Mayflower Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Mayflower Financial Advisors, LLC

Investment Activity

Mayflower Financial Advisors, LLC has $1.16 billion in total holdings as of June 30, 2026.
Mayflower Financial Advisors, LLC owns shares of 499 different stocks, but just 119 companies or ETFs make up 80% of its holdings.
Approximately 26.00% of the portfolio was purchased this quarter.
About 4.01% of the portfolio was sold this quarter.
This quarter, Mayflower Financial Advisors, LLC has purchased 444 new stocks and bought additional shares in 202 stocks.
Mayflower Financial Advisors, LLC sold shares of 183 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $42,453,760
SPDR Portfolio S&P 500 ETF: $41,904,218
Duke Energy: $36,809,995
McDonald's: $26,858,023
AbbVie: $25,584,671

Largest New Holdings this Quarter

69344A107 - PGIM Ultra Short Bond ETF: $5,721,638 Holding
09290C665 - BLACKROCK ETF TRUST: $3,866,216 Holding
092528835 - BLACKROCK ETF TRUST II: $3,078,402 Holding
46429B655 - iShares Floating Rate Bond ETF: $2,064,558 Holding
09789C721 - BONDBLOXX ETF TRUST: $1,451,367 Holding

Largest Purchases this Quarter

Duke Energy: 283,267 shares (about $35.86M)
McDonald's: 94,693 shares (about $25.60M)
AbbVie: 81,369 shares (about $20.48M)
ExxonMobil: 133,965 shares (about $18.32M)
Procter & Gamble: 100,283 shares (about $14.71M)

