Mayfair Advisory Group, LLC

Open in PORT →← all managers

CIK 1801926

13F portfolio (2026-Q1)

$286M

Positions

175

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

175

Top 5

29.2%

Top 10

44.3%

Effective N

36.7

HHI

0.027

This quarter

7 new · 0 exit →

By sector

Unclassified79.5%

Information Technology6.4%

Financials3.8%

Energy2.4%

Industrials2.0%

Consumer Discretionary1.8%

Health Care1.1%

Utilities1.1%

Other1.9%

By market cap

Unknown80.2%

Mega (>$200B)12.8%

Large ($10–200B)6.4%

Mid ($2–10B)0.6%

By region

Other79.5%

North America20.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	79.76%	99
Technology Hardware & Equipment	3.20%	2
Oil, Gas & Consumable Fuels	2.41%	5
Banks	2.29%	9
Semiconductors & Semiconductor Equipment	1.50%	4
Software	1.32%	3
Specialty Retail	1.15%	4
Pharmaceuticals & Biotechnology	1.13%	5
Utilities	1.05%	4
Road & Rail	0.76%	2
Software & IT Services	0.72%	4
Insurance	0.59%	5
Capital Markets	0.53%	4
Aerospace & Defense	0.53%	4
Machinery	0.44%	3
Beverages	0.43%	1
Tobacco	0.39%	2
Commercial Services & Supplies	0.38%	3
Electrical Equipment & Components	0.28%	3
Hotels, Restaurants & Leisure	0.26%	1
Automobiles & Components	0.22%	1
Diversified Telecommunication Services	0.20%	2
Distributors	0.14%	1
Chemicals	0.09%	1
Media & Entertainment	0.08%	1
Media & Publishing	0.08%	1
Construction & Engineering	0.07%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTV	VANGUARD INDEX FDS	Unclassified	7.66%
2	FENI	FIDELITY COVINGTON TRUST	Unclassified	6.71%
3	VUG	VANGUARD INDEX FDS	Unclassified	6.13%
4	FMDE	FIDELITY COVINGTON TRUST	Unclassified	4.97%
5	FESM	FIDELITY COVINGTON TRUST	Unclassified	3.73%
6	SCHD	SCHWAB STRATEGIC TR	Unclassified	3.46%
7	MGV	VANGUARD WORLD FD	Unclassified	3.06%
8	FBND	FIDELITY TOTAL BOND ETF	Unclassified	3.03%
9	JEPI	JPMorgan Equity Premium Income ETF	Unclassified	2.99%
10	AAPL	Apple Inc.	Information Technology	2.55%

77/175 names classified · sector 20.5% of weight · industry 20.2% · mkt cap 19.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 26 quarters

Information TechnologyAAPL, MSFT, AME, NVDA, PLTR · other

FinancialsSFBS, RY, TFC, TRV, UCB · other

Consumer DiscretionaryTSLA, AMZN, MCD, WMT, CDW · other

IndustrialsNSC, CSX, HON, MMM, GPN · other

Health CareJNJ, LLY, PFE, MRK, XRAY · other

EnergyXOM, CVX, MPC, COP, FANG

UtilitiesSO, NEE, DUK, D, OKE · other

Communication ServicesGOOGL, DIS, T, META, CMCSA · other

Consumer StaplesKO, PM, MO, DEO, CVS

MaterialsPG, KMB, CLX

UnclassifiedSCHD, SCHG, VTV, MINT, SCHB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 20.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 19% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (73 classified)Mayfair Advisory Group, LLC centroid (Large Core)

Information TechnologyFinancialsEnergyIndustrialsConsumer DiscretionaryHealth CareUtilitiesCommunication ServicesConsumer StaplesMaterials

Style box summary for Mayfair Advisory Group, LLC: centroid Large Core. Heaviest cells: Large Core 5.8%, Large Growth 5.5%, Large Value 5.3%.

