EdgeMarket › What Mayflower Financial Advisors, Llc reported owning
What Mayflower Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
823.9MPositions
444Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 37.4M | 4.5% | 57.2K | 769.31 | +20.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 28.7M | 3.5% | 375.4K | 90.13 | +20.1% |
| AAPL Apple Inc. | 22.2M | 2.7% | 87.4K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 16.3M | 2.0% | 44.2K | 483.24 | -4.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 16.3M | 2.0% | 85.1K | 223.22 | +19.3% |
| SCHD Schwab US Dividend Equity ETF | 16.3M | 2.0% | 531.3K | 35.11 | +27.6% |
| IVW iShares S&P 500 Growth ETF | 14.3M | 1.7% | 126.5K | 138.83 | +22.2% |
| IVE iShares S&P 500 Value ETF | 13.3M | 1.6% | 62.8K | 237.24 | +17.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 12.5M | 1.5% | 250.2K | 49.54 | +1.4% |
| NVDA NVIDIA CORP | 12.2M | 1.5% | 70.2K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 12.2M | 1.5% | 42.3K | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 12.0M | 1.5% | 18.5K | 765.72 | +20.0% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 11.6M | 1.4% | 198.7K | 69.08 | +22.3% |
| SCHZ Schwab US Aggregate Bond ETF | 10.8M | 1.3% | 465.5K | 22.77 | -1.8% |
| GOOG Alphabet Inc. | 9.9M | 1.2% | 34.4K | 341.75 | +70.7% |
| unmapped CUSIP 084670702 | 9.2M | 1.1% | 19.1K | — | — |
| IUSB iShares Core Universal USD Bond ETF | 8.8M | 1.1% | 190.8K | 45.43 | -1.7% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 8.0M | 1.0% | 117.2K | 77.94 | +23.9% |
| AMZN AMAZON COM INC | 7.9M | 1.0% | 37.9K | 258.63 | +15.6% |
| IEFA iShares Core MSCI EAFE ETF | 7.9M | 1.0% | 86.8K | 100.85 | +16.8% |
| IJH iShares Core S&P Mid-Cap ETF | 7.6M | 0.9% | 113.2K | 76.77 | +20.8% |
| BND Vanguard Total Bond Market ETF | 7.3M | 0.9% | 98.8K | 72.23 | -1.8% |
| XTEN BondBloxx Bloomberg Ten Year Target Duration U | 7.3M | 0.9% | 158.4K | 44.27 | -3.5% |
| IJR iShares Core S&P Small-Cap ETF | 7.2M | 0.9% | 57.8K | 147.31 | +29.0% |
| USMV iShares MSCI USA Min Vol Factor ETF | 6.9M | 0.8% | 74.2K | 101.23 | +7.0% |
| MO ALTRIA GROUP, INC. | 6.5M | 0.8% | 98.3K | 66.09 | -2.2% |
| CORO iShares International Country Rotation Active | 6.3M | 0.8% | 195.9K | 37.15 | +27.5% |
| AVGO Broadcom Inc. | 6.2M | 0.8% | 20.2K | 368.45 | +26.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.1M | 0.7% | 19.1K | 378.24 | +20.5% |
| VEA Vanguard FTSE Developed Markets ETF | 6.1M | 0.7% | 95.1K | 73.42 | +24.7% |
| VOO Vanguard S&P 500 ETF | 6.0M | 0.7% | 10.1K | 703.71 | +20.0% |
| EFV iShares MSCI EAFE Value ETF | 6.0M | 0.7% | 80.3K | 82.23 | +21.4% |
| JNJ JOHNSON & JOHNSON | 5.7M | 0.7% | 23.5K | 270.24 | +51.1% |
| GLD SPDR GOLD TRUST | 5.6M | 0.7% | 13.1K | 423.36 | +37.3% |
| JPM JPMORGAN CHASE & CO | 5.4M | 0.7% | 18.3K | 351.58 | +20.3% |
| MBB iShares MBS ETF | 5.2M | 0.6% | 55.1K | 93.12 | -0.6% |
| THRO iShares U.S. Thematic Rotation Active ETF | 5.1M | 0.6% | 140.1K | 43.61 | +19.9% |
| BAI iShares A.I. Innovation and Tech Active ETF | 5.0M | 0.6% | 152.5K | 44.30 | +46.6% |
| CVX CHEVRON CORP | 5.0M | 0.6% | 24.0K | 205.27 | +34.0% |
| MUB iShares National Muni Bond ETF | 5.0M | 0.6% | 46.7K | 105.34 | +1.2% |
| VIG Vanguard Div Appreciation ETF | 5.0M | 0.6% | 23.0K | 243.91 | +16.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 4.9M | 0.6% | 70.9K | 81.57 | +31.9% |
| AVEM Avantis Emerging Markets Equity ETF | 4.9M | 0.6% | 61.1K | 94.24 | +33.1% |
| OEF iShares S&P 100 Fund | 4.9M | 0.6% | 15.4K | 377.86 | +19.6% |
| MS MORGAN STANLEY | 4.7M | 0.6% | 28.3K | 214.20 | +48.6% |
| AMLP Alerian MLP ETF | 4.7M | 0.6% | 88.4K | 54.75 | +13.9% |
| META Meta Platforms, Inc. | 4.5M | 0.6% | 7.9K | 549.90 | -26.5% |
| VT Vanguard Total World Stock Index ETF | 4.5M | 0.5% | 32.3K | 160.77 | +21.2% |
| ABBV AbbVie Inc. | 4.4M | 0.5% | 20.3K | 264.96 | +26.7% |
| KVYO Klaviyo, Inc. | 4.4M | 0.5% | 226.7K | 18.33 | -41.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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