McNamara Financial Services, Inc.

CIK 0001622431 · MARSHFIELD, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

McNamara Financial Services, Inc. reported 104 positions worth $579.7M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPDW (18.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$579.7M
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.5%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPDWSPDR INDEX SHS FDSSH$105.3M18.17%2,090,164
2IVVISHARES TRSH$91.2M15.73%121,796
3SPEMSPDR INDEX SHS FDSSH$44.8M7.73%865,525
4VUGVANGUARD INDEX FDSSH$40.5M6.98%469,940
5BILSPDR SERIES TRUSTSH$35.1M6.05%382,700
6SPYVSPDR SERIES TRUSTSH$34.8M6.01%573,157
7FMDEFIDELITY COVINGTON TRUSTSH$31.4M5.41%773,260
8DFASDIMENSIONAL ETF TRUSTSH$23.3M4.02%283,052
9PMBSPIMCO ETF TRSH$22.8M3.93%461,740
10MUBISHARES TRSH$14.2M2.45%132,166

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does McNamara Financial Services, Inc. hold as of Q2 2026?

McNamara Financial Services, Inc. reported 104 positions worth $579.7M in its Q2 2026 13F filing. Largest positions: SPDW (18.2%), IVV (15.7%), SPEM (7.7%), VUG (7.0%) and BIL (6.0%).

What did McNamara Financial Services, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did McNamara Financial Services, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.