Mayflower Financial Advisors, LLC holds a diversified book of 498 stocks worth $1.2B as of Q2 2026 (disclosed Jul 9, 2026, a ~45-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 equity book. They also disclosed $367K in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1852930/holdings"
Use Arkolith to show Mayflower Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 499 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 444 | $823.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 414 | $826.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 407 | $796.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 390 | $718.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 388 | $658.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 381 | $669.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 372 | $664.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.