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Livermore
Livermore
ZHEN

Mayflower Financial Advisors, LLC

SEC CIK
0001852930
Latest filing
Jul 9, 2026

The latest 13F from Mayflower Financial Advisors, LLC covers Q2 2026 (filed Jul 9, 2026): 498 long positions worth $1.16B. The top 10 holdings make up 23.9% of the portfolio, and the largest is iShares Core S&P 500 ETF at 3.7%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
65
Est. +$35.5M
Added
197
Est. +$255.0M
Reduced
185
Est. −$39.7M
Sold out
9
Est. −$6.08M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    3.7%$42.5M
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    3.6%$41.9M
  3. DUKDuke Energy CORP
    3.2%$36.8MHistory
  4. MCDMcDonalds Corp
    2.3%$26.9MHistory
  5. ABBVAbbVie Inc.
    2.2%$25.6MHistory

Share of portfolio

Top 5 holdings and the other 493 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF3.7%
  2. State Street SPDR Portfolio S&P 500 ETF3.6%
  3. DUK3.2%
  4. MCD2.3%
  5. ABBV2.2%
  6. Other 493 positions85.0%

Biggest buys

New and added positions, by estimated amount bought

  1. DUKDuke Energy CORP
    +$35.9MAddedHistory
  2. MCDMcDonalds Corp
    +$25.6MAddedHistory
  3. ABBVAbbVie Inc.
    +$20.5MAddedHistory
  4. XOMExxonMobil Holdings Corp
    +$18.3MAddedHistory
  5. PGProcter & Gamble Co
    +$14.7MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. DUKDuke Energy CORP
    +3.06 pp0.1% → 3.2%History
  2. MCDMcDonalds Corp
    +2.14 pp0.2% → 2.3%History
  3. ABBVAbbVie Inc.
    +1.67 pp0.5% → 2.2%History
  4. XOMExxonMobil Holdings Corp
    +1.37 pp0.5% → 1.9%History
  5. PGProcter & Gamble Co
    +1.20 pp0.3% → 1.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$5.21MReduced
  2. iShares Tr464288877
    −$3.71MReduced
  3. HONHoneywell International Inc
    −$3.66MSold outHistory
  4. iShares Tr46435G672
    −$2.72MReduced
  5. iShares Flexible Income Active ETF092528603
    −$2.29MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core S&P 500 ETF464287200
    −0.88 pp4.5% → 3.7%
  2. iShares MSCI USA Quality Factor ETF46432F339
    −0.82 pp2.0% → 1.2%
  3. AAPLApple Inc.
    −0.60 pp2.7% → 2.1%History
  4. iShares Tr464288877
    −0.52 pp0.7% → 0.2%
  5. iShares S&P 500 Value ETF464287408
    −0.50 pp1.6% → 1.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.16B
+$334.6M (+40.7%) vs. prior quarter
Positions
498
+56 vs. prior quarter
Top 10 concentration
23.9%
Top 10 as share of value
Turnover
4.6%
Q2 2026, one quarter
Average holding period
18.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.16B (Q2 2026)

Q1 2021: $666.0MQ2 2021: $714.9MQ3 2021: $740.8MQ4 2021: $752.9MQ1 2022: $743.0MQ2 2022: $652.6MQ3 2022: $620.7MQ4 2022: $720.4MQ1 2023: $761.2MQ2 2023: $772.5MQ3 2023: $668.5MQ4 2023: $724.2MQ1 2024: $598.2MQ2 2024: $608.0MQ3 2024: $663.4MQ4 2024: $668.8MQ1 2025: $657.5MQ2 2025: $718.0MQ3 2025: $795.7MQ4 2025: $826.1MQ1 2026: $822.8MQ2 2026: $1.16B
Q1 2021Q2 2026
13F filings of Mayflower Financial Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 2026498$1.16BiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFDUKvs. Q1 2026SEC
Q1 2026Apr 23, 2026442$822.8MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q4 2025SEC
Q4 2025Jan 13, 2026413$826.1MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q3 2025SEC
Q3 2025Oct 17, 2025405$795.7MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFMSFTvs. Q2 2025SEC
Q2 2025Aug 4, 2025388$718.0MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFMSFTvs. Q1 2025SEC
Q1 2025May 2, 2025386$657.5MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q4 2024SEC
Q4 2024Jan 22, 2025379$668.8MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q3 2024SEC
Q3 2024Nov 4, 2024370$663.4MiShares Core S&P 500 ETFKVYOAAPLvs. Q2 2024SEC
Q2 2024Aug 2, 2024354$608.0MiShares Core S&P 500 ETFMSFTState Street SPDR Portfolio S&P 500 ETFvs. Q1 2024SEC
Q1 2024Apr 29, 2024355$598.2MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFMSFTvs. Q4 2023SEC
Q4 2023Jan 22, 2024343$724.2MiShares Core S&P 500 ETFMCDDUKvs. Q3 2023SEC
Q3 2023Oct 12, 2023340$668.5MiShares Core S&P 500 ETFMCDDUKvs. Q2 2023SEC
Q2 2023Jul 13, 2023357$772.5MiShares Core S&P 500 ETFMCDDUKvs. Q1 2023SEC
Q1 2023Apr 12, 2023354$761.2MiShares Core S&P 500 ETFMCDDUKvs. Q4 2022SEC
Q4 2022Jan 25, 2023Amended353$720.4MiShares Core S&P 500 ETFMCDDUKvs. Q3 2022SEC
Q3 2022Oct 19, 2022Amended339$620.7MiShares Core S&P 500 ETFMCDDUKvs. Q2 2022SEC
Q2 2022Jul 15, 2022336$652.6MiShares Core S&P 500 ETFDUKMCDvs. Q1 2022SEC
Q1 2022Apr 21, 2022363$743.0MiShares Core S&P 500 ETFMCDDUKvs. Q4 2021SEC
Q4 2021Jan 21, 2022352$752.9MiShares Core S&P 500 ETFMCDWvs. Q3 2021SEC
Q3 2021Oct 26, 2021340$740.8MiShares Core S&P 500 ETFWMCDvs. Q2 2021SEC
Q2 2021Jul 29, 2021323$714.9MiShares Core S&P 500 ETFWMCDvs. Q1 2021SEC
Q1 2021Apr 23, 2021300$666.0MiShares Core S&P 500 ETFWMCD–SEC