Mayflower Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Mayflower Financial Advisors, LLC reported 413 stock positions worth $826.1 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, 3.1%) and Apple (AAPL, 2.9%). Compared with Q3 2025, it opened 34 new positions, sold out of 26, added to 180 and reduced 169. The biggest buy was Alphabet Class A (GOOGL, shares +11%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $826.1M (Q4 2025)
- SEC Filing
- 0001951757-26-000054 ↗ filed Jan 13, 2026
Holdings Value
Holdings 413 stocks · $826.1M
| IVV iShares Core S&P 500 ETF | 4.78% | 57,663 | $39.5M | Add +1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.15% | 324,040 | $26.0M | Add +1.3% |
| AAPL Apple Inc. | 2.88% | 87,656 | $23.8M | Add +0.3% |
| MSFT Microsoft Corp. | 2.58% | 44,004 | $21.3M | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 2.00% | 82,994 | $16.5M | Reduce -20.7% |
| W Wayfair Inc. Class A | 1.98% | 162,669 | $16.3M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 1.78% | 119,499 | $14.7M | Add +1.7% |
| SCHD Schwab US DVD Equity ETF | 1.74% | 523,314 | $14.4M | Add +10.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.70% | 230,375 | $14.0M | Add +3.0% |
| IVE iShares S&P 500 Value ETF | 1.63% | 63,334 | $13.4M | Add +32.6% |
| GOOGL Alphabet Inc. Class A | 1.62% | 42,630 | $13.3M | Add +10.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 19,205 | $13.1M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.50% | 66,347 | $12.4M | Reduce -1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.46% | 239,423 | $12.0M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 1.30% | 34,310 | $10.8M | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.25% | 441,754 | $10.3M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 20,249 | $10.2M | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 1.19% | 145,892 | $9.8M | Add +0.8% |
| XLG Invesco S&P 500 Top 50 ETF | 1.13% | 157,993 | $9.4M | Add +4.5% |
| AMZN Amazon.com Inc. | 1.05% | 37,499 | $8.7M | Add +3.5% |
| EFV iShares MSCI Eafe Value ETF | 1.04% | 120,247 | $8.6M | Reduce -6.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.01% | 179,727 | $8.4M | Add +4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.94% | 86,872 | $7.8M | Add +6.6% |
| IJH iShares Core S&P Midcap ETF | 0.90% | 112,632 | $7.4M | Reduce -2.6% |
| KVYO Klaviyo Inc. Class A | 0.89% | 226,700 | $7.4M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.85% | 20,284 | $7.0M | Reduce -11.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.84% | 73,952 | $7.0M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.83% | 57,065 | $6.9M | Add +7.9% |
| BND Vanguard Total Bond Market | 0.81% | 90,016 | $6.7M | Add +10.5% |
| MS Morgan Stanley | 0.80% | 37,310 | $6.6M | Add +0.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.79% | 140,462 | $6.5M | Add +4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.78% | 19,242 | $6.5M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.76% | 100,270 | $6.3M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.75% | 9,903 | $6.2M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.69% | 17,746 | $5.7M | Reduce -2.5% |
| MO Altria Group Inc. | 0.67% | 95,839 | $5.5M | Add +15.0% |
| OEF iShares S&P 100 ETF | 0.66% | 15,850 | $5.4M | Reduce -5.7% |
| GLD SPDR Gold Shares | 0.66% | 13,653 | $5.4M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.63% | 7,867 | $5.2M | Add +8.3% |
| THRO iShares U.S. Thematic Rotati | 0.61% | 130,756 | $5.0M | Add +3.7% |
| MBB iShares MBS ETF | 0.59% | 51,514 | $4.9M | Add +8.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.58% | 91,087 | $4.8M | Add +17.4% |
| JNJ Johnson & Johnson | 0.58% | 23,185 | $4.8M | Add +44.7% |
| MUB iShares National Muni Bond E | 0.57% | 44,298 | $4.7M | Add +5.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.57% | 140,578 | $4.7M | Add +9.9% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 20,791 | $4.6M | Add +0.6% |
