Mayflower Financial Advisors, LLC holds a diversified book of 498 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Pgim Ultra Short Bond ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 4% of the reported non-option book. They also disclosed $367K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +19% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Mayflower Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning Mayflower Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
+5 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mayflower Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| Swiss Re Ltd | 28 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| 9823 Capital, L.P. | 9 / 80 | $127.6M |
| Roth Financial Partners LLC | 21 / 80 | $281.7M |
| Draper Asset Management, LLC | 8 / 80 | $164.9M |
| Stembrook Asset Management, LLC | 18 / 80 | $96.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Mayflower Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $42.5M | 56.7K | 3.7% | ▼−1.0% Reduced · −561 sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $41.9M | 476.8K | 3.6% | ▲+27% Added · +101K sh | |
| 3 | Duke Energy Corp New COM NEW | $36.8M | 290.8K | 3.2% | ▲39× Added · +283K sh | |
| 4 | McDonalds Corp COM | $26.9M | 99.4K | 2.3% | ▲21× Added · +95K sh | |
| 5 | Abbvie Inc COM | $25.6M | 101.7K | 2.2% | ▲+401% Added · +81K sh | |
| 6 | Apple Inc COM | $24.2M | 83.8K | 2.1% | ▼−4.1% Reduced · −4K sh | |
| 7 | Exxon Mobil Corp COM | $21.7M | 158.4K | 1.9% | ▲+548% Added · +134K sh | |
| 8 | Altria Group Inc COM | $19.6M | 272.9K | 1.7% | ▲+178% Added · +175K sh | |
| 9 | Ishares TR S&P 500 GRWT ETF | $19.3M | 140.4K | 1.7% | ▲+11% Added · +14K sh | |
| 10 | Schwab Strategic TR US DIVIDEND EQ | $18.2M | 574.4K | 1.6% | ▲+8.1% Added · +43K sh | |
| 11 | Procter & Gamble Co COM | $17.0M | 115.6K | 1.5% | ▲+654% Added · +100K sh | |
| 12 | Microsoft Corp COM | $16.7M | 44.9K | 1.4% | ▲+1.7% Added · +749 sh | |
| 13 | Chevron Corporation COM | $16.3M | 98.3K | 1.4% | ▲+309% Added · +74K sh | |
| 14 | Alphabet Inc CAP STK CL A | $14.7M | 41.1K | 1.3% | ▼−2.9% Reduced · −1K sh | |
| 15 | Ishares TR CORE UNIVRSL USD | $14.7M | 318.0K | 1.3% | ▲+67% Added · +127K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $14.0M | 20.5K | 1.2% | ▲+102% Added · +10K sh | |
| 17 | Nvidia Corporation COM | $14.0M | 69.7K | 1.2% | ▼−0.7% Reduced · −463 sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $13.6M | 18.2K | 1.2% | ▼−1.4% Reduced · −255 sh | |
| 19 | BlackRock ETF Trust ISHARES US EQUIT | $13.6M | 199.5K | 1.2% | ▲+0.4% Added · +805 sh | |
| 20 | Ishares TR MSCI USA QLT FCT | $13.5M | 61.3K | 1.2% | ▼−28% Reduced · −24K sh | |
| 21 | Vanguard Mun BD FDS TAX EXEMPT BD | $13.2M | 260.6K | 1.1% | ▲+4.2% Added · +10K sh | |
| 22 | Ishares TR S&P 500 VAL ETF | $12.8M | 56.5K | 1.1% | ▼−10.0% Reduced · −6K sh | |
| 23 | Alphabet Inc CAP STK CL C | $12.1M | 34.2K | 1.0% | ▼−0.5% Reduced · −174 sh | |
| 24 | Bristol-Myers Squibb Co COM | $12.0M | 208.1K | 1.0% | ▲26× Added · +200K sh | |
| 25 | Schwab Strategic TR US AGGREGATE B | $12.0M | 517.6K | 1.0% | ▲+11% Added · +52K sh | |
| 26 | NextEra Energy Inc COM | $11.8M | 134.1K | 1.0% | ▲+834% Added · +120K sh | |
| 27 | Ishares TR MSCI ACWI EX US | $10.9M | 143.2K | 0.9% | ▲+22% Added · +26K sh | |
| 28 | International Business Machs COM | $10.7M | 37.9K | 0.9% | ▲+502% Added · +32K sh | |
| 29 | Southern Co COM | $9.9M | 103.6K | 0.9% | ▲33× Added · +100K sh | |
| 30 | Amazon Com Inc COM | $9.4M | 39.4K | 0.8% | ▲+3.8% Added · +1K sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $9.4M | 18.7K | 0.8% | ▼−2.0% Reduced · −382 sh | |
| 32 | Pepsico Inc COM | $9.2M | 68.2K | 0.8% | ▲+475% Added · +56K sh | |
| 33 | Ishares TR CORE S&P SCP ETF | $8.5M | 57.3K | 0.7% | ▼−0.8% Reduced · −491 sh | |
| 34 | Ishares TR CORE MSCI EAFE | $8.5M | 87.7K | 0.7% | ▲+1.0% Added · +904 sh | |
| 35 | Ishares TR CORE S&P MCP ETF | $8.2M | 106.5K | 0.7% | ▼−5.9% Reduced · −7K sh | |
| 36 | BlackRock ETF Trust ISHA IN CTRY ETF | $7.6M | 206.7K | 0.7% | ▲+5.5% Added · +11K sh | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $7.4M | 100.3K | 0.6% | ▲+1.6% Added · +2K sh | |
| 38 | Broadcom Inc COM | $7.2M | 18.9K | 0.6% | ▼−6.2% Reduced · −1K sh | |
| 39 | SPDR Gold TR GOLD SHS | $7.1M | 19.2K | 0.6% | ▲+47% Added · +6K sh | |
| 40 | Ishares TR MSCI USA MIN ETF | $7.0M | 72.9K | 0.6% | ▼−1.7% Reduced · −1K sh | |
| 41 | Ishares TR S&P 100 ETF | $7.0M | 19.1K | 0.6% | ▲+24% Added · +4K sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $6.8M | 18.3K | 0.6% | ▼−4.1% Reduced · −793 sh | |
| 43 | BlackRock ETF Trust ISHA I IN TE ETF | $6.7M | 126.9K | 0.6% | ▼−17% Reduced · −26K sh | |
| 44 | Verizon Communications Inc COM | $6.6M | 156.6K | 0.6% | ▲+486% Added · +130K sh | |
| 45 | JPMorgan Chase & Co COM | $6.3M | 19.2K | 0.5% | ▲+5.0% Added · +915 sh | |
| 46 | Johnson & Johnson COM | $6.2M | 24.5K | 0.5% | ▲+4.4% Added · +1K sh | |
| 47 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.2M | 86.8K | 0.5% | ▼−8.7% Reduced · −8K sh | |
| 48 | Morgan Stanley COM NEW | $6.0M | 28.5K | 0.5% | ▲+0.7% Added · +192 sh | |
| 49 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $5.9M | 129.7K | 0.5% | ▼−18% Reduced · −29K sh | |
| 50 | Caterpillar Inc COM | $5.8M | 5.4K | 0.5% | ▲+6.1% Added · +310 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Mayflower Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SPOTIFY TECHNOLOGY S A | $367K | 800 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 499 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 444 | $823.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 414 | $826.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 407 | $796.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 390 | $718.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 388 | $658.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 381 | $669.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 372 | $664.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.