Mayflower Financial Advisors, LLC — 13F Holdings & Portfolio
CIK 1852930 · latest 13F-HR filed 2026-04-23
Mayflower Financial Advisors, LLC manages $823.9M in 13F-reported U.S. long-equity assets across 444 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (4.54%), SPYM (3.49%), AAPL (2.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 53 new positions, exited 24, added to 133, and trimmed 129.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$823.9M
Long-equity book
444
Distinct positions
2026-03-31
Filed 2026-04-23
+53 / −24 / ↑133 / ↓129
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$5.9M +271.3%
- ISHARES TR$3.8M +1089.9%
- INVESCO ACTIVELY MANAGED EXC$2.9M +193.6%
- SPDR SERIES TRUST$2.7M +10.5%
- JANUS DETROIT STR TR$2.6M +808.7%
Top Trims
- WAYFAIR INC-$15.0M -92.0%
- INVESCO EXCHANGE TRADED FD T-$8.3M -88.8%
- MICROSOFT CORP-$4.9M -23.2%
- ISHARES INC-$4.9M -49.6%
- KLAVIYO INC-$2.9M -40.1%
New Positions
- BLACKROCK ETF TRUST$6.3M
- BLACKROCK ETF TRUST$3.4M
- SPDR SERIES TRUST$1.5M
- TOTALENERGIES SE$1.5M
- J P MORGAN EXCHANGE TRADED F$1.3M
Exited Positions
- BNY MELLON ETF TRUST$551.5K
- ZOETIS INC$492.7K
- BLACKROCK ETF TRUST II$455.3K
- BROWN & BROWN INC$370.8K
- VANGUARD INSTL INDEX FD$324.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $37.4M | 4.54% | 57,250 | SH |
| 2 | SPDR SERIES TRUST | SPYM | 78464A854 | $28.7M | 3.49% | 375,427 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $22.2M | 2.69% | 87,377 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $16.3M | 1.98% | 44,152 | SH |
| 5 | ISHARES TR | QUAL | 46432F339 | $16.3M | 1.98% | 85,062 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $16.3M | 1.98% | 531,259 | SH |
| 7 | ISHARES TR | IVW | 464287309 | $14.3M | 1.74% | 126,503 | SH |
| 8 | ISHARES TR | IVE | 464287408 | $13.3M | 1.61% | 62,807 | SH |
| 9 | VANGUARD MUN BD FDS | VTEB | 922907746 | $12.5M | 1.52% | 250,237 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $12.2M | 1.49% | 70,208 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $12.2M | 1.48% | 42,315 | SH |
| 12 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $12.0M | 1.46% | 18,504 | SH |
| 13 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $11.6M | 1.40% | 198,735 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $10.8M | 1.31% | 465,472 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $9.9M | 1.20% | 34,404 | SH |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $9.2M | 1.11% | 19,106 | SH |
| 17 | ISHARES TR | IUSB | 46434V613 | $8.8M | 1.07% | 190,828 | SH |
| 18 | ISHARES TR | ACWX | 464288240 | $8.0M | 0.97% | 117,232 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $7.9M | 0.96% | 37,908 | SH |
| 20 | ISHARES TR | IEFA | 46432F842 | $7.9M | 0.95% | 86,780 | SH |
| 21 | ISHARES TR | IJH | 464287507 | $7.6M | 0.93% | 113,160 | SH |
| 22 | VANGUARD BD INDEX FDS | BND | 921937835 | $7.3M | 0.88% | 98,769 | SH |
| 23 | BONDBLOXX ETF TRUST | XTEN | 09789C812 | $7.3M | 0.88% | 158,397 | SH |
| 24 | ISHARES TR | IJR | 464287804 | $7.2M | 0.87% | 57,819 | SH |
| 25 | ISHARES TR | USMV | 46429B697 | $6.9M | 0.84% | 74,220 | SH |
| 26 | ALTRIA GROUP INC | MO | 02209S103 | $6.5M | 0.79% | 98,330 | SH |
| 27 | BLACKROCK ETF TRUST | CORO | 09290C764 | $6.3M | 0.76% | 195,916 | SH |
| 28 | BROADCOM INC | AVGO | 11135F101 | $6.2M | 0.76% | 20,178 | SH |
| 29 | VANGUARD INDEX FDS | VTI | 922908769 | $6.1M | 0.74% | 19,130 | SH |
| 30 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $6.1M | 0.74% | 95,106 | SH |
| 31 | VANGUARD INDEX FDS | VOO | 922908363 | $6.0M | 0.73% | 10,102 | SH |
| 32 | ISHARES TR | EFV | 464288877 | $6.0M | 0.72% | 80,296 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.7M | 0.70% | 23,517 | SH |
| 34 | SPDR GOLD TR | GLD | 78463V107 | $5.6M | 0.68% | 13,055 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.4M | 0.65% | 18,331 | SH |
| 36 | ISHARES TR | MBB | 464288588 | $5.2M | 0.63% | 55,051 | SH |
| 37 | BLACKROCK ETF TRUST | THRO | 09290C806 | $5.1M | 0.62% | 140,123 | SH |
| 38 | BLACKROCK ETF TRUST | BAI | 09290C780 | $5.0M | 0.61% | 152,542 | SH |
| 39 | CHEVRON CORPORATION | CVX | 166764100 | $5.0M | 0.60% | 24,028 | SH |
| 40 | ISHARES TR | MUB | 464288414 | $5.0M | 0.60% | 46,735 | SH |
| 41 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $5.0M | 0.60% | 23,048 | SH |
| 42 | ISHARES INC | IEMG | 46434G103 | $4.9M | 0.60% | 70,869 | SH |
| 43 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $4.9M | 0.60% | 61,074 | SH |
| 44 | ISHARES TR | OEF | 464287101 | $4.9M | 0.59% | 15,409 | SH |
| 45 | MORGAN STANLEY | MS | 617446448 | $4.7M | 0.57% | 28,311 | SH |
| 46 | ALPS ETF TR | AMLP | 00162Q452 | $4.7M | 0.57% | 88,436 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $4.5M | 0.55% | 7,936 | SH |
| 48 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $4.5M | 0.54% | 32,348 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $4.4M | 0.54% | 20,303 | SH |
| 50 | KLAVIYO INC | KVYO | 49845K101 | $4.4M | 0.54% | 226,729 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $823.9M | 444 | 0001951757-26-000724 |
| 2025-12-31 | 2026-01-13 | $826.9M | 414 | 0001951757-26-000054 |