Largest Sales this Quarter

iShares MSCI USA Quality Factor ETF: 23,725 shares (about $5.21M)
iShares MSCI EAFE Value ETF: 48,509 shares (about $3.71M)
iShares Core International Aggregate Bond ETF: 53,806 shares (about $2.72M)
iShares Flexible Income Active ETF: 43,794 shares (about $2.29M)
Avantis Emerging Markets Equity ETF: 19,266 shares (about $1.86M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$42,453,760	$420,127 â–¼	-1.0%	56,689	3.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$41,904,218	$8,911,726 â–²	27.0%	476,835	3.6%	ETF
DUK Duke Energy	$36,809,995	$35,855,961 â–²	3,758.4%	290,804	3.2%	Utilities
MCD McDonald's	$26,858,023	$25,596,485 â–²	2,029.0%	99,360	2.3%	Consumer Discretionary
ABBV AbbVie	$25,584,671	$20,475,638 â–²	400.8%	101,672	2.2%	Healthcare
AAPL Apple	$24,243,932	$1,039,377 â–¼	-4.1%	83,785	2.1%	Technology
XOM ExxonMobil	$21,657,047	$18,315,739 â–²	548.2%	158,404	1.9%	Energy
MO Altria Group	$19,633,984	$12,559,148 â–²	177.5%	272,884	1.7%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$19,311,268	$1,913,317 â–²	11.0%	140,415	1.7%	ETF
SCHD Schwab US Dividend Equity ETF	$18,213,607	$1,367,398 â–²	8.1%	574,381	1.6%	ETF
PG Procter & Gamble	$16,955,681	$14,705,491 â–²	653.5%	115,628	1.5%	Consumer Staples
MSFT Microsoft	$16,749,045	$279,393 â–²	1.7%	44,901	1.4%	Technology
CVX Chevron	$16,287,341	$12,304,477 â–²	308.9%	98,259	1.4%	Energy
GOOGL Alphabet	$14,685,415	$436,706 â–¼	-2.9%	41,093	1.3%	Communication Services
IUSB iShares Core Total USD Bond Market ETF	$14,674,480	$5,867,780 â–²	66.6%	317,974	1.3%	ETF
VOO Vanguard S&P 500 ETF	$14,047,524	$7,109,271 â–²	102.5%	20,453	1.2%	ETF
NVDA NVIDIA	$13,955,283	$92,642 â–¼	-0.7%	69,745	1.2%	Technology
SPY SPDR S&P 500 ETF Trust	$13,627,601	$190,423 â–¼	-1.4%	18,249	1.2%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$13,570,732	$54,748 â–²	0.4%	199,540	1.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$13,459,190	$5,205,981 â–¼	-27.9%	61,337	1.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$13,183,554	$526,588 â–²	4.2%	260,648	1.1%	ETF
IVE iShares S&P 500 Value ETF	$12,839,561	$1,421,396 â–¼	-10.0%	56,547	1.1%	ETF
GOOG Alphabet	$12,094,431	$61,479 â–¼	-0.5%	34,230	1.0%	Communication Services
BMY Bristol Myers Squibb	$11,991,399	$11,532,802 â–²	2,514.8%	208,112	1.0%	Healthcare
SCHZ Schwab U.S. Aggregate Bond ETF	$11,971,306	$1,204,935 â–²	11.2%	517,566	1.0%	ETF
NEE NextEra Energy	$11,770,773	$10,510,656 â–²	834.1%	134,109	1.0%	Utilities
ACWX iShares MSCI ACWI ex U.S. ETF	$10,901,083	$1,978,556 â–²	22.2%	143,228	0.9%	ETF
IBM International Business Machines	$10,668,689	$8,895,120 â–²	501.5%	37,939	0.9%	Technology
SO Southern	$9,912,800	$9,610,930 â–²	3,183.8%	103,571	0.9%	Utilities
AMZN Amazon.com	$9,381,906	$347,019 â–²	3.8%	39,364	0.8%	Consumer Discretionary
BRK.B Berkshire Hathaway	$9,369,223	$191,147 â–¼	-2.0%	18,724	0.8%	Finance
PEP PepsiCo	$9,236,208	$7,631,306 â–²	475.5%	68,214	0.8%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$8,502,374	$72,821 â–¼	-0.8%	57,328	0.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$8,468,556	$87,309 â–²	1.0%	87,684	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,210,048	$515,711 â–¼	-5.9%	106,472	0.7%	ETF
BLACKROCK ETF TRUST	$7,564,049	$393,523 â–²	5.5%	206,668	0.7%	ISHA IN CTRY ETF
BND Vanguard Total Bond Market ETF	$7,363,930	$113,272 â–²	1.6%	100,312	0.6%	ETF
AVGO Broadcom	$7,152,220	$469,915 â–¼	-6.2%	18,934	0.6%	Technology
GLD SPDR Gold Shares	$7,069,860	$2,260,720 â–²	47.0%	19,192	0.6%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$7,034,966	$124,338 â–¼	-1.7%	72,931	0.6%	ETF
OEF iShares S&P 100 ETF	$6,978,933	$1,341,272 â–²	23.8%	19,075	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$6,785,534	$293,446 â–¼	-4.1%	18,337	0.6%	ETF
BLACKROCK ETF TRUST	$6,688,639	$1,353,375 â–¼	-16.8%	126,871	0.6%	ISHA I IN TE ETF
VZ Verizon Communications	$6,630,468	$5,499,400 â–²	486.2%	156,601	0.6%	Communication Services
JPM JPMorgan Chase & Co.	$6,299,683	$299,502 â–²	5.0%	19,246	0.5%	Finance
JNJ Johnson & Johnson	$6,233,448	$260,828 â–²	4.4%	24,544	0.5%	Healthcare
VEA Vanguard FTSE Developed Markets ETF	$6,183,401	$592,868 â–¼	-8.7%	86,785	0.5%	ETF
MS Morgan Stanley	$5,958,325	$40,136 â–²	0.7%	28,503	0.5%	Finance
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$5,912,273	$1,307,462 â–¼	-18.1%	129,712	0.5%	ETF
