13F filer

Mayflower Financial Advisors

As of Jun 30, 2026 Filed Jul 9, 2026 CIK 1852930 SEC filings ↗

13F Value

$1.16B

Positions

499

Top Position

IVV3.7%

Top 5

15.0%

Latest filing changes

vs Mar 31, 2026

1 DUK Duke Energy >999%+$35.9M

2 MCD McDonald's >999%+$25.6M

3 ABBV AbbVie +400.8%+$20.5M

4 XOM ExxonMobil +548.2%+$18.3M

5 PG Procter & Gamble +653.5%+$14.7M

Holdings499

#
1	IVV iShares Core S&P 500 ETF	3.7%	$42.5M	-1.0%	56.7K	4.5%	ETF
2	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	3.6%	$41.9M	+27.0%	476.8K	3.5%	ETF
3	DUK Duke Energy	3.2%	$36.8M	>999%	290.8K	0.1%	Common Stock
4	MCD McDonald's	2.3%	$26.9M	>999%	99.4K	0.2%	Common Stock
5	ABBV AbbVie	2.2%	$25.6M	+400.8%	101.7K	0.5%	Common Stock
6	AAPL Apple	2.1%	$24.2M	-4.1%	83.8K	2.7%	Common Stock
7	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 158,404 reported quantity $21,657,047 reported value	1.9%	$21.7M	+548.2%	158.4K	0.5%	Common Stock
8	MO Altria Group	1.7%	$19.6M	+177.5%	272.9K	0.8%	Common Stock
9	IVW iShares S&P 500 Growth ETF	1.7%	$19.3M	+11.0%	140.4K	1.7%	ETF
10	SCHD Schwab U.S. Dividend Equity ETF	1.6%	$18.2M	+8.1%	574.4K	2.0%	ETF
11	PG Procter & Gamble	1.5%	$17.0M	+653.5%	115.6K	0.3%	Common Stock
12	MSFT Microsoft	1.4%	$16.7M	+1.7%	44.9K	2.0%	Common Stock
13	CVX Chevron	1.4%	$16.3M	+308.9%	98.3K	0.6%	Common Stock
14	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 41,093 reported quantity $14,685,415 reported value	1.3%	$14.7M	-2.9%	41.1K	1.5%	Common Stock
15	IUSB iShares Core Universal USD Bond ETF	1.3%	$14.7M	+66.6%	318.0K	1.1%	ETF
16	VOO Vanguard 500 Index Fund — ETF Shares	1.2%	$14.0M	+102.5%	20.5K	0.7%	ETF
17	NVDA NVIDIA	1.2%	$14.0M	-0.7%	69.7K	1.5%	Common Stock
18	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.2%	$13.6M	-1.4%	18.2K	1.5%	ETF
19	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.2%	$13.6M	+0.4%	199.5K	1.4%	ETF
20	QUAL iShares MSCI USA Quality Factor ETF	1.2%	$13.5M	-27.9%	61.3K	2.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing10

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.