Mayflower Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Mayflower Financial Advisors, LLC reported 405 stock positions worth $795.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.2%) and Microsoft (MSFT, 2.9%). Compared with Q2 2025, it opened 26 new positions, sold out of 9, added to 176 and reduced 153. The biggest buy was Wayfair Class A (W, shares +0%) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $795.7M (Q3 2025)
- SEC Filing
- 0001951757-25-001150 ↗ filed Oct 17, 2025
Holdings Value
Holdings 405 stocks · $795.7M
| IVV iShares Core S&P 500 ETF | 4.77% | 56,736 | $38.0M | Reduce -4.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.15% | 319,979 | $25.1M | Add +3.8% |
| MSFT Microsoft Corp. | 2.90% | 44,555 | $23.1M | Add +5.2% |
| AAPL Apple Inc. | 2.80% | 87,384 | $22.3M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 2.56% | 104,623 | $20.3M | Reduce -8.9% |
| W Wayfair Inc. Class A | 1.82% | 162,526 | $14.5M | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 1.78% | 117,528 | $14.2M | Add +4.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.66% | 223,642 | $13.2M | Add +23.7% |
| SCHD Schwab US DVD Equity ETF | 1.62% | 472,256 | $12.9M | Add +15.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 19,261 | $12.8M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.57% | 67,118 | $12.5M | Reduce -0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.46% | 232,426 | $11.6M | Add +29.5% |
| SCHZ Schwab US Aggregate Bond ETF | 1.34% | 453,715 | $10.6M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 20,057 | $10.1M | Reduce -3.5% |
| IVE iShares S&P 500 Value ETF | 1.24% | 47,750 | $9.9M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 1.20% | 144,705 | $9.5M | Reduce -9.3% |
| GOOGL Alphabet Inc. Class A | 1.18% | 38,577 | $9.4M | Reduce -0.3% |
| EFV iShares MSCI Eafe Value ETF | 1.10% | 128,667 | $8.7M | Reduce -19.2% |
| XLG Invesco S&P 500 Top 50 ETF | 1.09% | 151,235 | $8.7M | Add +125.4% |
| GOOG Alphabet Inc. Class C | 1.05% | 34,259 | $8.3M | Add +1.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.01% | 171,992 | $8.0M | Reduce -13.4% |
| AMZN Amazon.com Inc. | 1.00% | 36,240 | $8.0M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 0.95% | 115,684 | $7.5M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.95% | 22,824 | $7.5M | Add +3.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.90% | 74,999 | $7.1M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.89% | 81,522 | $7.1M | Add +1.9% |
| KVYO Klaviyo Inc. Class A | 0.81% | 233,155 | $6.5M | No change |
| IJR iShares Core S&P Small-Cap E | 0.79% | 52,869 | $6.3M | Reduce -2.4% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.79% | 134,337 | $6.3M | Add +22.5% |
| VOO Vanguard S&P 500 ETF | 0.78% | 10,120 | $6.2M | Add +8.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 18,619 | $6.1M | Reduce -3.7% |
| BND Vanguard Total Bond Market | 0.76% | 81,432 | $6.1M | Add +6.9% |
| MS Morgan Stanley | 0.74% | 37,257 | $5.9M | Reduce -2.8% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 96,240 | $5.8M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.72% | 18,194 | $5.7M | Add +1.6% |
| OEF iShares S&P 100 ETF | 0.70% | 16,802 | $5.6M | Reduce -2.2% |
| MO Altria Group Inc. | 0.69% | 83,319 | $5.5M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.67% | 7,262 | $5.3M | Add +1.6% |
| GLD SPDR Gold Shares | 0.66% | 14,810 | $5.3M | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 0.65% | 8,720 | $5.2M | Reduce -3.4% |
| THRO iShares U.S. Thematic Rotati | 0.60% | 126,067 | $4.8M | Add +3.8% |
| MBB iShares MBS ETF | 0.57% | 47,656 | $4.5M | Add +10.3% |
| MUB iShares National Muni Bond E | 0.56% | 42,055 | $4.5M | Reduce -18.0% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 24,489 | $4.5M | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 20,671 | $4.5M | Add +41.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.56% | 77,405 | $4.4M | Add +14.3% |