CAT Caterpillar	$5,768,633	$330,123 â–²	6.1%	5,417	0.5%	Industrials
PULS PGIM Ultra Short Bond ETF	$5,721,638	$5,721,638 â–²	New Holding	115,472	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$5,688,705	$182,082 â–¼	-3.1%	68,671	0.5%	ETF
MBB iShares MBS ETF	$5,551,160	$347,739 â–²	6.7%	58,730	0.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,375,314	$78,321 â–¼	-1.4%	22,717	0.5%	ETF
SPMO Invesco S&P 500 Momentum ETF	$5,264,266	$1,092,334 â–¼	-17.2%	32,588	0.5%	ETF
QQQ Invesco QQQ	$5,216,452	$778,344 â–²	17.5%	7,084	0.5%	ETF
VRIG Invesco Variable Rate Investment Grade ETF	$5,203,274	$847,691 â–²	19.5%	207,550	0.4%	ETF
VT Vanguard Total World Stock ETF	$5,004,250	$72,826 â–¼	-1.4%	31,884	0.4%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$5,003,779	$674,342 â–²	15.6%	61,729	0.4%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,982,440	$28,173 â–¼	-0.6%	73,748	0.4%	ETF
MUB iShares National Muni Bond ETF	$4,968,599	$61,021 â–¼	-1.2%	46,168	0.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$4,942,935	$2,040,307 â–²	70.3%	97,899	0.4%	ETF
IWM iShares Russell 2000 ETF	$4,920,881	$48,974 â–²	1.0%	16,378	0.4%	ETF
UPS United Parcel Service	$4,842,657	$4,314,080 â–²	816.2%	45,048	0.4%	Industrials
VUG Vanguard Growth ETF	$4,751,786	$4,215,483 â–²	786.0%	55,164	0.4%	ETF
BLACKROCK ETF TRUST	$4,750,395	$608,016 â–²	14.7%	94,310	0.4%	ISHA LA CORE ETF
MDY SPDR S&P MidCap 400 ETF Trust	$4,744,561	$54,155 â–¼	-1.1%	6,746	0.4%	ETF
LLY Eli Lilly and Company	$4,684,780	$154,720 â–²	3.4%	3,906	0.4%	Healthcare
META Meta Platforms	$4,641,717	$171,248 â–²	3.8%	8,240	0.4%	Communication Services
AMLP Alerian MLP ETF	$4,576,931	$8,452 â–¼	-0.2%	88,273	0.4%	ETF
BTHM BlackRock Future U.S. Themes ETF	$4,233,402	$1,807,301 â–¼	-29.9%	98,200	0.4%	ETF
SUB iShares Short-Term National Muni Bond ETF	$4,184,120	$110,621 â–¼	-2.6%	39,299	0.4%	ETF
GOVT iShares U.S. Treasury Bond ETF	$4,036,525	$107,932 â–¼	-2.6%	177,196	0.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$4,034,054	$1,858,976 â–¼	-31.5%	41,808	0.3%	ETF
BLACKROCK ETF TRUST	$3,866,216	$3,866,216 â–²	New Holding	137,833	0.3%	ISHA SYST AL ETF
GE VERNOVA INC	$3,845,664	$688,530 â–²	21.8%	3,273	0.3%	COM
V Visa	$3,826,784	$39,112 â–¼	-1.0%	11,154	0.3%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$3,744,756	$110,391 â–²	3.0%	22,796	0.3%	ETF
HDV iShares Core High Dividend ETF	$3,691,988	$2,955,016 â–²	401.0%	134,695	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,645,783	$46,146 â–¼	-1.2%	43,532	0.3%	ETF
VO Vanguard Mid-Cap ETF	$3,645,341	$2,724,498 â–²	295.9%	45,244	0.3%	ETF
CSCO Cisco Systems	$3,638,015	$11,159 â–²	0.3%	30,972	0.3%	Technology
VTV Vanguard Value ETF	$3,571,873	$194,176 â–¼	-5.2%	16,390	0.3%	ETF
CAPITAL GROUP DIVIDEND GROWE	$3,526,566	$24,907 â–²	0.7%	94,017	0.3%	SHS ETF
MU Micron Technology	$3,506,608	$858,761 â–¼	-19.7%	3,038	0.3%	Technology
KLAVIYO INC	$3,423,170	$438 â–¼	0.0%	226,700	0.3%	COM SER A
VXUS Vanguard Total International Stock ETF	$3,392,990	$49,413 â–¼	-1.4%	39,689	0.3%	ETF
TSLA Tesla	$3,159,565	$415,555 â–²	15.1%	7,512	0.3%	Consumer Discretionary
GLOBAL X FDS	$3,146,000	$274,367 â–²	9.6%	52,688	0.3%	DEFENSE TECH ETF
AMD Advanced Micro Devices	$3,122,972	$91,203 â–¼	-2.8%	5,376	0.3%	Technology
BLACKROCK ETF TRUST II	$3,078,402	$3,078,402 â–²	New Holding	61,213	0.3%	ISHA GLO USD ETF
GLW Corning	$2,925,653	$6,897 â–²	0.2%	11,454	0.3%	Technology
IYW iShares U.S. Technology ETF	$2,911,309	$403,073 â–¼	-12.2%	11,542	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$2,898,666	$21,117 â–²	0.7%	24,845	0.3%	CL A
BAC Bank of America	$2,855,123	$39,089 â–²	1.4%	50,107	0.2%	Finance
MATV Mativ	$2,840,612		0.0%	375,246	0.2%	Materials
TSM Taiwan Semiconductor Manufacturing	$2,719,456	$48,715 â–²	1.8%	5,694	0.2%	Technology
INTC Intel	$2,689,170	$334,279 â–²	14.2%	19,259	0.2%	Technology
PM Philip Morris International	$2,640,319	$106,373 â–¼	-3.9%	14,595	0.2%	Consumer Staples
IWB iShares Russell 1000 ETF	$2,626,263	$202,713 â–¼	-7.2%	6,413	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Mayflower Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Mayflower Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Mayflower Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Mayflower Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMayflower Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools