Mayflower Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Mayflower Financial Advisors, LLC reported 442 stock positions worth $822.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.5%) and Apple (AAPL, 2.7%). Compared with Q4 2025, it opened 52 new positions, sold out of 23, added to 222 and reduced 127. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale Wayfair Class A (W, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $822.8M (Q1 2026)
- SEC Filing
- 0001951757-26-000724 ↗ filed Apr 23, 2026
Holdings Value
Holdings 442 stocks · $822.8M
| IVV iShares Core S&P 500 ETF | 4.55% | 57,250 | $37.4M | Reduce -0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.49% | 375,427 | $28.7M | Add +15.9% |
| AAPL Apple Inc. | 2.70% | 87,377 | $22.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.99% | 44,152 | $16.3M | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 1.98% | 85,062 | $16.3M | Add +2.5% |
| SCHD Schwab US DVD Equity ETF | 1.98% | 531,259 | $16.3M | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 1.74% | 126,503 | $14.3M | Add +5.9% |
| IVE iShares S&P 500 Value ETF | 1.61% | 62,807 | $13.3M | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.52% | 250,237 | $12.5M | Add +4.5% |
| NVDA Nvidia Corp. | 1.49% | 70,208 | $12.2M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 1.48% | 42,315 | $12.2M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 18,504 | $12.0M | Reduce -3.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.41% | 198,735 | $11.6M | Reduce -13.7% |
| SCHZ Schwab US Aggregate Bond ETF | 1.31% | 465,472 | $10.8M | Add +5.4% |
| GOOG Alphabet Inc. Class C | 1.20% | 34,404 | $9.9M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 19,106 | $9.2M | Reduce -5.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.07% | 190,828 | $8.8M | Add +6.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.98% | 117,232 | $8.0M | Add +264.0% |
| AMZN Amazon.com Inc. | 0.96% | 37,908 | $7.9M | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.95% | 86,780 | $7.9M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 113,160 | $7.6M | Add +0.5% |
| BND Vanguard Total Bond Market | 0.88% | 98,769 | $7.3M | Add +9.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.88% | 158,397 | $7.3M | Add +12.8% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 57,819 | $7.2M | Add +1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.84% | 74,220 | $6.9M | Add +0.4% |
| MO Altria Group Inc. | 0.79% | 98,330 | $6.5M | Add +2.6% |
| CORO Ish Intl CTRY Rot Act ETF | 0.77% | 195,916 | $6.3M | New |
| AVGO Broadcom Inc. | 0.76% | 20,178 | $6.2M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 19,130 | $6.1M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.74% | 95,106 | $6.1M | Reduce -5.2% |
| VOO Vanguard S&P 500 ETF | 0.73% | 10,102 | $6.0M | Add +2.0% |
| EFV iShares MSCI Eafe Value ETF | 0.73% | 80,296 | $6.0M | Reduce -33.2% |
| JNJ Johnson & Johnson | 0.70% | 23,517 | $5.7M | Add +1.4% |
| GLD SPDR Gold Shares | 0.68% | 13,055 | $5.6M | Reduce -4.4% |
| JPM JPMorgan Chase & Co. | 0.66% | 18,331 | $5.4M | Add +3.3% |
| MBB iShares MBS ETF | 0.64% | 55,051 | $5.2M | Add +6.9% |
| THRO iShares U.S. Thematic Rotati | 0.62% | 140,123 | $5.1M | Add +7.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.61% | 152,542 | $5.0M | Add +8.5% |
| CVX Chevron Corp. | 0.60% | 24,028 | $5.0M | Add +2.9% |
| MUB iShares National Muni Bond E | 0.60% | 46,735 | $5.0M | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 23,048 | $5.0M | Add +10.9% |
| IEMG iShares Core MSCI Emerging | 0.60% | 70,869 | $4.9M | Reduce -51.4% |
| AVEM Avantis Emerging Markets Eq | 0.60% | 61,074 | $4.9M | Add +21.8% |
| OEF iShares S&P 100 ETF | 0.60% | 15,409 | $4.9M | Reduce -2.8% |
| MS Morgan Stanley | 0.57% | 28,311 | $4.7M | Reduce -24.1% |
| AMLP Alerian MLP ETF | 0.57% | 88,436 | $4.7M | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.55% | 7,936 | $4.5M | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.54% | 32,348 | $4.5M | Add +3.4% |
