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Disclosed positions
Mayflower Financial Advisors, LLC: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $42,453,760
- Reported amount
- 56,689
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-000942Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $42,453,760 | 56,689 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $41,904,218 | 476,835 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $36,809,995 | 290,804 | SH | None |
| MCDONALDS CORP | MCD | COM | $26,858,023 | 99,360 | SH | None |
| ABBVIE INC | ABBV | COM | $25,584,671 | 101,672 | SH | None |
| APPLE INC | AAPL | COM | $24,243,932 | 83,785 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $21,657,047 | 158,404 | SH | None |
| ALTRIA GROUP INC | MO | COM | $19,633,984 | 272,884 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $19,311,268 | 140,415 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $18,213,607 | 574,381 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $16,955,681 | 115,628 | SH | None |
| MICROSOFT CORP | MSFT | COM | $16,749,045 | 44,901 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $16,287,341 | 98,259 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $14,685,415 | 41,093 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $14,674,480 | 317,974 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,047,524 | 20,453 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $13,955,283 | 69,745 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,627,601 | 18,249 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $13,570,732 | 199,540 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $13,459,190 | 61,337 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $13,183,554 | 260,648 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $12,839,561 | 56,547 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $12,094,431 | 34,230 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $11,991,399 | 208,112 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $11,971,306 | 517,566 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $11,770,773 | 134,109 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $10,901,083 | 143,228 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $10,668,689 | 37,939 | SH | None |
| SOUTHERN CO | SO | COM | $9,912,800 | 103,571 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,381,906 | 39,364 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $9,369,223 | 18,724 | SH | None |
| PEPSICO INC | PEP | COM | $9,236,208 | 68,214 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $8,502,374 | 57,328 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $8,468,556 | 87,684 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,210,048 | 106,472 | SH | None |
| BLACKROCK ETF TRUST | CORO | ISHA IN CTRY ETF | $7,564,049 | 206,668 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $7,363,930 | 100,312 | SH | None |
| BROADCOM INC | AVGO | COM | $7,152,220 | 18,934 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $7,069,860 | 19,192 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $7,034,966 | 72,931 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $6,978,933 | 19,075 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,785,534 | 18,337 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $6,688,639 | 126,871 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $6,630,468 | 156,601 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $6,299,683 | 19,246 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $6,233,448 | 24,544 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $6,183,401 | 86,785 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $5,958,325 | 28,503 | SH | None |
| BONDBLOXX ETF TRUST | XTEN | BLOOMBERG TEN YR | $5,912,273 | 129,712 | SH | None |
| CATERPILLAR INC | CAT | COM | $5,768,633 | 5,417 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.