Mayflower Financial Advisors, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 826,866
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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.