§ 13F · FUND PROFILE
Mayflower Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $719M (13F)Positions · 390Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57K | $37M | 4.5% | −1% |
| 2 | SPYM | SPDR SERIES TRUST | 375K | $29M | 3.5% | +16% |
| 3 | AAPL | APPLE INC | 87K | $22M | 2.7% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 44K | $16M | 2.0% | ±0% |
| 5 | QUAL | ISHARES TR | 85K | $16M | 2.0% | +2% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 531K | $16M | 2.0% | +2% |
| 7 | IVW | ISHARES TR | 127K | $14M | 1.7% | +6% |
| 8 | IVE | ISHARES TR | 63K | $13M | 1.6% | −1% |
| 9 | VTEB | VANGUARD MUN BD FDS | 250K | $12M | 1.5% | +5% |
| 10 | NVDA | NVIDIA CORPORATION | 70K | $12M | 1.5% | +6% |
§ 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 $719 million in assets. The fund runs a broad portfolio of 390 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed