Institutional Fund
Mayflower Financial Advisors, LLC
Boston, MACIK 18529305 filings on record
Portfolio Value
$822.78M
Q1 2026
Holdings
442
Reported positions
New Buys
53
Opened this quarter
QoQ Change
-0.4%
from $826.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.5%
- Spdr Series Trust3.5%
- Apple Inc2.7%
- Microsoft Corp2.0%
- Ishares Tr2.0%
- Schwab Strategic Tr2.0%
- Other83.3%
Portfolio Holdings
442 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 57.3K | $37.40M | 4.5% | −413 | Reduced |
| 2 | Spdr Series Trust | 375.4K | $28.74M | 3.5% | +51.4K | Added |
| 3 | Apple Inc | 87.4K | $22.18M | 2.7% | −279 | Reduced |
| 4 | Microsoft Corp | 44.2K | $16.34M | 2.0% | +148 | Added |
| 5 | Ishares Tr | 85.1K | $16.32M | 2.0% | +2.1K | Added |
| 6 | Schwab Strategic Tr | 531.3K | $16.30M | 2.0% | +7.9K | Added |
| 7 | Ishares Tr | 126.5K | $14.31M | 1.7% | +7.0K | Added |
| 8 | Ishares Tr | 62.8K | $13.26M | 1.6% | −527 | Reduced |
| 9 | Vanguard Mun Bd Fds | 250.2K | $12.48M | 1.5% | +10.8K | Added |
| 10 | Nvidia Corporation | 70.2K | $12.24M | 1.5% | +3.9K | Added |
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