Mayflower Financial Advisors, LLC

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CIK 1852930

13F portfolio (2026-Q1)

$823M

Positions

442

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

442

Top 5

14.7%

Top 10

23.0%

Effective N

98.7

HHI

0.010

This quarter

53 new · 0 exit →

By sector

Unclassified61.9%

Information Technology11.6%

Financials5.9%

Communication Services3.9%

Industrials3.8%

Health Care3.4%

Consumer Discretionary3.1%

Materials1.9%

Other4.6%

By market cap

Unknown63.2%

Mega (>$200B)23.5%

Large ($10–200B)11.7%

Mid ($2–10B)1.0%

Small ($300M–2B)0.5%

Micro (<$300M)0.1%

By region

Other61.9%

North America37.1%

Europe0.7%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	62.99%	207
Technology Hardware & Equipment	3.83%	10
Software	3.82%	15
Software & IT Services	3.48%	8
Semiconductors & Semiconductor Equipment	3.23%	14
Pharmaceuticals & Biotechnology	3.05%	20
Specialty Retail	2.20%	11
Banks	1.79%	16
Oil, Gas & Consumable Fuels	1.72%	13
Capital Markets	1.70%	12
Commercial Services & Supplies	1.20%	10
Aerospace & Defense	1.19%	8
Machinery	1.18%	13
Tobacco	1.15%	3
Utilities	0.93%	13
Metals & Mining	0.78%	6
Chemicals	0.71%	8
Insurance	0.58%	11
Road & Rail	0.43%	5
Automobiles & Components	0.41%	4
Electrical Equipment & Components	0.40%	3
Paper & Forest Products	0.40%	1
Beverages	0.39%	2
Health Care Equipment & Supplies	0.37%	5
Diversified Telecommunication Services	0.32%	2
Media & Entertainment	0.30%	3
Distributors	0.23%	3
Hotels, Restaurants & Leisure	0.21%	2
Transportation Infrastructure	0.19%	1
Equity Real Estate Investment Trusts (REITs)	0.18%	3
Food Products	0.11%	2
Airlines	0.10%	1
Construction & Engineering	0.09%	1
Food & Staples Retailing	0.08%	1
Communications Equipment	0.07%	2
Entertainment	0.07%	1
Real Estate Management & Development	0.07%	1
Life Sciences Tools & Services	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	4.55%
2	SPYM	SPDR SERIES TRUST	Unclassified	3.49%
3	AAPL	Apple Inc.	Information Technology	2.70%
4	MSFT	MICROSOFT CORP	Information Technology	1.99%
5	QUAL	ISHARES TR	Unclassified	1.98%
6	SCHD	SCHWAB STRATEGIC TR	Unclassified	1.98%
7	IVW	ISHARES TR	Unclassified	1.74%
8	IVE	ISHARES TR	Unclassified	1.61%
9	VTEB	VANGUARD MUN BD FDS	Unclassified	1.52%
10	NVDA	NVIDIA CORP	Information Technology	1.49%

236/442 names classified · sector 38.1% of weight · industry 37.0% · mkt cap 36.8%; unclassified names shown, never dropped.

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

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyAAPL, MSFT, INTC, KVYO, EGHT · other

Consumer DiscretionaryMCD, W, AMZN, HD, TSLA · other

Health CareABBV, BMY, JNJ, MRK, LLY · other

FinancialsBRK.B, MS, JPM, V, PYPL · other

IndustrialsUPS, HON, MMM, BKNG, CAT · other

UtilitiesDUK, NEE, SO, SPRU, ED · other

MaterialsPG, MATV, FNV, SCCO, GLW · other

Communication ServicesGOOGL, VZ, GOOG, META, T · other

EnergyXOM, CVX, COP, DVN, TTE · other

Consumer StaplesMO, PEP, KO, PM, ADM · other

Real EstateAMT, CWK, WY, AVB, DLR · other

UnclassifiedIVV, SPYM, IJH, USMV, QUAL · 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: 38.1% 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 34% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (191 classified)Mayflower Financial Advisors, LLC centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesIndustrialsHealth CareConsumer DiscretionaryConsumer StaplesMaterialsEnergyUtilitiesReal Estate

Style box summary for Mayflower Financial Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 13.8%, Large Core 9.8%, Large Value 7.0%.

Classified: 34.0% of book weight (191/442 names) · unclassified 66.0%: IVV, SPYM, QUAL, SCHD, IVW, IVE, VTEB, SPY, DYNF, SCHZ +241 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· 442 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	57,250	$37M	4.5%	HOLD
2	SPYMSPDR SERIES TRUST	375,427	$29M	3.5%	ADD 16%
3	AAPLAPPLE INC	87,377	$22M	2.7%	HOLD
4	MSFTMICROSOFT CORP	44,152	$16M	2.0%	HOLD
5	QUALISHARES TR	85,062	$16M	2.0%	ADD 2%
6	SCHDSCHWAB STRATEGIC TR	531,259	$16M	2.0%	HOLD
7	IVWISHARES TR	126,503	$14M	1.7%	ADD 6%
8	IVEISHARES TR	62,807	$13M	1.6%	HOLD
9	VTEBVANGUARD MUN BD FDS	250,237	$12M	1.5%	ADD 5%
10	NVDANVIDIA CORPORATION	70,208	$12M	1.5%	ADD 6%
11	GOOGLALPHABET INC	42,315	$12M	1.5%	HOLD
12	SPYSTATE STR SPDR S&P 500 ETF T	18,504	$12M	1.5%	TRIM −4%
13	DYNFBLACKROCK ETF TRUST	198,735	$12M	1.4%	TRIM −14%
14	SCHZSCHWAB STRATEGIC TR	465,472	$11M	1.3%	ADD 5%
15	GOOGALPHABET INC	34,404	$10M	1.2%	HOLD
16	BRK.BBERKSHIRE HATHAWAY INC DEL	19,106	$9M	1.1%	TRIM −6%
17	IUSBISHARES TR	190,828	$9M	1.1%	ADD 6%
18	ACWXISHARES TR	117,232	$8M	1.0%	ADD 264%
19	AMZNAMAZON COM INC	37,908	$8M	1.0%	HOLD
20	IEFAISHARES TR	86,780	$8M	1.0%	HOLD
21	IJHISHARES TR	113,160	$8M	0.9%	HOLD
22	BNDVANGUARD BD INDEX FDS	98,769	$7M	0.9%	ADD 10%
23	XTENBONDBLOXX ETF TRUST	158,397	$7M	0.9%	ADD 13%
24	IJRISHARES TR	57,819	$7M	0.9%	HOLD
25	USMVISHARES TR	74,220	$7M	0.8%	HOLD
26	MOALTRIA GROUP INC	98,330	$6M	0.8%	ADD 3%
27	COROBLACKROCK ETF TRUST	195,916	$6M	0.8%	NEW
28	AVGOBROADCOM INC	20,178	$6M	0.8%	HOLD
29	VTIVANGUARD INDEX FDS	19,130	$6M	0.7%	HOLD
30	VEAVANGUARD TAX-MANAGED FDS	95,106	$6M	0.7%	TRIM −5%
31	VOOVANGUARD INDEX FDS	10,102	$6M	0.7%	ADD 2%
32	EFVISHARES TR	80,296	$6M	0.7%	TRIM −33%
33	JNJJOHNSON & JOHNSON	23,517	$6M	0.7%	HOLD
34	GLDSPDR GOLD TR	13,055	$6M	0.7%	TRIM −4%
35	JPMJPMORGAN CHASE & CO	18,331	$5M	0.7%	ADD 3%
36	MBBISHARES TR	55,051	$5M	0.6%	ADD 7%
37	THROBLACKROCK ETF TRUST	140,123	$5M	0.6%	ADD 7%
38	BAIBLACKROCK ETF TRUST	152,542	$5M	0.6%	ADD 9%
39	CVXCHEVRON CORP NEW	24,028	$5M	0.6%	ADD 3%
40	MUBISHARES TR	46,735	$5M	0.6%	ADD 6%
41	VIGVANGUARD SPECIALIZED FUNDS	23,048	$5M	0.6%	ADD 11%
42	IEMGISHARES INC	70,869	$5M	0.6%	TRIM −51%
43	AVEMAMERICAN CENTY ETF TR	61,074	$5M	0.6%	ADD 22%
44	OEFISHARES TR	15,409	$5M	0.6%	TRIM −3%
45	MSMORGAN STANLEY	28,311	$5M	0.6%	TRIM −24%
46	AMLPALPS ETF TR	88,436	$5M	0.6%	ADD 7%
47	METAMETA PLATFORMS INC	7,936	$5M	0.6%	HOLD
48	VTVANGUARD INTL EQUITY INDEX F	32,348	$4M	0.5%	ADD 3%
