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Vinson Brod

Mayflower Financial Advisors, Llc

Assets Managed
$1.158B
Holdings
499
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
40.53%(2Q avg: 20.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayflower Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 499 positions.

Assets under management

The assets under management (AUM) of Mayflower Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.158B in assets, with a quarterly growth rate of 40.53% and a 2-quarter average growth rate of 20.09%. The portfolio is managed by Vinson Brod, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.97%
3.67%
$42.454M
56,689 shares@ $748.89 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 27.02%
3.62%
$41.904M
476,835 shares@ $87.88 avg price
DUK
Duke Energy Corp
Recent Activity
Increased 3758.36%
3.18%
$36.81M
290,804 shares@ $126.59 avg price
MCD
Mcdonald's Corp
Recent Activity
Increased 2029%
2.32%
$26.858M
99,360 shares@ $270.32 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 400.78%
2.21%
$25.585M
101,672 shares@ $251.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.11%
2.1%
$24.244M
83,785 shares@ $289.36 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 548.17%
1.88%
$21.657M
158,404 shares@ $136.73 avg price
MO
Altria Group Inc
Recent Activity
Increased 177.52%
1.7%
$19.634M
272,884 shares@ $71.95 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 11%
1.67%
$19.311M
140,415 shares@ $137.53 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 8.12%
1.58%
$18.214M
574,381 shares@ $31.71 avg price

1-10 of 499