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

About Mayflower Financial Advisors, LLC

Investment Activity

Mayflower Financial Advisors, LLC has $1.18 billion in total holdings as of September 30, 2026.
Mayflower Financial Advisors, LLC owns shares of 482 different stocks, but just 115 companies or ETFs make up 80% of its holdings.
Approximately 9.05% of the portfolio was purchased this quarter.
About 6.12% of the portfolio was sold this quarter.
This quarter, Mayflower Financial Advisors, LLC has purchased 499 new stocks and bought additional shares in 221 stocks.
Mayflower Financial Advisors, LLC sold shares of 183 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $43,495,035
iShares Core S&P 500 ETF: $41,900,752
Duke Energy: $33,154,322
Apple: $27,954,621
AbbVie: $26,645,167

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $26,039,899 Holding
438516205 - HONEYWELL INTL INC: $1,720,638 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,267,655 Holding
09290C756 - BLACKROCK ETF TRUST: $1,190,382 Holding
30609A109 - ONEOK INC NEW: $651,031 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 159,999 shares (about $26.04M)
iShares MSCI ACWI ex U.S. ETF: 100,745 shares (about $7.62M)
Vanguard S&P 500 ETF: 31,661 shares (about $7.59M)
iShares National Muni Bond ETF: 69,256 shares (about $7.00M)
United Parcel Service: 64,900 shares (about $6.06M)

Largest Sales this Quarter

Vanguard Tax-Exempt Bond ETF: 102,841 shares (about $4.87M)
iShares MBS ETF: 49,364 shares (about $4.42M)
Invesco S&P 500 Momentum ETF: 28,662 shares (about $4.34M)
Avantis Emerging Markets Equity ETF: 34,613 shares (about $3.25M)
SPDR Gold Shares: 4,968 shares (about $1.89M)