Classified: 19.4% of book weight (73/175 names) · unclassified 80.6%: VTV, FENI, VUG, FMDE, FESM, SCHD, MGV, FBND, JEPI, SCHG +92 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 175 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTVVANGUARD INDEX FDS	111,824	$22M	7.7%	ADD 8%
2	FENIFIDELITY COVINGTON TRUST	516,768	$19M	6.7%	ADD 175%
3	VUGVANGUARD INDEX FDS	40,209	$18M	6.1%	ADD 21%
4	FMDEFIDELITY COVINGTON TRUST	395,554	$14M	5.0%	ADD 70%
5	FESMFIDELITY COVINGTON TRUST	281,068	$11M	3.7%	ADD 35%
6	SCHDSCHWAB STRATEGIC TR	323,132	$10M	3.5%	HOLD
7	MGVVANGUARD WORLD FD	60,364	$9M	3.1%	ADD 9%
8	FBNDFIDELITY TOTAL BOND ETF	190,368	$9M	3.0%	HOLD
9	JEPIJPMorgan Equity Premium Income ETF	150,838	$9M	3.0%	TRIM −7%
10	AAPLAPPLE INC	28,793	$7M	2.6%	HOLD
11	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	247,360	$7M	2.5%	TRIM −2%
12	VYMIVANGUARD WHITEHALL FDS	70,945	$7M	2.3%	ADD 5%
13	FDEMFIDELITY COVINGTON TRUST	145,666	$5M	1.6%	ADD 155%
14	AVUVAMERICAN CENTY ETF TR	41,558	$5M	1.6%	ADD 2%
15	MGKVanguard Mega Cap Growth ETF	12,084	$4M	1.6%	ADD 7%
16	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	160,201	$4M	1.5%	ADD 14%
17	VTIVANGUARD INDEX FDS	12,373	$4M	1.4%	HOLD
18	JCPBJ P MORGAN EXCHANGE TRADED F	81,134	$4M	1.3%	ADD 22%
19	XOMEXXON MOBIL CORP	21,819	$4M	1.3%	HOLD
20	QUALISHARES TR	18,653	$4M	1.2%	HOLD
21	JPSTJ P MORGAN EXCHANGE TRADED F	69,350	$4M	1.2%	ADD 7%
22	JEPQJ P MORGAN EXCHANGE TRADED F	59,619	$3M	1.2%	TRIM −5%
23	NVDANVIDIA CORPORATION	17,414	$3M	1.1%	HOLD
24	SCHBSCHWAB STRATEGIC TR	116,155	$3M	1.0%	HOLD
25	IVVISHARES TR	4,430	$3M	1.0%	HOLD
26	SCHXSCHWAB U.S. LARGE-CAP ETF	97,767	$3M	0.9%	HOLD
27	PLTRPALANTIR TECHNOLOGIES INC	14,736	$2M	0.8%	HOLD
28	SPHQINVESCO EXCHANGE TRADED FD T	28,533	$2M	0.7%	TRIM −3%
29	DFASDIMENSIONAL ETF TRUST	29,558	$2M	0.7%	ADD 2%
30	BUFZFIRST TR EXCHNG TRADED FD VI	76,337	$2M	0.7%	TRIM −11%
31	SOSOUTHERN CO	19,797	$2M	0.7%	HOLD
32	RYROYAL BK CDA	11,802	$2M	0.7%	HOLD
33	AMEAMETEK INC	8,698	$2M	0.7%	HOLD
34	FDVVFIDELITY COVINGTON TRUST	30,999	$2M	0.6%	HOLD
35	HELOJPMorgan Hedged Equity Laddered Overly ETF	25,867	$2M	0.6%	TRIM −13%
36	CVXCHEVRON CORP NEW	7,461	$2M	0.5%	TRIM −3%
37	BINCBLACKROCK ETF TRUST II	28,250	$1M	0.5%	ADD 48%
38	COWZPACER FDS TR	23,385	$1M	0.5%	TRIM −24%
39	NSCNORFOLK SOUTHN CORP	4,868	$1M	0.5%	HOLD
40	MSFTMICROSOFT CORP	3,771	$1M	0.5%	TRIM −7%
41	LLYELI LILLY & CO	1,496	$1M	0.5%	HOLD
42	VIGVANGUARD SPECIALIZED FUNDS	6,394	$1M	0.5%	HOLD
43	WMTWALMART INC	10,909	$1M	0.5%	ADD 4%
44	KOCOCA COLA CO	16,143	$1M	0.4%	TRIM −5%
45	VBKVANGUARD INDEX FDS	3,914	$1M	0.4%	TRIM −3%
46	GPIXGOLDMAN SACHS ETF TR	23,620	$1M	0.4%	ADD 6%
47	MINTPIMCO ETF TR	11,663	$1M	0.4%	ADD 23%
48	GLDSPDR GOLD TR	2,692	$1M	0.4%	TRIM −14%
49	FNDFSCHWAB STRATEGIC TR	23,226	$1M	0.4%	ADD 8%
50	JPMJPMORGAN CHASE & CO	3,737	$1M	0.4%	ADD 4%
51	AMZNAMAZON COM INC	5,244	$1M	0.4%	ADD 4%
52	MINOPIMCO ETF TR	23,718	$1M	0.4%	ADD 87%
53	UCBUNITED CMNTY BKS BLAIRSVLE G	33,098	$1M	0.4%	HOLD
54	VEAVANGUARD TAX-MANAGED FDS	16,250	$1M	0.4%	HOLD
55	SAMTADVISORS INNER CIRCLE FD III	25,480	$1M	0.3%	ADD 28%
56	GPIQGOLDMAN SACHS ETF TR	20,025	$991,037	0.3%	ADD 43%