| ABBV Abbvie Inc. | 0.56% | 19,098 | $4.4M | Add +21.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.55% | 127,851 | $4.4M | Add +123.3% |
| SUB iShares Short-Term National | 0.54% | 39,943 | $4.3M | Reduce -2.6% |
| VT Vanguard Tot World STK ETF | 0.53% | 30,870 | $4.3M | Add +1.7% |
| MATV Mativ Holdings Inc. | 0.53% | 375,246 | $4.2M | Reduce -0.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.52% | 77,576 | $4.1M | Add +7.8% |
| AMLP Alerian MLP ETF | 0.49% | 83,866 | $3.9M | Reduce -1.1% |
| V Visa Inc. Class A | 0.49% | 11,375 | $3.9M | Reduce -10.2% |
| CVX Chevron Corp. | 0.47% | 24,205 | $3.8M | Add +8.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 6,088 | $3.7M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.45% | 14,804 | $3.6M | Reduce -0.0% |
| HON Honeywell International Inc. | 0.45% | 16,967 | $3.6M | Reduce -0.8% |
| RDVY First Trust Rising Dividend | 0.45% | 53,073 | $3.6M | Add +218.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 11,884 | $3.5M | Add +0.6% |
| GLDM SPDR Gold Minishares Trust | 0.44% | 45,518 | $3.5M | Add +53.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 16,830 | $3.1M | Add +17.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 43,848 | $3.1M | Reduce -1.9% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 21,321 | $3.1M | Add +0.4% |
| HDV iShares Core High Dividend E | 0.39% | 25,217 | $3.1M | Add +0.1% |
| IAGG iShares Intl Aggregate Bond | 0.38% | 59,376 | $3.0M | Add +10.5% |
| JNJ Johnson & Johnson | 0.37% | 16,018 | $3.0M | Add +7.1% |
| MA Mastercard Inc. Class A | 0.37% | 5,128 | $2.9M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 55,908 | $2.9M | Add +3.6% |
| LLY Eli Lilly & Co. | 0.36% | 3,766 | $2.9M | Add +13.2% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.36% | 82,064 | $2.8M | Add +45.3% |
| TSLA Tesla Inc. | 0.36% | 6,370 | $2.8M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.34% | 24,180 | $2.7M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 0.33% | 17,076 | $2.6M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.33% | 19,526 | $2.6M | Add +14.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.33% | 21,438 | $2.6M | Reduce -0.7% |
| BKNG Booking Holdings Inc. | 0.32% | 476 | $2.6M | Add +0.8% |
| CAT Caterpillar Inc. | 0.32% | 5,360 | $2.6M | Add +34.2% |
| IYW iShares Ustechnology ETF | 0.32% | 12,902 | $2.5M | Reduce -51.8% |
| IWB iShares Russell 1000 ETF | 0.31% | 6,722 | $2.5M | Reduce -3.7% |
| HD Home Depot Inc. | 0.28% | 5,530 | $2.2M | Add +4.4% |
| VXUS Vanguard Total Intl Stock | 0.28% | 29,803 | $2.2M | Add +0.4% |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 14,855 | $2.2M | Add +0.0% |
| CME Cme Group Inc. | 0.27% | 7,895 | $2.1M | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.27% | 32,782 | $2.1M | Reduce -7.1% |
| RTX RTX Corp. | 0.26% | 12,484 | $2.1M | Reduce -16.5% |
| PM Philip Morris International | 0.26% | 12,733 | $2.1M | Reduce -5.8% |
| DVY iShares Select Dividend ETF | 0.26% | 14,423 | $2.0M | Reduce -4.2% |
| SHLD Global X Defense Tech ETF | 0.26% | 28,949 | $2.0M | New |
| ORCL Oracle Corp. | 0.25% | 7,200 | $2.0M | Add +0.4% |
| IVLU iShares MSCI International V | 0.25% | 56,447 | $2.0M | Reduce -9.5% |
| VGLT Vanguard Long-Term Treasury | 0.25% | 34,917 | $2.0M | Reduce -2.4% |
| AVEM Avantis Emerging Markets Eq | 0.25% | 26,389 | $2.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 24,504 | $2.0M | Add +3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 4,079 | $2.0M | Add +17.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 77,412 | $2.0M | Add +8.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 6,911 | $1.9M | Reduce -4.8% |
| CSCO Cisco Systems Inc. | 0.24% | 28,438 | $1.9M | Add +0.6% |
| VCIT Vanguard Int-Term Corporate | 0.24% | 22,730 | $1.9M | Add +1.4% |
| SCCO Southern Copper Corp. | 0.24% | 15,676 | $1.9M | Reduce -7.5% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($730K), TERADYNE INC puts ($358K).
