Mayflower Financial Advisors, LLC
Mayflower Financial Advisors, LLC reported 499 positions worth $1.16B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (3.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $42.5M | 3.67% | 56,689 | — | — | |
| ▸ 2 | SPYM | SH | $41.9M | 3.62% | 476,835 | — | — | |
| ▸ 3 | DUK | SH | $36.8M | 3.18% | 290,804 | — | — | |
| ▸ 4 | MCD | SH | $26.9M | 2.32% | 99,360 | — | — | |
| ▸ 5 | ABBV | SH | $25.6M | 2.21% | 101,672 | — | — | |
| ▸ 6 | AAPL | SH | $24.2M | 2.09% | 83,785 | — | — | |
| ▸ 7 | EXMOC | SH | $21.7M | 1.87% | 158,404 | — | — | |
| ▸ 8 | MO | SH | $19.6M | 1.70% | 272,884 | — | — | |
| ▸ 9 | IVW | SH | $19.3M | 1.67% | 140,415 | — | — | |
| ▸ 10 | SCHD | SH | $18.2M | 1.57% | 574,381 | — | — |
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Frequently Asked Questions
What stocks does Mayflower Financial Advisors, LLC hold as of Q2 2026?
Mayflower Financial Advisors, LLC reported 499 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: IVV (3.7%), SPYM (3.6%), DUK (3.2%), MCD (2.3%) and ABBV (2.2%).
What did Mayflower Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mayflower Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.