Managers / Q2 2026
Mayflower Financial Advisors, LLC
CIK 0001852930 · 265 FRANKLIN STREET, SUITE 401, BOSTON, MA, 02110 · 617-259-1767
Reported Value
$1.2B
Q2 2026
Positions
499
Filings on Record
25
2019–present window
Filed
Jul 9, 2026
original filing
Summary
Mayflower Financial Advisors, Llc reported $1.2B in U.S.-listed holdings across 499 positions for Q2 2026.
Its largest position, IVV, represents 3.7% of the portfolio.
Compared with Q1 2026, the fund opened 65 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $1.2B | 499 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $824M | 444 | Apr 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $827M | 414 | Jan 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $797M | 407 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $719M | 390 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $658M | 388 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $670M | 381 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $664M | 372 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $609M | 356 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $598M | 355 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $724M | 343 | Jan 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $669M | 340 | Oct 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $772M | 357 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $761M | 354 | Apr 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $720.4B | 353 | Jan 25, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $621M | 339 | Oct 19, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $653M | 336 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $743M | 363 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $753M | 352 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $741M | 340 | Oct 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $727M | 331 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $675M | 304 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.