§ 13F · FUND PROFILE
Mayflower Financial Advisors, LLC.
AUM · $1.2B (13F)Positions · 499Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57K | $42M | 3.7% | −1% |
| 2 | SPYM | SPDR SERIES TRUST | 477K | $42M | 3.6% | +27% |
| 3 | DUK | DUKE ENERGY CORP NEW | 291K | $37M | 3.2% | +3758% |
| 4 | MCD | MCDONALDS CORP | 99K | $27M | 2.3% | +2029% |
| 5 | ABBV | ABBVIE INC | 102K | $26M | 2.2% | +401% |
| 6 | AAPL | APPLE INC | 84K | $24M | 2.1% | −4% |
| 7 | XOM | EXXON MOBIL CORP | 158K | $22M | 1.9% | +548% |
| 8 | MO | ALTRIA GROUP INC | 273K | $20M | 1.7% | +178% |
| 9 | IVW | ISHARES TR | 140K | $19M | 1.7% | +11% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 574K | $18M | 1.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAYFLOWER SIGNAL
AC read
Mayflower Financial Advisors, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 499 positions.
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