Mayflower Financial Advisors, LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
826,866
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
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): 750 (0.1% of total reported value) · QoQ Δ: -338
Type Value ($000) Share % Inflow Outflow Net
Stocks 597.4 K 72.3% 20.34 K 0 20.34 K
ETFs 214.6 K 26.0% 9.953 K 0 9.953 K
Debt 4.592 K 0.6% 0 376 -376
Other 9.495 K 1.1% 472 0 472
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Fund Snapshot

Q4 2025
Latest filed
1/13/2026
Total value ($000)
826,866
Holdings
414
QoQ value change ($000)
30,044 (3.8%)
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.