Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $42.5M | 3.7% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $41.9M | 3.6% |
| Duke Energy Corp. NewCOM NEW | COM NEW | $36.8M | 3.2% |
| Mcdonalds Corp.COM | COM | $26.9M | 2.3% |
| Abbvie Inc.COM | COM | $25.6M | 2.2% |
| Apple Inc.COM | COM | $24.2M | 2.1% |
| Exxon Mobil Corp.COM | COM | $21.7M | 1.9% |
| Altria Group Inc.COM | COM | $19.6M | 1.7% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $19.3M | 1.7% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $18.2M | 1.6% |
| Procter & Gamble COCOM | COM | $17M | 1.5% |
| Microsoft Corp.COM | COM | $16.7M | 1.4% |
| Chevron CorporationCOM | COM | $16.3M | 1.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $14.7M | 1.3% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $14.7M | 1.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $14M | 1.2% |
| Nvidia CorporationCOM | COM | $14M | 1.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $13.6M | 1.2% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $13.6M | 1.2% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $13.5M | 1.2% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $13.2M | 1.1% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $12.8M | 1.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $12.1M | 1.0% |
| Bristol-myers Squibb COCOM | COM | $12M | 1.0% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $12M | 1.0% |
| Nextera Energy Inc.COM | COM | $11.8M | 1.0% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $10.9M | 0.9% |
| International Business MachsCOM | COM | $10.7M | 0.9% |
| Southern COCOM | COM | $9.91M | 0.9% |
| Amazon Com Inc.COM | COM | $9.38M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $9.37M | 0.8% |
| Pepsico Inc.COM | COM | $9.24M | 0.8% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $8.5M | 0.7% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $8.47M | 0.7% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $8.21M | 0.7% |
| Blackrock ETF TrustISHA IN CTRY ETF | ISHA IN CTRY ETF | $7.56M | 0.7% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $7.36M | 0.6% |
| Broadcom Inc.COM | COM | $7.15M | 0.6% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $7.07M | 0.6% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $7.03M | 0.6% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $6.98M | 0.6% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $6.79M | 0.6% |
| Blackrock ETF TrustISHA I IN TE ETF | ISHA I IN TE ETF | $6.69M | 0.6% |
| Verizon Communications Inc.COM | COM | $6.63M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $6.3M | 0.5% |
| Johnson & JohnsonCOM | COM | $6.23M | 0.5% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $6.18M | 0.5% |
| Morgan StanleyCOM NEW | COM NEW | $5.96M | 0.5% |
| Bondbloxx ETF TrustBLOOMBERG TEN YR | BLOOMBERG TEN YR | $5.91M | 0.5% |
| Caterpillar Inc.COM | COM | $5.77M | 0.5% |
iShares TRCORE S&P500 ETF$42.5M
- Class
- CORE S&P500 ETF
- Share
- 3.7%
SPDR Series TrustST STR P500ETF$41.9M
- Class
- ST STR P500ETF
- Share
- 3.6%
Duke Energy Corp. NewCOM NEW$36.8M
- Class
- COM NEW
- Share
- 3.2%
Mcdonalds Corp.COM$26.9M
- Class
- COM
- Share
- 2.3%
Abbvie Inc.COM$25.6M
- Class
- COM
- Share
- 2.2%
Apple Inc.COM$24.2M
- Class
- COM
- Share
- 2.1%
Exxon Mobil Corp.COM$21.7M
- Class
- COM
- Share
- 1.9%
Altria Group Inc.COM$19.6M
- Class
- COM
- Share
- 1.7%
iShares TRS&P 500 GRWT ETF$19.3M
- Class
- S&P 500 GRWT ETF
- Share
- 1.7%
Schwab Strategic TRUS DIVIDEND EQ$18.2M
- Class
- US DIVIDEND EQ
- Share
- 1.6%
Procter & Gamble COCOM$17M
- Class
- COM
- Share
