Mayflower Financial Advisors, LLC

BOSTON, MA · CIK 1852930 · 13F filing filed 2026-07-09

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$5.8bn
Staff33 · 27 in investment roles
Main clients (by assets)Pension plans 76%, High net worth individuals 20%, Individuals 3%
Private funds2 · $1.6m gross assets
Form ADV · 2026-08-05SEC adviser record

Kindprivate equity, institutions
Others nearbyBoston, MA, Westborough, MA, Auburndale, MA, Danvers, MA, Durham, NC, Providence, RI

As an employer

Offices in1 country
Private fundsprivate equity 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Boston, MA (main office)United States	United States	about 18
Westborough, MAUnited States	United States	5
Danvers, MAUnited States	United States	1
Durham, NCUnited States	United States	1
Newton, MAUnited States	United States	1
Providence, RIUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.2bn reported value +40.7% vs Q1 2026

498positions

23.9%in top 10

65 new 198 added 186 reduced 9 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($367.3k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	56,689	$42.5m3.67%	3.67%	Reduced -561	-561 -1.0%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	476,835	$41.9m3.62%	3.62%	Added +101.4k	+101,408 27.0%
3	DUKE ENERGY CORP NEW COM NEW DUK	DUK	290,804	$36.8m3.18%	3.18%	Added +283.3k	+283,267 3758.3%
4	MCDONALDS CORP COM MCD	MCD	99,360	$26.9m2.32%	2.32%	Added +94.7k	+94,693 2029.0%
5	ABBVIE INC COM ABBV	ABBV	101,672	$25.6m2.21%	2.21%	Added +81.4k	+81,369 400.8%
6	APPLE INC COM AAPL	AAPL	83,785	$24.2m2.09%	2.09%	Reduced -3.6k	-3,592 -4.1%
7	EXXON MOBIL CORP COM XOM	XOM	158,404	$21.7m1.87%	1.87%	Added +134.0k	+133,965 548.2%
8	ALTRIA GROUP INC COM MO	MO	272,884	$19.6m1.70%	1.70%	Added +174.6k	+174,554 177.5%
9	ISHARES TR S&P 500 GRWT ETF IVW	IVW	140,415	$19.3m1.67%	1.67%	Added +13.9k	+13,912 11.0%
10	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	574,381	$18.2m1.57%	1.57%	Added +43.1k	+43,122 8.1%
11	PROCTER AND GAMBLE CO COM PG	PG	115,628	$17.0m1.46%	1.46%	Added +100.3k	+100,283 653.5%
12	MICROSOFT CORP COM MSFT	MSFT	44,901	$16.7m1.45%	1.45%	Added +749	+749 1.7%
13	CHEVRON CORP NEW COM CVX	CVX	98,259	$16.3m1.41%	1.41%	Added +74.2k	+74,231 308.9%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	41,093	$14.7m1.27%	1.27%	Reduced -1.2k	-1,222 -2.9%
15	ISHARES TR CORE TOTAL USD IUSB	IUSB	317,974	$14.7m1.27%	1.27%	Added +127.1k	+127,146 66.6%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	20,453	$14.0m1.21%	1.21%	Added +10.4k	+10,351 102.5%
17	NVIDIA CORPORATION COM NVDA	NVDA	69,745	$14.0m1.21%	1.21%	Reduced -463	-463 -0.7%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	18,249	$13.6m1.18%	1.18%	Reduced -255	-255 -1.4%
19	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	199,540	$13.6m1.17%	1.17%	Added +805	+805 0.4%
20	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	61,337	$13.5m1.16%	1.16%	Reduced -23.7k	-23,725 -27.9%
21	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	260,648	$13.2m1.14%	1.14%	Added +10.4k	+10,411 4.2%
22	ISHARES TR S&P 500 VAL ETF IVE	IVE	56,547	$12.8m1.11%	1.11%	Reduced -6.3k	-6,260 -10.0%
23	ALPHABET INC CAP STK CL C GOOG	GOOG	34,230	$12.1m1.04%	1.04%	Reduced -174	-174 -0.5%
24	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	208,112	$12.0m1.04%	1.04%	Added +200.2k	+200,153 2514.8%
25	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	517,566	$12.0m1.03%	1.03%	Added +52.1k	+52,094 11.2%
26	NEXTERA ENERGY INC COM NEE	NEE	134,109	$11.8m1.02%	1.02%	Added +119.8k	+119,752 834.1%
27	ISHARES TR MSCI ACWI EX US ACWX	ACWX	143,228	$10.9m0.94%	0.94%	Added +26.0k	+25,996 22.2%