57	DGRWWISDOMTREE TR	10,006	$878,909	0.3%	TRIM −5%
58	FELCFIDELITY COVINGTON TRUST	23,926	$867,796	0.3%	HOLD
59	GOOGALPHABET INC	2,917	$836,723	0.3%	HOLD
60	IEFAISHARES TR	8,834	$799,742	0.3%	HOLD
61	VBRVANGUARD INDEX FDS	3,666	$796,330	0.3%	TRIM −4%
62	CSXCSX CORP	18,905	$776,050	0.3%	HOLD
63	CATCATERPILLAR INC	1,085	$768,437	0.3%	ADD 32%
64	VYMVANGUARD WHITEHALL FDS	5,106	$756,173	0.3%	ADD 3%
65	GOOGLALPHABET INC	2,615	$751,979	0.3%	ADD 6%
66	PVALPutnam Focased Large Cap Value ETF	16,081	$746,144	0.3%	ADD 39%
67	SCHVSCHWAB STRATEGIC TR	24,397	$744,094	0.3%	HOLD
68	MCDMCDONALDS CORP	2,386	$741,545	0.3%	HOLD
69	AVIVAMERICAN CENTY ETF TR	9,527	$712,874	0.2%	ADD 3%
70	TFCTRUIST FINL CORP	15,497	$712,397	0.2%	HOLD
71	PMPHILIP MORRIS INTL INC	4,139	$684,421	0.2%	HOLD
72	AVGOBROADCOM INC	2,122	$656,760	0.2%	HOLD
73	BRK.BBERKSHIRE HATHAWAY INC DEL	1,369	$656,025	0.2%	ADD 9%
74	VTVANGUARD INTL EQUITY INDEX F	4,718	$652,616	0.2%	ADD 3%
75	DIVOAMPLIFY ETF TR	14,515	$650,995	0.2%	ADD 32%
76	MPCMARATHON PETE CORP	2,596	$633,782	0.2%	HOLD
77	JNJJOHNSON & JOHNSON	2,583	$631,274	0.2%	ADD 2%
78	TSLATESLA INC	1,685	$626,399	0.2%	HOLD
79	GLGLOBE LIFE INC	4,438	$617,568	0.2%	HOLD
80	COPCONOCOPHILLIPS	4,651	$613,964	0.2%	ADD 7%
81	VOVANGUARD INDEX FDS	2,119	$608,534	0.2%	ADD 4%
82	VGTVANGUARD WORLD FD	857	$597,612	0.2%	HOLD
83	SMMDISHARES TR	7,611	$581,072	0.2%	TRIM −4%
84	BUFDFIRST TR EXCHNG TRADED FD VI	20,370	$570,360	0.2%	TRIM −17%
85	LDURPIMCO ETF TR	5,884	$563,787	0.2%	TRIM −3%
86	XLESELECT SECTOR SPDR TR	9,198	$563,464	0.2%	HOLD
87	VXUSVANGUARD STAR FDS	7,213	$556,194	0.2%	ADD 2%
88	JIREJ P MORGAN EXCHANGE TRADED F	7,080	$536,210	0.2%	ADD 14%
89	SCHFSCHWAB STRATEGIC TR	21,661	$536,120	0.2%	TRIM −10%
90	IWFISHARES TR	1,202	$512,533	0.2%	HOLD
91	MCOMOODYS CORP	1,172	$511,373	0.2%	HOLD
92	BXBLACKSTONE INC	4,391	$504,921	0.2%	ADD 5%
93	VOOVANGUARD INDEX FDS	827	$494,204	0.2%	ADD 14%
94	IWMISHARES TR	1,990	$493,520	0.2%	HOLD
95	BONDPIMCO ETF TR	5,345	$493,266	0.2%	HOLD
96	SGOLETFS GOLD TR	11,000	$490,820	0.2%	HOLD
97	DUKDUKE ENERGY CORP NEW	3,748	$490,763	0.2%	HOLD
98	AIQGLOBAL X FDS	10,434	$486,936	0.2%	HOLD
99	HONHONEYWELL INTL INC	2,154	$486,884	0.2%	ADD 4%
100	IMCGISHARES TR	6,164	$485,511	0.2%	TRIM −18%
101	RGLDROYAL GOLD INC	1,878	$478,045	0.2%	HOLD
102	MRKMERCK & CO INC	3,967	$477,185	0.2%	TRIM −7%
103	BACBANK AMERICA CORP	9,434	$459,908	0.2%	HOLD
104	VWOVANGUARD INTL EQUITY INDEX F	8,382	$453,040	0.2%	HOLD
105	SPYSTATE STR SPDR S&P 500 ETF T	696	$452,911	0.2%	ADD 5%
106	RTXRTX CORPORATION	2,279	$439,671	0.2%	TRIM −5%
107	ITAIShares U.S. Aerospace & Defense ETF	2,002	$437,858	0.2%	HOLD
108	JPIEJ P MORGAN EXCHANGE TRADED F	9,446	$435,177	0.2%	TRIM −6%
109	LOWLOWES COS INC	1,839	$434,440	0.2%	HOLD
110	AXPAMERICAN EXPRESS CO	1,409	$426,194	0.1%	ADD 14%
111	MOALTRIA GROUP INC	6,457	$426,116	0.1%	HOLD
112	FANGDIAMONDBACK ENERGY INC	2,135	$422,308	0.1%	HOLD
113	COSTCOSTCO WHSL CORP NEW	423	$421,951	0.1%	ADD 27%
114	FSMDFidelity Small-Mid Multifactor - ETF	9,285	$415,223	0.1%	ADD 48%
115	QQQINVESCO QQQ TR	711	$410,468	0.1%	HOLD
116	GPCGENUINE PARTS CO	3,858	$407,984	0.1%	HOLD
