Mayflower Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Mayflower Financial Advisors, LLC reported 498 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 3.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.6%) and Duke Energy (DUK, 3.2%). Compared with Q1 2026, it opened 65 new positions, sold out of 9, added to 198 and reduced 186. The biggest buy was Duke Energy (DUK, shares +3758%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001951757-26-000942 ↗ filed Jul 9, 2026
Holdings Value
Holdings 498 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 3.67% | 56,689 | $42.5M | Reduce -1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.62% | 476,835 | $41.9M | Add +27.0% |
| DUK Duke Energy Corp. | 3.18% | 290,804 | $36.8M | Add +3758.3% |
| MCD McDonald's Corp. | 2.32% | 99,360 | $26.9M | Add +2029.0% |
| ABBV Abbvie Inc. | 2.21% | 101,672 | $25.6M | Add +400.8% |
| AAPL Apple Inc. | 2.09% | 83,785 | $24.2M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 1.87% | 158,404 | $21.7M | Add +548.2% |
| MO Altria Group Inc. | 1.70% | 272,884 | $19.6M | Add +177.5% |
| IVW iShares S&P 500 Growth ETF | 1.67% | 140,415 | $19.3M | Add +11.0% |
| SCHD Schwab US DVD Equity ETF | 1.57% | 574,381 | $18.2M | Add +8.1% |
| PG The Procter & Gamble Co. | 1.47% | 115,628 | $17.0M | Add +653.5% |
| MSFT Microsoft Corp. | 1.45% | 44,901 | $16.7M | Add +1.7% |
| CVX Chevron Corp. | 1.41% | 98,259 | $16.3M | Add +308.9% |
| GOOGL Alphabet Inc. Class A | 1.27% | 41,093 | $14.7M | Reduce -2.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.27% | 317,974 | $14.7M | Add +66.6% |
| VOO Vanguard S&P 500 ETF | 1.21% | 20,453 | $14.0M | Add +102.5% |
| NVDA Nvidia Corp. | 1.21% | 69,745 | $14.0M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 18,249 | $13.6M | Reduce -1.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.17% | 199,540 | $13.6M | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 1.16% | 61,337 | $13.5M | Reduce -27.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.14% | 260,648 | $13.2M | Add +4.2% |
| IVE iShares S&P 500 Value ETF | 1.11% | 56,547 | $12.8M | Reduce -10.0% |
| GOOG Alphabet Inc. Class C | 1.04% | 34,230 | $12.1M | Reduce -0.5% |
| BMY Bristol-Myers Squibb Co. | 1.04% | 208,112 | $12.0M | Add +2514.8% |
| SCHZ Schwab US Aggregate Bond ETF | 1.03% | 517,566 | $12.0M | Add +11.2% |
| NEE Nextera Energy Inc. | 1.02% | 134,109 | $11.8M | Add +834.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.94% | 143,228 | $10.9M | Add +22.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.92% | 37,939 | $10.7M | Add +501.5% |
| SO The Southern Co. | 0.86% | 103,571 | $9.9M | Add +3183.8% |
| AMZN Amazon.com Inc. | 0.81% | 39,364 | $9.4M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 18,724 | $9.4M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.80% | 68,214 | $9.2M | Add +475.5% |
| IJR iShares Core S&P Small-Cap E | 0.73% | 57,328 | $8.5M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.73% | 87,684 | $8.5M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 0.71% | 106,472 | $8.2M | Reduce -5.9% |
| CORO Ish Intl CTRY Rot Act ETF | 0.65% | 206,668 | $7.6M | Add +5.5% |
| BND Vanguard Total Bond Market | 0.64% | 100,312 | $7.4M | Add +1.6% |
| AVGO Broadcom Inc. | 0.62% | 18,934 | $7.2M | Reduce -6.2% |
| GLD SPDR Gold Shares | 0.61% | 19,192 | $7.1M | Add +47.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.61% | 72,931 | $7.0M | Reduce -1.7% |
| OEF iShares S&P 100 ETF | 0.60% | 19,075 | $7.0M | Add +23.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 18,337 | $6.8M | Reduce -4.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.58% | 126,871 | $6.7M | Reduce -16.8% |
| VZ Verizon Communications Inc. | 0.57% | 156,601 | $6.6M | Add +486.2% |
| JPM JPMorgan Chase & Co. | 0.54% | 19,246 | $6.3M | Add +5.0% |
| JNJ Johnson & Johnson | 0.54% | 24,544 | $6.2M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 0.53% | 86,785 | $6.2M | Reduce -8.8% |
