Mayflower Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Mayflower Financial Advisors, LLC reported 388 stock positions worth $718.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.1% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.1%) and Microsoft (MSFT, 2.9%). Compared with Q1 2025, it opened 27 new positions, sold out of 24, added to 157 and reduced 167. The biggest buy was iShares U.S. Thematic Rotati (THRO, shares +1191%) and the biggest sale Klaviyo Class A (KVYO, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $718.0M (Q2 2025)
- SEC Filing
- 0001951757-25-001017 ↗ filed Aug 4, 2025
Holdings Value
Holdings 388 stocks · $718.0M
| IVV iShares Core S&P 500 ETF | 5.11% | 59,077 | $36.7M | Reduce -15.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.12% | 308,154 | $22.4M | Reduce -9.5% |
| MSFT Microsoft Corp. | 2.93% | 42,343 | $21.1M | Reduce -0.3% |
| QUAL iShares MSCI USA Quality Fac | 2.93% | 114,901 | $21.0M | Add +24.6% |
| AAPL Apple Inc. | 2.47% | 86,589 | $17.8M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 1.72% | 112,181 | $12.4M | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 19,871 | $12.3M | Reduce -10.4% |
| SCHD Schwab US DVD Equity ETF | 1.51% | 409,831 | $10.9M | Add +48.4% |
| NVDA Nvidia Corp. | 1.48% | 67,128 | $10.6M | Add +2.1% |
| EFV iShares MSCI Eafe Value ETF | 1.41% | 159,285 | $10.1M | Add +48.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.41% | 20,777 | $10.1M | Add +0.9% |
| SCHZ Schwab US Aggregate Bond ETF | 1.40% | 430,986 | $10.0M | Add +2.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.37% | 180,820 | $9.8M | Add +9.5% |
| IEMG iShares Core MSCI Emerging | 1.33% | 159,498 | $9.6M | Add +55.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.28% | 198,537 | $9.2M | Reduce -12.0% |
| IVE iShares S&P 500 Value ETF | 1.23% | 45,273 | $8.8M | Add +17.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.23% | 179,461 | $8.8M | Add +65.3% |
| W Wayfair Inc. Class A | 1.16% | 162,497 | $8.3M | Reduce 0.0% |
| KVYO Klaviyo Inc. Class A | 1.09% | 233,155 | $7.8M | Reduce -46.0% |
| AMZN Amazon.com Inc. | 1.05% | 34,261 | $7.5M | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 1.04% | 120,496 | $7.5M | Reduce -33.1% |
| USMV iShares MSCI USA Min Vol Fac | 1.01% | 77,102 | $7.2M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.95% | 38,703 | $6.8M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 80,023 | $6.7M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.85% | 22,105 | $6.1M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.83% | 33,717 | $6.0M | Add +8.3% |
| IJR iShares Core S&P Small-Cap E | 0.82% | 54,164 | $5.9M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 19,342 | $5.9M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 99,218 | $5.7M | Reduce -4.2% |
| BND Vanguard Total Bond Market | 0.78% | 76,153 | $5.6M | Add +1.9% |
| MS Morgan Stanley | 0.75% | 38,316 | $5.4M | Add +0.2% |
| MUB iShares National Muni Bond E | 0.75% | 51,310 | $5.4M | Reduce -20.4% |
| VOO Vanguard S&P 500 ETF | 0.74% | 9,295 | $5.3M | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.73% | 7,147 | $5.3M | Add +0.3% |
| OEF iShares S&P 100 ETF | 0.73% | 17,179 | $5.2M | Reduce -15.3% |
| JPM JPMorgan Chase & Co. | 0.72% | 17,916 | $5.2M | Reduce -3.8% |
| MDY State Street SPDR S&P Midcap | 0.71% | 9,026 | $5.1M | Reduce -5.2% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.71% | 109,684 | $5.1M | Add +100.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.65% | 41,826 | $4.7M | Reduce -4.9% |
| IYW iShares Ustechnology ETF | 0.65% | 26,782 | $4.6M | Add +2.0% |
| MO Altria Group Inc. | 0.65% | 79,019 | $4.6M | Add +5.5% |
| GLD SPDR Gold Shares | 0.64% | 14,997 | $4.6M | Reduce -1.5% |
| V Visa Inc. Class A | 0.63% | 12,671 | $4.5M | Add +4.7% |
| SUB iShares Short-Term National | 0.61% | 40,996 | $4.4M | Reduce -7.4% |
| THRO iShares U.S. Thematic Rotati | 0.60% | 121,458 | $4.3M | Add +1190.7% |
| AMLP Alerian MLP ETF | 0.58% | 84,769 | $4.1M | Add +13.5% |
