# Mayflower Financial Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1852930. Source: https://holderbook.com/funds/1852930-mayflower-financial-advisors-llc/

- Reported value: $1.2B
- Positions: 499
- Weight of the ten largest: 23.9%
- Filed: 2026-07-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $42.5M | 56,689 | 3.7% | 23 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $41.9M | 476,835 | 3.6% | 20 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $36.8M | 290,804 | 3.2% | 23 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $26.9M | 99,360 | 2.3% | 23 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $25.6M | 101,672 | 2.2% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $24.2M | 83,785 | 2.1% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $21.7M | 158,404 | 1.9% | 23 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $19.6M | 272,884 | 1.7% | 23 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $19.3M | 140,415 | 1.7% | 23 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $18.2M | 574,381 | 1.6% | 23 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $17.0M | 115,628 | 1.5% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $16.7M | 44,901 | 1.4% | 23 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $16.3M | 98,259 | 1.4% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $14.7M | 41,093 | 1.3% | 23 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $14.7M | 317,974 | 1.3% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $14.0M | 20,453 | 1.2% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $14.0M | 69,745 | 1.2% | 23 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $13.6M | 18,249 | 1.2% | 23 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $13.6M | 199,540 | 1.2% | 10 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $13.5M | 61,337 | 1.2% | 14 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $13.2M | 260,648 | 1.1% | 23 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $12.8M | 56,547 | 1.1% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $12.1M | 34,230 | 1.0% | 23 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $12.0M | 208,112 | 1.0% | 23 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $12.0M | 517,566 | 1.0% | 18 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $11.8M | 134,109 | 1.0% | 23 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $10.9M | 143,228 | 0.9% | 15 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $10.7M | 37,939 | 0.9% | 23 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $9.9M | 103,571 | 0.9% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.4M | 39,364 | 0.8% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $9.4M | 18,724 | 0.8% | 23 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $9.2M | 68,214 | 0.8% | 23 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $8.5M | 57,328 | 0.7% | 23 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $8.5M | 87,684 | 0.7% | 23 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $8.2M | 106,472 | 0.7% | 23 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $7.6M | 206,668 | 0.7% | 2 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $7.4M | 100,312 | 0.6% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.2M | 18,934 | 0.6% | 23 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $7.1M | 19,192 | 0.6% | 23 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $7.0M | 72,931 | 0.6% | 23 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $7.0M | 19,075 | 0.6% | 18 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.8M | 18,337 | 0.6% | 23 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $6.7M | 126,871 | 0.6% | 5 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $6.6M | 156,601 | 0.6% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.3M | 19,246 | 0.5% | 23 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.2M | 24,544 | 0.5% | 23 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $6.2M | 86,785 | 0.5% | 23 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $6.0M | 28,503 | 0.5% | 23 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $5.9M | 129,712 | 0.5% | 6 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.8M | 5,417 | 0.5% | 23 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $5.7M | 115,472 | 0.5% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $5.7M | 68,671 | 0.5% | 23 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $5.6M | 58,730 | 0.5% | 15 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $5.4M | 22,717 | 0.5% | 23 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $5.3M | 32,588 | 0.5% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.2M | 7,084 | 0.5% | 23 |
| INVESCO ACTIVELY MANAGED EXC | [VRIG](https://holderbook.com/stocks/VRIG/) | $5.2M | 207,550 | 0.4% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $5.0M | 31,884 | 0.4% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $5.0M | 61,729 | 0.4% | 21 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $5.0M | 73,748 | 0.4% | 5 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $5.0M | 46,168 | 0.4% | 23 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $4.9M | 97,899 | 0.4% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $4.9M | 16,378 | 0.4% | 23 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $4.8M | 45,048 | 0.4% | 23 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.8M | 55,164 | 0.4% | 23 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $4.8M | 94,310 | 0.4% | 2 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $4.7M | 6,746 | 0.4% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.7M | 3,906 | 0.4% | 23 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.6M | 8,240 | 0.4% | 23 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $4.6M | 88,273 | 0.4% | 23 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $4.2M | 98,200 | 0.4% | 6 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $4.2M | 39,299 | 0.4% | 23 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $4.0M | 177,196 | 0.3% | 20 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $4.0M | 41,808 | 0.3% | 4 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $3.9M | 137,833 | 0.3% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $3.8M | 3,273 | 0.3% | 9 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.8M | 11,154 | 0.3% | 23 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $3.7M | 22,796 | 0.3% | 23 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $3.7M | 134,695 | 0.3% | 23 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $3.6M | 43,532 | 0.3% | 23 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $3.6M | 45,244 | 0.3% | 23 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.6M | 30,972 | 0.3% | 23 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $3.6M | 16,390 | 0.3% | 23 |
| CAPITAL GROUP DIVIDEND GROWE | [CGDG](https://holderbook.com/stocks/CGDG/) | $3.5M | 94,017 | 0.3% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.5M | 3,038 | 0.3% | 23 |
| KLAVIYO INC | [KVYO](https://holderbook.com/stocks/KVYO/) | $3.4M | 226,700 | 0.3% | 10 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $3.4M | 39,689 | 0.3% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.2M | 7,512 | 0.3% | 23 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $3.1M | 52,688 | 0.3% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.1M | 5,376 | 0.3% | 14 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $3.1M | 61,213 | 0.3% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.9M | 11,454 | 0.3% | 23 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $2.9M | 11,542 | 0.3% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.9M | 24,845 | 0.3% | 10 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.9M | 50,107 | 0.2% | 23 |
| MATIV HOLDINGS INC | [MATV](https://holderbook.com/stocks/MATV/) | $2.8M | 375,246 | 0.2% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.7M | 5,694 | 0.2% | 14 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.7M | 19,259 | 0.2% | 23 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $2.6M | 14,595 | 0.2% | 23 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.6M | 6,413 | 0.2% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.9% | +14.8% | -3.9% | 100% |
| Q1 2026 | -3.0% | -4.6% | +1.6% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 100% |
| Q3 2025 | +7.8% | +7.8% | -0.1% | 100% |
| Q2 2025 | +8.6% | +10.5% | -1.9% | 100% |
| Q1 2025 | -3.1% | -4.6% | +1.4% | 100% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 100% |
| Q3 2024 | +5.8% | +5.4% | +0.4% | 106% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 499 |
| Q1 2026 | $823.9M | 444 |
| Q4 2025 | $826.9M | 414 |
| Q3 2025 | $796.8M | 407 |
| Q2 2025 | $718.9M | 390 |
| Q1 2025 | $658.5M | 388 |
| Q4 2024 | $669.9M | 381 |
| Q3 2024 | $664.5M | 372 |
| Q2 2024 | $609.1M | 356 |
| Q1 2024 | $598.2M | 355 |
| Q4 2023 | $724.2M | 343 |
| Q3 2023 | $668.5M | 340 |