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Portfolio (Quarterly) Guide ↗

Mayflower Financial Advisors, LLC

· CIK 0001852930
13F Portfolio $824M AUM 444 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 193 Added 112 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BSX BOSTON SCIENTIFIC CORP Healthcare 2,156 $206K 0.03% SOLD
22 VBR VANGUARD INDEX FDS 969 $205K 0.03% SOLD
23 BEACON FINANCIAL CORP. 7,720 $204K 0.03% SOLD
24 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 13,500 $146K 0.02% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Technology 27.5%
Financial Services 22.3%
Communication Services 9.8%
Healthcare 9.4%
Industrials 8.9%
Consumer Cyclical 6.6%
Consumer Defensive 6.2%
Energy 4.9%
Utilities 1.9%
Basic Materials 1.9%