Mayfair Advisory Group, LLC

All 13F Filings

Location
Birmingham, AL
Most recent 13F
Q2 2026
Holdings value ($000)
331,726
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 185 331,726 13F-HR Mayfair Advisory Group, LLC
Q1 2026 4/21/2026 175 286,405 13F-HR Mayfair Advisory Group, LLC
Q4 2025 1/21/2026 177 257,475 13F-HR Mayfair Advisory Group, LLC
Q3 2025 10/21/2025 190 233,130 13F-HR Mayfair Advisory Group, LLC
Q2 2025 8/13/2025 174 212,149 13F-HR Mayfair Advisory Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 120.5 K 36.3% 3.399 K 0 3.399 K
ETFs 211.3 K 63.7% 41.92 K 0 41.92 K
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
331,726
Holdings
185
QoQ value change ($000)
45,321 (15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.