Portfolio Sells Q2 2025 → Q3 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -69.7% | 0.18% | −0.47 |
| QUAL iShares MSCI USA Quality Fac | Reduce -8.9% | 2.56% | −0.37 |
| IVV iShares Core S&P 500 ETF | Reduce -4.0% | 4.77% | −0.34 |
| IYW iShares Ustechnology ETF | Reduce -51.8% | 0.32% | −0.33 |
| EFV iShares MSCI Eafe Value ETF | Reduce -19.2% | 1.10% | −0.31 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -13.4% | 1.01% | −0.27 |
| MUB iShares National Muni Bond E | Reduce -18.0% | 0.56% | −0.18 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -52.5% | 0.12% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 1.27% | −0.14 |
| V Visa Inc. Class A | Reduce -10.2% | 0.49% | −0.14 |
| IEMG iShares Core MSCI Emerging | Reduce -9.3% | 1.20% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.7% | 0.90% | −0.11 |
| HON Honeywell International Inc. | Reduce -0.8% | 0.45% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 1.61% | −0.10 |
| ADBE Adobe Inc. | Reduce -54.5% | 0.06% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.0% | 0.95% | −0.09 |
| PM Philip Morris International | Reduce -5.8% | 0.26% | −0.08 |
| AMLP Alerian MLP ETF | Reduce -1.1% | 0.49% | −0.08 |
| SUB iShares Short-Term National | Reduce -2.6% | 0.54% | −0.07 |
| IEV iShares Europe ETF | Reduce -28.1% | 0.13% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.0% | 0.72% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -3.4% | 0.65% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.33% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -4.8% | 0.24% | −0.05 |
| NKE Nike Inc. Class B | Reduce -33.9% | 0.07% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.7% | 0.77% | −0.05 |
| CRM Salesforce Inc. | Reduce -22.3% | 0.08% | −0.05 |
| AMT American Tower Corp. | Reduce -2.6% | 0.16% | −0.05 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -11.5% | 0.19% | −0.05 |
| TJX TJX Companies Inc. | Reduce -21.9% | 0.21% | −0.05 |
| HUBS HubSpot Inc. | Reduce -14.5% | 0.08% | −0.04 |
| RTX RTX Corp. | Reduce -16.5% | 0.26% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.9% | 0.34% | −0.04 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.04 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.04 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.04 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.4% | 0.79% | −0.04 |
| TOST Toast Inc. Class A | Reduce -25.0% | 0.04% | −0.03 |
| IVLU iShares MSCI International V | Reduce -9.5% | 0.25% | −0.03 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -4.4% | 0.15% | −0.03 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.03 |
| FDS Factset Research Systems Inc. | Reduce -0.1% | 0.04% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.1% | 0.27% | −0.03 |
| OKE Oneok Inc. | Reduce -16.5% | 0.06% | −0.03 |
| VGLT Vanguard Long-Term Treasury | Reduce -2.4% | 0.25% | −0.03 |
| CGDV Cap Group Dividend Value | Reduce -17.6% | 0.11% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -30.8% | 0.06% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| W Wayfair Inc. Class A | Add +0.0% | 1.82% | +0.67 |
| XLG Invesco S&P 500 Top 50 ETF | Add +125.4% | 1.09% | +0.61 |
| AAPL Apple Inc. | Add +0.9% | 2.80% | +0.32 |
| BAI Ishrs AI in and Tech Act ETF | Add +123.3% | 0.55% | +0.32 |
| RDVY First Trust Rising Dividend | Add +218.8% | 0.45% | +0.30 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +23.7% | 1.66% | +0.29 |
| SHLD Global X Defense Tech ETF | New | 0.26% | +0.26 |
| AVEM Avantis Emerging Markets Eq | New | 0.25% | +0.25 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +29.5% | 1.46% | +0.24 |
| IWY iShares Russell Top 200 Grow | New | 0.24% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 1.05% | +0.22 |
| GLDM SPDR Gold Minishares Trust | Add +53.1% | 0.44% | +0.17 |
| ABBV Abbvie Inc. | Add +21.8% | 0.56% | +0.15 |
| QYLD Global X Nasd 100 Cov Call | New | 0.15% | +0.15 |
| HLI Houlihan Lokey Inc. | New | 0.15% | +0.15 |
| VIG Vanguard Dividend Apprec ETF | Add +41.7% | 0.56% | +0.14 |
| FTSL First Trust Senior Loan ETF | New | 0.11% | +0.11 |
| SCHD Schwab US DVD Equity ETF | Add +15.2% | 1.62% | +0.11 |
| CAT Caterpillar Inc. | Add +34.2% | 0.32% | +0.11 |
| AVGO Broadcom Inc. | Add +3.3% | 0.95% | +0.10 |
| CGDG Cap Group Dividend Growers | Add +45.3% | 0.36% | +0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +22.5% | 0.79% | +0.08 |
| TSLA Tesla Inc. | Add +0.8% | 0.36% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Add +4.8% | 1.78% | +0.06 |
| CGBL Cap Group Core Balanced | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | Add +7.1% | 0.37% | +0.06 |
| MO Altria Group Inc. | Add +5.4% | 0.69% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +8.9% | 0.78% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +14.3% | 0.56% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +17.1% | 0.39% | +0.04 |
| VIGI Vanguard Int Div App Indx FD | New | 0.04% | +0.04 |
| ORLY O'reilly Automotive Inc. | New | 0.04% | +0.04 |
| AMRZ Amrize Ltd. | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +0.4% | 0.25% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.6% | 0.25% | +0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.03% | +0.03 |
| HIMU iShares High Yild Muni A ETF | Add +63.1% | 0.10% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.8% | 3.15% | +0.03 |
| WFC Wells Fargo & Co. | Add +58.8% | 0.09% | +0.03 |
| IAU iShares Gold Trust | Add +11.3% | 0.20% | +0.03 |
| WMB Williams Cos Inc. | Add +69.8% | 0.08% | +0.03 |
| EWC iShares MSCI Canada ETF | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.5% | 0.14% | +0.03 |
| FDVV Fidelity High Dividend ETF | New | 0.03% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +26.2% | 0.23% | +0.03 |
| IONQ Ionq Inc. | New | 0.03% | +0.03 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +8.2% | 0.47% | +0.03 |
| PHM Pultegroup Inc. | New | 0.03% | +0.03 |
| EBC Eastern Bankshares Inc. | New | 0.03% | +0.03 |
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 |