Mayflower Financial Advisors, LLC
CIK: 0001852930Latest portfolio: $826.9M · Q4 2025
Holdings
414
Total Value
$826.9M
New Positions
409
Closed Positions
0
Top Holdings
View All 414 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 57,663 | $39.5M | 4.78% | NEW | |
| 2 | SPYMSPDR SERIES TRUST | 324,040 | $26.0M | 3.14% | NEW | |
| 3 | AAPLAPPLE INC | 87,656 | $23.8M | 2.88% | NEW | |
| 4 | MSFTMICROSOFT CORP | 44,004 | $21.3M | 2.57% | NEW | |
| 5 | QUALISHARES TR | 82,994 | $16.5M | 1.99% | NEW | |
| 6 | WWAYFAIR INC | 162,669 | $16.3M | 1.98% | NEW | |
| 7 | IVWISHARES TR | 119,499 | $14.7M | 1.78% | NEW | |
| 8 | SCHDSCHWAB STRATEGIC TR | 523,314 | $14.4M | 1.74% | NEW | |
| 9 | DYNFBLACKROCK ETF TRUST | 230,375 | $14.0M | 1.69% | NEW | |
| 10 | IVEISHARES TR | 63,334 | $13.4M | 1.62% | NEW | |
| 11 | GOOGLALPHABET INC | 42,630 | $13.3M | 1.61% | NEW | |
| 12 | SPYSPDR S&P 500 ETF TR | 19,205 | $13.1M | 1.58% | NEW | |
| 13 | NVDANVIDIA CORPORATION | 66,347 | $12.4M | 1.50% | NEW | |
| 14 | VTEBVANGUARD MUN BD FDS | 239,423 | $12.0M | 1.46% | NEW | |
| 15 | GOOGALPHABET INC | 34,310 | $10.8M | 1.30% | NEW | |
| 16 | SCHZSCHWAB STRATEGIC TR | 441,754 | $10.3M | 1.25% | NEW | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 20,249 | $10.2M | 1.23% | NEW | |
| 18 | IEMGISHARES INC | 145,892 | $9.8M | 1.19% | NEW | |
| 19 | XLGINVESCO EXCHANGE TRADED FD T | 157,993 | $9.4M | 1.13% | NEW | |
| 20 | AMZNAMAZON COM INC | 37,499 | $8.7M | 1.05% | NEW | |
| 21 | EFVISHARES TR | 120,247 | $8.6M | 1.04% | NEW | |
| 22 | IUSBISHARES TR | 179,727 | $8.4M | 1.01% | NEW | |
| 23 | AQLTISHARES TR | 86,872 | $7.8M | 0.94% | NEW | |
| 24 | IJHISHARES TR | 112,632 | $7.4M | 0.90% | NEW | |
| 25 | KVYOKLAVIYO INC | 226,700 | $7.4M | 0.89% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.383021281123737e+146T)
Industrials0.0% ($3.216306223271188e+106T)
Healthcare0.0% ($4.798438140452467e+79T)
Unknown0.0% ($1.017877716623541e+59T)
Consumer Cyclical0.0% ($1.6333865527772634e+47T)
Energy0.0% ($3.5572911110880064e+35T)
Consumer Defensive0.0% ($5.526243716931567e+31T)
Communication Services0.0% ($1.3343107665192134e+24T)
Utilities0.0% ($16881121864384313344.0T)
Basic Materials0.0% ($455915871246992704.0T)
Real Estate0.0% ($1.1T)
Filing History
Fund Information
Mayflower Financial Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $826.9M across 414 holdings. The largest position is ISHARES TR (IVV), representing 4.8% of the portfolio. Compared to the previous quarter, the fund opened 414 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.