Mayflower Financial Advisors, Llc Portfolio Stock Holdings
Mayflower Financial Advisors, Llc disclosed 442 stock positions valued at approximately $822.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 442
- Portfolio Value
- $822.8M
Holdings by Sector
Mayflower Financial Advisors, Llc Portfolio Holdings in Q1 2026
425 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 4.55% | 57,250 | -413 | -0.72% | $37,396,478 |
| SPDR SERIES TRUST | SPLG | Other | 3.49% | 375,427 | +51,387 | +15.86% | $28,735,175 |
| APPLE INC | AAPL | Technology | 2.70% | 87,377 | -279 | -0.32% | $22,175,345 |
| MICROSOFT CORP | MSFT | Technology | 1.99% | 44,152 | +148 | +0.34% | $16,343,694 |
| ISHARES TR | QUAL | Other | 1.98% | 85,062 | +2,068 | +2.49% | $16,315,836 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.98% | 531,259 | +7,945 | +1.52% | $16,299,026 |
| ISHARES TR | IVW | Other | 1.74% | 126,503 | +7,004 | +5.86% | $14,308,770 |
| ISHARES TR | IVE | Other | 1.61% | 62,807 | -527 | -0.83% | $13,261,641 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.52% | 250,237 | +10,814 | +4.52% | $12,484,329 |
| NVIDIA CORPORATION | NVDA | Technology | 1.49% | 70,208 | +3,861 | +5.82% | $12,244,223 |
| ALPHABET INC | GOOGL | Communication Services | 1.48% | 42,315 | -315 | -0.74% | $12,168,090 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.46% | 18,504 | -701 | -3.65% | $12,033,909 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.41% | 198,735 | -31,640 | -13.73% | $11,562,427 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.31% | 465,472 | +23,718 | +5.37% | $10,808,264 |
| ALPHABET INC | GOOG | Communication Services | 1.20% | 34,404 | +94 | +0.27% | $9,869,022 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.11% | 19,106 | -1,143 | -5.64% | $9,155,626 |
| ISHARES TR | IUSB | Other | 1.07% | 190,828 | +11,101 | +6.18% | $8,814,343 |
| ISHARES TR | ACWX | Other | 0.98% | 117,232 | +85,026 | +264.01% | $8,026,875 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 37,908 | +409 | +1.09% | $7,895,003 |
| ISHARES TR | IEFA | Other | 0.95% | 86,780 | -92 | -0.11% | $7,856,237 |
| ISHARES TR | IJH | Other | 0.93% | 113,160 | +528 | +0.47% | $7,641,690 |
| VANGUARD BD INDEX FDS | BND | Other | 0.88% | 98,769 | +8,753 | +9.72% | $7,273,386 |
| ISHARES TR | IJR | Other | 0.87% | 57,819 | +754 | +1.32% | $7,187,436 |
| ISHARES TR | USMV | Other | 0.84% | 74,220 | +268 | +0.36% | $6,883,127 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.79% | 98,330 | +2,491 | +2.60% | $6,488,796 |
| BROADCOM INC | AVGO | Technology | 0.76% | 20,178 | -106 | -0.52% | $6,245,212 |
| VANGUARD INDEX FDS | VTI | Other | 0.75% | 19,130 | -112 | -0.58% | $6,136,941 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.74% | 95,106 | -5,164 | -5.15% | $6,094,386 |
| VANGUARD INDEX FDS | VOO | Other | 0.73% | 10,102 | +199 | +2.01% | $6,036,622 |
| ISHARES TR | EFV | Other | 0.73% | 80,296 | -39,951 | -33.22% | $5,969,997 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.70% | 23,517 | +332 | +1.43% | $5,748,532 |
| SPDR GOLD TR | GLD | Other | 0.68% | 13,055 | -598 | -4.38% | $5,617,332 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.66% | 18,331 | +585 | +3.30% | $5,392,207 |
| ISHARES TR | MBB | Other | 0.64% | 55,051 | +3,537 | +6.87% | $5,227,092 |
| CHEVRON CORPORATION | CVX | Energy | 0.60% | 24,028 | +685 | +2.93% | $4,971,293 |
| ISHARES TR | MUB | Other | 0.60% | 46,735 | +2,437 | +5.50% | $4,960,931 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.60% | 23,048 | +2,257 | +10.86% | $4,956,635 |
| ISHARES INC | IEMG | Other | 0.60% | 70,869 | -75,023 | -51.42% | $4,943,090 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.60% | 61,074 | +10,930 | +21.80% | $4,921,343 |
| ISHARES TR | OEF | Other | 0.60% | 15,409 | -441 | -2.78% | $4,901,107 |
| MORGAN STANLEY | MS | Financial Services | 0.57% | 28,311 | -8,999 | -24.12% | $4,659,111 |
| ALPS ETF TR | AMLP | Other | 0.57% | 88,436 | +5,543 | +6.69% | $4,655,282 |
| META PLATFORMS INC | META | Communication Services | 0.55% | 7,936 | +69 | +0.88% | $4,540,316 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.54% | 32,348 | +1,061 | +3.39% | $4,474,405 |
| ABBVIE INC | ABBV | Healthcare | 0.54% | 20,303 | +1,127 | +5.88% | $4,415,689 |
| KLAVIYO INC | KVYO | Technology | 0.54% | 226,729 | +29 | +0.01% | $4,412,146 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.54% | 39,350 | +2,746 | +7.50% | $4,411,528 |
