Mayflower Financial Advisors, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,157,753
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/9/2026 | 499 | 1,157,753 | 13F-HR | Mayflower Financial Advisors, LLC |
| Q1 2026 | 4/23/2026 | 444 | 823,882 | 13F-HR | Mayflower Financial Advisors, LLC |
| Q4 2025 | 1/13/2026 | 414 | 826,866 | 13F-HR | Mayflower Financial Advisors, LLC |
| Q3 2025 | 10/17/2025 | 407 | 796,822 | 13F-HR | Mayflower Financial Advisors, LLC |
| Q2 2025 | 8/4/2025 | 390 | 718,873 | 13F-HR | Mayflower Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
367
(0.0% of total reported value)
· QoQ Δ:
-736
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 574.5 K | 49.7% | 248.9 K | 0 | 248.9 K |
| ETFs | 576.4 K | 49.8% | 83.59 K | 0 | 83.59 K |
| Debt | 5.513 K | 0.5% | 1.16 K | 0 | 1.16 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
1,157,753
Holdings
499
QoQ value change ($000)
333,871
(40.5%)
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.