Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mayflower Financial Advisors, LLC (CIK 1852930) reported $823.9M across 440 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($37.4M, 4.54%), SPLG ($28.7M, 3.49%), AAPL ($22.2M, 2.69%), SCHD ($16.3M, 1.98%), MSFT ($16.3M, 1.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $37.4M | 4.54% | 57,250 | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $28.7M | 3.49% | 375,427 | Added |
| 3 | AAPL | APPLE INC | $22.2M | 2.69% | 87,377 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $16.3M | 1.98% | 531,259 | Added |
| 5 | MSFT | MICROSOFT CORP | $16.3M | 1.98% | 44,152 | Added |
| 6 | QUAL | ISHARES TR | $16.3M | 1.98% | 85,062 | Added |
| 7 | IVW | ISHARES TR | $14.3M | 1.74% | 126,503 | Added |
| 8 | IVE | ISHARES TR | $13.3M | 1.61% | 62,807 | Trimmed |
| 9 | VTEB | VANGUARD MUN BD FDS | $12.5M | 1.52% | 250,237 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $12.2M | 1.49% | 70,208 | Added |
| 11 | GOOGL | ALPHABET INC | $12.2M | 1.48% | 42,315 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $12.0M | 1.46% | 18,504 | Trimmed |
| 13 | DYNF | BLACKROCK ETF TRUST | $11.6M | 1.40% | 198,735 | Trimmed |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $10.8M | 1.31% | 465,472 | Added |
| 15 | GOOG | ALPHABET INC | $9.9M | 1.20% | 34,404 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.2M | 1.11% | 19,106 | Trimmed |
| 17 | IUSB | ISHARES TR | $8.8M | 1.07% | 190,828 | Added |
| 18 | ACWX | ISHARES TR | $8.0M | 0.97% | 117,232 | Added |
| 19 | AMZN | AMAZON COM INC | $7.9M | 0.96% | 37,908 | Added |
| 20 | IEFA | ISHARES TR | $7.9M | 0.95% | 86,780 | Trimmed |
| 21 | IJH | ISHARES TR | $7.6M | 0.93% | 113,160 | Added |
| 22 | BND | VANGUARD BD INDEX FDS | $7.3M | 0.88% | 98,769 | Added |
| 23 | XTEN | BONDBLOXX ETF TRUST | $7.3M | 0.88% | 158,397 | Added |
| 24 | IJR | ISHARES TR | $7.2M | 0.87% | 57,819 | Added |
| 25 | USMV | ISHARES TR | $6.9M | 0.84% | 74,220 | Added |
Source: SEC Form 13F filings · as of 2026-03-31