| MS Morgan Stanley | 0.51% | 28,503 | $6.0M | Add +0.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.51% | 129,712 | $5.9M | Reduce -18.1% |
| CAT Caterpillar Inc. | 0.50% | 5,417 | $5.8M | Add +6.1% |
| PULS Pgim Ultra Short Bond ETF | 0.49% | 115,472 | $5.7M | New |
| IEMG iShares Core MSCI Emerging | 0.49% | 68,671 | $5.7M | Reduce -3.1% |
| MBB iShares MBS ETF | 0.48% | 58,730 | $5.6M | Add +6.7% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 22,717 | $5.4M | Reduce -1.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.45% | 32,588 | $5.3M | Reduce -17.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 7,084 | $5.2M | Add +17.5% |
| VRIG Invesco Variable Rate Invest | 0.45% | 207,550 | $5.2M | Add +19.5% |
| VT Vanguard Tot World STK ETF | 0.43% | 31,884 | $5.0M | Reduce -1.4% |
| RDVY First Trust Rising Dividend | 0.43% | 61,729 | $5.0M | Add +15.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.43% | 73,748 | $5.0M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.43% | 46,168 | $5.0M | Reduce -1.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.43% | 97,899 | $4.9M | Add +70.3% |
| IWM iShares Russell 2000 ETF | 0.43% | 16,378 | $4.9M | Add +1.0% |
| UPS United Parcel Service Class B | 0.42% | 45,048 | $4.8M | Add +816.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 55,164 | $4.8M | Add +47.7% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.41% | 94,310 | $4.8M | Add +14.7% |
| MDY State Street SPDR S&P Midcap | 0.41% | 6,746 | $4.7M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.40% | 3,906 | $4.7M | Add +3.4% |
| META Meta Platforms Inc. Class A | 0.40% | 8,240 | $4.6M | Add +3.8% |
| AMLP Alerian MLP ETF | 0.40% | 88,273 | $4.6M | Reduce -0.2% |
| THRO iShares U.S. Thematic Rotati | 0.37% | 98,200 | $4.2M | Reduce -29.9% |
| SUB iShares Short-Term National | 0.36% | 39,299 | $4.2M | Reduce -2.6% |
| GOVT iShares US Treasury Bond ETF | 0.35% | 177,196 | $4.0M | Reduce -2.6% |
| AVEM Avantis Emerging Markets Eq | 0.35% | 41,808 | $4.0M | Reduce -31.6% |
| IALT Ishrs SYS Alt Act ETF | 0.33% | 137,833 | $3.9M | New |
| GEV GE Vernova Inc. | 0.33% | 3,273 | $3.8M | Add +21.8% |
| V Visa Inc. Class A | 0.33% | 11,154 | $3.8M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 22,796 | $3.7M | Add +3.0% |
| HDV iShares Core High Dividend E | 0.32% | 134,695 | $3.7M | Add +0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 43,532 | $3.6M | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 45,244 | $3.6M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.31% | 30,972 | $3.6M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 16,390 | $3.6M | Reduce -5.2% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.30% | 94,017 | $3.5M | Add +0.7% |
| MU Micron Technology Inc. | 0.30% | 3,038 | $3.5M | Reduce -19.7% |
| KVYO Klaviyo Inc. Class A | 0.30% | 226,700 | $3.4M | Reduce -0.0% |
| VXUS Vanguard Total Intl Stock | 0.29% | 39,689 | $3.4M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.27% | 7,512 | $3.2M | Add +15.1% |
| SHLD Global X Defense Tech ETF | 0.27% | 52,688 | $3.1M | Add +9.6% |
| AMD Advanced Micro Devices | 0.27% | 5,376 | $3.1M | Reduce -2.8% |
| GGOV iShares Global GB Usd Ha ETF | 0.27% | 61,213 | $3.1M | New |
| GLW Corning Inc. | 0.25% | 11,454 | $2.9M | Add +0.2% |
| IYW iShares Ustechnology ETF | 0.25% | 11,542 | $2.9M | Reduce -12.2% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 24,845 | $2.9M | Add +0.7% |
| BAC Bank of America Corp. | 0.25% | 50,107 | $2.9M | Add +1.4% |
| MATV Mativ Holdings Inc. | 0.25% | 375,246 | $2.8M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 5,694 | $2.7M | Add +1.8% |
| INTC Intel Corp. | 0.23% | 19,259 | $2.7M | Add +14.2% |
| PM Philip Morris International | 0.23% | 14,595 | $2.6M | Reduce -3.9% |
| IWB iShares Russell 1000 ETF | 0.23% | 6,413 | $2.6M | Reduce -7.2% |
Options reported separately and not counted above: SPOTIFY TECHNOLOGY S A puts ($367K).