49	ABBVABBVIE INC	20,303	$4M	0.5%	ADD 6%
50	KVYOKLAVIYO INC	226,729	$4M	0.5%	HOLD
51	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	39,350	$4M	0.5%	ADD 8%
52	SPMDSPDR SERIES TRUST	74,165	$4M	0.5%	HOLD
53	VRIGINVESCO ACTIVELY MANAGED EXC	173,737	$4M	0.5%	ADD 194%
54	SUBISHARES TR	40,338	$4M	0.5%	HOLD
55	MDYSPDR S&P MIDCAP 400 ETF TR	6,823	$4M	0.5%	HOLD
56	GOVTISHARES TR	181,934	$4M	0.5%	ADD 1096%
57	XOMEXXON MOBIL CORP	24,439	$4M	0.5%	HOLD
58	IWMISHARES TR	16,215	$4M	0.5%	ADD 6%
59	BINCBLACKROCK ETF TRUST II	76,655	$4M	0.5%	TRIM −16%
60	HONHONEYWELL INTL INC	16,173	$4M	0.4%	HOLD
61	HDVISHARES TR	26,887	$4M	0.4%	ADD 3%
62	RDVYFIRST TR EXCHANGE TRADED FD	53,410	$4M	0.4%	HOLD
63	CATCATERPILLAR INC	5,107	$4M	0.4%	TRIM −4%
64	PLTRPALANTIR TECHNOLOGIES INC	24,664	$4M	0.4%	HOLD
65	QQQINVESCO QQQ TR	6,027	$3M	0.4%	HOLD
66	LLYELI LILLY & CO	3,777	$3M	0.4%	HOLD
67	IAGGISHARES TR	68,409	$3M	0.4%	ADD 16%
68	SHLDGLOBAL X FDS	48,093	$3M	0.4%	ADD 65%
69	VVISA INC	11,268	$3M	0.4%	HOLD
70	VTVVANGUARD INDEX FDS	17,281	$3M	0.4%	TRIM −7%
71	BLCRBLACKROCK ETF TRUST	82,239	$3M	0.4%	NEW
72	CGDGCAPITAL GROUP DIVIDEND GROWE	93,353	$3M	0.4%	ADD 3%
73	VEUVANGUARD INTL EQUITY INDEX F	44,083	$3M	0.4%	HOLD
74	VOVANGUARD INDEX FDS	11,429	$3M	0.4%	HOLD
75	MATVMATIV HOLDINGS INC	375,246	$3M	0.4%	HOLD
76	ITOTISHARES TR	22,124	$3M	0.4%	ADD 2%
77	VXUSVANGUARD STAR FDS	40,267	$3M	0.4%	ADD 30%
78	JAAAJANUS DETROIT STR TR	57,489	$3M	0.4%	ADD 813%
79	VUGVANGUARD INDEX FDS	6,226	$3M	0.3%	ADD 26%
80	PMPHILIP MORRIS INTL INC	15,183	$3M	0.3%	ADD 5%
81	RTXRTX CORPORATION	12,851	$2M	0.3%	HOLD
82	IWBISHARES TR	6,908	$2M	0.3%	TRIM −3%
83	MAMASTERCARD INCORPORATED	4,918	$2M	0.3%	HOLD
84	TSLATESLA INC	6,524	$2M	0.3%	ADD 6%
85	BACBANK AMERICA CORP	49,421	$2M	0.3%	TRIM −5%
86	CSCOCISCO SYS INC	30,877	$2M	0.3%	ADD 7%
87	IYWISHARES TR	13,140	$2M	0.3%	HOLD
88	GEVGE VERNOVA INC	2,687	$2M	0.3%	ADD 4%
89	CMECME GROUP INC	7,920	$2M	0.3%	HOLD
90	MRKMERCK & CO INC	18,836	$2M	0.3%	HOLD
91	PGPROCTER AND GAMBLE CO	15,345	$2M	0.3%	TRIM −10%
92	DVYISHARES TR	14,439	$2M	0.3%	HOLD
93	GLDMWORLD GOLD TR	22,845	$2M	0.3%	TRIM −49%
94	ESGUISHARES TR	14,778	$2M	0.3%	HOLD
95	IVLUISHARES TR	52,425	$2M	0.3%	TRIM −3%
96	HDHOME DEPOT INC	6,208	$2M	0.2%	ADD 4%
97	VGLTVANGUARD SCOTTSDALE FDS	36,425	$2M	0.2%	ADD 3%
98	COSTCOSTCO WHSL CORP NEW	2,010	$2M	0.2%	ADD 2%
99	MINTPIMCO ETF TR	19,853	$2M	0.2%	HOLD
100	VCSHVANGUARD SCOTTSDALE FDS	24,568	$2M	0.2%	HOLD
101	TSMTAIWAN SEMICONDUCTOR MFG LTD	5,592	$2M	0.2%	ADD 33%
