Mayflower Financial Advisors, LLC — 13F Holdings & Portfolio
CIK 1852930 · latest 13F-HR filed 2026-07-09
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, exited 9, added to 252, and trimmed 79.
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.
SUITE 401
BOSTON, MA 02110
$1.16B
Long-equity book
499
Distinct positions
2026-06-30
Filed 2026-07-09
+65 / −9 / ↑252 / ↓79
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DUKE ENERGY CORP NEW$35.8M +3630.0%
- MCDONALDS CORP$25.4M +1751.8%
- ABBVIE INC$21.2M +479.4%
- EXXON MOBIL CORP$17.5M +422.3%
- PROCTER & GAMBLE CO$14.7M +665.0%
Top Trims
- ISHARES TR-$3.5M -59.2%
- ISHARES TR-$2.9M -17.5%
- ISHARES TR-$2.7M -78.4%
- BLACKROCK ETF TRUST II-$2.3M -56.8%
- BONDBLOXX ETF TRUST-$1.4M -18.6%
New Positions
- PGIM ETF TR$5.7M
- BLACKROCK ETF TRUST$3.9M
- BLACKROCK ETF TRUST II$3.1M
- ISHARES TR$2.1M
- BONDBLOXX ETF TRUST$1.5M
Exited Positions
- HONEYWELL INTL INC$3.7M
- FIDELITY NATL FINL INC$630.8K
- ARCH CAP GROUP LTD$322.4K
- INTUIT$313.9K
- ISHARES U S ETF TR$256.3K
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 | $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 |
| 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 |