- 1.5%
Microsoft Corp.COM$16.7M
- Class
- COM
- Share
- 1.4%
Chevron CorporationCOM$16.3M
- Class
- COM
- Share
- 1.4%
Alphabet Inc.CAP STK CL A$14.7M
- Class
- CAP STK CL A
- Share
- 1.3%
iShares TRCORE UNIVRSL USD$14.7M
- Class
- CORE UNIVRSL USD
- Share
- 1.3%
Vanguard Index FdsS&P 500 ETF SHS$14M
- Class
- S&P 500 ETF SHS
- Share
- 1.2%
Nvidia CorporationCOM$14M
- Class
- COM
- Share
- 1.2%
State Str SPDR S&P 500 ETF TTR UNIT$13.6M
- Class
- TR UNIT
- Share
- 1.2%
Blackrock ETF TrustISHARES US EQUIT$13.6M
- Class
- ISHARES US EQUIT
- Share
- 1.2%
iShares TRMSCI USA QLT FCT$13.5M
- Class
- MSCI USA QLT FCT
- Share
- 1.2%
Vanguard Mun BD FdsTAX EXEMPT BD$13.2M
- Class
- TAX EXEMPT BD
- Share
- 1.1%
iShares TRS&P 500 VAL ETF$12.8M
- Class
- S&P 500 VAL ETF
- Share
- 1.1%
Alphabet Inc.CAP STK CL C$12.1M
- Class
- CAP STK CL C
- Share
- 1.0%
Bristol-myers Squibb COCOM$12M
- Class
- COM
- Share
- 1.0%
Schwab Strategic TRUS AGGREGATE B$12M
- Class
- US AGGREGATE B
- Share
- 1.0%
Nextera Energy Inc.COM$11.8M
- Class
- COM
- Share
- 1.0%
iShares TRMSCI ACWI EX US$10.9M
- Class
- MSCI ACWI EX US
- Share
- 0.9%
International Business MachsCOM$10.7M
- Class
- COM
- Share
- 0.9%
Southern COCOM$9.91M
- Class
- COM
- Share
- 0.9%
Amazon Com Inc.COM$9.38M
- Class
- COM
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$9.37M
- Class
- CL B NEW
- Share
- 0.8%
Pepsico Inc.COM$9.24M
- Class
- COM
- Share
- 0.8%
iShares TRCORE S&P SCP ETF$8.5M
- Class
- CORE S&P SCP ETF
- Share
- 0.7%
iShares TRCORE MSCI EAFE$8.47M
- Class
- CORE MSCI EAFE
- Share
- 0.7%
iShares TRCORE S&P MCP ETF$8.21M
- Class
- CORE S&P MCP ETF
- Share
- 0.7%
Blackrock ETF TrustISHA IN CTRY ETF$7.56M
- Class
- ISHA IN CTRY ETF
- Share
- 0.7%
Vanguard BD Index FdsTOTAL BND MRKT$7.36M
- Class
- TOTAL BND MRKT
- Share
- 0.6%
Broadcom Inc.COM$7.15M
- Class
- COM
- Share
- 0.6%
SPDR Gold TRGOLD SHS$7.07M
- Class
- GOLD SHS
- Share
- 0.6%
iShares TRMSCI USA MIN ETF$7.03M
- Class
- MSCI USA MIN ETF
- Share
- 0.6%
iShares TRS&P 100 ETF$6.98M
- Class
- S&P 100 ETF
- Share
- 0.6%
Vanguard Index FdsTOTAL STK MKT$6.79M
- Class
- TOTAL STK MKT
- Share
- 0.6%
Blackrock ETF TrustISHA I IN TE ETF$6.69M
- Class
- ISHA I IN TE ETF
- Share
- 0.6%
Verizon Communications Inc.COM$6.63M
- Class
- COM
- Share
- 0.6%
JPMORGAN Chase & COCOM$6.3M
- Class
- COM
- Share
- 0.5%
Johnson & JohnsonCOM$6.23M
- Class
- COM
- Share
- 0.5%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$6.18M
- Class
- VAN FTSE DEV MKT
- Share
- 0.5%
Morgan StanleyCOM NEW$5.96M
- Class
- COM NEW
- Share
- 0.5%
Bondbloxx ETF TrustBLOOMBERG TEN YR$5.91M
- Class
- BLOOMBERG TEN YR
- Share
- 0.5%
Caterpillar Inc.COM$5.77M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 499 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1852930
- File number
- 028-21132
- Options
- 0 call, 1 put
- In the 25 largest
- 42.0%
- Prior quarter
- $824M at 31 March 2026
- Positions opened
- 65
- Positions closed
- 10
Common questions
What are Mayflower Financial Advisors’ 13F holdings worth?
$1.16 billion across 499 positions for the quarter ended 30 June 2026.
What is Mayflower Financial Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $42.5 million, or 3.7% of reported 13F value, as of 30 June 2026.
How concentrated is Mayflower Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 23.9% of reported value and the twenty-five largest for 42.0%, across 499 positions as of 30 June 2026.
Does Form 13F show everything Mayflower Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Mayflower Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.