102	SCCOSOUTHERN COPPER CORP	10,929	$2M	0.2%	HOLD
103	VCITVANGUARD SCOTTSDALE FDS	22,423	$2M	0.2%	HOLD
104	PEPPEPSICO INC	11,853	$2M	0.2%	ADD 9%
105	CGUSCAPITAL GROUP CORE EQUITY ET	47,114	$2M	0.2%	ADD 10%
106	EFAISHARES TR	18,565	$2M	0.2%	TRIM −4%
107	IAUISHARES GOLD TR	20,397	$2M	0.2%	TRIM −12%
108	VYMVANGUARD WHITEHALL FDS	11,922	$2M	0.2%	ADD 57%
109	OUNZVanEck Merk Gold Trust	38,725	$2M	0.2%	HOLD
110	IWYISHARES TR	6,982	$2M	0.2%	HOLD
111	JEPIJPMorgan Equity Premium Income ETF	30,564	$2M	0.2%	HOLD
112	ABTABBOTT LABS	16,755	$2M	0.2%	TRIM −15%
113	BKNGBOOKING HOLDINGS INC	379	$2M	0.2%	TRIM −23%
114	PFEPFIZER INC	56,399	$2M	0.2%	TRIM −4%
115	EEMVISHARES INC	24,274	$2M	0.2%	HOLD
116	TJXTJX COS INC NEW	9,754	$2M	0.2%	HOLD
117	GLWCORNING INC	11,427	$2M	0.2%	TRIM −36%
118	SPYDSPDR SERIES TRUST	33,855	$2M	0.2%	NEW
119	BLKBLACKROCK INC	1,601	$2M	0.2%	HOLD
120	IBMINTERNATIONAL BUSINESS MACHS	6,307	$2M	0.2%	TRIM −11%
121	DGROISHARES CORE DIVIDEND GROWTH ETF	21,782	$2M	0.2%	HOLD
122	TTETotalEnergies SE	16,213	$2M	0.2%	NEW
123	FNVFRANCO NEV CORP	5,898	$1M	0.2%	HOLD
124	MCDMCDONALDS CORP	4,667	$1M	0.2%	TRIM −5%
125	ETNEATON CORP PLC	4,024	$1M	0.2%	ADD 8%
126	VWOVANGUARD INTL EQUITY INDEX F	26,589	$1M	0.2%	ADD 9%
127	GSGOLDMAN SACHS GROUP INC	1,698	$1M	0.2%	HOLD
128	LMTLOCKHEED MARTIN CORP	2,298	$1M	0.2%	HOLD
129	TMOTHERMO FISHER SCIENTIFIC INC	2,738	$1M	0.2%	TRIM −3%
130	KOCOCA COLA CO	17,694	$1M	0.2%	TRIM −21%
131	VZVERIZON COMMUNICATIONS INC	26,714	$1M	0.2%	ADD 3%
132	NEENEXTERA ENERGY INC	14,357	$1M	0.2%	ADD 3%
133	NVSNOVARTIS AG	8,726	$1M	0.2%	TRIM −16%
134	EPDENTERPRISE PRODS PARTNERS L	35,120	$1M	0.2%	HOLD
135	WWAYFAIR INC	17,378	$1M	0.2%	TRIM −89%
136	JPEFJPMorgan Equity Focus - ETF	18,183	$1M	0.2%	NEW
137	FDVVFIDELITY COVINGTON TRUST	23,635	$1M	0.2%	ADD 485%
138	DELLDELL TECHNOLOGIES INC	7,931	$1M	0.2%	TRIM −6%
139	IBDRISHARES TR	53,162	$1M	0.2%	HOLD
140	MUMICRON TECHNOLOGY INC	3,782	$1M	0.2%	TRIM −2%
141	TAT&T INC	43,498	$1M	0.2%	ADD 6%
142	HUBSHUBSPOT INC	5,108	$1M	0.2%	ADD 3%
143	CIBRFIRST TR EXCHANGE-TRADED FD	19,882	$1M	0.2%	HOLD
144	SYKSTRYKER CORPORATION	3,758	$1M	0.2%	ADD 13%
145	SCHFSCHWAB STRATEGIC TR	49,460	$1M	0.1%	ADD 28%
146	EFGISHARES TR	10,777	$1M	0.1%	HOLD
147	HLIHOULIHAN LOKEY INC	1,122,126	$1M	0.1%	HOLD
148	UNHUNITEDHEALTH GROUP INC	4,402	$1M	0.1%	TRIM −8%
149	AMGNAMGEN INC	3,372	$1M	0.1%	HOLD
150	XLESELECT SECTOR SPDR TR	19,356	$1M	0.1%	HOLD
151	LINLINDE PLC	2,386	$1M	0.1%	ADD 2%
