2026 Q1 Portfolio Activity
In 2026 Q1, Mayflower Financial Advisors, LLC maintained a portfolio of 468 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 0.76% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 264.0%. The fund also reduced its exposure to WAYFAIR INC by 89.3%.
Position History
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Total Positions
468
Quarter
2026 Q1
Top Holding
IVV (4.5%)
Top 10 Concentration
23.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 468
Mayflower Financial Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 4.54% | 4.78% |
#1
Prev: #1
|
4.3 |
—
|
-413 | -0.7% |
P
S
|
57,250 | $37,396,478 |
$388.40
+95.1%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
SPLG
SPDR SERIES TRU...
|
ETF | 3.49% | 3.14% |
#2
Prev: #2
|
4.9 |
—
|
51,387 | 15.9% |
P
S
|
375,427 | $28,735,175 |
$51.62
+72.6%
|
2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
AAPL
APPLE INC
|
Technology | 2.69% | 2.88% |
#3
Prev: #3
|
2.6 |
—
|
-279 | -0.3% |
P
S
|
87,377 | $22,175,345 |
$141.76
+118.7%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 1.98% | 2.57% |
#4
Prev: #4
|
1.8 |
—
|
148 | 0.3% |
P
S
|
44,152 | $16,343,694 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
QUAL
ISHARES TR
|
ETF | 1.98% | 1.99% |
#5
Prev: #5
|
1.8 |
—
|
2,068 | 2.5% |
P
S
|
85,062 | $16,315,836 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.98% | 1.74% |
#6
2
Prev: #8
|
1.3 |
—
|
7,945 | 1.5% |
P
S
|
531,259 | $16,299,026 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IVW
ISHARES TR
|
Warrant | 1.74% | 1.78% |
#7
Prev: #7
|
2.7 |
—
|
7,004 | 5.9% |
P
S
|
126,503 | $14,308,770 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IVE
ISHARES TR
|
ETF | 1.61% | 1.62% |
#8
2
Prev: #10
|
1.1 |
—
|
-527 | -0.8% |
P
S
|
62,807 | $13,261,641 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.52% | 1.46% |
#9
5
Prev: #14
|
1.1 |
—
|
10,814 | 4.5% |
P
S
|
250,237 | $12,484,329 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.49% | 1.50% |
#10
3
Prev: #13
|
2.6 |
—
|
3,861 | 5.8% |
P
S
|
70,208 | $12,244,223 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.48% | 1.61% |
#11
Prev: #11
|
1.1 |
—
|
-315 | -0.7% |
P
S
|
42,315 | $12,168,090 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.46% | 1.58% |
#12
Prev: #12
|
1.1 |
—
|
-701 | -3.7% |
P
S
|
18,504 | $12,033,909 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 1.40% | 1.69% |
#13
4
Prev: #9
|
1.1 |
—
|
-31,640 | -13.7% |
P
S
|
198,735 | $11,562,427 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 1.31% | 1.25% |
#14
2
Prev: #16
|
2.5 |
—
|
23,718 | 5.4% |
P
S
|
465,472 | $10,808,264 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.20% | 1.30% |
#15
Prev: #15
|
1.0 |
—
|
94 | 0.3% |
P
S
|
34,404 | $9,869,022 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.11% | 1.23% |
#16
1
Prev: #17
|
0.9 |
—
|
-1,143 | -5.6% |
P
S
|
19,106 | $9,155,626 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IUSB
ISHARES TR
|
ETF | 1.07% | 1.01% |
#17
5
Prev: #22
|
2.4 |
—
|
11,101 | 6.2% |
P
S
|
190,828 | $8,814,343 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ACWX
ISHARES TR
|
ETF | 0.97% | 0.26% |
#18
70
Prev: #88
|
3.4 |
—
|
85,026 | 264.0% |
P
S
|
117,232 | $8,026,875 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.96% | 1.05% |
#19
1
Prev: #20
|
0.9 |
—
|
409 | 1.1% |
P
S
|
37,908 | $7,895,003 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEFA
ISHARES TR
|
ETF | 0.95% | 0.94% |
#20
3
Prev: #23
|
0.9 |
—
|
-92 | -0.1% |
P
S
|
86,780 | $7,856,237 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IJH
ISHARES TR
|
ETF | 0.93% | 0.90% |
#21
3
Prev: #24
|
0.9 |
—
|
528 | 0.5% |
P
S
|
113,160 | $7,641,690 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.88% | 0.81% |
#22
7
Prev: #29
|
2.4 |
—
|
8,753 | 9.7% |
P
S
|
98,769 | $7,273,386 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XTEN
BONDBLOXX ETF T...