| MATV Mativ Holdings Inc. | 0.55% | 375,246 | $4.6M | No change |
| VT Vanguard Tot World STK ETF | 0.53% | 31,287 | $4.4M | Add +1.4% |
| ABBV Abbvie Inc. | 0.53% | 19,176 | $4.4M | Add +0.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.53% | 36,604 | $4.4M | Add +70.7% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 24,247 | $4.3M | Reduce -1.0% |
| SUB iShares Short-Term National | 0.51% | 39,713 | $4.2M | Reduce -0.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.51% | 72,824 | $4.2M | Reduce -5.9% |
| MDY State Street SPDR S&P Midcap | 0.51% | 6,923 | $4.2M | Reduce -20.6% |
| LLY Eli Lilly & Co. | 0.49% | 3,765 | $4.0M | Reduce -0.0% |
| AMLP Alerian MLP ETF | 0.47% | 82,893 | $3.9M | Reduce -1.2% |
| V Visa Inc. Class A | 0.47% | 11,073 | $3.9M | Reduce -2.6% |
| AVEM Avantis Emerging Markets Eq | 0.47% | 50,144 | $3.9M | Add +90.0% |
| GLDM SPDR Gold Minishares Trust | 0.46% | 44,418 | $3.8M | Reduce -2.4% |
| IWM iShares Russell 2000 ETF | 0.46% | 15,356 | $3.8M | Add +3.7% |
| RDVY First Trust Rising Dividend | 0.45% | 53,570 | $3.7M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 5,940 | $3.6M | Reduce -2.4% |
| CVX Chevron Corp. | 0.43% | 23,343 | $3.6M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 18,540 | $3.5M | Add +10.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 11,570 | $3.4M | Reduce -2.6% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.39% | 91,019 | $3.2M | Add +10.9% |
| HON Honeywell International Inc. | 0.39% | 16,489 | $3.2M | Reduce -2.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 43,700 | $3.2M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 21,595 | $3.2M | Add +1.3% |
| HDV iShares Core High Dividend E | 0.38% | 26,061 | $3.2M | Add +3.4% |
| CAT Caterpillar Inc. | 0.37% | 5,347 | $3.1M | Reduce -0.2% |
| IAGG iShares Intl Aggregate Bond | 0.36% | 59,227 | $3.0M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.35% | 24,190 | $2.9M | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 52,035 | $2.9M | Reduce -6.9% |
| TSLA Tesla Inc. | 0.34% | 6,177 | $2.8M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.34% | 4,849 | $2.8M | Reduce -5.4% |
| IWB iShares Russell 1000 ETF | 0.32% | 7,107 | $2.7M | Add +5.7% |
| BKNG Booking Holdings Inc. | 0.32% | 492 | $2.6M | Add +3.4% |
| IYW iShares Ustechnology ETF | 0.32% | 13,075 | $2.6M | Add +1.3% |
| ABT Abbott Laboratories | 0.30% | 19,695 | $2.5M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.29% | 17,007 | $2.4M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 4,948 | $2.4M | Add +21.3% |
| VXUS Vanguard Total Intl Stock | 0.28% | 30,903 | $2.3M | Add +3.7% |
| RTX RTX Corp. | 0.28% | 12,690 | $2.3M | Add +1.6% |
| PM Philip Morris International | 0.28% | 14,421 | $2.3M | Add +13.3% |
| CSCO Cisco Systems Inc. | 0.27% | 28,852 | $2.2M | Add +1.5% |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 14,857 | $2.2M | Add +0.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.26% | 32,206 | $2.2M | Reduce -1.8% |
| CME Cme Group Inc. | 0.26% | 7,899 | $2.2M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 7,114 | $2.1M | Add +2.9% |
| IVLU iShares MSCI International V | 0.25% | 54,053 | $2.1M | Reduce -4.2% |
| HD Home Depot Inc. | 0.25% | 5,964 | $2.1M | Add +7.8% |
| DVY iShares Select Dividend ETF | 0.25% | 14,432 | $2.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.24% | 19,031 | $2.0M | Reduce -1.3% |
| HUBS HubSpot Inc. | 0.24% | 4,974 | $2.0M | Add +282.3% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 19,766 | $2.0M | Add +10.4% |
| VGLT Vanguard Long-Term Treasury | 0.24% | 35,410 | $2.0M | Add +1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 24,547 | $2.0M | Add +0.2% |
| IWY iShares Russell Top 200 Grow | 0.23% | 6,870 | $1.9M | Reduce -0.1% |
| SHLD Global X Defense Tech ETF | 0.23% | 29,188 | $1.9M | Add +0.8% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($750K).
