§ 13F · FUND PROFILE
Mayflower Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $718.9T (13F)Positions · 390Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$826.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 58K | $39.5T | 4.8% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 324K | $26.0T | 3.1% | NEW |
| 3 | AAPL | APPLE INC | 88K | $23.8T | 2.9% | NEW |
| 4 | MSFT | MICROSOFT CORP | 44K | $21.3T | 2.6% | NEW |
| 5 | QUAL | ISHARES TR | 83K | $16.5T | 2.0% | NEW |
| 6 | W | WAYFAIR INC | 163K | $16.3T | 2.0% | NEW |
| 7 | IVW | ISHARES TR | 119K | $14.7T | 1.8% | NEW |
| 8 | SCHD | SCHWAB STRATEGIC TR | 523K | $14.4T | 1.7% | NEW |
| 9 | DYNF | BLACKROCK ETF TRUST | 230K | $14.0T | 1.7% | NEW |
| 10 | IVE | ISHARES TR | 63K | $13.4T | 1.6% | NEW |
§ 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 $718873.5 trillion in assets. The fund runs a broad portfolio of 390 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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