28	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	37,939	$10.7m0.92%	0.92%	Added +31.6k	+31,632 501.5%
29	SOUTHERN CO COM SO	SO	103,571	$9.9m0.86%	0.86%	Added +100.4k	+100,417 3183.8%
30	AMAZON COM INC COM AMZN	AMZN	39,364	$9.4m0.81%	0.81%	Added +1.5k	+1,456 3.8%
31	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,724	$9.4m0.81%	0.81%	Reduced -382	-382 -2.0%
32	PEPSICO INC COM PEP	PEP	68,214	$9.2m0.80%	0.80%	Added +56.4k	+56,361 475.5%
33	ISHARES TR CORE S&P SCP ETF IJR	IJR	57,328	$8.5m0.73%	0.73%	Reduced -491	-491 -0.8%
34	ISHARES TR CORE MSCI EAFE IEFA	IEFA	87,684	$8.5m0.73%	0.73%	Added +904	+904 1.0%
35	ISHARES TR CORE S&P MCP ETF IJH	IJH	106,472	$8.2m0.71%	0.71%	Reduced -6.7k	-6,688 -5.9%
36	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	206,668	$7.6m0.65%	0.65%	Added +10.8k	+10,752 5.5%
37	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	100,312	$7.4m0.64%	0.64%	Added +1.5k	+1,543 1.6%
38	BROADCOM INC COM AVGO	AVGO	18,934	$7.2m0.62%	0.62%	Reduced -1.2k	-1,244 -6.2%
39	SPDR GOLD TR GOLD SHS GLD	GLD	19,192	$7.1m0.61%	0.61%	Added +6.1k	+6,137 47.0%
40	ISHARES TR MSCI USA MIN VOL USMV	USMV	72,931	$7.0m0.61%	0.61%	Reduced -1.3k	-1,289 -1.7%
41	ISHARES TR S&P 100 ETF OEF	OEF	19,075	$7.0m0.60%	0.60%	Added +3.7k	+3,666 23.8%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	18,337	$6.8m0.59%	0.59%	Reduced -793	-793 -4.2%
43	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	126,871	$6.7m0.58%	0.58%	Reduced -25.7k	-25,671 -16.8%
44	VERIZON COMMUNICATIONS INC COM VZ	VZ	156,601	$6.6m0.57%	0.57%	Added +129.9k	+129,887 486.2%
45	JPMORGAN CHASE & CO COM JPM	JPM	19,246	$6.3m0.54%	0.54%	Added +915	+915 5.0%
46	JOHNSON & JOHNSON COM JNJ	JNJ	24,544	$6.2m0.54%	0.54%	Added +1.0k	+1,027 4.4%
47	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	86,785	$6.2m0.53%	0.53%	Reduced -8.3k	-8,321 -8.8%
48	MORGAN STANLEY COM NEW MS	MS	28,503	$6.0m0.51%	0.51%	Added +192	+192 0.7%
49	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	129,712	$5.9m0.51%	0.51%	Reduced -28.7k	-28,685 -18.1%
50	CATERPILLAR INC COM CAT	CAT	5,417	$5.8m0.50%	0.50%	Added +310	+310 6.1%
51	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	115,472	$5.7m0.49%	0.49%	New
52	ISHARES INC CORE MSCI EMKT IEMG	IEMG	68,671	$5.7m0.49%	0.49%	Reduced -2.2k	-2,198 -3.1%
53	ISHARES TR MBS ETF MBB	MBB	58,730	$5.6m0.48%	0.48%	Added +3.7k	+3,679 6.7%
54	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	22,717	$5.4m0.46%	0.46%	Reduced -331	-331 -1.4%
55	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	32,588	$5.3m0.45%	0.45%	Reduced -6.8k	-6,762 -17.2%
56	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,084	$5.2m0.45%	0.45%	Added +1.1k	+1,057 17.5%
57	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	207,550	$5.2m0.45%	0.45%	Added +33.8k	+33,813 19.5%
58	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	31,884	$5.0m0.43%	0.43%	Reduced -464	-464 -1.4%
59	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	61,729	$5.0m0.43%	0.43%	Added +8.3k	+8,319 15.6%
60	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	73,748	$5.0m0.43%	0.43%	Reduced -417	-417 -0.6%
61	ISHARES TR NATIONAL MUN ETF MUB	MUB	46,168	$5.0m0.43%	0.43%	Reduced -567	-567 -1.2%
62	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	97,899	$4.9m0.43%	0.43%	Added +40.4k	+40,410 70.3%
63	ISHARES TR RUSSELL 2000 ETF IWM	IWM	16,378	$4.9m0.43%	0.43%	Added +163	+163 1.0%
64	UNITED PARCEL SERVICE INC CL B UPS	UPS	45,048	$4.8m0.42%	0.42%	Added +40.1k	+40,131 816.2%
65	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	55,164	$4.8m0.41%	0.41%	Added +17.8k	+17,808 47.7%
66	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	94,310	$4.8m0.41%	0.41%	Added +12.1k	+12,071 14.7%
