr S&p 500 ETF Tr	1.2%	1.5%	18,249	-1.4%	$13.6M
DYNFIshares U.s. Equity Factor Rotation Acti	1.2%	1.4%	199,540	+0.4%	$13.6M
QUALIshares Msci USA Quality Factor ETF	1.2%	2.0%	61,337	-27.9%	$13.5M
VTEBVanguard Tx Ex Bd	1.1%	1.5%	260,648	+4.2%	$13.2M
IVEIshares S&p 500 Value ETF	1.1%	1.6%	56,547	-10.0%	$12.8M
GOOGAlphabet Inc	1.0%	1.2%	34,230	-0.5%	$12.1M
BMYBristol-Myers Squibb Co Com	1.0%	—	208,112	—	$12.0M
SCHZSchwab Strategic Tr	1.0%	1.3%	517,566	+11.2%	$12.0M
NEENextera Energy Inc Com	1.0%	—	134,109	—	$11.8M
ACWXIshares Tr	0.9%	1.0%	143,228	+22.2%	$10.9M
IBMInternational Business Machs	0.9%	—	37,939	—	$10.7M
SOSouthern Co.	0.9%	—	103,571	—	$9.9M
AMZNAmazon Com Inc Com	0.8%	1.0%	39,364	+3.8%	$9.4M
BRK-BBerkshire Hathaway Inc Del	0.8%	1.1%	18,724	-2.0%	$9.4M
PEPPepsico Inc	0.8%	—	68,214	—	$9.2M
IJRIshares Core S&p Small Cap ETF	0.7%	0.9%	57,328	-0.8%	$8.5M
IEFAIshares Core Msci Eafe ETF	0.7%	1.0%	87,684	+1.0%	$8.5M
IJHIshares Tr	0.7%	0.9%	106,472	-5.9%	$8.2M
COROBlackrock ETF Trust	0.7%	0.8%	206,668	+5.5%	$7.6M
BNDVanguard Total Bond Market ETF	0.6%	0.9%	100,312	+1.6%	$7.4M
AVGOBroadcom Inc	0.6%	0.8%	18,934	-6.2%	$7.2M
GLDSpdr Gold Shares	0.6%	0.7%	19,192	+47.0%	$7.1M
USMVIshares Msci USA Min Volfctr ETF	0.6%	0.8%	72,931	-1.7%	$7.0M
OEFIshares S&p 100 ETF	0.6%	0.6%	19,075	+23.8%	$7.0M
VTIVanguard Index Fds	0.6%	0.7%	18,337	-4.1%	$6.8M
BAIIshares A.i. Innovation and Tech Active	0.6%	0.6%	126,871	-16.8%	$6.7M
VZVerizon Communications Inc Com	0.6%	—	156,601	—	$6.6M
JPMJpmorgan Chase & Co	0.5%	0.7%	19,246	+5.0%	$6.3M
JNJJohnson & Johnson	0.5%	0.7%	24,544	+4.4%	$6.2M
VEAVanguard Tax-Managed Fds	0.5%	0.7%	86,785	-8.7%	$6.2M
MSMorgan Stanley Com New	0.5%	0.6%	28,503	+0.7%	$6.0M
XTENBondbloxx ETF Trust	0.5%	0.9%	129,712	-18.1%	$5.9M
CATCaterpillar Inc Com	0.5%	—	5,417	—	$5.8M

What Mayflower Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.5% /yr; S&P 500 +20.1%
3 years: +13.1% /yr; S&P 500 +20.4%
5 years: +5.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	498
Q1 2026	$822.8M	442
Q4 2025	$826.1M	413
Q3 2025	$795.7M	405
Q2 2025	$718.0M	388
Q1 2025	$657.5M	385
Q4 2024	$668.8M	379
Q3 2024	$663.4M	370
Q2 2024	$608.0M	354
Q1 2024	$598.2M	355
Q4 2023	$724.2M	343
Q3 2023	$668.5M	340

Questions about Mayflower Financial Advisors, LLC's portfolio

What stocks does Mayflower Financial Advisors, LLC own?

Mayflower Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 498 positions worth $1.2B. The largest are Ishares Core S&p 500 ETF (IVV) at 3.7%, Spdr Series Trust (SPLG) at 3.6%, Duke Energy (DUK) at 3.2%, Mcdonalds Corp Com (MCD) at 2.3% and Abbvie Inc (ABBV) at 2.2%.

What did Mayflower Financial Advisors, LLC buy last quarter?

In Q2 2026, Mayflower Financial Advisors, LLC added Abbvie Inc (ABBV) (+400.8% shares), Chevron Corp New (CVX) (+308.9% shares) and Altria Group Inc (MO) (+177.5% shares), compared with its Q1 2026 filing.

What did Mayflower Financial Advisors, LLC sell last quarter?

In Q2 2026, Mayflower Financial Advisors, LLC cut from its top 50 Ishares Tr (EFV), cut from its top 50 Ishares Tr (MBB), cut from its top 50 Blackrock ETF Trust (BTHM), cut from its top 50 Ishares National Muni Bond ETF (MUB), cut from its top 50 Vanguard Dividend Appreciation ETF (VIG), Ishares Msci USA Quality Factor ETF (QUAL) (-27.9% shares), Bondbloxx ETF Trust (XTEN) (-18.1% shares) and Ishares A.i. Innovation and Tech Active (BAI) (-16.8% shares), compared with its Q1 2026 filing.

How has Mayflower Financial Advisors, LLC's portfolio performed?

A portfolio copying Mayflower Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.5% against +20.1%. Over 5 years: +5.8% a year against +11.6%.

When is Mayflower Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mayflower Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mayflower Financial Advisors, LLC manage?

Mayflower Financial Advisors, LLC reported $5.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.