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Mayflower Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 1852930 · latest 13F-HR filed 2026-07-09

Backtest portfolio

Mayflower Financial Advisors, LLC manages $1.16B in 13F-reported U.S. long-equity assets across 499 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (3.67%), SPYM (3.62%), DUK (3.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 65 new positions and exited 9; 252 existing positions rose in reported value and 79 fell.

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.

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AUM
$1.16B

Long-equity book

Holdings
499

Distinct positions

Period
2026-06-30

Filed 2026-07-09

Q/Q Activity
+65 / −9 / ↑252 / ↓79

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV3.7% · -1%SPYM3.6% · +27%DUK3.2% · +3758%MCD2.3% · +2029%ABBV2.2% · +401%AAPL2.1% · -4%XOM1.9% · +548%MO1.7% · +178%IVW1.7% · +11%SCHD1.6% · +8%PG1.5% · +654%MSFT1.4% · +2%CVX1.4% · +309%GOOGL1.3% · -3%IUSB1.3% · +67%VOO1.2% · +102%NVDA1.2% · -1%SPY1.2% · -1%DYNF1.2% · +0%QUAL1.2% · -28%VTEB1.1% · +4%IVE1.1% · -10%GOOG1.0% · -0%BMY1.0% · +2515%SCHZ1.0% · +11%NEE1.0% · +834%ACWX0.9% · +22%IBM0.9% · +502%SO0.9% · +3184%AMZN0.8% · +4%BRK.B0.8% · -2%PEP0.8% · +476%IJR0.7% · -1%IEFA0.7% · +1%IJH0.7% · -6%CORO0.7% · +6%BND0.6% · +2%AVGO0.6% · -6%GLD0.6% · +47%USMV0.6% · -2%OEF0.6% · +24%VTI0.6% · -4%BAI0.6% · -17%VZ0.6% · +486%JPM0.5% · +5%JNJ0.5% · +4%VEA0.5% · -9%MS0.5% · +1%XTEN0.5% · -18%CAT0.5% · +6%PULS0.5% · newIEMG0.5% · -3%MBB0.5% · +7%VIG0.5% · -1%SPMO0.5% · -17%QQQ0.5% · +18%VRIG0.5% · +20%VT0.4% · -1%RDVY0.4% · +16%SPMD0.4% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 23.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 5, 2026.

Assets Under Management
$5.82B
Discretionary
$1.77B
Employees
33
Accounts
2,924
Address
265 FRANKLIN STREET
SUITE 401
BOSTON, MA 02110
Phone
(617) 259-1767
Website
Name Title / Status Ownership Type
BROD, VINSON, EDWARD ControlCHIEF COMPLIANCE OFFICER
since Jul 2020
Less than 5%Individual
DIMITRIOU, STEVEN ControlMANAGING PARTNER/CEO
since Apr 2019
Less than 5%Individual
GLAZER, LAWRENCE, MICHAEL ControlMANAGING PARTNER
since Apr 2019
Less than 5%Individual
GLAZER, LLOYD, GEORGE ControlMANAGING PARTNER
since Apr 2019
Less than 5%Individual
MAYFLOWER FINANCIAL HOLDINGS, LLCMEMBER
since Sep 2023
75% or moreDomestic Entity
DIMITRIOU, STEVEN Control
Indirect owner via MAYFLOWER LEGACY PARTNERS LLC
OWNER
since Sep 2023
25–50%Individual
GLAZER, LAWRENCE, MICHAEL Control
Indirect owner via MAYFLOWER LEGACY PARTNERS LLC
OWNER
since Sep 2023
25–50%Individual
GLAZER, LLOYD, GEORGE Control
Indirect owner via MAYFLOWER LEGACY PARTNERS LLC
OWNER
since Sep 2023
25–50%Individual
MAYFLOWER LEGACY PARTNERS LLC
Indirect owner via MAYFLOWER FINANCIAL HOLDINGS, LLC
INDIRECT OWNER
since Sep 2023
75% or moreDomestic Entity
Ownership & leadership changes · 2 filings with changes since Mar 5, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 2, 2024 filing
  • AddedDIMITRIOU, STEVEN · OWNER · 25–50% · indirect via MAYFLOWER LEGACY PARTNERS LLC · control person
  • AddedGLAZER, LAWRENCE, MICHAEL · OWNER · 25–50% · indirect via MAYFLOWER LEGACY PARTNERS LLC · control person
  • AddedGLAZER, LLOYD, GEORGE · OWNER · 25–50% · indirect via MAYFLOWER LEGACY PARTNERS LLC · control person
  • AddedMAYFLOWER FINANCIAL HOLDINGS, LLC · MEMBER · 75% or more
  • AddedMAYFLOWER LEGACY PARTNERS LLC · INDIRECT OWNER · 75% or more · indirect via MAYFLOWER FINANCIAL HOLDINGS, LLC
  • ChangedDIMITRIOU, STEVEN · ownership 25–50% → Less than 5%
  • ChangedGLAZER, LAWRENCE, MICHAEL · ownership 25–50% → Less than 5%
  • ChangedGLAZER, LLOYD, GEORGE · ownership 10–25% → Less than 5%
Jul 17, 2020 filing
  • AddedBROD, VINSON, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedDIMITRIOU, STEVEN · title MANAGING PARTNER/CEO/CCO → MANAGING PARTNER/CEO
Mar 5, 2020 filing (earliest on record)
  • ListedDIMITRIOU, STEVEN · MANAGING PARTNER/CEO/CCO · 25–50% · control person
  • ListedGLAZER, LAWRENCE, MICHAEL · MANAGING PARTNER · 25–50% · control person
  • ListedGLAZER, LLOYD, GEORGE · MANAGING PARTNER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 252 →