| ABBV Abbvie Inc. | 0.54% | 20,303 | $4.4M | Add +5.9% |
| KVYO Klaviyo Inc. Class A | 0.54% | 226,729 | $4.4M | Add +0.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.54% | 39,350 | $4.4M | Add +7.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.53% | 74,165 | $4.4M | Add +1.8% |
| VRIG Invesco Variable Rate Invest | 0.53% | 173,737 | $4.3M | Add +194.4% |
| SUB iShares Short-Term National | 0.52% | 40,338 | $4.3M | Add +1.6% |
| MDY State Street SPDR S&P Midcap | 0.51% | 6,823 | $4.2M | Reduce -1.4% |
| GOVT iShares US Treasury Bond ETF | 0.51% | 181,934 | $4.2M | Add +1095.8% |
| XOM Exxon Mobil Corp. | 0.50% | 24,439 | $4.1M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 0.49% | 16,215 | $4.0M | Add +5.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.48% | 76,655 | $4.0M | Reduce -15.8% |
| HON Honeywell International Inc. | 0.44% | 16,173 | $3.7M | Reduce -1.9% |
| HDV iShares Core High Dividend E | 0.44% | 26,887 | $3.6M | Add +3.2% |
| RDVY First Trust Rising Dividend | 0.44% | 53,410 | $3.6M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.44% | 5,107 | $3.6M | Reduce -4.5% |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 24,664 | $3.6M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 6,027 | $3.5M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.42% | 3,777 | $3.5M | Add +0.3% |
| IAGG iShares Intl Aggregate Bond | 0.42% | 68,409 | $3.4M | Add +15.5% |
| SHLD Global X Defense Tech ETF | 0.41% | 48,093 | $3.4M | Add +64.8% |
| V Visa Inc. Class A | 0.41% | 11,268 | $3.4M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 17,281 | $3.4M | Reduce -6.8% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.41% | 82,239 | $3.4M | New |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.41% | 93,353 | $3.4M | Add +2.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.40% | 44,083 | $3.3M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 11,429 | $3.3M | Reduce -1.2% |
| MATV Mativ Holdings Inc. | 0.40% | 375,246 | $3.3M | No change |
| ITOT iShares Core S&P Total U.S. | 0.38% | 22,124 | $3.2M | Add +2.5% |
| VXUS Vanguard Total Intl Stock | 0.38% | 40,267 | $3.1M | Add +30.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.35% | 57,489 | $2.9M | Add +812.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 6,226 | $2.7M | Add +25.8% |
| PM Philip Morris International | 0.31% | 15,183 | $2.5M | Add +5.3% |
| RTX RTX Corp. | 0.30% | 12,851 | $2.5M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 0.30% | 6,908 | $2.5M | Reduce -2.8% |
| MA Mastercard Inc. Class A | 0.30% | 4,918 | $2.5M | Add +1.4% |
| TSLA Tesla Inc. | 0.29% | 6,524 | $2.4M | Add +5.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 49,421 | $2.4M | Reduce -5.0% |
| CSCO Cisco Systems Inc. | 0.29% | 30,877 | $2.4M | Add +7.0% |
| IYW iShares Ustechnology ETF | 0.29% | 13,140 | $2.4M | Add +0.5% |
| GEV GE Vernova Inc. | 0.29% | 2,687 | $2.3M | Add +4.0% |
| CME Cme Group Inc. | 0.28% | 7,920 | $2.3M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.28% | 18,836 | $2.3M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.27% | 15,345 | $2.2M | Reduce -9.8% |
| DVY iShares Select Dividend ETF | 0.27% | 14,439 | $2.2M | Add +0.1% |
| GLDM SPDR Gold Minishares Trust | 0.26% | 22,845 | $2.1M | Reduce -48.6% |
| ESGU iShares ESG Aware MSCI USA | 0.25% | 14,778 | $2.1M | Reduce -0.5% |
| IVLU iShares MSCI International V | 0.25% | 52,425 | $2.1M | Reduce -3.0% |
| HD Home Depot Inc. | 0.25% | 6,208 | $2.0M | Add +4.1% |
| VGLT Vanguard Long-Term Treasury | 0.25% | 36,425 | $2.0M | Add +2.9% |
| COST Costco Wholesale Corp. | 0.24% | 2,010 | $2.0M | Add +2.3% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 19,853 | $2.0M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 24,568 | $1.9M | Add +0.1% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($715K), SPOTIFY TECHNOLOGY S A puts ($388K).