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
SPLG SPDR Portfolio S&P 500 ETF	$43,495,035	$694,294 ▲	1.6%	484,570	3.7%	ETF
IVV iShares Core S&P 500 ETF	$41,900,752	$1,514,863 ▼	-3.5%	54,711	3.5%	ETF
DUK Duke Energy	$33,154,322	$228 ▼	0.0%	290,802	2.8%	Utilities
AAPL Apple	$27,954,621	$52,617 ▲	0.2%	83,943	2.4%	Technology
ABBV AbbVie	$26,645,167	$48,917 ▲	0.2%	101,859	2.3%	Healthcare
EXXONMOBIL HOLDINGS CORP	$26,039,899	$26,039,899 ▲	New Holding	159,999	2.2%	COM SHS
MCD McDonald's	$23,995,608	$1,049,392 ▲	4.6%	103,904	2.0%	Consumer Discretionary
MSFT Microsoft	$22,981,334	$48,212 ▼	-0.2%	44,807	1.9%	Technology
CVX Chevron	$20,099,933	$34,511 ▲	0.2%	98,428	1.7%	Energy
SCHD Schwab US Dividend Equity ETF	$19,655,880	$971,280 ▲	5.2%	604,239	1.7%	ETF
IVW iShares S&P 500 Growth ETF	$19,279,019	$696,361 ▼	-3.5%	135,520	1.6%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$18,449,238	$7,618,337 ▲	70.3%	243,973	1.6%	ETF
MO Altria Group	$18,366,506	$9,495 ▼	-0.1%	272,743	1.6%	Consumer Staples
IUSB iShares Core Total USD Bond Market ETF	$16,846,141	$2,826,656 ▲	20.2%	382,085	1.4%	ETF
PG Procter & Gamble	$16,713,244	$85,134 ▼	-0.5%	115,042	1.4%	Consumer Staples
NVDA NVIDIA	$16,202,198	$273,828 ▲	1.7%	70,944	1.4%	Technology
GOOGL Alphabet	$14,387,258	$248,080 ▲	1.8%	41,814	1.2%	Communication Services
QUAL iShares MSCI USA Quality Factor ETF	$13,712,403	$80,895 ▲	0.6%	61,701	1.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$13,418,622	$1,980,405 ▲	17.3%	607,177	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$13,242,861	$674,154 ▼	-4.8%	17,365	1.1%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$13,098,622	$721,552 ▼	-5.2%	189,122	1.1%	ETF
BMY Bristol Myers Squibb	$13,001,586	$15,413 ▲	0.1%	208,359	1.1%	Healthcare
VOO Vanguard S&P 500 ETF	$12,488,180	$7,586,988 ▲	154.8%	52,114	1.1%	ETF
PEP PepsiCo	$12,402,844	$3,758,768 ▲	43.5%	97,876	1.1%	Consumer Staples
IVE iShares S&P 500 Value ETF	$12,201,857	$706,759 ▼	-5.5%	53,451	1.0%	ETF
GOOG Alphabet	$11,687,452	$23,852 ▲	0.2%	34,300	1.0%	Communication Services
MUB iShares National Muni Bond ETF	$11,669,367	$7,001,782 ▲	150.0%	115,424	1.0%	ETF
UPS United Parcel Service	$10,273,538	$6,064,254 ▲	144.1%	109,948	0.9%	Industrials
NEE NextEra Energy	$10,177,206	$19,768 ▲	0.2%	134,370	0.9%	Utilities
AMZN Amazon.com	$9,961,429	$153,973 ▲	1.6%	39,982	0.8%	Consumer Discretionary
BRK.B Berkshire Hathaway	$9,286,177	$37,346 ▼	-0.4%	18,649	0.8%	Finance
SO Southern	$8,510,830	$74,187 ▼	-0.9%	102,676	0.7%	Utilities
IEFA iShares Core MSCI EAFE ETF	$8,447,099	$47,762 ▼	-0.6%	87,191	0.7%	ETF
IBM International Business Machines	$8,386,653	$42,667 ▲	0.5%	38,133	0.7%	Technology
BLACKROCK ETF TRUST	$8,049,962	$537,580 ▲	7.2%	221,457	0.7%	ISHA IN CTRY ETF
IJR iShares Core S&P Small-Cap ETF	$7,623,088	$175,763 ▼	-2.3%	56,036	0.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$7,526,636	$2,585,677 ▲	52.3%	149,131	0.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$7,473,717	$4,870,535 ▼	-39.5%	157,807	0.6%	ETF
OEF iShares S&P 100 ETF	$7,368,374	$80,236 ▲	1.1%	19,285	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,208,815	$451,846 ▼	-5.9%	100,192	0.6%	ETF
VZ Verizon Communications	$7,206,044	$22,752 ▲	0.3%	157,097	0.6%	Communication Services
USMV iShares MSCI USA Min Vol Factor ETF	$6,840,331	$266,110 ▼	-3.7%	70,200	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$6,705,920	$156,430 ▼	-2.3%	17,919	0.6%	ETF
AVGO Broadcom	$6,599,120	$50,219 ▼	-0.8%	18,791	0.6%	Technology
JNJ Johnson & Johnson	$6,509,600	$11,913 ▲	0.2%	24,589	0.6%	Healthcare
BND Vanguard Total Bond Market ETF	$6,432,965	$603,921 ▼	-8.6%	91,703	0.5%	ETF
META Meta Platforms	$6,426,142	$450,359 ▲	7.5%	8,861	0.5%	Communication Services
BLACKROCK ETF TRUST	$6,336,599	$1,719,181 ▲	37.2%	129,424	0.5%	ISHA LA CORE ETF
JPM JPMorgan Chase & Co.	$6,323,929	$43,340 ▼	-0.7%	19,115	0.5%	Finance