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -20.7% | 2.00% | −0.56 |
| MSFT Microsoft Corp. | Reduce -1.2% | 2.58% | −0.32 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.25 |
| MDY State Street SPDR S&P Midcap | Reduce -20.6% | 0.51% | −0.15 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.12 |
| AVGO Broadcom Inc. | Reduce -11.1% | 0.85% | −0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.6% | 1.25% | −0.09 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.17% | −0.09 |
| NVDA Nvidia Corp. | Reduce -1.1% | 1.50% | −0.08 |
| EVCM Evercommerce Inc. | Sold out | 0.00% | −0.08 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.07 |
| SYK Stryker Corp. | Reduce -24.8% | 0.14% | −0.06 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.06 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -2.8% | 0.39% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -6.5% | 1.04% | −0.06 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 0.84% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -32.6% | 0.10% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 0.90% | −0.05 |
| HIMU iShares High Yild Muni A ETF | Reduce -43.6% | 0.06% | −0.05 |
| SCCO Southern Copper Corp. | Reduce -29.4% | 0.19% | −0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -5.9% | 0.51% | −0.05 |
| OEF iShares S&P 100 ETF | Reduce -5.7% | 0.66% | −0.04 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.04 |
| AMSC American Superconductor Corp. | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -25.3% | 0.07% | −0.04 |
| CVX Chevron Corp. | Reduce -3.6% | 0.43% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.0% | 0.52% | −0.04 |
| NFLX Netflix Inc. | Reduce -2.4% | 0.11% | −0.04 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.04 |
| NOW ServiceNow Inc. | Reduce -1.6% | 0.14% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -8.8% | 0.19% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -2.5% | 0.14% | −0.04 |
| NKE Nike Inc. Class B | Reduce -41.0% | 0.04% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.29% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -15.4% | 0.15% | −0.03 |
| LIN Linde PLC | Reduce -9.7% | 0.12% | −0.03 |
| JHML John Hancock Multi Fact LRG | Sold out | 0.00% | −0.03 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Reduce -32.7% | 0.06% | −0.03 |
| PSK SS SPDR Ice Pref Sec ETF | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.6% | 0.41% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -5.4% | 0.34% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -16.5% | 0.10% | −0.03 |
| ADP Automatic Data Processing | Reduce -5.3% | 0.12% | −0.03 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.69% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +10.5% | 1.62% | +0.44 |
| IVE iShares S&P 500 Value ETF | Add +32.6% | 1.63% | +0.39 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 1.30% | +0.25 |
| AVEM Avantis Emerging Markets Eq | Add +90.0% | 0.47% | +0.22 |
| JNJ Johnson & Johnson | Add +44.7% | 0.58% | +0.21 |
| SPMO Invesco S&P 500 Momentum ETF | Add +70.7% | 0.53% | +0.20 |
| VRIG Invesco Variable Rate Invest | New | 0.18% | +0.18 |
| HUBS HubSpot Inc. | Add +282.3% | 0.24% | +0.17 |
| SPOT Spotify Technology SA | New | 0.16% | +0.16 |
| W Wayfair Inc. Class A | Add +0.1% | 1.98% | +0.15 |
| SGOV iShares 0-3 Month Treasury B | New | 0.12% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +10.8% | 1.74% | +0.12 |
| AAPL Apple Inc. | Add +0.3% | 2.88% | +0.09 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +165.6% | 0.12% | +0.08 |
| PICK iShares MSCI Global Metals & | New | 0.07% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +17.4% | 0.58% | +0.06 |
| MS Morgan Stanley | Add +0.1% | 0.80% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +126.0% | 0.09% | +0.05 |
| SU Suncor Energy Inc. | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.5% | 1.05% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.6% | 0.94% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.3% | 0.29% | +0.05 |
| BND Vanguard Total Bond Market | Add +10.5% | 0.81% | +0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Add +43.6% | 0.16% | +0.04 |
| IBHG iShares Ibonds 2027 HY Inc. | New | 0.04% | +0.04 |
| ACGL Arch Capital Group Ltd. | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +7.9% | 0.83% | +0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Add +4.5% | 1.13% | +0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.04% | +0.04 |
| IBHF iShares Ibond 2026 HY & Inc. | New | 0.04% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.04% | +0.04 |
| CGDG Cap Group Dividend Growers | Add +10.9% | 0.39% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.2% | 0.43% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 0.76% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.03% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.03% | +0.03 |
| CMC Commercial Metals Co. | New | 0.03% | +0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.0% | 1.70% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +0.7% | 0.14% | +0.03 |
| ATI Ati Inc. | Add +24.7% | 0.07% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.03% | +0.03 |
| ITA iShares U.S. Aerospace & Def | New | 0.03% | +0.03 |
| USB US Bancorp | New | 0.03% | +0.03 |
| SYF Synchrony Financial | New | 0.03% | +0.03 |
| ICSH iShares Ultra Short Duration | New | 0.03% | +0.03 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.03% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| TFC Truist Financial Corp. | New | 0.03% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.03% | +0.03 |
Options Activity Q3 2025 → Q4 2025
| TERADYNE INC | put | Sold out | 2,600 | $358Kbefore 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 |