Holders — by stockHoldings — by fund
Mayflower Financial Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001852930
$1.16B
disclosed book value
499
positions
3.7%
largest position share
Positions, as of 2026-06-30
top 100 of 499 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 56,689 | $42.5M | 3.7% |
| 2 | SPYMSPDR SERIES TRUST | 476,835 | $41.9M | 3.6% |
| 3 | DUKDUKE ENERGY CORP NEW | 290,804 | $36.8M | 3.2% |
| 4 | MCDMCDONALDS CORP | 99,360 | $26.9M | 2.3% |
| 5 | ABBVABBVIE INC | 101,672 | $25.6M | 2.2% |
| 6 | AAPLAPPLE INC | 83,785 | $24.2M | 2.1% |
| 7 | EXMOCEXXON MOBIL CORP | 158,404 | $21.7M | 1.9% |
| 8 | MOALTRIA GROUP INC | 272,884 | $19.6M | 1.7% |
| 9 | IVWISHARES TR | 140,415 | $19.3M | 1.7% |
| 10 | SCHDSCHWAB STRATEGIC TR | 574,381 | $18.2M | 1.6% |
| 11 | PGPROCTER & GAMBLE CO | 115,628 | $17.0M | 1.5% |
| 12 | MSFTMICROSOFT CORP | 44,901 | $16.7M | 1.4% |
| 13 | CVXCHEVRON CORPORATION | 98,259 | $16.3M | 1.4% |
| 14 | GOOGLALPHABET INC | 41,093 | $14.7M | 1.3% |
| 15 | IUSBISHARES TR | 317,974 | $14.7M | 1.3% |
| 16 | VOOVANGUARD INDEX FDS | 20,453 | $14.0M | 1.2% |
| 17 | NVDANVIDIA CORPORATION | 69,745 | $14.0M | 1.2% |
| 18 | SPYSTATE STR SPDR S&P 500 ETF T | 18,249 | $13.6M | 1.2% |
| 19 | DYNFBLACKROCK ETF TRUST | 199,540 | $13.6M | 1.2% |
| 20 | QUALISHARES TR | 61,337 | $13.5M | 1.2% |
| 21 | VTEBVANGUARD MUN BD FDS | 260,648 | $13.2M | 1.1% |
| 22 | IVEISHARES TR | 56,547 | $12.8M | 1.1% |
| 23 | GOOGALPHABET INC | 34,230 | $12.1M | 1% |
| 24 | BMYBRISTOL-MYERS SQUIBB CO | 208,112 | $12.0M | 1% |
| 25 | SCHZSCHWAB STRATEGIC TR | 517,566 | $12.0M | 1% |
| 26 | NEENEXTERA ENERGY INC | 134,109 | $11.8M | 1% |
| 27 | ACWXISHARES TR | 143,228 | $10.9M | 0.9% |
| 28 | IBMINTERNATIONAL BUSINESS MACHS | 37,939 | $10.7M | 0.9% |
| 29 | SOSOUTHERN CO | 103,571 | $9.9M | 0.9% |
| 30 | AMZNAMAZON COM INC | 39,364 | $9.4M | 0.8% |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,724 | $9.4M | 0.8% |
| 32 | PEPPEPSICO INC | 68,214 | $9.2M | 0.8% |
| 33 | IJRISHARES TR | 57,328 | $8.5M | 0.7% |
| 34 | IEFAISHARES TR | 87,684 | $8.5M | 0.7% |
| 35 | IJHISHARES TR | 106,472 | $8.2M | 0.7% |
| 36 | COROBLACKROCK ETF TRUST | 206,668 | $7.6M | 0.7% |
| 37 | BNDVANGUARD BD INDEX FDS | 100,312 | $7.4M | 0.6% |
| 38 | AVGOBROADCOM INC | 18,934 | $7.2M | 0.6% |
| 39 | GLDSPDR GOLD TR | 19,192 | $7.1M | 0.6% |
| 40 | USMVISHARES TR | 72,931 | $7.0M | 0.6% |
| 41 | OEFISHARES TR | 19,075 | $7.0M | 0.6% |
| 42 | VTIVANGUARD INDEX FDS | 18,337 | $6.8M | 0.6% |
| 43 | BAIBLACKROCK ETF TRUST | 126,871 | $6.7M | 0.6% |
| 44 | VZVERIZON COMMUNICATIONS INC | 156,601 | $6.6M | 0.6% |
| 45 | JPMJPMORGAN CHASE & CO | 19,246 | $6.3M | 0.5% |
| 46 | JNJJOHNSON & JOHNSON | 24,544 | $6.2M | 0.5% |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 86,785 | $6.2M | 0.5% |
| 48 | MSMORGAN STANLEY | 28,503 | $6.0M | 0.5% |
