Institutions / Mayflower Financial Advisors, LLC

Mayflower Financial Advisors, LLC

CIK 1852930 · Institution · as of Dec 31, 2025
Portfolio value
$826.12M
Positions
413
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 413 →
CompanyClassValueShares% of portfolio
iShares Tr$39.50M57,6634.8%
SPDR Series Trust$25.99M324,0403.1%
Apple Inc.$23.83M87,6562.9%
Microsoft Corp$21.28M44,0042.6%
iShares MSCI UAE ETF$16.48M82,9942.0%
Wayfair Inc.$16.33M162,6692.0%
iShares Tr$14.73M119,4991.8%
Schwab Strategic Tr$14.35M523,3141.7%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$14.01M230,3751.7%
iShares Tr$13.43M63,3341.6%
Alphabet Inc.$13.34M42,6301.6%
SPDR S&P 500 ETF Tr$13.10M19,2051.6%
NVIDIA Corp$12.37M66,3471.5%
Vanguard Mun Bd Fds$12.04M239,4231.5%
Alphabet Inc.$10.77M34,3101.3%
Schwab Strategic Tr$10.32M441,7541.2%
Warren E. Buffett$10.18M20,2491.2%
iShares Inc$9.81M145,8921.2%
Invesco Exchange Traded Fd T$9.37M157,9931.1%
Amazon.com Inc$8.66M37,4991.0%
iShares Tr$8.59M120,2471.0%
iShares Tr$8.36M179,7271.0%
iShares Tr$7.77M86,8720.9%
iShares Tr$7.43M112,6320.9%
Klaviyo, Inc.$7.36M226,7000.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.