152	TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	33,119	$1M	0.1%	HOLD
153	VCRBVANGUARD MALVERN FDS	15,201	$1M	0.1%	NEW
154	CGDVCAPITAL GROUP DIVIDEND VALUE	27,597	$1M	0.1%	ADD 26%
155	LOWLOWES COS INC	4,831	$1M	0.1%	HOLD
156	WMWASTE MGMT INC DEL	4,938	$1M	0.1%	TRIM −3%
157	SPOTSPOTIFY TECHNOLOGY S A	2,335	$1M	0.1%	HOLD
158	WMTWALMART INC	9,095	$1M	0.1%	ADD 6%
159	AMDADVANCED MICRO DEVICES INC	5,533	$1M	0.1%	HOLD
160	CCITIGROUP INC	9,707	$1M	0.1%	HOLD
161	LMUBISHARES TR	21,828	$1M	0.1%	NEW
162	DFUVDIMENSIONAL ETF TRUST	22,255	$1M	0.1%	NEW
163	ORCLORACLE CORP	7,188	$1M	0.1%	HOLD
164	XLGINVESCO EXCHANGE TRADED FD T	19,225	$1M	0.1%	TRIM −88%
165	IEVISHARES TR	15,227	$1M	0.1%	HOLD
166	BXBLACKSTONE INC	8,985	$1M	0.1%	ADD 11%
167	SGOVISHARES TR	10,245	$1M	0.1%	ADD 2%
168	IBDSISHARES TR	42,347	$1M	0.1%	HOLD
169	STTSTATE STR CORP	8,086	$1M	0.1%	ADD 53%
170	SPSBSPDR SERIES TRUST	33,051	$993,838	0.1%	HOLD
171	DUKDUKE ENERGY CORP NEW	7,537	$986,859	0.1%	ADD 2%
172	QYLDGLOBAL X FDS	57,509	$986,279	0.1%	TRIM −16%
173	AMTAMERICAN TOWER CORP	5,680	$980,212	0.1%	TRIM −12%
174	NFLXNETFLIX INC	10,158	$976,684	0.1%	ADD 6%
175	BIVVANGUARD BD INDEX FDS	12,614	$973,549	0.1%	TRIM −2%
176	CPCANADIAN PACIFIC KANSAS CITY	12,305	$965,365	0.1%	TRIM −5%
177	UNPUNION PAC CORP	3,962	$961,260	0.1%	ADD 13%
178	SHOPSHOPIFY INC	8,043	$954,030	0.1%	ADD 3%
179	TFISPDR SERIES TRUST	20,623	$935,047	0.1%	HOLD
180	VVVANGUARD INDEX FDS	3,125	$933,906	0.1%	HOLD
181	AXPAMERICAN EXPRESS CO	3,083	$932,541	0.1%	HOLD
182	BABOEING CO	4,674	$930,266	0.1%	HOLD
183	BNDXVANGUARD CHARLOTTE FDS	18,601	$893,791	0.1%	ADD 224%
184	CORCENCORA INC	2,829	$888,702	0.1%	ADD 9%
185	VBVANGUARD INDEX FDS	3,351	$877,678	0.1%	HOLD
186	TLHISHARES TR	8,692	$875,458	0.1%	TRIM −37%
187	GILDGILEAD SCIENCES INC	6,132	$854,584	0.1%	ADD 42%
188	IAUMISHARES GOLD TR	18,285	$853,910	0.1%	ADD 3%
189	VNQVANGUARD INDEX FDS	9,508	$843,389	0.1%	ADD 23%
190	TERTERADYNE INC	2,838	$841,353	0.1%	TRIM −4%
191	FDXFEDEX CORP	2,322	$826,962	0.1%	ADD 49%
192	PVALPutnam Focased Large Cap Value ETF	17,730	$822,672	0.1%	NEW
193	WMBWILLIAMS COS INC	11,293	$821,896	0.1%	ADD 8%
194	TXNTEXAS INSTRS INC	4,223	$819,848	0.1%	TRIM −9%
195	DIASPDR DOW JONES INDL AVERAGE	1,763	$816,619	0.1%	HOLD
196	ADPAUTOMATIC DATA PROCESSING IN	4,001	$813,011	0.1%	ADD 2%
197	EEMISHARES TR	14,163	$804,317	0.1%	HOLD
198	IWDISHARES TR	3,760	$803,399	0.1%	HOLD
199	VRTXVERTEX PHARMACEUTICALS INC	1,751	$781,892	0.1%	ADD 24%
200	PWRQUANTA SVCS INC	1,388	$762,040	0.1%	HOLD