| 49 | XTENBONDBLOXX ETF TRUST | 129,712 | $5.9M | 0.5% |
| 50 | CATCATERPILLAR INC | 5,417 | $5.8M | 0.5% |
| 51 | PULSPGIM ETF TR | 115,472 | $5.7M | 0.5% |
| 52 | IEMGISHARES INC | 68,671 | $5.7M | 0.5% |
| 53 | MBBISHARES TR | 58,730 | $5.6M | 0.5% |
| 54 | VIGVANGUARD SPECIALIZED FUNDS | 22,717 | $5.4M | 0.5% |
| 55 | SPMOINVESCO EXCH TRADED FD TR II | 32,588 | $5.3M | 0.5% |
| 56 | QQQINVESCO QQQ TR | 7,084 | $5.2M | 0.5% |
| 57 | VRIGINVESCO ACTIVELY MANAGED EXC | 207,550 | $5.2M | 0.4% |
| 58 | VTVANGUARD INTL EQUITY INDEX F | 31,884 | $5.0M | 0.4% |
| 59 | RDVYFIRST TR EXCHANGE TRADED FD | 61,729 | $5.0M | 0.4% |
| 60 | SPMDSPDR SERIES TRUST | 73,748 | $5.0M | 0.4% |
| 61 | MUBISHARES TR | 46,168 | $5.0M | 0.4% |
| 62 | JAAAJANUS DETROIT STR TR | 97,899 | $4.9M | 0.4% |
| 63 | IWMISHARES TR | 16,378 | $4.9M | 0.4% |
| 64 | UPSUNITED PARCEL SVCS INC | 45,048 | $4.8M | 0.4% |
| 65 | VUGVANGUARD INDEX FDS | 55,164 | $4.8M | 0.4% |
| 66 | BLCRBLACKROCK ETF TRUST | 94,310 | $4.8M | 0.4% |
| 67 | MDYSTATE STR SPDR S&P MIDCAP 40 | 6,746 | $4.7M | 0.4% |
| 68 | LLYELI LILLY & CO | 3,906 | $4.7M | 0.4% |
| 69 | METAMETA PLATFORMS INC | 8,240 | $4.6M | 0.4% |
| 70 | AMLPALPS ETF TR | 88,273 | $4.6M | 0.4% |
| 71 | THROBLACKROCK ETF TRUST | 98,200 | $4.2M | 0.4% |
| 72 | SUBISHARES TR | 39,299 | $4.2M | 0.4% |
| 73 | GOVTISHARES TR | 177,196 | $4.0M | 0.3% |
| 74 | AVEMAMERICAN CENTY ETF TR | 41,808 | $4.0M | 0.3% |
| 75 | IALTBLACKROCK ETF TRUST | 137,833 | $3.9M | 0.3% |
| 76 | GEVGE VERNOVA INC | 3,273 | $3.8M | 0.3% |
| 77 | VVISA INC | 11,154 | $3.8M | 0.3% |
| 78 | ITOTISHARES TR | 22,796 | $3.7M | 0.3% |
| 79 | HDVISHARES TR | 134,695 | $3.7M | 0.3% |
| 80 | VEUVANGUARD INTL EQUITY INDEX F | 43,532 | $3.6M | 0.3% |
| 81 | VOVANGUARD INDEX FDS | 45,244 | $3.6M | 0.3% |
| 82 | CSCOCISCO SYS INC | 30,972 | $3.6M | 0.3% |
| 83 | VTVVANGUARD INDEX FDS | 16,390 | $3.6M | 0.3% |
| 84 | CGDGCAPITAL GROUP DIVIDEND GROWE | 94,017 | $3.5M | 0.3% |
| 85 | MUMICRON TECHNOLOGY INC | 3,038 | $3.5M | 0.3% |
| 86 | KVYOKLAVIYO INC | 226,700 | $3.4M | 0.3% |
| 87 | VXUSVANGUARD STAR FDS | 39,689 | $3.4M | 0.3% |
| 88 | TSLATESLA INC | 7,512 | $3.2M | 0.3% |
| 89 | SHLDGLOBAL X FDS | 52,688 | $3.1M | 0.3% |
| 90 | AMDADVANCED MICRO DEVICES INC | 5,376 | $3.1M | 0.3% |
| 91 | GGOVBLACKROCK ETF TRUST II | 61,213 | $3.1M | 0.3% |
| 92 | GLWCORNING INC | 11,454 | $2.9M | 0.3% |
| 93 | IYWISHARES TR | 11,542 | $2.9M | 0.3% |
| 94 | PLTRPALANTIR TECHNOLOGIES INC | 24,845 | $2.9M | 0.3% |
| 95 | BACBANK OF AMER CORP | 50,107 | $2.9M | 0.2% |
| 96 | MATVMATIV HOLDINGS INC | 375,246 | $2.8M | 0.2% |
| 97 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 5,694 | $2.7M | 0.2% |
| 98 | INTCINTEL CORP | 19,259 | $2.7M | 0.2% |
| 99 | PMPHILIP MORRIS INTL INC | 14,595 | $2.6M | 0.2% |
| 100 | IWBISHARES TR | 6,413 | $2.6M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.