67	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,746	$4.7m0.41%	0.41%	Reduced -77	-77 -1.1%
68	ELI LILLY & CO COM LLY	LLY	3,906	$4.7m0.40%	0.40%	Added +129	+129 3.4%
69	META PLATFORMS INC CL A META	META	8,240	$4.6m0.40%	0.40%	Added +304	+304 3.8%
70	ALPS ETF TR ALERIAN MLP AMLP	AMLP	88,273	$4.6m0.40%	0.40%	Reduced -163	-163 -0.2%
71	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	98,200	$4.2m0.37%	0.37%	Reduced -41.9k	-41,923 -29.9%
72	ISHARES TR SHRT NAT MUN ETF SUB	SUB	39,299	$4.2m0.36%	0.36%	Reduced -1.0k	-1,039 -2.6%
73	ISHARES TR US TREAS BD ETF GOVT	GOVT	177,196	$4.0m0.35%	0.35%	Reduced -4.7k	-4,738 -2.6%
74	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	41,808	$4.0m0.35%	0.35%	Reduced -19.3k	-19,266 -31.6%
75	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	137,833	$3.9m0.33%	0.33%	New
76	GE VERNOVA INC COM GEV	GEV	3,273	$3.8m0.33%	0.33%	Added +586	+586 21.8%
77	VISA INC COM CL A V	V	11,154	$3.8m0.33%	0.33%	Reduced -114	-114 -1.0%
78	ISHARES TR CORE S&P TTL STK ITOT	ITOT	22,796	$3.7m0.32%	0.32%	Added +672	+672 3.0%
79	ISHARES TR CORE HIGH DV ETF HDV	HDV	134,695	$3.7m0.32%	0.32%	Added +260	+260 0.2%
80	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	43,532	$3.6m0.32%	0.32%	Reduced -551	-551 -1.2%
81	VANGUARD INDEX FDS MID CAP ETF VO	VO	45,244	$3.6m0.31%	0.31%	Reduced -472	-472 -1.0%
82	CISCO SYS INC COM CSCO	CSCO	30,972	$3.6m0.31%	0.31%	Added +95	+95 0.3%
83	VANGUARD INDEX FDS VALUE ETF VTV	VTV	16,390	$3.6m0.31%	0.31%	Reduced -891	-891 -5.2%
84	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	94,017	$3.5m0.30%	0.30%	Added +664	+664 0.7%
85	MICRON TECHNOLOGY INC COM MU	MU	3,038	$3.5m0.30%	0.30%	Reduced -744	-744 -19.7%
86	KLAVIYO INC COM SER A KVYO	KVYO	226,700	$3.4m0.30%	0.30%	Reduced -29	-29 -0.0%
87	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	39,689	$3.4m0.29%	0.29%	Reduced -578	-578 -1.4%
88	TESLA INC COM TSLA	TSLA	7,512	$3.2m0.27%	0.27%	Added +988	+988 15.1%
89	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	52,688	$3.1m0.27%	0.27%	Added +4.6k	+4,595 9.6%
90	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,376	$3.1m0.27%	0.27%	Reduced -157	-157 -2.8%
91	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	61,213	$3.1m0.27%	0.27%	New
92	CORNING INC COM GLW	GLW	11,454	$2.9m0.25%	0.25%	Added +27	+27 0.2%
93	ISHARES TR U.S. TECH ETF IYW	IYW	11,542	$2.9m0.25%	0.25%	Reduced -1.6k	-1,598 -12.2%
94	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	24,845	$2.9m0.25%	0.25%	Added +181	+181 0.7%
95	BANK AMERICA CORP COM BAC	BAC	50,107	$2.9m0.25%	0.25%	Added +686	+686 1.4%
96	MATIV HOLDINGS INC COM MATV	MATV	375,246	$2.8m0.25%	0.25%	Unchanged
97	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,694	$2.7m0.23%	0.23%	Added +102	+102 1.8%
98	INTEL CORP COM INTC	INTC	19,259	$2.7m0.23%	0.23%	Added +2.4k	+2,394 14.2%
99	PHILIP MORRIS INTL INC COM PM	PM	14,595	$2.6m0.23%	0.23%	Reduced -588	-588 -3.9%
100	ISHARES TR RUS 1000 ETF IWB	IWB	6,413	$2.6m0.23%	0.23%	Reduced -495	-495 -7.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		8,086	$3.7m8.1k shares
FIDELITY NATIONAL FINANCIAL FNF	FNF	13,600	$630.8k13.6k shares
ARCH CAP GROUP LTD ACGL	ACGL	3,359	$322.4k3.4k shares
INTUIT INTU	INTU	726	$313.9k726 shares
ISHARES U S ETF TR NEAR	NEAR	5,041	$256.3k5.0k shares
ISHARES TR TLT	TLT	2,735	$237.1k2.7k shares
INTUITIVE SURGICAL INC ISRG	ISRG	491	$226.3k491 shares
TOYOTA MOTOR CORP TM	TM	1,092	$225.1k1.1k shares
CAPITAL GRP FIXED INCM ETF T CGMU	CGMU	7,947	$215.8k7.9k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPOTIFY TECHNOLOGY S A SPOT · Put	SPOT	Put	800	$367.3k800 shares	Unchanged