117	SPYVSPDR SERIES TRUST	7,018	$397,078	0.1%	HOLD
118	ABBVABBVIE INC	1,818	$395,397	0.1%	HOLD
119	SPYGSPDR SERIES TRUST STATE STREET SPD	4,017	$393,260	0.1%	ADD 15%
120	GEVGE VERNOVA INC	445	$388,441	0.1%	ADD 3%
121	DAUGFIRST TR EXCHNG TRADED FD VI	8,730	$380,213	0.1%	HOLD
122	GNRSPDR INDEX SHS FDS	5,010	$374,097	0.1%	ADD 15%
123	BILSPDR SERIES TRUST	4,000	$366,560	0.1%	NEW
124	RFREGIONS FINANCIAL CORP NEW	13,915	$363,459	0.1%	TRIM −11%
125	LHXL3HARRIS TECHNOLOGIES INC	1,026	$354,124	0.1%	HOLD
126	GAUGFIRST TR EXCHNG TRADED FD VI	9,123	$353,129	0.1%	HOLD
127	AMGNAMGEN INC	995	$350,091	0.1%	TRIM −3%
128	TRVTRAVELERS COMPANIES INC	1,197	$349,179	0.1%	HOLD
129	VZVERIZON COMMUNICATIONS INC	6,870	$344,856	0.1%	HOLD
130	MAMASTERCARD INCORPORATED	684	$341,767	0.1%	HOLD
131	MSMORGAN STANLEY	2,027	$333,583	0.1%	HOLD
132	SOFISoFi Technologies, Ince	20,868	$331,384	0.1%	ADD 24%
133	XSMOINVESCO EXCHANGE TRADED FD T	4,291	$326,202	0.1%	HOLD
134	WMBWILLIAMS COS INC	4,459	$324,543	0.1%	TRIM −4%
135	AOAISHARES TR	3,664	$324,221	0.1%	ADD 5%
136	AMLPALPS ETF TR	6,079	$319,997	0.1%	ADD 3%
137	APHAMPHENOL CORP	2,526	$319,160	0.1%	HOLD
138	AVLVAMERICAN CENTY ETF TR	3,824	$308,247	0.1%	ADD 36%
139	JAAAJANUS DETROIT STR TR	6,009	$302,657	0.1%	ADD 6%
140	ALLALLSTATE CORP	1,426	$295,667	0.1%	HOLD
141	DJANFIRST TR EXCHNG TRADED FD VI	6,947	$295,456	0.1%	HOLD
142	NEENEXTERA ENERGY INC	3,122	$289,971	0.1%	HOLD
143	SCHASCHWAB STRATEGIC TR	9,968	$289,872	0.1%	HOLD
144	DEDEERE & CO	508	$285,915	0.1%	HOLD
145	SLVISHARES SILVER TR	4,125	$281,078	0.1%	TRIM −2%
146	GFEBFIRST TR EXCHNG TRADED FD V	6,759	$277,727	0.1%	HOLD
147	AMDADVANCED MICRO DEVICES INC	1,355	$275,648	0.1%	ADD 11%
148	PGPROCTER AND GAMBLE CO	1,878	$271,257	0.1%	TRIM −9%
149	EFAISHARES TR	2,737	$265,843	0.1%	HOLD
150	ITOTISHARES TR	1,800	$256,374	0.1%	HOLD
151	METAMETA PLATFORMS INC	426	$243,727	0.1%	ADD 6%
152	AVEMAMERICAN CENTY ETF TR	3,023	$243,616	0.1%	NEW
153	NFLXNETFLIX INC	2,493	$239,702	0.1%	HOLD
154	BNDVANGUARD BD INDEX FDS	3,228	$237,699	0.1%	HOLD
155	RKLBROCKET LAB CORP	3,660	$235,045	0.1%	TRIM −3%
156	EEMISHARES TR	4,072	$231,259	0.1%	HOLD
157	CRMSALESFORCE INC	1,222	$228,111	0.1%	NEW
158	VVISA INC	736	$222,461	0.1%	ADD 12%
159	EMREMERSON ELEC CO	1,694	$221,948	0.1%	HOLD
160	VOTVANGUARD INDEX FDS	856	$220,357	0.1%	HOLD
161	APLDAPPLIED DIGITAL CORP	9,282	$220,355	0.1%	HOLD
162	AIGAMERICAN INTL GROUP INC	2,925	$220,106	0.1%	ADD 6%
163	TAT&T INC	7,542	$218,631	0.1%	NEW
164	COFCAPITAL ONE FINL CORP	1,186	$216,392	0.1%	HOLD
165	VOEVANGUARD INDEX FDS	1,172	$215,977	0.1%	HOLD
166	CMPRCIMPRESS PLC	2,952	$215,496	0.1%	NEW
167	AFLAFLAC INC	1,908	$209,327	0.1%	HOLD
168	SCHWSCHWAB CHARLES CORP	2,225	$209,106	0.1%	HOLD
169	SSDSIMPSON MFG INC	1,203	$206,459	0.1%	TRIM −3%
170	EMEEMCOR GROUP INC	276	$203,774	0.1%	NEW
171	RSPINVESCO EXCHANGE TRADED FD T	1,053	$202,119	0.1%	HOLD
172	GEGE AEROSPACE	712	$202,048	0.1%	HOLD
173	PSLVSPROTT ASSET MANAGEMENT LP	8,210	$200,242	0.1%	NEW
174	MCIBARINGS CORPORATE INVS	10,983	$189,347	0.1%	HOLD
175	XRPRETF OPPORTUNITIES TRUST	11,000	$121,330	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTVVANGUARD INDEX FDS

