account_balance
Investment manager · 13F filer · SEC CIK 1852930
Mayflower Financial Advisors, LLC
Reported value$1.18Bas of Sep 30, 2026
Positions481 21 new, 38 sold out
Top 10 weight24.2%SPYM alone is 4%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
3.7%
IVViShares Tr
3.6%Trimmed −3%
DUKDuke Energy Corp New
2.8%
AAPLApple Inc
2.4%
ABBVAbbvie Inc
2.3%
XOMExxonmobil Holdings Corp
2.2%
MCDMcdonalds Corp
2.0%Added +5%
MSFTMicrosoft Corp
1.9%
CVXChevron Corporation
1.7%
SCHDSchwab Strategic Tr
1.7%Added +5%
IVWiShares Tr
1.6%Trimmed −3%
ACWXiShares Tr
1.6%Added +70%
SPYMSPDR Series Trust
3.7%
IVViShares Tr
3.6%Trimmed −3%
SCHD1.7%
IVW1.6%
ACWX1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 3.7% Held
IVV iShares Tr 3.6% Trimmed −3%
DUK Duke Energy Corp New 2.8% HeldAAPL Apple Inc 2.4% HeldABBV Abbvie Inc 2.3% HeldXOM Exxonmobil Holdings Corp 2.2% HeldMCD Mcdonalds Corp 2.0% Added +5%MSFT Microsoft Corp 1.9% HeldCVX Chevron Corporation 1.7% HeldSCHD Schwab Strategic Tr 1.7% Added +5%
IVW iShares Tr 1.6% Trimmed −3%
ACWX iShares Tr 1.6% Added +70%
What changed