Mayflower Financial Advisors
$1.2B 13F equity value
519 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Mayflower Financial Advisors covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 484,570 | $43M | 3.7% |
| IVV | ISHARES TR | 54,711 | $42M | 3.6% |
| DUK | DUKE ENERGY CORP NEW | 290,802 | $33M | 2.8% |
| AAPL | APPLE INC | 83,943 | $28M | 2.4% |
| ABBV | ABBVIE INC | 101,859 | $27M | 2.3% |
| XOM | EXXONMOBIL HOLDINGS CORP | 159,999 | $26M | 2.2% |
| MCD | MCDONALDS CORP | 103,904 | $24M | 2.0% |
| MSFT | MICROSOFT CORP | 44,807 | $23M | 1.9% |
| CVX | CHEVRON CORPORATION | 98,428 | $20M | 1.7% |
| SCHD | SCHWAB STRATEGIC TR | 604,239 | $20M | 1.7% |
Track Mayflower Financial Advisors's 13F portfolio: $1.2B in reported holdings, 519 positions. Top holdings and quarterly changes on SentiSense.
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