57K

65K

74K

78K

103K

112K

$22M

FENIFIDELITY COVINGTON TRUST

—

64K

98K

188K

517K

$19M

VUGVANGUARD INDEX FDS

26K

29K

31K

33K

40K

$18M

FMDEFIDELITY COVINGTON TRUST

—

88K

148K

232K

396K

$14M

FESMFIDELITY COVINGTON TRUST

—

54K

151K

208K

281K

$11M

SCHDSCHWAB STRATEGIC TR

455K

473K

414K

350K

324K

323K

$10M

MGVVANGUARD WORLD FD

—

22K

36K

55K

60K

$9M

FBNDFIDELITY TOTAL BOND ETF

149K

138K

176K

188K

190K

$9M

JEPIJPMorgan Equity Premium Income ETF

168K

188K

189K

175K

162K

151K

$9M

AAPLAPPLE INC

30K

29K

$7M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

233K

253K

261K

265K

254K

247K

$7M

VYMIVANGUARD WHITEHALL FDS

43K

50K

66K

67K

71K

$7M

FDEMFIDELITY COVINGTON TRUST

—

19K

29K

57K

146K

$5M

AVUVAMERICAN CENTY ETF TR

39K

43K

40K

41K

42K

$5M

MGKVanguard Mega Cap Growth ETF

813

822

11K

12K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Mayfair Advisory Group, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 175 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Mayfair Advisory Group, LLC