Mayflower Financial Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Mayflower Financial Advisors, LLC 13F Holdings
CIK 0001852930 · BOSTON, MA
As of Sep 30, 2025, Mayflower Financial Advisors, LLC reported
407 positions worth $716.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 56,736 | $38.0M | 5.30% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 319,979 | $25.1M | 3.50% |
| MICROSOFT CORP | MSFT | Technology | 44,555 | $23.1M | 3.22% |
| APPLE INC | AAPL | Technology | 87,384 | $22.3M | 3.10% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 104,623 | $20.3M | 2.84% |
| WAYFAIR INC | W | Consumer Cyclical | 162,526 |
|
4.5M2.03% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 117,528 |
4.2M | 1.98% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 223,642 |
3.2M | 1.85% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 472,256 |
2.9M | 1.80% |
| SPDR S&P 500 ETF TRUST | SPY | — | 19,261 |
2.8M | 1.79% |
| NVIDIA CORP | NVDA | Technology | 67,118 |
2.5M | 1.75% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 232,426 |
1.6M | 1.62% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 453,715 |
0.6M | 1.49% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 20,057 |
0.1M | 1.41% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 47,750 | $9.9M | 1.38% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 144,705 | $9.5M | 1.33% |
| ALPHABET INC | GOOGL | Equity | 38,577 | $9.4M | 1.31% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 128,667 | $8.7M | 1.22% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 151,235 | $8.7M | 1.21% |
| ALPHABET INC | GOOG | Equity | 34,259 | $8.3M | 1.16% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 171,992 | $8.0M | 1.12% |
| AMAZON.COM INC | AMZN | Equity | 36,240 | $8.0M | 1.11% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 115,684 | $7.5M | 1.05% |
| BROADCOM INC | AVGO | Technology | 22,824 | $7.5M | 1.05% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 74,999 | $7.1M | 1.00% |