Mayflower Financial Advisors, LLC
•CIK: 1852930•Filing: Q4 2025
**Mayflower Financial Advisors, LLC** manages $827M across a diversified portfolio of 414 positions. The firm maintains significant exposure to core market indices and technology leaders, highlighted by top holdings including IVV at $39.5M and AAPL at $23.8M. Further concentration is evident in MSFT ($21.3M) and SPYM ($26.0M), suggesting a strategic tilt toward established growth and dividend-paying equities. This positioning reflects a disciplined, large-cap focused approach to capital appreciation.
Total AUM
$826.1M
QoQ Performance
+3.8%
Positions
294
Top 10 Concentration
26.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.8%
SPYM3.1%
AAPL2.9%
MSFT2.6%
QUAL2.0%
W2.0%
IVW1.8%
SCHD1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.8%
Technology13.7%
ETF7.9%
Financial4.2%
Healthcare3.2%
Consumer3.0%
Industrial1.6%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+204 more exited positions
Changes from Q3 2025
NEW4 new positions
↑103 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023