| MBB iShares MBS ETF | 0.56% | 43,206 | $4.1M | Add +15.2% |
| HON Honeywell International Inc. | 0.55% | 17,102 | $4.0M | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.54% | 30,360 | $3.9M | Add +1.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.53% | 71,936 | $3.8M | Add +15.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.51% | 67,752 | $3.7M | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.49% | 67,088 | $3.5M | Add +91.2% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 25,202 | $3.4M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 6,017 | $3.3M | Add +17.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 11,817 | $3.3M | Reduce -1.9% |
| CVX Chevron Corp. | 0.45% | 22,362 | $3.2M | Add +3.9% |
| IWM iShares Russell 2000 ETF | 0.45% | 14,805 | $3.2M | Reduce -1.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 44,714 | $3.0M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 14,585 | $3.0M | Reduce -0.3% |
| HDV iShares Core High Dividend E | 0.41% | 25,184 | $3.0M | Add +0.6% |
| ABBV Abbvie Inc. | 0.41% | 15,684 | $2.9M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 21,235 | $2.9M | Add +5.5% |
| MA Mastercard Inc. Class A | 0.39% | 5,009 | $2.8M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.39% | 17,365 | $2.8M | Add +2.1% |
| IAGG iShares Intl Aggregate Bond | 0.38% | 53,727 | $2.7M | New |
| XOM Exxon Mobil Corp. | 0.38% | 25,427 | $2.7M | Reduce -2.9% |
| BKNG Booking Holdings Inc. | 0.38% | 472 | $2.7M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.36% | 3,328 | $2.6M | Add +4.9% |
| MATV Mativ Holdings Inc. | 0.36% | 377,821 | $2.6M | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 53,953 | $2.6M | Reduce -4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 14,375 | $2.5M | Reduce -0.5% |
| PM Philip Morris International | 0.34% | 13,520 | $2.5M | Reduce -3.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.34% | 21,583 | $2.4M | Add +11.6% |
| IWB iShares Russell 1000 ETF | 0.33% | 6,982 | $2.4M | Add +1.3% |
| ABT Abbott Laboratories | 0.32% | 17,132 | $2.3M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.32% | 14,959 | $2.3M | Reduce -2.1% |
| RTX RTX Corp. | 0.30% | 14,947 | $2.2M | Reduce -2.0% |
| CME Cme Group Inc. | 0.30% | 7,880 | $2.2M | Add +0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.30% | 35,294 | $2.2M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 7,257 | $2.1M | Add +3.0% |
| IVLU iShares MSCI International V | 0.29% | 62,342 | $2.1M | Add +33.4% |
| VXUS Vanguard Total Intl Stock | 0.29% | 29,674 | $2.1M | Reduce -0.9% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 14,849 | $2.0M | Reduce -2.1% |
| VGLT Vanguard Long-Term Treasury | 0.28% | 35,791 | $2.0M | Add +5.1% |
| TSLA Tesla Inc. | 0.28% | 6,316 | $2.0M | Add +10.3% |
| DVY iShares Select Dividend ETF | 0.28% | 15,051 | $2.0M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 0.27% | 28,283 | $2.0M | Reduce -2.2% |
| GLDM SPDR Gold Minishares Trust | 0.27% | 29,732 | $1.9M | Reduce -17.8% |
| HD Home Depot Inc. | 0.27% | 5,295 | $1.9M | Add +2.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.27% | 43,329 | $1.9M | Reduce -49.2% |
| COST Costco Wholesale Corp. | 0.27% | 1,930 | $1.9M | Add +1.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.26% | 56,484 | $1.9M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 23,686 | $1.9M | Add +2.4% |
| VCIT Vanguard Int-Term Corporate | 0.26% | 22,416 | $1.9M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 14,925 | $1.8M | Add +2.6% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 31,834 | $1.8M | Reduce -2.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 71,347 | $1.8M | Add +4.2% |
| KO The Coca-Cola Co. | 0.25% | 25,145 | $1.8M | Add +7.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.24% | 22,900 | $1.7M | Add +6.3% |
| SCCO Southern Copper Corp. | 0.24% | 16,956 | $1.7M | Add +2.2% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($679K), TERADYNE INC puts ($234K).
