Filed: 1/13/2026ACC: 0001951757-26-000054
📋 What this filing means
MAYFLOWER FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 414 equity positions with a total reported market value of $826.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
414
Positions
$826.87M
Total AUM (reported)
10.78M
Total Shares
Allocation by class
COM$232.32M28.1%
CORE S&P500 ETF$39.50M4.8%
STATE STREET SPD$34.51M4.2%
CL A$32.31M3.9%
MSCI USA QLT FCT$16.48M2.0%
S&P 500 GRWT ETF$14.73M1.8%
US DIVIDEND EQ$14.35M1.7%
Portfolio Concentration
Top 3$89.32M10.8%
4–10$110.62M13.4%
11–25$149.47M18.1%
Rest$477.45M57.7%
Top 3 weight
10.8%
Top 10 weight
24.2%
Voting Authority Distribution
Total shares with voting rights: 10.78M
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
10.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole414
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings414
Rows:
ISHARES TR
SOLEShares57.66K
TypeSH
Market value$39.50M
4.78%
Sole
0.00
Shared
0.00
None
57.66K
SPDR SERIES TRUST
SOLEShares324.04K
TypeSH
Market value$25.99M
3.14%
Sole
0.00
Shared
0.00
None
324.04K
APPLE INC
SOLEShares87.66K
TypeSH
Market value$23.83M
2.88%
Sole
0.00
Shared
0.00
None
87.66K
MICROSOFT CORP
SOLEShares44K
TypeSH
Market value$21.28M
2.57%
Sole
0.00
Shared
0.00
None
44K
ISHARES TR
SOLEShares82.99K
TypeSH
Market value$16.48M
1.99%
Sole
0.00
Shared
0.00
None
82.99K
WAYFAIR INC
SOLEShares162.67K
TypeSH
Market value$16.33M
1.98%
Sole
0.00
Shared
0.00
None
162.67K
ISHARES TR
SOLEShares119.50K
TypeSH
Market value$14.73M
1.78%
Sole
0.00
Shared
0.00
None
119.50K
SCHWAB STRATEGIC TR
SOLEShares523.31K
TypeSH
Market value$14.35M
1.74%
Sole
0.00
Shared
0.00
None
523.31K
BLACKROCK ETF TRUST
SOLEShares230.38K
TypeSH
Market value$14.01M
1.69%
Sole
0.00
Shared
0.00
None
230.38K
ISHARES TR
SOLEShares63.33K
TypeSH
Market value$13.43M
1.62%
Sole
0.00
Shared
0.00
None
63.33K
ALPHABET INC
SOLEShares42.63K
TypeSH
Market value$13.34M
1.61%
Sole
0.00
Shared
0.00
None
42.63K
SPDR S&P 500 ETF TR
SOLEShares19.20K
TypeSH
Market value$13.10M
1.58%
Sole
0.00
Shared
0.00
None
19.20K
NVIDIA CORPORATION
SOLEShares66.35K
TypeSH
Market value$12.37M
1.50%
Sole
0.00
Shared
0.00
None
66.35K
VANGUARD MUN BD FDS
SOLEShares239.42K
TypeSH
Market value$12.04M
1.46%
Sole
0.00
Shared
0.00
None
239.42K
ALPHABET INC
SOLEShares34.31K
TypeSH
Market value$10.77M
1.30%
Sole
0.00
Shared
0.00
None
34.31K
SCHWAB STRATEGIC TR
SOLEShares441.75K
TypeSH
Market value$10.32M
1.25%
Sole
0.00
Shared
0.00
None
441.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.25K
TypeSH
Market value$10.18M
1.23%
Sole
0.00
Shared
0.00
None
20.25K
ISHARES INC
SOLEShares145.89K
TypeSH
Market value$9.81M
1.19%
Sole
0.00
Shared
0.00
None
145.89K
INVESCO EXCHANGE TRADED FD T
SOLEShares157.99K
TypeSH
Market value$9.37M
1.13%
Sole
0.00
Shared
0.00
None
157.99K
AMAZON COM INC
SOLEShares37.50K
TypeSH
Market value$8.66M
1.05%