|
ETF | 0.88% | 0.79% |
#23
8
Prev: #31
|
2.4 |
—
|
17,935 | 12.8% |
P
S
|
158,397 | $7,264,086 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IJR
ISHARES TR
|
ETF | 0.87% | 0.83% |
#24
4
Prev: #28
|
0.8 |
—
|
754 | 1.3% |
P
S
|
57,819 | $7,187,436 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
USMV
ISHARES TR
|
ETF | 0.84% | 0.84% |
#25
2
Prev: #27
|
0.8 |
—
|
268 | 0.4% |
P
S
|
74,220 | $6,883,127 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.79% | 0.67% |
#26
10
Prev: #36
|
0.8 |
—
|
2,491 | 2.6% |
P
S
|
98,330 | $6,488,796 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CORO
BLACKROCK ETF T...
|
Bond/Debt | 0.76% | — |
#27
Prev: #—
|
3.8 |
—
|
195,916 | — |
NEW
|
195,916 | $6,299,287 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.76% | 0.85% |
#28
2
Prev: #26
|
0.8 |
—
|
-106 | -0.5% |
P
S
|
20,178 | $6,245,212 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.74% | 0.78% |
#29
3
Prev: #32
|
0.8 |
—
|
-112 | -0.6% |
P
S
|
19,130 | $6,136,941 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.74% | 0.76% |
#30
3
Prev: #33
|
0.8 |
—
|
-5,164 | -5.2% |
P
S
|
95,106 | $6,094,386 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.73% | 0.75% |
#31
3
Prev: #34
|
0.8 |
—
|
199 | 2.0% |
P
S
|
10,102 | $6,036,622 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EFV
ISHARES TR
|
ETF | 0.72% | 1.04% |
#32
11
Prev: #21
|
0.3 |
—
|
-39,951 | -33.2% |
P
S
|
80,296 | $5,969,997 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.70% | 0.58% |
#33
10
Prev: #43
|
0.8 |
—
|
332 | 1.4% |
P
S
|
23,517 | $5,748,532 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.68% | 0.65% |
#34
4
Prev: #38
|
0.8 |
—
|
-598 | -4.4% |
P
S
|
13,055 | $5,617,332 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.65% | 0.69% |
#35
Prev: #35
|
0.8 |
—
|
585 | 3.3% |
P
S
|
18,331 | $5,392,207 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MBB
ISHARES TR
|
ETF | 0.63% | 0.59% |
#36
5
Prev: #41
|
2.3 |
—
|
3,537 | 6.9% |
P
S
|
55,051 | $5,227,092 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 0.62% | 0.61% |
#37
3
Prev: #40
|
2.2 |
—
|
9,367 | 7.2% |
P
S
|
140,123 | $5,075,255 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.61% | 0.57% |
#38
7
Prev: #45
|
2.2 |
—
|
11,964 | 8.5% |
P
S
|
152,542 | $5,026,259 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.60% | 0.43% |
#39
24
Prev: #63
|
0.7 |
—
|
685 | 2.9% |
P
S
|
24,028 | $4,971,293 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MUB
ISHARES TR
|
ETF | 0.60% | 0.57% |
#40
4
Prev: #44
|
2.2 |
—
|
2,437 | 5.5% |
P
S
|
46,735 | $4,960,931 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.60% | 0.55% |
#41
5
Prev: #46
|
2.2 |
—
|
2,257 | 10.9% |
P
S
|
23,048 | $4,956,635 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEMG
ISHARES INC
|
ETF | 0.60% | 1.19% |
#42
24
Prev: #18
|
0.2 |
—
|
-75,023 | -51.4% |
P
S
|
70,869 | $4,943,090 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.60% | 0.47% |
#43
15
Prev: #58
|
2.7 |
—
|
10,930 | 21.8% |
P
S
|
61,074 | $4,921,343 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
OEF
ISHARES TR
|
ETF | 0.59% | 0.66% |
#44
7
Prev: #37
|
0.7 |
—
|
-441 | -2.8% |
P
S
|
15,409 | $4,901,107 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.57% | 0.80% |
#45
15
Prev: #30
|
0.2 |
—
|
-8,999 | -24.1% |
P
S
|
28,311 | $4,659,111 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMLP
ALPS ETF TR
|
ETF | 0.57% | 0.47% |
#46
10
Prev: #56
|
2.2 |
—
|
5,543 | 6.7% |
P
S
|
88,436 | $4,655,282 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.55% | 0.63% |
#47
8
Prev: #39
|
0.7 |
—
|
69 | 0.9% |
P
S
|
7,936 | $4,540,316 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.54% | 0.53% |
#48
Prev: #48
|
0.7 |
—
|
1,061 | 3.4% |
P
S
|
32,348 | $4,474,405 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.54% | 0.53% |
#49
Prev: #49
|
2.2 |
—
|
1,127 | 5.9% |
P
S
|
20,303 | $4,415,689 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
KVYO
KLAVIYO INC
|
Technology | 0.54% | 0.89% |
#50
25
Prev: #25
|
0.7 |
—
|
29 | 0.0% |
P
S
|
226,729 | $4,412,146 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 468 holdings