Mayflower Financial Advisors
Mayflower Financial Advisors reported 498 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are IVV (3.7%), SPYM (3.6%) and DUK (3.2%). Compared with Q1 2026, the fund opened new positions in PULS, IALT and GGOV, added to SPYM, DUK and MCD, trimmed IVV, AAPL and GOOGL and sold out of FNF, ACGL and INTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $42.5M | 3.7% | 57K | −561 (−1%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $41.9M | 3.6% | 477K | +101K (+27%) | 8 of 8 | |
| 3 |  DUK Duke Energy Corp New | $36.8M | 3.2% | 291K | +283K (+3758%) | 8 of 8 | |
| 4 |  MCD Mcdonalds Corp | $26.9M | 2.3% | 99K | +95K (+2029%) | 8 of 8 | |
| 5 |  ABBV Abbvie Inc | $25.6M | 2.2% | 102K | +81K (+401%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $24.2M | 2.1% | 84K | −3,592 (−4%) | 8 of 8 | |
| 7 |  XOM Exxon Mobil Corp | $21.7M | 1.9% | 158K | +134K (+548%) | 8 of 8 | |
| 8 |  MO Altria Group Inc | $19.6M | 1.7% | 273K | +175K (+178%) | 8 of 8 | |
| 9 |  IVW Ishares TR | $19.3M | 1.7% | 140K | +14K (+11%) | 8 of 8 | |
| 10 |  SCHD Schwab US Dividend Equity ETF | $18.2M | 1.6% | 574K | +43K (+8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $3.7M | 16K |
 FNF Fidelity National Financial | $631K | 14K |
 ACGL Arch Cap Group Ltd | $322K | 3,359 |
 INTU Intuit | $314K | 726 |
 NEAR Ishares Short Duratn Bndactv ETF | $256K | 5,041 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 9, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mayflower Financial Advisors 13F FAQ
What does Mayflower Financial Advisors own?
Mayflower Financial Advisors reported 498 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are IVV (3.7%), SPYM (3.6%) and DUK (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Mayflower Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 65 new positions, 198 added to, 177 trimmed and 9 sold out. New positions include PULS, IALT and GGOV. It sold all of FNF, ACGL and INTU.
When will Mayflower Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mayflower Financial Advisors's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.