Top Trims

Show all 79 →

New Positions

Show all 65 →

Exited Positions

Show all 9 →

Mayflower Financial Advisors, LLC Holdings (2026-06-30)

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 $42.5M 3.67% 56,689 SH
2 SPDR SERIES TRUST SPYM 78464A854 $41.9M 3.62% 476,835 SH
3 DUKE ENERGY CORP NEW DUK 26441C204 $36.8M 3.18% 290,804 SH
4 MCDONALDS CORP MCD 580135101 $26.9M 2.32% 99,360 SH
5 ABBVIE INC ABBV 00287Y109 $25.6M 2.21% 101,672 SH
6 APPLE INC AAPL 037833100 $24.2M 2.09% 83,785 SH
7 EXXON MOBIL CORP XOM 30231G102 $21.7M 1.87% 158,404 SH
8 ALTRIA GROUP INC MO 02209S103 $19.6M 1.70% 272,884 SH
9 ISHARES TR IVW 464287309 $19.3M 1.67% 140,415 SH
10 SCHWAB STRATEGIC TR SCHD 808524797 $18.2M 1.57% 574,381 SH
11 PROCTER & GAMBLE CO PG 742718109 $17.0M 1.46% 115,628 SH
12 MICROSOFT CORP MSFT 594918104 $16.7M 1.45% 44,901 SH
13 CHEVRON CORPORATION CVX 166764100 $16.3M 1.41% 98,259 SH
14 ALPHABET INC GOOGL 02079K305 $14.7M 1.27% 41,093 SH
15 ISHARES TR IUSB 46434V613 $14.7M 1.27% 317,974 SH
16 VANGUARD INDEX FDS VOO 922908363 $14.0M 1.21% 20,453 SH
17 NVIDIA CORPORATION NVDA 67066G104 $14.0M 1.21% 69,745 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $13.6M 1.18% 18,249 SH
19 BLACKROCK ETF TRUST DYNF 09290C103 $13.6M 1.17% 199,540 SH
20 ISHARES TR QUAL 46432F339 $13.5M 1.16% 61,337 SH
21 VANGUARD MUN BD FDS VTEB 922907746 $13.2M 1.14% 260,648 SH
22 ISHARES TR IVE 464287408 $12.8M 1.11% 56,547 SH
23 ALPHABET INC GOOG 02079K107 $12.1M 1.04% 34,230 SH
24 BRISTOL-MYERS SQUIBB CO BMY 110122108 $12.0M 1.04% 208,112 SH
25 SCHWAB STRATEGIC TR SCHZ 808524839 $12.0M 1.03% 517,566 SH
26 NEXTERA ENERGY INC NEE 65339F101 $11.8M 1.02% 134,109 SH
27 ISHARES TR ACWX 464288240 $10.9M 0.94% 143,228 SH
28 INTERNATIONAL BUSINESS MACHS IBM 459200101 $10.7M 0.92% 37,939 SH
29 SOUTHERN CO SO 842587107 $9.9M 0.86% 103,571 SH
30 AMAZON COM INC AMZN 023135106 $9.4M 0.81% 39,364 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $9.4M 0.81% 18,724 SH
32 PEPSICO INC PEP 713448108 $9.2M 0.80% 68,214 SH
33 ISHARES TR IJR 464287804 $8.5M 0.73% 57,328 SH
34 ISHARES TR IEFA 46432F842 $8.5M 0.73% 87,684 SH
35 ISHARES TR IJH 464287507 $8.2M 0.71% 106,472 SH
36 BLACKROCK ETF TRUST CORO 09290C764 $7.6M 0.65% 206,668 SH
37 VANGUARD BD INDEX FDS BND 921937835 $7.4M 0.64% 100,312 SH
38 BROADCOM INC AVGO 11135F101 $7.2M 0.62% 18,934 SH
39 SPDR GOLD TR GLD 78463V107 $7.1M 0.61% 19,192 SH
40 ISHARES TR USMV 46429B697 $7.0M 0.61% 72,931 SH
41 ISHARES TR OEF 464287101 $7.0M 0.60% 19,075 SH
42 VANGUARD INDEX FDS VTI 922908769 $6.8M 0.59% 18,337 SH
43 BLACKROCK ETF TRUST BAI 09290C780 $6.7M 0.58% 126,871 SH
44 VERIZON COMMUNICATIONS INC VZ 92343V104 $6.6M 0.57% 156,601 SH
45 JPMORGAN CHASE & CO JPM 46625H100 $6.3M 0.54% 19,246 SH
46 JOHNSON & JOHNSON JNJ 478160104 $6.2M 0.54% 24,544 SH
47 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.2M 0.53% 86,785 SH
48 MORGAN STANLEY MS 617446448 $6.0M 0.51% 28,503 SH
49 BONDBLOXX ETF TRUST XTEN 09789C812 $5.9M 0.51% 129,712 SH
50 CATERPILLAR INC CAT 149123101 $5.8M 0.50% 5,417 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $1.16B 499 0001951757-26-000942
2026-03-31 2026-04-23 $823.9M 444 0001951757-26-000724
2025-12-31 2026-01-13 $826.9M 414 0001951757-26-000054
Filer Information
Address
265 FRANKLIN STREET
SUITE 401
BOSTON, MA 02110
Phone
(617) 259-1767
Filing Manager
Mayflower Financial Advisors, LLC
BOSTON, MA
Signatory
Vinson Brod
Chief Compliance Officer