| SPDR SERIES TRUST | SPMD | Other | 0.53% | 74,165 | +1,341 | +1.84% | $4,392,039 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.53% | 173,737 | +114,722 | +194.39% | $4,349,500 |
| ISHARES TR | SUB | Other | 0.52% | 40,338 | +625 | +1.57% | $4,296,011 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.51% | 6,823 | -100 | -1.44% | $4,208,004 |
| ISHARES TR | GOVT | Other | 0.51% | 181,934 | +166,720 | +1095.83% | $4,168,108 |
| EXXON MOBIL CORP | XOM | Energy | 0.50% | 24,439 | +249 | +1.03% | $4,146,385 |
| ISHARES TR | IWM | Other | 0.49% | 16,215 | +859 | +5.59% | $4,021,310 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.48% | 76,655 | -14,432 | -15.84% | $3,980,678 |
| HONEYWELL INTL INC | HON | Industrials | 0.44% | 16,173 | -316 | -1.92% | $3,655,686 |
| ISHARES TR | HDV | Other | 0.44% | 26,887 | +826 | +3.17% | $3,649,142 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.44% | 53,410 | -160 | -0.30% | $3,646,845 |
| CATERPILLAR INC | CAT | Industrials | 0.44% | 5,107 | -240 | -4.49% | $3,618,001 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.44% | 24,664 | +417 | +1.72% | $3,607,850 |
| INVESCO QQQ TR | QQQ | Other | 0.42% | 6,027 | +87 | +1.46% | $3,478,875 |
| ELI LILLY & CO | LLY | Healthcare | 0.42% | 3,777 | +12 | +0.32% | $3,473,795 |
| ISHARES TR | IAGG | Other | 0.42% | 68,409 | +9,182 | +15.50% | $3,423,211 |
| GLOBAL X FDS | SHLD | Other | 0.41% | 48,093 | +18,905 | +64.77% | $3,406,908 |
| VISA INC | V | Financial Services | 0.41% | 11,268 | +195 | +1.76% | $3,405,606 |
| VANGUARD INDEX FDS | VTV | Other | 0.41% | 17,281 | -1,259 | -6.79% | $3,390,532 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 0.41% | 93,353 | +2,334 | +2.56% | $3,351,362 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.40% | 44,083 | +383 | +0.88% | $3,310,663 |
| VANGUARD INDEX FDS | VO | Other | 0.40% | 11,429 | -141 | -1.22% | $3,282,141 |
| MATIV HOLDINGS INC | MATV | Basic Materials | 0.40% | 375,246 | - | - | $3,264,640 |
| ISHARES TR | ITOT | Other | 0.38% | 22,124 | +529 | +2.45% | $3,151,100 |
| VANGUARD STAR FDS | VXUS | Other | 0.38% | 40,267 | +9,364 | +30.30% | $3,105,000 |
| JANUS DETROIT STR TR | JAAA | Other | 0.35% | 57,489 | +51,189 | +812.52% | $2,895,717 |
| VANGUARD INDEX FDS | VUG | Other | 0.33% | 6,226 | +1,278 | +25.83% | $2,719,500 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.31% | 15,183 | +762 | +5.28% | $2,510,415 |
| RTX CORPORATION | RTX | Industrials | 0.30% | 12,851 | +161 | +1.27% | $2,478,892 |
| ISHARES TR | IWB | Other | 0.30% | 6,908 | -199 | -2.80% | $2,463,238 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 4,918 | +69 | +1.42% | $2,457,328 |
| TESLA INC | TSLA | Consumer Cyclical | 0.29% | 6,524 | +347 | +5.62% | $2,425,312 |
| BANK AMERICA CORP | BAC | Financial Services | 0.29% | 49,421 | -2,614 | -5.02% | $2,409,261 |
| CISCO SYS INC | CSCO | Technology | 0.29% | 30,877 | +2,025 | +7.02% | $2,395,749 |
| ISHARES TR | IYW | Other | 0.29% | 13,140 | +65 | +0.50% | $2,383,817 |
| GE VERNOVA INC | GEV | Utilities | 0.29% | 2,687 | +104 | +4.03% | $2,345,510 |
| CME GROUP INC | CME | Financial Services | 0.28% | 7,920 | +21 | +0.27% | $2,339,211 |
| MERCK & CO INC | MRK | Healthcare | 0.28% | 18,836 | -195 | -1.02% | $2,265,818 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 15,345 | -1,662 | -9.77% | $2,216,446 |
| ISHARES TR | DVY | Other | 0.27% | 14,439 | +7 | +0.05% | $2,186,142 |
| WORLD GOLD TR | GLDM | Other | 0.26% | 22,845 | -21,573 | -48.57% | $2,117,503 |
| ISHARES TR | ESGU | Other | 0.25% | 14,778 | -79 | -0.53% | $2,089,863 |
| ISHARES TR | IVLU | Other | 0.25% | 52,425 | -1,628 | -3.01% | $2,080,224 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 6,208 | +244 | +4.09% | $2,041,835 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.25% | 36,425 | +1,015 | +2.87% | $2,016,301 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 2,010 | +46 | +2.34% | $2,002,727 |
| PIMCO ETF TR | MINT | Other | 0.24% | 19,853 | +87 | +0.44% | $1,996,596 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.24% | 24,568 | +21 | +0.09% | $1,947,508 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.23% | 5,592 | +1,400 | +33.40% | $1,889,926 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 0.23% | 10,929 | -138 | -1.25% | $1,880,358 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.23% | 22,423 | +16 | +0.07% | $1,855,520 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 11,853 | +929 | +8.50% | $1,840,634 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.22% | 47,114 | +4,228 | +9.86% | $1,810,127 |