Mayflower Financial Advisors, LLC
CIK 1852930
13F filing for Q2 2026・No. 2,335
- Holdings
- US$1.16B
- Quarter change
- +US$333.87M
- Entries
- 499
- Net bought (estimate)
- +US$243.14M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 65
- Sold out 9
- Cut 187
- Added 197
- Corporate actions 0
- Unchanged 49
Largest holdings
498 stocks worth US$1.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 56,689 | US$42.45M | 3.67% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 476,835 | US$41.9M | 3.62% |
| DUKDUKE ENERGY CORP NEWCOM NEW | Added | 290,804 | US$36.81M | 3.18% |
| MCDMCDONALDS CORPCOM | Added | 99,360 | US$26.86M | 2.32% |
| ABBVABBVIE INCCOM | Added | 101,672 | US$25.58M | 2.21% |
| AAPLAppleCOM | Cut | 83,785 | US$24.24M | 2.09% |
| 9666655DEXXON MOBIL CORPCOM | Added | 158,404 | US$21.66M | 1.87% |
| MOALTRIA GROUP INCCOM | Added | 272,884 | US$19.63M | 1.70% |
| ISHARES TRS&P 500 GRWT ETF | Added | 140,415 | US$19.31M | 1.67% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 574,381 | US$18.21M | 1.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.