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Mayfair Advisory Group, LLC

RIA/Wealth

Mayfair Advisory Group, LLC is a RIA/Wealth led by William Michael May, managing $233.1M across 190 long positions as of Q3 2025 with 72% ETF concentration.

OwnerWilliam Michael May
Portfolio Value
$233.1M
Positions
190
Top Holding
VUG at 6.33%
Last Reported
Q3 2025
Address

Top Holdings

Largest long holdings in Mayfair Advisory Group, LLC's portfolio (38.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$14.8M
6.33%
+$851.8K
Bought
30.8K shares
ETF
ETF
$14.5M
6.22%
+$759.8K
Bought
77.7K shares
ETF
ETF
$10.0M
4.29%
-$762.6K
Sold
175.2K shares
ETF
ETF
$9.5M
4.09%
-$1.8M
Sold
349.7K shares
ETF
ETF
$8.5M
3.63%
+$138.4K
Bought
265.3K shares
ETF
ETF
$8.2M
3.50%
+$29.6K
Bought
176.4K shares
7
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$7.4M
3.16%
-$68.8K
Sold
0.00%
28.9K shares
ETF
ETF
$5.6M
2.42%
+$68.3K
Bought
66.7K shares
ETF
ETF
$5.5M
2.36%
+$3.5M
Bought
150.6K shares
ETF
ETF
$5.4M
2.30%
+$2.2M
Bought
148.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mayfair Advisory Group, LLC's latest filing

See all changes
Market Value
$233.1M
Prior: $212.1M
Q/Q Change
+9.91%
+$21.0M
Net Flows % of MV
+4.56%
Turnover Ratio
4.95%
New Purchases
12 stocks
$3.6M
Added To
80 stocks
+$12.4M
Sold Out Of
3 stocks
$827.1K
Reduced Holdings
28 stocks
-$4.5M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
2
Pfizer logo
Sold
Sold
-53.14%
-34.31%

Analytics

Portfolio insights and performance metrics for Mayfair Advisory Group, LLC

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Sector Allocation

ETF: 71.80%ETFTechnology: 7.50%Financial Services: 4.90%Industrials: 3.50%Energy: 2.20%Consumer Defensive: 1.70%Consumer Cyclical: 1.70%Healthcare: 1.40%Communication Services: 1.20%Utilities: 1.20%Basic Materials: 0.20%
ETF
71.80%
Technology
7.50%
Financial Services
4.90%
Industrials
3.50%
Energy
2.20%
Consumer Defensive
1.70%
Consumer Cyclical
1.70%
Healthcare
1.40%
Communication Services
1.20%
Utilities
1.20%
Basic Materials
0.20%

Market Cap Distribution

Mega Cap (> $200B): 16.47%Mega Cap (> $200B)Large Cap ($10B - $200B): 7.61%Mid Cap ($2B - $10B): 1.65%Small Cap ($300M - $2B): 0.13%Nano Cap (< $50M): 0.13%N/A (ETF or Unknown): 74.01%N/A (ETF or Unknown)
Mega Cap (> $200B)
16.47%
Large Cap ($10B - $200B)
7.61%
Mid Cap ($2B - $10B)
1.65%
Small Cap ($300M - $2B)
0.13%
Nano Cap (< $50M)
0.13%
N/A (ETF or Unknown)
74.01%

Portfolio Concentration

Top 10 Holdings %
38.3%
Top 20 Holdings %
53.81%
Top 50 Holdings %
75.64%
Top 100 Holdings %
88.87%

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