Filed: 10/17/2025ACC: 0001951757-25-001150
📋 What this filing means
MAYFLOWER FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 407 equity positions with a total reported market value of $796.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
407
Positions
$796.82M
Total AUM (reported)
10.52M
Total Shares
Allocation by class
COM$230.62M28.9%
CORE S&P500 ETF$37.97M4.8%
CL A$31.83M4.0%
PORTFOLIO S&P500$25.07M3.1%
MSCI USA QLT FCT$20.35M2.6%
S&P 500 GRWT ETF$14.19M1.8%
ISHARES US EQUIT$13.24M1.7%
Portfolio Concentration
Top 3$86.12M10.8%
4–10$110.27M13.8%
11–25$137.65M17.3%
Rest$462.79M58.1%
Top 3 weight
10.8%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 10.52M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.52M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole407
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings407
Rows:
ISHARES TR
SOLEShares56.74K
TypeSH
Market value$37.97M
4.77%
Sole
0.00
Shared
0.00
None
56.74K
SPDR SERIES TRUST
SOLEShares319.98K
TypeSH
Market value$25.07M
3.15%
Sole
0.00
Shared
0.00
None
319.98K
MICROSOFT CORP
SOLEShares44.55K
TypeSH
Market value$23.08M
2.90%
Sole
0.00
Shared
0.00
None
44.55K
APPLE INC
SOLEShares87.38K
TypeSH
Market value$22.25M
2.79%
Sole
0.00
Shared
0.00
None
87.38K
ISHARES TR
SOLEShares104.62K
TypeSH
Market value$20.35M
2.55%
Sole
0.00
Shared
0.00
None
104.62K
WAYFAIR INC
SOLEShares162.53K
TypeSH
Market value$14.52M
1.82%
Sole
0.00
Shared
0.00
None
162.53K
ISHARES TR
SOLEShares117.53K
TypeSH
Market value$14.19M
1.78%
Sole
0.00
Shared
0.00
None
117.53K
BLACKROCK ETF TRUST
SOLEShares223.64K
TypeSH
Market value$13.24M
1.66%
Sole
0.00
Shared
0.00
None
223.64K
SCHWAB STRATEGIC TR
SOLEShares472.26K
TypeSH
Market value$12.89M
1.62%
Sole
0.00
Shared
0.00
None
472.26K
SPDR S&P 500 ETF TR
SOLEShares19.26K
TypeSH
Market value$12.83M
1.61%
Sole
0.00
Shared
0.00
None
19.26K
NVIDIA CORPORATION
SOLEShares67.12K
TypeSH
Market value$12.52M
1.57%
Sole
0.00
Shared
0.00
None
67.12K
VANGUARD MUN BD FDS
SOLEShares232.43K
TypeSH
Market value$11.64M
1.46%
Sole
0.00
Shared
0.00
None
232.43K
SCHWAB STRATEGIC TR
SOLEShares453.71K
TypeSH
Market value$10.65M
1.34%
Sole
0.00
Shared
0.00
None
453.71K
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.06K
TypeSH
Market value$10.08M
1.27%
Sole
0.00
Shared
0.00
None
20.06K
ISHARES TR
SOLEShares47.75K
TypeSH
Market value$9.86M
1.24%
Sole
0.00
Shared
0.00
None
47.75K
ISHARES INC
SOLEShares144.71K
TypeSH
Market value$9.54M
1.20%
Sole
0.00
Shared
0.00
None
144.71K
ALPHABET INC
SOLEShares38.58K
TypeSH
Market value$9.38M
1.18%
Sole
0.00
Shared
0.00
None
38.58K
ISHARES TR
SOLEShares128.67K
TypeSH
Market value$8.73M
1.10%
Sole
0.00
Shared
0.00
None
128.67K
INVESCO EXCHANGE TRADED FD T
SOLEShares151.24K
TypeSH
Market value$8.70M
1.09%
Sole
0.00
Shared
0.00
None
151.24K
ALPHABET INC
SOLEShares34.26K
TypeSH
Market value$8.34M
1.05%
Sole
