Mayflower Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
499
Total value ($000)
$1,157,753
Net value change ($000)
+333,871 (40.5%)
New positions
65
Sold out positions
9
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DUK 35,823 3629.5%
MCD 25,408 1752.3%
ABBV 21,169 479.4%
XOM 17,511 422.4%
PG 14,740 665.2%
SPYM 13,169 45.8%
MO 13,145 202.6%
BMY 11,508 2382.6%
CVX 11,316 227.6%
NEE 10,437 782.4%
Top Reduces (Value $000, Stocks/ETFs)
HON -3,656 -100.0%
EFV -3,537 -59.2%
QUAL -2,857 -17.5%
IAGG -2,684 -78.4%
BINC -2,261 -56.8%
XTEN -1,352 -18.6%
KVYO -989 -22.4%
VGLT -945 -46.9%
AVEM -887 -18.0%
THRO -842 -16.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 367 (0.0% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type