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 3.67% | −0.88 |
| QUAL iShares MSCI USA Quality Fac | Reduce -27.9% | 1.16% | −0.82 |
| AAPL Apple Inc. | Reduce -4.1% | 2.09% | −0.60 |
| EFV iShares MSCI Eafe Value ETF | Reduce -60.4% | 0.21% | −0.52 |
| IVE iShares S&P 500 Value ETF | Reduce -10.0% | 1.11% | −0.50 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.44 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -18.1% | 0.51% | −0.37 |
| IAGG iShares Intl Aggregate Bond | Reduce -78.7% | 0.06% | −0.35 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -57.1% | 0.15% | −0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.81% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 1.18% | −0.29 |
| NVDA Nvidia Corp. | Reduce -0.7% | 1.21% | −0.28 |
| THRO iShares U.S. Thematic Rotati | Reduce -29.9% | 0.37% | −0.25 |
| AVEM Avantis Emerging Markets Eq | Reduce -31.6% | 0.35% | −0.25 |
| KVYO Klaviyo Inc. Class A | Reduce -0.0% | 0.30% | −0.24 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.7% | 0.61% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.9% | 0.71% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 1.27% | −0.21 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.8% | 0.53% | −0.21 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 0.43% | −0.17 |
| AMLP Alerian MLP ETF | Reduce -0.2% | 0.40% | −0.17 |
| SUB iShares Short-Term National | Reduce -2.6% | 0.36% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 0.59% | −0.16 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.6% | 0.35% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 1.04% | −0.15 |
| VGLT Vanguard Long-Term Treasury | Reduce -46.7% | 0.09% | −0.15 |
| AVGO Broadcom Inc. | Reduce -6.2% | 0.62% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 0.73% | −0.14 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 0.46% | −0.14 |
| VT Vanguard Tot World STK ETF | Reduce -1.4% | 0.43% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 0.49% | −0.11 |
| RTX RTX Corp. | Reduce -7.0% | 0.20% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.2% | 0.31% | −0.10 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.6% | 0.43% | −0.10 |
| IVLU iShares MSCI International V | Reduce -20.1% | 0.15% | −0.10 |
| MDY State Street SPDR S&P Midcap | Reduce -1.1% | 0.41% | −0.10 |
| OUNZ Vaneck Merk Gold ETF | Reduce -7.4% | 0.12% | −0.09 |
| ABT Abbott Laboratories | Reduce -10.1% | 0.12% | −0.09 |
| MINT PIMCO Enhanced Short Maturit | Reduce -10.5% | 0.15% | −0.09 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.3% | 0.32% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -1.4% | 0.29% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.32% | −0.08 |
| V Visa Inc. Class A | Reduce -1.0% | 0.33% | −0.08 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -17.2% | 0.45% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.16% | −0.08 |
| DVY iShares Select Dividend ETF | Reduce -5.2% | 0.18% | −0.08 |
| TTE Totalenergies SE | Reduce -2.2% | 0.11% | −0.08 |
| PM Philip Morris International | Reduce -3.9% | 0.23% | −0.08 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.08 |
| HUBS HubSpot Inc. | Reduce -6.0% | 0.08% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| DUK Duke Energy Corp. | Add +3758.3% | 3.18% | +3.06 |
| MCD McDonald's Corp. | Add +2029.0% | 2.32% | +2.14 |
| ABBV Abbvie Inc. | Add +400.8% | 2.21% | +1.67 |