0.00
Shared
0.00
None
34.26K
ISHARES TR
SOLEShares171.99K
TypeSH
Market value$8.03M
1.01%
Sole
0.00
Shared
0.00
None
171.99K
AMAZON COM INC
SOLEShares36.24K
TypeSH
Market value$7.96M
1.00%
Sole
0.00
Shared
0.00
None
36.24K
ISHARES TR
SOLEShares115.68K
TypeSH
Market value$7.55M
0.95%
Sole
0.00
Shared
0.00
None
115.68K
BROADCOM INC
SOLEShares22.82K
TypeSH
Market value$7.53M
0.94%
Sole
0.00
Shared
0.00
None
22.82K
ISHARES TR
SOLEShares75K
TypeSH
Market value$7.14M
0.90%
Sole
0.00
Shared
0.00
None
75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 56.74K | SH | $37.97M 4.77% | 0.00 | 0.00 | 56.74K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 319.98K | SH | $25.07M 3.15% | 0.00 | 0.00 | 319.98K |
MICROSOFT CORPSOLE | COM | 44.55K | SH | $23.08M 2.90% | 0.00 | 0.00 | 44.55K |
APPLE INCSOLE | COM | 87.38K | SH | $22.25M 2.79% | 0.00 | 0.00 | 87.38K |
ISHARES TRSOLE | MSCI USA QLT FCT | 104.62K | SH | $20.35M 2.55% | 0.00 | 0.00 | 104.62K |
WAYFAIR INCSOLE | CL A | 162.53K | SH | $14.52M 1.82% | 0.00 | 0.00 | 162.53K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 117.53K | SH | $14.19M 1.78% | 0.00 | 0.00 | 117.53K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 223.64K | SH | $13.24M 1.66% | 0.00 | 0.00 | 223.64K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 472.26K | SH | $12.89M 1.62% | 0.00 | 0.00 | 472.26K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 19.26K | SH | $12.83M 1.61% | 0.00 | 0.00 | 19.26K |
NVIDIA CORPORATIONSOLE | COM | 67.12K | SH | $12.52M 1.57% | 0.00 | 0.00 | 67.12K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 232.43K | SH | $11.64M 1.46% | 0.00 | 0.00 | 232.43K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 453.71K | SH | $10.65M 1.34% | 0.00 | 0.00 | 453.71K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.06K | SH | $10.08M 1.27% | 0.00 | 0.00 | 20.06K |
ISHARES TRSOLE | S&P 500 VAL ETF | 47.75K | SH | $9.86M 1.24% | 0.00 | 0.00 | 47.75K |
ISHARES INCSOLE | CORE MSCI EMKT | 144.71K | SH | $9.54M 1.20% | 0.00 | 0.00 | 144.71K |
ALPHABET INCSOLE | CAP STK CL A | 38.58K | SH | $9.38M 1.18% | 0.00 | 0.00 | 38.58K |
ISHARES TRSOLE | EAFE VALUE ETF | 128.67K | SH | $8.73M 1.10% | 0.00 | 0.00 | 128.67K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 151.24K | SH | $8.70M 1.09% | 0.00 | 0.00 | 151.24K |
ALPHABET INCSOLE | CAP STK CL C | 34.26K | SH | $8.34M 1.05% | 0.00 | 0.00 | 34.26K |
ISHARES TRSOLE | CORE TOTAL USD | 171.99K | SH | $8.03M 1.01% | 0.00 | 0.00 | 171.99K |
AMAZON COM INCSOLE | COM | 36.24K | SH | $7.96M 1.00% | 0.00 | 0.00 | 36.24K |
ISHARES TRSOLE | CORE S&P MCP ETF | 115.68K | SH | $7.55M 0.95% | 0.00 | 0.00 | 115.68K |
BROADCOM INCSOLE | COM | 22.82K | SH | $7.53M 0.94% | 0.00 | 0.00 | 22.82K |
ISHARES TRSOLE | MSCI USA MIN VOL | 75K | SH | $7.14M 0.90% | 0.00 | 0.00 | 75K |
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