Mayflower Financial Advisors
$1.2B 13F equity value
507 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mayflower Financial Advisors covers the quarter ended June 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 |
|---|---|---|---|---|
| IVV | ISHARES TR | 56,689 | $42M | 3.7% |
| SPYM | SPDR SERIES TRUST | 476,835 | $42M | 3.6% |
| DUK | DUKE ENERGY CORP NEW | 290,804 | $37M | 3.2% |
| MCD | MCDONALDS CORP | 99,360 | $27M | 2.3% |
| ABBV | ABBVIE INC | 101,672 | $26M | 2.2% |
| AAPL | APPLE INC | 83,785 | $24M | 2.1% |
| XOM | EXXON MOBIL CORP | 158,404 | $22M | 1.9% |
| MO | ALTRIA GROUP INC | 272,884 | $20M | 1.7% |
| IVW | ISHARES TR | 140,415 | $19M | 1.7% |
| SCHD | SCHWAB STRATEGIC TR | 574,381 | $18M | 1.6% |
Track Mayflower Financial Advisors's 13F portfolio: $1.2B in reported holdings, 507 positions. Top holdings and quarterly changes on SentiSense.
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