Mayflower Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
482
Total value ($000)
$1,180,411
Net value change ($000)
+22,658 (2.0%)
New positions
24
Sold out positions
41
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 26,040 NEW
ACWX 7,548 69.2%
MUB 6,700 134.8%
MSFT 6,232 37.2%
UPS 5,431 112.1%
CVX 3,813 23.4%
AAPL 3,711 15.3%
PEP 3,167 34.3%
JAAA 2,584 52.3%
NVDA 2,247 16.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -21,657 -100.0%
VTEB -5,710 -43.3%
MBB -4,712 -84.9%
SPMO -4,669 -88.7%
DUK -3,656 -9.9%
AVEM -3,358 -83.2%
MCD -2,862 -10.7%
IBM -2,282 -21.4%
BAI -1,686 -25.2%
GLD -1,653 -23.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 390 (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.
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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