Mayflower Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
444
Total value ($000)
$823,882
Net value change ($000)
-2,984 (-0.4%)
New positions
53
Sold out positions
24
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 6,299 NEW
ACWX 5,865 271.3%
GOVT 3,818 1090.9%
BLCR 3,377 NEW
VRIG 2,869 193.7%
SPYM 2,741 10.5%
JAAA 2,577 807.8%
SCHD 1,944 13.5%
SPYD 1,541 NEW
SHLD 1,516 80.2%
Top Reduces (Value $000, Stocks/ETFs)
W -15,027 -92.0%
XLG -8,317 -88.8%
MSFT -4,937 -23.2%
IEMG -4,864 -49.6%
KVYO -2,949 -40.1%
EFV -2,617 -30.5%
DYNF -2,447 -17.5%
IVV -2,100 -5.3%
MS -1,965 -29.7%
GLDM -1,674 -44.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,103 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type