Mayflower Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$823.9M
Q ending 2026-03-31
Prior quarter
$826.9M
Q ending 2025-12-31
Change
-0.4% QoQ · +25.1% YoY
Positions
444
reported holdings
Largest positions
Top 100 of 444 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $37.4M | 57K |
| Spdr Series Trust | SPYM | Shares | $28.7M | 375K |
| Apple Inc | AAPL | Shares | $22.2M | 87K |
| Microsoft Corp | MSFT | Shares | $16.3M | 44K |
| Ishares Tr | QUAL | Shares | $16.3M | 85K |
| Schwab Strategic Tr | SCHD | Shares | $16.3M | 531K |
| Ishares Tr | IVW | Shares | $14.3M | 127K |
| Ishares Tr | IVE | Shares | $13.3M | 63K |
| Vanguard Mun Bd Fds | VTEB | Shares | $12.5M | 250K |
| Nvidia Corporation | NVDA | Shares | $12.2M | 70K |
| Alphabet Inc | GOOGL | Shares | $12.2M | 42K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $12.0M | 19K |
| Blackrock Etf Trust | DYNF | Shares | $11.6M | 199K |
| Schwab Strategic Tr | SCHZ | Shares | $10.8M | 465K |
| Alphabet Inc | GOOG | Shares | $9.9M | 34K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.2M | 19K |
| Ishares Tr | IUSB | Shares | $8.8M | 191K |
| Ishares Tr | ACWX | Shares | $8.0M | 117K |
| Amazon Com Inc | AMZN | Shares | $7.9M | 38K |
| Ishares Tr | IEFA | Shares | $7.9M | 87K |
| Ishares Tr | IJH | Shares | $7.6M | 113K |
| Vanguard Bd Index Fds | BND | Shares | $7.3M | 99K |
| Bondbloxx Etf Trust | XTEN | Shares | $7.3M | 158K |
| Ishares Tr | IJR | Shares | $7.2M | 58K |
| Ishares Tr | USMV | Shares | $6.9M | 74K |
| Altria Group Inc | MO | Shares | $6.5M | 98K |
| Blackrock Etf Trust | CORO | Shares | $6.3M | 196K |
| Broadcom Inc | AVGO | Shares | $6.2M | 20K |
| Vanguard Index Fds | VTI | Shares | $6.1M | 19K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.1M | 95K |
| Vanguard Index Fds | VOO | Shares | $6.0M | 10K |
| Ishares Tr | EFV | Shares | $6.0M | 80K |
| Johnson & Johnson | JNJ | Shares | $5.7M | 24K |
| Spdr Gold Tr | GLD | Shares | $5.6M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $5.4M | 18K |
| Ishares Tr | MBB | Shares | $5.2M | 55K |
| Blackrock Etf Trust | THRO | Shares | $5.1M | 140K |
| Blackrock Etf Trust | BAI | Shares | $5.0M | 153K |
| Chevron Corporation | CVX | Shares | $5.0M | 24K |
| Ishares Tr | MUB | Shares | $5.0M | 47K |
| Vanguard Specialized Funds | VIG | Shares | $5.0M | 23K |
| Ishares Inc | IEMG | Shares | $4.9M | 71K |
| American Centy Etf Tr | AVEM | Shares | $4.9M | 61K |
| Ishares Tr | OEF | Shares | $4.9M | 15K |
| Morgan Stanley | MS | Shares | $4.7M | 28K |
| Alps Etf Tr | AMLP | Shares | $4.7M | 88K |
| Meta Platforms Inc | META | Shares | $4.5M | 8K |
| Vanguard Intl Equity Index F | VT | Shares | $4.5M | 32K |
| Abbvie Inc | ABBV | Shares | $4.4M | 20K |
| Klaviyo Inc | KVYO | Shares | $4.4M | 227K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $4.4M | 39K |
| Spdr Series Trust | SPMD | Shares | $4.4M | 74K |
| Invesco Actively Managed Exc | VRIG | Shares | $4.3M | 174K |
| Ishares Tr | SUB | Shares | $4.3M | 40K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $4.2M | 7K |
| Ishares Tr | GOVT | Shares | $4.2M | 182K |
| Exxon Mobil Corp | XOM | Shares | $4.1M | 24K |
| Ishares Tr | IWM | Shares | $4.0M | 16K |
| Blackrock Etf Trust Ii | BINC | Shares | $4.0M | 77K |
| Honeywell Intl Inc | HONGBP | Shares | $3.7M | 16K |
| Ishares Tr | HDV | Shares | $3.6M | 27K |
| First Tr Exchange Traded Fd | RDVY | Shares | $3.6M | 53K |
| Caterpillar Inc | CAT | Shares | $3.6M | 5K |
| Palantir Technologies Inc | PLTR | Shares | $3.6M | 25K |
| Invesco Qqq Tr | QQQ | Shares | $3.5M | 6K |
| Eli Lilly & Co | LLY | Shares | $3.5M | 4K |
| Ishares Tr | IAGG | Shares | $3.4M | 68K |
| Global X Fds | SHLD | Shares | $3.4M | 48K |
| Visa Inc | V | Shares | $3.4M | 11K |
| Vanguard Index Fds | VTV | Shares | $3.4M | 17K |
| Blackrock Etf Trust | BLCR | Shares | $3.4M | 82K |
| Capital Group Dividend Growe | CGDG | Shares | $3.4M | 93K |
| Vanguard Intl Equity Index F | VEU | Shares | $3.3M | 44K |
| Vanguard Index Fds | VO | Shares | $3.3M | 11K |
| Mativ Holdings Inc | MATV | Shares | $3.3M | 375K |
| Ishares Tr | ITOT | Shares | $3.2M | 22K |
| Vanguard Star Fds | VXUS | Shares | $3.1M | 40K |
| Janus Detroit Str Tr | JAAA | Shares | $2.9M | 57K |
| Vanguard Index Fds | VUG | Shares | $2.7M | 6K |
| Philip Morris Intl Inc | PM | Shares | $2.5M | 15K |
| Rtx Corporation | RTX | Shares | $2.5M | 13K |
| Ishares Tr | IWB | Shares | $2.5M | 7K |
| Mastercard Incorporated | MA | Shares | $2.5M | 5K |
| Tesla Inc | TSLA | Shares | $2.4M | 7K |
| Bank America Corp | BAC | Shares | $2.4M | 49K |
| Cisco Sys Inc | CSCO | Shares | $2.4M | 31K |
| Ishares Tr | IYW | Shares | $2.4M | 13K |
| Ge Vernova Inc | GEV | Shares | $2.3M | 3K |
| Cme Group Inc | CME | Shares | $2.3M | 8K |
| Merck & Co Inc | MRK | Shares | $2.3M | 19K |
| Procter & Gamble Co | PG | Shares | $2.2M | 15K |
| Ishares Tr | DVY | Shares | $2.2M | 14K |
| World Gold Tr | GLDM | Shares | $2.1M | 23K |
| Ishares Tr | ESGU | Shares | $2.1M | 15K |
| Ishares Tr | IVLU | Shares | $2.1M | 52K |
| Home Depot Inc | HD | Shares | $2.0M | 6K |
| Vanguard Scottsdale Fds | VGLT | Shares | $2.0M | 36K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Pimco Etf Tr | MINT | Shares | $2.0M | 20K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.9M | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.