Portfolio Sells Q1 2025 → Q2 2025
| KVYO Klaviyo Inc. Class A | Reduce -46.0% | 1.09% | −0.90 |
| IVV iShares Core S&P 500 ETF | Reduce -15.3% | 5.11% | −0.85 |
| IJH iShares Core S&P Midcap ETF | Reduce -33.1% | 1.04% | −0.56 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -79.9% | 0.09% | −0.33 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -49.2% | 0.27% | −0.32 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.0% | 1.28% | −0.30 |
| MUB iShares National Muni Bond E | Reduce -20.4% | 0.75% | −0.29 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.5% | 3.12% | −0.29 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.4% | 1.71% | −0.18 |
| TLT iShares 20+ Year Treasury BD | Reduce -64.8% | 0.05% | −0.12 |
| OEF iShares S&P 100 ETF | Reduce -15.3% | 0.73% | −0.11 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.3% | 1.01% | −0.10 |
| SUB iShares Short-Term National | Reduce -7.4% | 0.61% | −0.10 |
| PEP Pepsico Inc. | Reduce -16.0% | 0.20% | −0.10 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.41% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -47.0% | 0.05% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.38% | −0.09 |
| ILCV iShares Morningstar Value Et | Reduce -65.6% | 0.04% | −0.08 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.07 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.07 |
| GLDM SPDR Gold Minishares Trust | Reduce -17.8% | 0.27% | −0.07 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.32% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -4.5% | 0.22% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -21.9% | 0.23% | −0.06 |
| EVCM Evercommerce Inc. | Reduce -36.2% | 0.10% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.1% | 0.16% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -37.6% | 0.10% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -5.2% | 0.71% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.06 |
| XLK SS Technology Select Sector | Reduce -45.7% | 0.09% | −0.06 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.05 |
| XAR SS SPDR S&P Aerospace Def | Sold out | 0.00% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.05 |
| AMGN Amgen Inc. | Reduce -8.6% | 0.14% | −0.05 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.04 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.04 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.04 |
| FNF Fidelity National Financial | Reduce -1.7% | 0.12% | −0.04 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -36.2% | 0.08% | −0.03 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.03 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.6% | 0.25% | −0.03 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| THRO iShares U.S. Thematic Rotati | Add +1190.7% | 0.60% | +0.56 |
| QUAL iShares MSCI USA Quality Fac | Add +24.6% | 2.93% | +0.53 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.51% | +0.51 |
| IEMG iShares Core MSCI Emerging | Add +55.6% | 1.33% | +0.49 |
| EFV iShares MSCI Eafe Value ETF | Add +48.3% | 1.41% | +0.45 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +65.3% | 1.23% | +0.41 |
| NVDA Nvidia Corp. | Add +2.1% | 1.48% | +0.39 |
| IAGG iShares Intl Aggregate Bond | New | 0.38% | +0.38 |
| SCHD Schwab US DVD Equity ETF | Add +48.4% | 1.51% | +0.34 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +100.3% | 0.71% | +0.32 |
| XLG Invesco S&P 500 Top 50 ETF | Add +91.2% | 0.49% | +0.24 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.23% | +0.23 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +9.5% | 1.37% | +0.15 |
| IVE iShares S&P 500 Value ETF | Add +17.8% | 1.23% | +0.12 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.73% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +17.5% | 0.46% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +8.3% | 0.83% | +0.09 |
| IYW iShares Ustechnology ETF | Add +2.0% | 0.65% | +0.09 |
| MS Morgan Stanley | Add +0.2% | 0.75% | +0.07 |
| IVLU iShares MSCI International V | Add +33.4% | 0.29% | +0.07 |
| IAUM iShares Gold Trust Micro | New | 0.07% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +11.6% | 0.34% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.05% | +0.06 |
| COF Capital One Financial Corp. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +10.3% | 0.28% | +0.05 |
| FNGU Ms Fang+ 3X Leveraged ETN | New | 0.05% | +0.05 |
| CGGR Cap Group Growth Equity | New | 0.05% | +0.05 |
| BKNG Booking Holdings Inc. | Add +0.2% | 0.38% | +0.05 |
| COIN Coinbase Global Inc. Class A | Add +13.5% | 0.09% | +0.05 |
| ATI Ati Inc. | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | Add +10.8% | 0.18% | +0.04 |
| CGDV Cap Group Dividend Value | Add +41.0% | 0.14% | +0.04 |
| BA The Boeing Co. | Add +30.4% | 0.13% | +0.04 |
| HACK Amplify Cybersecurity ETF | Add +30.5% | 0.13% | +0.04 |
| SNOW Snowflake Inc. | Add +4.0% | 0.12% | +0.04 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| ALK Alaska Air Group Inc. | New | 0.04% | +0.04 |
| CW Curtiss-Wright Corp. | New | 0.04% | +0.04 |
| JCI Johnson Controls Internation | New | 0.04% | +0.04 |
| RDDT Reddit Inc. Class A | New | 0.04% | +0.04 |
| CYBR Cyberark Software Ltd./Israel | New | 0.04% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +6.3% | 0.24% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +39.1% | 0.17% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| IRM Iron Mountain Inc. | New | 0.03% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.03% | +0.03 |
| ULTA Ulta Beauty Inc. | New | 0.03% | +0.03 |
| FERG Ferguson Enterprises Inc. | New | 0.03% | +0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Add +50.1% | 0.12% | +0.03 |
Options Activity Q1 2025 → Q2 2025
| STATE STR SPDR S&P 500 ETF T | put | Reduce -15.4% | 1,100 | $679K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) | NOTE 2.250% 6/1 · principal | Sold out | 17,000 | $17Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |