StockDriftsStockDriftsTop 50 Mayflower Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.67% | 56.7K | $42.5M | -0.98%(-561) | $375.78(+106.86%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.62% | 476.8K | $41.9M | +27.01%(+101.41K) | $61.35(+48.41%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 3.18% | 290.8K | $36.8M | +3758.35%(+283.27K) | $128.20(-5.19%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 2.32% | 99.4K | $26.9M | +2028.99%(+94.69K) | $286.71(-4.52%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.21% | 101.7K | $25.6M | +400.77%(+81.37K) | $211.01(+18.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.09% | 83.8K | $24.2M | -4.11%(-3.59K) | $126.21(+142.98%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 1.87% | 158.4K | $21.7M | +548.16%(+133.97K) | $136.94(+16.66%) | 2026-06-30 | |
| MO | ALTRIA GROUP INC | 1.7% | 272.9K | $19.6M | +177.52%(+174.55K) | $62.59(+4.30%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.67% | 140.4K | $19.3M | +11.00%(+13.91K) | $85.07(+66.64%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.57% | 574.4K | $18.2M | +8.12%(+43.12K) | $26.43(+29.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.18% | +41.19% | +5.51% | +30.74% |
| Top 20 Holdings Unweighted | +11.97% | +40.39% | +6.33% | +35.94% |
Mayflower Financial Advisors, LLC reports $1.16B in US-listed equity holdings across 498 positions in its most recent 13F filing. Its largest disclosed positions are IVV (3.7%), SPYM (3.6%) and DUK (3.2%). The top 20 holdings account for 36.69% of reported assets. Its disclosed equity book has returned +41.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mayflower Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1852930). View Mayflower Financial Advisors, LLC’s 13F filings on SEC