VRIG Invesco Variable Rate Investment Grade ETF	$6,116,294	$922,348 ▲	17.8%	244,407	0.5%	ETF
PULS PGIM Ultra Short Bond ETF	$5,849,805	$138,538 ▲	2.4%	118,273	0.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$5,696,368	$431,496 ▼	-7.0%	80,674	0.5%	ETF
QQQ Invesco QQQ	$5,488,528	$247,831 ▲	4.7%	7,419	0.5%	ETF
GLD SPDR Gold Shares	$5,416,976	$1,891,981 ▼	-25.9%	14,224	0.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,400,874	$100,790 ▲	1.9%	23,149	0.5%	ETF
MS Morgan Stanley	$5,367,570	$6,771 ▲	0.1%	28,539	0.5%	Finance
VUG Vanguard Growth ETF	$5,263,361	$1,849,630 ▲	54.2%	85,053	0.4%	ETF
GOVT iShares U.S. Treasury Bond ETF	$5,239,155	$1,363,879 ▲	35.2%	239,559	0.4%	ETF
VT Vanguard Total World Stock ETF	$5,046,617	$13,733 ▲	0.3%	31,971	0.4%	ETF
BLACKROCK ETF TRUST	$5,003,367	$983,676 ▼	-16.4%	106,026	0.4%	ISHA I IN TE ETF
IEMG iShares Core MSCI Emerging Markets ETF	$4,994,992	$578,346 ▼	-10.4%	61,545	0.4%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,910,116	$261,048 ▲	5.6%	77,889	0.4%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$4,799,033	$33,743 ▼	-0.7%	61,298	0.4%	ETF
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$4,636,457	$860,738 ▼	-15.7%	109,402	0.4%	ETF
LLY Eli Lilly and Company	$4,632,797	$113,390 ▲	2.5%	4,004	0.4%	Healthcare
AMLP Alerian MLP ETF	$4,629,950	$51,247 ▲	1.1%	89,261	0.4%	ETF
IWM iShares Russell 2000 ETF	$4,602,919	$51,687 ▲	1.1%	16,564	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$4,571,128	$76,129 ▼	-1.6%	24,438	0.4%	CL A
MDY SPDR S&P MidCap 400 ETF Trust	$4,387,977	$42,028 ▼	-0.9%	6,682	0.4%	ETF
BLACKROCK ETF TRUST	$4,371,773	$256,079 ▲	6.2%	146,409	0.4%	ISHA SYST AL ETF
MATV Mativ	$4,349,101		0.0%	375,246	0.4%	Materials
CAT Caterpillar	$4,331,486	$60,813 ▼	-1.4%	5,342	0.4%	Industrials
BLACKROCK ETF TRUST II	$4,149,332	$1,082,561 ▲	35.3%	82,821	0.4%	ISHA GLO USD ETF
BTHM BlackRock Future U.S. Themes ETF	$4,080,948	$237,888 ▼	-5.5%	92,791	0.3%	ETF
V Visa	$4,009,847	$1,797 ▲	0.0%	11,159	0.3%	Finance
SUB iShares Short-Term National Muni Bond ETF	$3,974,743	$133,603 ▼	-3.3%	38,021	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$3,964,978	$174,429 ▲	4.6%	23,845	0.3%	ETF
IAU iShares Gold Trust	$3,874,576	$1,811,468 ▲	87.8%	49,610	0.3%	ETF
HDV iShares Core High Dividend ETF	$3,743,569	$22,508 ▼	-0.6%	133,890	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,651,988	$40,157 ▲	1.1%	44,016	0.3%	ETF
CAPITAL GROUP DIVIDEND GROWE	$3,623,515	$142,048 ▲	4.1%	97,853	0.3%	SHS ETF
VXUS Vanguard Total International Stock ETF	$3,589,423	$217,415 ▲	6.4%	42,248	0.3%	ETF
KLAVIYO INC	$3,566,431	$440 ▲	0.0%	226,728	0.3%	COM SER A
FLOT iShares Floating Rate Bond ETF	$3,496,243	$1,431,690 ▲	69.3%	68,487	0.3%	ETF
MU Micron Technology	$3,466,818	$231,121 ▲	7.1%	3,255	0.3%	Technology
VO Vanguard Mid-Cap ETF	$3,463,481	$84,536 ▼	-2.4%	44,166	0.3%	ETF
VTV Vanguard Value ETF	$3,368,039	$173,512 ▼	-4.9%	15,587	0.3%	ETF
CSCO Cisco Systems	$3,337,315	$3,767 ▲	0.1%	31,007	0.3%	Technology
AMD Advanced Micro Devices	$3,316,351	$27,529 ▲	0.8%	5,421	0.3%	Technology
MRK Merck & Co., Inc.	$3,241,657	$311,829 ▲	10.6%	22,309	0.3%	Healthcare
IYW iShares U.S. Technology ETF	$3,029,771	$27,816 ▼	-0.9%	11,437	0.3%	ETF
GE VERNOVA INC	$2,986,726	$124,526 ▼	-4.0%	3,142	0.3%	COM
GLOBAL X FDS	$2,933,706	$231,789 ▼	-7.3%	48,830	0.2%	DEFENSE TECH ETF
PM Philip Morris International	$2,808,004	$22,899 ▲	0.8%	14,715	0.2%	Consumer Staples
DELL Dell Technologies	$2,796,802	$115,121 ▼	-4.0%	5,199	0.2%	Technology
TSLA Tesla	$2,729,058	$63,863 ▲	2.4%	7,692	0.2%	Consumer Discretionary
MA Mastercard	$2,706,776	$15,994 ▼	-0.6%	4,908	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,677,102	$79,382 ▲	3.1%	5,868	0.2%	Technology
IWB iShares Russell 1000 ETF	$2,671,280	$2,497 ▲	0.1%	6,419	0.2%	ETF
BAC Bank of America	$2,621,610	$105,703 ▼	-3.9%	48,165	0.2%	Finance

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