Sole
0.00
Shared
0.00
None
37.50K
ISHARES TR
SOLEShares120.25K
TypeSH
Market value$8.59M
1.04%
Sole
0.00
Shared
0.00
None
120.25K
ISHARES TR
SOLEShares179.73K
TypeSH
Market value$8.36M
1.01%
Sole
0.00
Shared
0.00
None
179.73K
ISHARES TR
SOLEShares86.87K
TypeSH
Market value$7.77M
0.94%
Sole
0.00
Shared
0.00
None
86.87K
ISHARES TR
SOLEShares112.63K
TypeSH
Market value$7.43M
0.90%
Sole
0.00
Shared
0.00
None
112.63K
KLAVIYO INC
SOLEShares226.70K
TypeSH
Market value$7.36M
0.89%
Sole
0.00
Shared
0.00
None
226.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 57.66K | SH | $39.50M 4.78% | 0.00 | 0.00 | 57.66K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 324.04K | SH | $25.99M 3.14% | 0.00 | 0.00 | 324.04K |
APPLE INCSOLE | COM | 87.66K | SH | $23.83M 2.88% | 0.00 | 0.00 | 87.66K |
MICROSOFT CORPSOLE | COM | 44K | SH | $21.28M 2.57% | 0.00 | 0.00 | 44K |
ISHARES TRSOLE | MSCI USA QLT FCT | 82.99K | SH | $16.48M 1.99% | 0.00 | 0.00 | 82.99K |
WAYFAIR INCSOLE | CL A | 162.67K | SH | $16.33M 1.98% | 0.00 | 0.00 | 162.67K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 119.50K | SH | $14.73M 1.78% | 0.00 | 0.00 | 119.50K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 523.31K | SH | $14.35M 1.74% | 0.00 | 0.00 | 523.31K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 230.38K | SH | $14.01M 1.69% | 0.00 | 0.00 | 230.38K |
ISHARES TRSOLE | S&P 500 VAL ETF | 63.33K | SH | $13.43M 1.62% | 0.00 | 0.00 | 63.33K |
ALPHABET INCSOLE | CAP STK CL A | 42.63K | SH | $13.34M 1.61% | 0.00 | 0.00 | 42.63K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 19.20K | SH | $13.10M 1.58% | 0.00 | 0.00 | 19.20K |
NVIDIA CORPORATIONSOLE | COM | 66.35K | SH | $12.37M 1.50% | 0.00 | 0.00 | 66.35K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 239.42K | SH | $12.04M 1.46% | 0.00 | 0.00 | 239.42K |
ALPHABET INCSOLE | CAP STK CL C | 34.31K | SH | $10.77M 1.30% | 0.00 | 0.00 | 34.31K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 441.75K | SH | $10.32M 1.25% | 0.00 | 0.00 | 441.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.25K | SH | $10.18M 1.23% | 0.00 | 0.00 | 20.25K |
ISHARES INCSOLE | CORE MSCI EMKT | 145.89K | SH | $9.81M 1.19% | 0.00 | 0.00 | 145.89K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 157.99K | SH | $9.37M 1.13% | 0.00 | 0.00 | 157.99K |
AMAZON COM INCSOLE | COM | 37.50K | SH | $8.66M 1.05% | 0.00 | 0.00 | 37.50K |
ISHARES TRSOLE | EAFE VALUE ETF | 120.25K | SH | $8.59M 1.04% | 0.00 | 0.00 | 120.25K |
ISHARES TRSOLE | CORE UNIVRSL USD | 179.73K | SH | $8.36M 1.01% | 0.00 | 0.00 | 179.73K |
ISHARES TRSOLE | CORE MSCI EAFE | 86.87K | SH | $7.77M 0.94% | 0.00 | 0.00 | 86.87K |
ISHARES TRSOLE | CORE S&P MCP ETF | 112.63K | SH | $7.43M 0.90% | 0.00 | 0.00 | 112.63K |
KLAVIYO INCSOLE | COM SER A | 226.70K | SH | $7.36M 0.89% | 0.00 | 0.00 | 226.70K |
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