DOSSIER · 13F-HR · Q2 2026

Mayflower Financial Advisors, LLC

$1.2B in tracked AUM across 499 positions as of Q2 2026.

MF
CIK 0001852930 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
499
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Mayflower Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$42M57K3.7%
02
SPYM
SPDR SERIES TRUST
$42M477K3.6%
03
DUK
DUKE ENERGY CORP NEW
$37M291K3.2%
04
MCD
MCDONALDS CORP
$27M99K2.3%
05
ABBV
ABBVIE INC
$26M102K2.2%
06
AAPL
APPLE INC
$24M84K2.1%
07
XOM
EXXON MOBIL CORP
$22M158K1.9%
08
MO
ALTRIA GROUP INC
$20M273K1.7%
09
IVW
ISHARES TR
$19M140K1.7%
10
SCHD
SCHWAB STRATEGIC TR
$18M574K1.6%

Filing history

2026Q2Jun 30
$1.2B 40.5%
499 positionsView →
2026Q1Mar 31
$824M 0.4%
444 positionsView →
2025Q4Dec 31
$827M 3.8%
414 positionsView →
2025Q3Sep 30
$797M 10.8%
407 positionsView →
2025Q2Jun 30
$719M 9.2%
390 positionsLocked
2025Q1Mar 31
$658M 1.7%
388 positionsLocked
2024Q4Dec 31
$670M 0.8%
381 positionsLocked
2024Q3Sep 30
$664M 9.1%
372 positionsLocked
2024Q2Jun 30
$609M 1.8%
356 positionsLocked
2024Q1Mar 31
$598M 17.4%
355 positionsLocked
2023Q4Dec 31
$724M 8.3%
343 positionsLocked
2023Q3Sep 30
$669M 13.5%
340 positionsLocked
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