MAYFLOWER FINANCIAL ADVISORS, LLC

Filed: 8/4/2025ACC: 0001951757-25-001017

📋 What this filing means

MAYFLOWER FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 390 equity positions with a total reported market value of $718.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

390

Positions

$718.87M

Total AUM (reported)

8.88M

Total Shares

Allocation by class

COM$210.16M29.2%

CORE S&P500 ETF$36.68M5.1%

CL A$25.16M3.5%

PORTFOLIO S&P500$22.40M3.1%

MSCI USA QLT FCT$21.01M2.9%

S&P 500 GRWT ETF$12.35M1.7%

TR UNIT$12.28M1.7%

Portfolio Concentration

Top 3$80.14M11.1%

4–10$94.98M13.2%

11–25$124.32M17.3%

Rest$419.44M58.3%

Top 3 weight

11.1%

Top 10 weight

24.4%

Voting Authority Distribution

Total shares with voting rights: 8.88M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.88M

% of voting shares100.0%

Investment Discretion (by position count)

Sole390

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings390

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares59.08K

TypeSH

Market value$36.68M

5.10%

Sole

0.00

Shared

0.00

None

59.08K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares308.15K

TypeSH

Market value$22.40M

3.12%

Sole

0.00

Shared

0.00

None

308.15K

MICROSOFT CORP

SOLE

COM

Shares42.34K

TypeSH

Market value$21.06M

2.93%

Sole

0.00

Shared

0.00

None

42.34K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares114.90K

TypeSH

Market value$21.01M

2.92%

Sole

0.00

Shared

0.00

None

114.90K

APPLE INC

SOLE

COM

Shares86.59K

TypeSH

Market value$17.77M

2.47%

Sole

0.00

Shared

0.00

None

86.59K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares112.18K

TypeSH

Market value$12.35M

1.72%

Sole

0.00

Shared

0.00

None

112.18K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares19.87K

TypeSH

Market value$12.28M

1.71%

Sole

0.00

Shared

0.00

None

19.87K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares409.83K

TypeSH

Market value$10.86M

1.51%

Sole

0.00

Shared

0.00

None

409.83K

NVIDIA CORPORATION

SOLE

COM

Shares67.13K

TypeSH

Market value$10.61M

1.48%

Sole

0.00

Shared

0.00

None

67.13K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares159.28K

TypeSH

Market value$10.11M

1.41%

Sole

0.00

Shared

0.00

None

159.28K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares20.78K

TypeSH

Market value$10.09M

1.40%

Sole

0.00

Shared

0.00

None

20.78K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares430.99K

TypeSH

Market value$10.02M

1.39%

Sole

0.00

Shared

0.00

None

430.99K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares180.82K

TypeSH

Market value$9.85M

1.37%

Sole

0.00

Shared

0.00

None

180.82K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares159.50K

TypeSH

Market value$9.57M

1.33%

Sole

0.00

Shared

0.00

None

159.50K

ISHARES TR

SOLE

CORE TOTAL USD

Shares198.54K

TypeSH

Market value$9.18M

1.28%

Sole

0.00

Shared

0.00

None

198.54K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares45.27K

TypeSH

Market value$8.85M

1.23%

Sole

0.00

Shared

0.00

None

45.27K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares179.46K

TypeSH

Market value$8.80M

1.22%

Sole

0.00

Shared

0.00

None

179.46K

WAYFAIR INC

SOLE

CL A

Shares162.50K

TypeSH

Market value$8.31M

1.16%

Sole

0.00

Shared

0.00

None

162.50K

KLAVIYO INC

SOLE

COM SER A

Shares233.16K

TypeSH

Market value$7.83M

1.09%

Sole

0.00

Shared

0.00

None

233.16K

AMAZON COM INC

SOLE

COM

Shares34.26K

TypeSH

Market value$7.52M

1.05%

Sole

0.00

Shared

0.00

None

34.26K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares120.50K

TypeSH

Market value$7.47M

1.04%

Sole

0.00

Shared

0.00

None

120.50K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares77.10K

TypeSH

Market value$7.24M

1.01%

Sole

0.00

Shared

0.00

None

77.10K

ALPHABET INC

SOLE

CAP STK CL A

Shares38.70K

TypeSH

Market value$6.82M

0.95%

Sole

0.00

Shared

0.00

None

38.70K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares80.02K

TypeSH

Market value$6.68M

0.93%

Sole

0.00

Shared

0.00

None

80.02K

BROADCOM INC

SOLE

COM

Shares22.11K

TypeSH

Market value$6.09M

0.85%

Sole

0.00

Shared

0.00

None

22.11K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	59.08K	SH	$36.68M 5.10%	59.08K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	308.15K	SH	$22.40M 3.12%	308.15K
MICROSOFT CORPSOLE	COM	42.34K	SH	$21.06M 2.93%	42.34K
ISHARES TRSOLE	MSCI USA QLT FCT	114.90K	SH	$21.01M 2.92%	114.90K
APPLE INCSOLE	COM	86.59K	SH	$17.77M 2.47%	86.59K
ISHARES TRSOLE	S&P 500 GRWT ETF	112.18K	SH	$12.35M 1.72%	112.18K
SPDR S&P 500 ETF TRSOLE	TR UNIT	19.87K	SH	$12.28M 1.71%	19.87K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	409.83K	SH	$10.86M 1.51%	409.83K
NVIDIA CORPORATIONSOLE	COM	67.13K	SH	$10.61M 1.48%	67.13K
ISHARES TRSOLE	EAFE VALUE ETF	159.28K	SH	$10.11M 1.41%	159.28K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	20.78K	SH	$10.09M 1.40%	20.78K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	430.99K	SH	$10.02M 1.39%	430.99K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	180.82K	SH	$9.85M 1.37%	180.82K
ISHARES INCSOLE	CORE MSCI EMKT	159.50K	SH	$9.57M 1.33%	159.50K
ISHARES TRSOLE	CORE TOTAL USD	198.54K	SH	$9.18M 1.28%	198.54K
ISHARES TRSOLE	S&P 500 VAL ETF	45.27K	SH	$8.85M 1.23%	45.27K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	179.46K	SH	$8.80M 1.22%	179.46K
WAYFAIR INCSOLE	CL A	162.50K	SH	$8.31M 1.16%	162.50K
KLAVIYO INCSOLE	COM SER A	233.16K	SH	$7.83M 1.09%	233.16K
AMAZON COM INCSOLE	COM	34.26K	SH	$7.52M 1.05%	34.26K
ISHARES TRSOLE	CORE S&P MCP ETF	120.50K	SH	$7.47M 1.04%	120.50K
ISHARES TRSOLE	MSCI USA MIN VOL	77.10K	SH	$7.24M 1.01%	77.10K
ALPHABET INCSOLE	CAP STK CL A	38.70K	SH	$6.82M 0.95%	38.70K
ISHARES TRSOLE	CORE MSCI EAFE	80.02K	SH	$6.68M 0.93%	80.02K
BROADCOM INCSOLE	COM	22.11K	SH	$6.09M 0.85%	22.11K

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