| XOM Exxon Mobil Corp. | Add +548.2% | 1.87% | +1.37 |
| PG The Procter & Gamble Co. | Add +653.5% | 1.47% | +1.20 |
| BMY Bristol-Myers Squibb Co. | Add +2514.8% | 1.04% | +0.98 |
| MO Altria Group Inc. | Add +177.5% | 1.70% | +0.91 |
| NEE Nextera Energy Inc. | Add +834.1% | 1.02% | +0.85 |
| SO The Southern Co. | Add +3183.8% | 0.86% | +0.82 |
| CVX Chevron Corp. | Add +308.9% | 1.41% | +0.80 |
| IBM Intl Business Machines Corp. | Add +501.5% | 0.92% | +0.74 |
| PEP Pepsico Inc. | Add +475.5% | 0.80% | +0.57 |
| PULS Pgim Ultra Short Bond ETF | New | 0.49% | +0.49 |
| VOO Vanguard S&P 500 ETF | Add +102.5% | 1.21% | +0.48 |
| VZ Verizon Communications Inc. | Add +486.2% | 0.57% | +0.41 |
| UPS United Parcel Service Class B | Add +816.2% | 0.42% | +0.36 |
| IALT Ishrs SYS Alt Act ETF | New | 0.33% | +0.33 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.27% | +0.27 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +66.6% | 1.27% | +0.20 |
| FLOT iShares Floating Rate Bond E | New | 0.18% | +0.18 |
| INTC Intel Corp. | Add +14.2% | 0.23% | +0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +27.0% | 3.62% | +0.13 |
| ED Consolidated Edison Inc. | Add +351.6% | 0.18% | +0.13 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | New | 0.13% | +0.13 |
| ARCC Ares Capital Corp. | New | 0.12% | +0.12 |
| IEF iShares 7-10 Year Treasury B | New | 0.10% | +0.10 |
| TFLO iShares Treasury Floating Ra | New | 0.09% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +47.7% | 0.41% | +0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Add +70.3% | 0.43% | +0.08 |
| FIG Figma Inc. Class A | New | 0.07% | +0.07 |
| GLTR Abrdn Precious Metals Basket | New | 0.07% | +0.07 |
| GLW Corning Inc. | Add +0.2% | 0.25% | +0.06 |
| GE General Electric | Add +92.5% | 0.14% | +0.06 |
| CAT Caterpillar Inc. | Add +6.1% | 0.50% | +0.06 |
| MRVL Marvell Technology Inc. | Add +0.5% | 0.11% | +0.06 |
| XAR SS SPDR S&P Aerospace Def | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +21.8% | 0.33% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +192.1% | 0.10% | +0.05 |
| TAXM Bondbloxx Ir+m Tax-Aware Mas | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.8% | 0.13% | +0.04 |
| STX Seagate Technology Holdings | New | 0.04% | +0.04 |
| RKLB Rocket Lab Corp. | New | 0.04% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.03% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +1.4% | 0.08% | +0.03 |
| VSLU Applied Finance Valuat ETF | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +17.5% | 0.45% | +0.03 |
| SNOW Snowflake Inc. | Add +16.9% | 0.10% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +52.5% | 0.13% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| STATE STR SPDR S&P 500 ETF T | put | Sold out | 1,100 | $715Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 498 | $1.2B | IVV, SPYM, DUK, MCD, ABBV |
| Q1 2026 | 442 | $822.8M | IVV, SPYM, AAPL, MSFT, QUAL |
| Q4 2025 | 413 | $826.1M | IVV, SPYM, AAPL, MSFT, QUAL |
| Q3 2025 | 405 | $795.7M | IVV, SPYM, MSFT, AAPL, QUAL |
| Q2 2025 | 388 | $718.0M | IVV, SPYM, MSFT, QUAL, AAPL |
| Q1 2025 | 385 | $657.5M | IVV, SPYM, AAPL, MSFT, QUAL |
| Q4 2024 | 379 | $668.8M | IVV, SPYM, AAPL, MSFT, KVYO |
| Q3 2024 | 370 | $663.4M | IVV, KVYO, AAPL, SPYM, MSFT |
| Q2 2024 | 354 | $608.0M | IVV, MSFT, SPYM, AAPL, SPY |
| Q1 2024 | 355 | $598.2M | IVV, SPYM, MSFT, AAPL, SPY |