showing the top 200 by weight

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

IVVISHARES TR

73K

70K

59K

57K

58K

57K

$37M

SPYMSPDR SERIES TRUST

327K

340K

308K

320K

324K

375K

$29M

AAPLAPPLE INC

89K

87K

88K

87K

$22M

MSFTMICROSOFT CORP

43K

42K

45K

44K

$16M

QUALISHARES TR

82K

92K

115K

105K

83K

85K

$16M

SCHDSCHWAB STRATEGIC TR

258K

276K

410K

472K

523K

531K

$16M

IVWISHARES TR

114K

117K

112K

118K

119K

127K

$14M

IVEISHARES TR

30K

38K

45K

48K

63K

$13M

VTEBVANGUARD MUN BD FDS

101K

109K

179K

232K

239K

250K

$12M

NVDANVIDIA CORPORATION

64K

66K

67K

66K

70K

$12M

GOOGLALPHABET INC

39K

41K

39K

43K

42K

$12M

SPYSTATE STR SPDR S&P 500 ETF T

22K

20K

19K

$12M

DYNFBLACKROCK ETF TRUST

160K

165K

181K

224K

230K

199K

$12M

SCHZSCHWAB STRATEGIC TR

403K

421K

431K

454K

442K

465K

$11M

GOOGALPHABET INC

28K

31K

34K

$10M

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.

☆Mayflower Financial Advisors, 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· 442 positions (2026-Q1) · largest first · Δ vs 2025-Q4

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

Related· where to look next

Mayflower Financial Advisors, LLC