Portfolio Sells Q4 2025 → Q1 2026
| W Wayfair Inc. Class A | Reduce -89.3% | 0.16% | −1.82 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -87.8% | 0.13% | −1.01 |
| IEMG iShares Core MSCI Emerging | Reduce -51.4% | 0.60% | −0.59 |
| EFV iShares MSCI Eafe Value ETF | Reduce -33.2% | 0.73% | −0.31 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -13.7% | 1.41% | −0.29 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 4.55% | −0.24 |
| MS Morgan Stanley | Reduce -24.1% | 0.57% | −0.24 |
| GLDM SPDR Gold Minishares Trust | Reduce -48.6% | 0.26% | −0.20 |
| AAPL Apple Inc. | Reduce -0.3% | 2.70% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 1.48% | −0.14 |
| BKNG Booking Holdings Inc. | Reduce -23.0% | 0.19% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 1.46% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 1.11% | −0.12 |
| EMB iShares JP Morgan Usd Emergi | Reduce -76.5% | 0.03% | −0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -15.8% | 0.48% | −0.10 |
| AVGO Broadcom Inc. | Reduce -0.5% | 0.76% | −0.09 |
| ABT Abbott Laboratories | Reduce -14.9% | 0.21% | −0.09 |
| NOW ServiceNow Inc. | Reduce -31.4% | 0.06% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -11.3% | 0.19% | −0.07 |
| BKLC BNY Mellon US LRG Cap Cor | Sold out | 0.00% | −0.07 |
| TLH iShares 10-20 Year Treasury | Reduce -36.8% | 0.11% | −0.06 |
| OEF iShares S&P 100 ETF | Reduce -2.8% | 0.60% | −0.06 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.06 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -5.0% | 0.29% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -7.8% | 0.14% | −0.05 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -60.3% | 0.03% | −0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | Sold out | 0.00% | −0.04 |
| CMI Cummins Inc. | Reduce -47.3% | 0.05% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.75% | −0.04 |
| FTSL First Trust Senior Loan ETF | Reduce -34.6% | 0.06% | −0.03 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 0.16% | −0.03 |
| EMGF iShares Emerging Markets Equ | Reduce -55.8% | 0.03% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.03 |
| SNOW Snowflake Inc. | Reduce -1.9% | 0.07% | −0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.03 |
| CEG Constellation Energy | Sold out | 0.00% | −0.03 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.03 |
| AXP American Express Co. | Reduce -1.4% | 0.11% | −0.03 |
| QYLD Global X Nasd 100 Cov Call | Reduce -15.9% | 0.12% | −0.03 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.03 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -21.0% | 0.16% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -9.8% | 0.27% | −0.03 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 0.77% | +0.77 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +264.0% | 0.98% | +0.71 |
| GOVT iShares US Treasury Bond ETF | Add +1095.8% | 0.51% | +0.46 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.41% | +0.41 |
| VRIG Invesco Variable Rate Invest | Add +194.4% | 0.53% | +0.35 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.9% | 3.49% | +0.35 |
| JAAA Janus Henderson Aaa Clo ETF | Add +812.5% | 0.35% | +0.31 |
| SCHD Schwab US DVD Equity ETF | Add +1.5% | 1.98% | +0.24 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.19% | +0.19 |
| SHLD Global X Defense Tech ETF | Add +64.8% | 0.41% | +0.19 |
| TTE Totalenergies SE | New | 0.18% | +0.18 |
| CVX Chevron Corp. | Add +2.9% | 0.60% | +0.17 |
| JPEF JPMorgan Equity Focus ETF | New | 0.16% | +0.16 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.50% | +0.15 |
| VCRB Vanguard Core Bond ETF | New | 0.14% | +0.14 |
| LMUB iShares LT National Muni BD | New | 0.13% | +0.13 |
| DFUV Dimensional US Marketwide Va | New | 0.13% | +0.13 |
| FDVV Fidelity High Dividend ETF | Add +485.3% | 0.16% | +0.13 |
| AVEM Avantis Emerging Markets Eq | Add +21.8% | 0.60% | +0.13 |
| MO Altria Group Inc. | Add +2.6% | 0.79% | +0.12 |
| JNJ Johnson & Johnson | Add +1.4% | 0.70% | +0.12 |
| PVAL Putnam Focused LRG Cap Value | New | 0.10% | +0.10 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +12.8% | 0.88% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +30.3% | 0.38% | +0.10 |
| AMLP Alerian MLP ETF | Add +6.7% | 0.57% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +57.0% | 0.21% | +0.08 |
| GEV GE Vernova Inc. | Add +4.0% | 0.29% | +0.08 |
| BND Vanguard Total Bond Market | Add +9.7% | 0.88% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.4% | 0.23% | +0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +224.0% | 0.11% | +0.08 |
| JGRO JPMorgan Active Growth ETF | New | 0.07% | +0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Add +5.4% | 1.31% | +0.06 |
| HDV iShares Core High Dividend E | Add +3.2% | 0.44% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.5% | 1.52% | +0.06 |
| VONE Vanguard Russell 1000 | New | 0.06% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.2% | 1.07% | +0.06 |
| IAGG iShares Intl Aggregate Bond | Add +15.5% | 0.42% | +0.06 |
| DFUS Dimensional US Eq MKT ETF | New | 0.05% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +10.9% | 0.60% | +0.05 |
| FDX FedEx Corp. | Add +48.8% | 0.10% | +0.05 |
| DFAC Dimensional US Core Equity 2 | New | 0.04% | +0.04 |
| BAI Ishrs AI in and Tech Act ETF | Add +8.5% | 0.61% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 0.87% | +0.04 |
| STT State Street Corp. | Add +53.3% | 0.12% | +0.04 |
| MBB iShares MBS ETF | Add +6.9% | 0.64% | +0.04 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.04% | +0.04 |
| CHD Church & Dwight Co. Inc. | New | 0.04% | +0.04 |
| GILD Gilead Sciences Inc. | Add +41.9% | 0.10% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.3% | 0.24% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +25.8% | 0.33% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| SPOTIFY TECHNOLOGY S A | put | New | 800 | $388K |
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 |