Mayflower Financial Advisors, LLC 13F Holdings · Q2 2026
Mayflower Financial Advisors, LLC reported 498 securities worth $1.16B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (3.67%), SPYM (3.62%), DUK (3.18%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.5M | 3.67% | 56,689 | Trimmed |
| 2 | SPYM | SPDR SERIES TRUST | $41.9M | 3.62% | 476,835 | Added |
| 3 | DUK | DUKE ENERGY CORP NEW | $36.8M | 3.18% | 290,804 | Added |
| 4 | MCD | MCDONALDS CORP | $26.9M | 2.32% | 99,360 | Added |
| 5 | ABBV | ABBVIE INC | $25.6M | 2.21% | 101,672 | Added |
| 6 | AAPL | APPLE INC | $24.2M | 2.09% | 83,785 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $21.7M | 1.87% | 158,404 | Added |
| 8 | MO | ALTRIA GROUP INC | $19.6M | 1.70% | 272,884 | Added |
| 9 | IVW | ISHARES TR | $19.3M | 1.67% | 140,415 | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $18.2M | 1.57% | 574,381 | Added |
| 11 | PG | PROCTER & GAMBLE CO | $17.0M | 1.46% | 115,628 | Added |
| 12 | MSFT | MICROSOFT CORP | $16.7M | 1.45% | 44,901 | Added |
| 13 | CVX | CHEVRON CORPORATION | $16.3M | 1.41% | 98,259 | Added |
| 14 | GOOGL | ALPHABET INC | $14.7M | 1.27% | 41,093 | Trimmed |
| 15 | IUSB | ISHARES TR | $14.7M | 1.27% | 317,974 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $14.0M | 1.21% | 69,745 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $14.0M | 1.21% | 20,453 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 1.18% | 18,249 | Trimmed |
| 19 | DYNF | BLACKROCK ETF TRUST | $13.6M | 1.17% | 199,540 | Added |
| 20 | QUAL | ISHARES TR | $13.5M | 1.16% | 61,337 | Trimmed |
| 21 | VTEB | VANGUARD MUN BD FDS | $13.2M | 1.14% | 260,648 | Added |
| 22 | IVE | ISHARES TR | $12.8M | 1.11% | 56,547 | Trimmed |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $12.0M | 1.04% | 208,112 | Added |
| 24 | GOOG | ALPHABET INC | $12.1M | 1.04% | 34,230 | Trimmed |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $12.0M | 1.03% | 517,566 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR