Filed: 4/23/2026ACC: 0001951757-26-000724
📋 What this filing means
MAYFLOWER FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 444 equity positions with a total reported market value of $823.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
444
Positions
$823.88M
Total AUM (reported)
11.56M
Total Shares
Allocation by class
COM$226.53M27.5%
STATE STREET SPD$39.62M4.8%
CORE S&P500 ETF$37.40M4.5%
MSCI USA QLT FCT$16.32M2.0%
US DIVIDEND EQ$16.30M2.0%
CL A$15.24M1.8%
S&P 500 GRWT ETF$14.31M1.7%
Portfolio Concentration
Top 3$88.31M10.7%
4–10$101.26M12.3%
11–25$134.44M16.3%
Rest$499.88M60.7%
Top 3 weight
10.7%
Top 10 weight
23.0%
Voting Authority Distribution
Total shares with voting rights: 11.56M
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
11.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole444
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings444
Rows:
ISHARES TR
SOLEShares57.25K
TypeSH
Market value$37.40M
4.54%
Sole
0.00
Shared
0.00
None
57.25K
SPDR SERIES TRUST
SOLEShares375.43K
TypeSH
Market value$28.74M
3.49%
Sole
0.00
Shared
0.00
None
375.43K
APPLE INC
SOLEShares87.38K
TypeSH
Market value$22.18M
2.69%
Sole
0.00
Shared
0.00
None
87.38K
MICROSOFT CORP
SOLEShares44.15K
TypeSH
Market value$16.34M
1.98%
Sole
0.00
Shared
0.00
None
44.15K
ISHARES TR
SOLEShares85.06K
TypeSH
Market value$16.32M
1.98%
Sole
0.00
Shared
0.00
None
85.06K
SCHWAB STRATEGIC TR
SOLEShares531.26K
TypeSH
Market value$16.30M
1.98%
Sole
0.00
Shared
0.00
None
531.26K
ISHARES TR
SOLEShares126.50K
TypeSH
Market value$14.31M
1.74%
Sole
0.00
Shared
0.00
None
126.50K
ISHARES TR
SOLEShares62.81K
TypeSH
Market value$13.26M
1.61%
Sole
0.00
Shared
0.00
None
62.81K
VANGUARD MUN BD FDS
SOLEShares250.24K
TypeSH
Market value$12.48M
1.52%
Sole
0.00
Shared
0.00
None
250.24K
NVIDIA CORPORATION
SOLEShares70.21K
TypeSH
Market value$12.24M
1.49%
Sole
0.00
Shared
0.00
None
70.21K
ALPHABET INC
SOLEShares42.31K
TypeSH
Market value$12.17M
1.48%
Sole
0.00
Shared
0.00
None
42.31K
STATE STR SPDR S&P 500 ETF T
SOLEShares18.50K
TypeSH
Market value$12.03M
1.46%
Sole
0.00
Shared
0.00
None
18.50K
BLACKROCK ETF TRUST
SOLEShares198.74K
TypeSH
Market value$11.56M
1.40%
Sole
0.00
Shared
0.00
None
198.74K
SCHWAB STRATEGIC TR
SOLEShares465.47K
TypeSH
Market value$10.81M
1.31%
Sole
0.00
Shared
0.00
None
465.47K
ALPHABET INC
SOLEShares34.40K
TypeSH
Market value$9.87M
1.20%
Sole
0.00
Shared
0.00
None
34.40K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.11K
TypeSH
Market value$9.16M
1.11%
Sole
0.00
Shared
0.00
None
19.11K
ISHARES TR
SOLEShares190.83K
TypeSH
Market value$8.81M
1.07%
Sole
0.00
Shared
0.00
None
190.83K
ISHARES TR
SOLEShares117.23K
TypeSH
Market value$8.03M
0.97%
Sole
0.00
Shared
0.00
None
117.23K
AMAZON COM INC
SOLEShares37.91K
TypeSH
Market value$7.90M
0.96%
Sole
0.00
Shared
0.00
None
37.91K
ISHARES TR
SOLEShares86.78K
TypeSH
Market value$7.86M
0.95%
Sole
0.00
Shared
0.00
None
86.78K
ISHARES TR
SOLEShares113.16K
TypeSH
Market value$7.64M
0.93%
Sole
0.00
Shared
0.00
None
113.16K
VANGUARD BD INDEX FDS
SOLEShares98.77K
TypeSH
Market value$7.27M
0.88%
Sole
0.00
Shared
0.00
None
98.77K
BONDBLOXX ETF TRUST
SOLEShares158.40K
TypeSH
Market value$7.26M
0.88%
Sole
0.00
Shared
0.00
None
158.40K
ISHARES TR
SOLEShares57.82K
TypeSH
Market value$7.19M
0.87%
Sole
0.00
Shared
0.00
None
57.82K
ISHARES TR
SOLEShares74.22K
TypeSH
Market value$6.88M
0.84%
Sole
0.00
Shared
0.00
None
74.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 57.25K | SH | $37.40M 4.54% | 0.00 | 0.00 | 57.25K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 375.43K | SH | $28.74M 3.49% | 0.00 | 0.00 | 375.43K |
APPLE INCSOLE | COM | 87.38K | SH | $22.18M 2.69% | 0.00 | 0.00 | 87.38K |
MICROSOFT CORPSOLE | COM | 44.15K | SH | $16.34M 1.98% | 0.00 | 0.00 | 44.15K |
ISHARES TRSOLE | MSCI USA QLT FCT | 85.06K | SH | $16.32M 1.98% | 0.00 | 0.00 | 85.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 531.26K | SH | $16.30M 1.98% | 0.00 | 0.00 | 531.26K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 126.50K | SH | $14.31M 1.74% | 0.00 | 0.00 | 126.50K |
ISHARES TRSOLE | S&P 500 VAL ETF | 62.81K | SH | $13.26M 1.61% | 0.00 | 0.00 | 62.81K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 250.24K | SH | $12.48M 1.52% | 0.00 | 0.00 | 250.24K |
NVIDIA CORPORATIONSOLE | COM | 70.21K | SH | $12.24M 1.49% | 0.00 | 0.00 | 70.21K |
ALPHABET INCSOLE | CAP STK CL A | 42.31K | SH | $12.17M 1.48% | 0.00 | 0.00 | 42.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.50K | SH | $12.03M 1.46% | 0.00 | 0.00 | 18.50K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 198.74K | SH | $11.56M 1.40% | 0.00 | 0.00 | 198.74K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 465.47K | SH | $10.81M 1.31% | 0.00 | 0.00 | 465.47K |
ALPHABET INCSOLE | CAP STK CL C | 34.40K | SH | $9.87M 1.20% | 0.00 | 0.00 | 34.40K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.11K | SH | $9.16M 1.11% | 0.00 | 0.00 | 19.11K |
ISHARES TRSOLE | CORE UNIVRSL USD | 190.83K | SH | $8.81M 1.07% | 0.00 | 0.00 | 190.83K |
ISHARES TRSOLE | MSCI ACWI EX US | 117.23K | SH | $8.03M 0.97% | 0.00 | 0.00 | 117.23K |
AMAZON COM INCSOLE | COM | 37.91K | SH | $7.90M 0.96% | 0.00 | 0.00 | 37.91K |
ISHARES TRSOLE | CORE MSCI EAFE | 86.78K | SH | $7.86M 0.95% | 0.00 | 0.00 | 86.78K |
ISHARES TRSOLE | CORE S&P MCP ETF | 113.16K | SH | $7.64M 0.93% | 0.00 | 0.00 | 113.16K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 98.77K | SH | $7.27M 0.88% | 0.00 | 0.00 | 98.77K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 158.40K | SH | $7.26M 0.88% | 0.00 | 0.00 | 158.40K |
ISHARES TRSOLE | CORE S&P SCP ETF | 57.82K | SH | $7.19M 0.87% | 0.00 | 0.00 | 57.82K |
ISHARES TRSOLE | MSCI USA MIN VOL | 74.22K | SH | $6.88M 0.84% | 0.00 | 0.00 | 74.22K |
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