Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $971 Million
  • Q4 2025

Mayflower Financial Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $971 Million distributed in 414 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Houlihan Lokey, Inc. with a value of $202M, Ishares Core S&P 500 ETF with a value of $38.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.6M, Apple Inc. with a value of $23.4M, and Microsoft Corp with a value of $22.3M.

Examining the 13F form we can see an decrease of $5.91M in the current position value, from $977M to 971M.

Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $971 Million
ETFs: $442 Million
Financial Services: $252 Million
Technology: $103 Million
Consumer Cyclical: $38.6 Million
Communication Services: $32.3 Million
Healthcare: $32.1 Million
Industrials: $25.8 Million
Consumer Defensive: $19.1 Million
Other: $25 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.9 Million 4.01% of portfolio
57,663
Q4 2025 Added 1.63%
$0
$25.6 Million 2.64% of portfolio
324,040
Q4 2025 Added 1.27%
$0
$16.1 Million 1.66% of portfolio
82,994
Q4 2025 Reduced 20.67%
$0
$14.5 Million 1.49% of portfolio
119,499
Q4 2025 Added 1.68%
$0
$14.3 Million 1.47% of portfolio
523,314
Q4 2025 Added 10.81%
$0
$13.8 Million 1.42% of portfolio
230,375
Q4 2025 Added 3.01%
$0
$13.3 Million 1.37% of portfolio
63,334
Q4 2025 Added 32.64%
$0
$12.8 Million 1.32% of portfolio
19,205
Q4 2025 Reduced 0.29%
$0
$12 Million 1.24% of portfolio
239,423
Q4 2025 Added 3.01%
$0
$10.3 Million 1.06% of portfolio
441,754
Q4 2025 Reduced 2.64%
$0
$9.27 Million 0.95% of portfolio
157,993
Q4 2025 Added 4.47%
$0
$8.45 Million 0.87% of portfolio
120,247
Q4 2025 Reduced 6.54%
$0
$8.37 Million 0.86% of portfolio
179,727
Q4 2025 Added 4.5%
$0
$7.83 Million 0.81% of portfolio
145,892
Q4 2025 Added 0.82%
$0
$7.71 Million 0.79% of portfolio
86,872
Q4 2025 Added 6.56%
$0
$7.23 Million 0.74% of portfolio
112,632
Q4 2025 Reduced 2.64%
$0
$6.68 Million 0.69% of portfolio
90,016
Q4 2025 Added 10.54%
$0
$6.67 Million 0.69% of portfolio
57,065
Q4 2025 Added 7.94%
$0
$6.35 Million 0.65% of portfolio
19,242
Q4 2025 Added 3.35%
$0
$6.12 Million 0.63% of portfolio
9,903
Q4 2025 Reduced 2.14%
$0
$6.15 Million 0.63% of portfolio
100,270
Q4 2025 Added 4.19%
$130B
$5.13 Million 0.53% of portfolio
13,653
Q4 2025 Reduced 7.81%
$0
$4.9 Million 0.5% of portfolio
51,514
Q4 2025 Added 8.1%
$0
$4.74 Million 0.49% of portfolio
44,298
Q4 2025 Added 5.33%
$0
$4.36 Million 0.45% of portfolio
31,287
Q4 2025 Added 1.35%
$0
$4.31 Million 0.44% of portfolio
36,604
Q4 2025 Added 70.74%
$0
$4.23 Million 0.44% of portfolio
39,713
Q4 2025 Reduced 0.58%
$0
$4.22 Million 0.43% of portfolio
15,850
Q4 2025 Reduced 5.67%
$0
$4.06 Million 0.42% of portfolio
6,923
Q4 2025 Reduced 20.61%
$0
$4.1 Million 0.42% of portfolio
72,824
Q4 2025 Reduced 5.92%
$0
$3.89 Million 0.4% of portfolio
82,893
Q4 2025 Reduced 1.16%
$0
$3.89 Million 0.4% of portfolio
50,144
Q4 2025 Added 90.02%
$0
$3.79 Million 0.39% of portfolio
20,791
Q4 2025 Added 0.58%
$0
$3.65 Million 0.38% of portfolio
15,356
Q4 2025 Added 3.73%
$0
$3.59 Million 0.37% of portfolio
53,570
Q4 2025 Added 0.94%
$11.9B
$3.59 Million 0.37% of portfolio
44,418
Q4 2025 Reduced 2.42%
$0
$3.59 Million 0.37% of portfolio
5,940
Q4 2025 Reduced 2.43%
$0
$3.47 Million 0.36% of portfolio
18,540
Q4 2025 Added 10.16%
$0
$3.32 Million 0.34% of portfolio
11,570
Q4 2025 Reduced 2.64%
$0
$3.19 Million 0.33% of portfolio
43,700
Q4 2025 Reduced 0.34%
$0
$3.19 Million 0.33% of portfolio
26,061
Q4 2025 Added 3.35%
$0
$3.16 Million 0.33% of portfolio
21,595
Q4 2025 Added 1.29%
$0
$3.06 Million 0.31% of portfolio
59,227
Q4 2025 Reduced 0.25%
$0
$2.61 Million 0.27% of portfolio
7,107
Q4 2025 Added 5.73%
$0
$2.6 Million 0.27% of portfolio
13,075
Q4 2025 Added 1.34%
$0
$2.39 Million 0.25% of portfolio
4,948
Q4 2025 Added 21.3%
$0
$2.32 Million 0.24% of portfolio
30,903
Q4 2025 Added 3.69%
$0
$2.18 Million 0.22% of portfolio
14,857
Q4 2025 Added 0.01%
$0
$2.14 Million 0.22% of portfolio
32,206
Q4 2025 Reduced 1.76%

Summary

  • Portfolio
  • No. of Stocks 414
  • Current Value $971 Million
  • Prior Value $977 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 36 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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