What does McNamara Financial Services, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of McNamara Financial Services, Inc. SEC 13F Filing

Portfolio Overview

McNamara Financial Services, Inc. manages a highly diversified, ETF-centric portfolio with a total value of $527.21 million as of December 31, 2025. The firm executed a significant expansion of assets under management (AUM) during the quarter, with the portfolio value surging by +81.1% (an increase of approximately $236 million) from the previous quarter's $291.16 million.

The portfolio c...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDW

SPDR INDEX SHS FDS

$96M2.1M18.1%

IVV

ISHARES TR

$80M122K15.1%

SPEM

SPDR INDEX SHS FDS

$41M865K7.7%

BIL

SPDR SERIES TRUST

$35M377K6.5%

VUG

VANGUARD INDEX FDS

$34M78K6.4%

SPYV

SPDR SERIES TRUST

$32M568K6.1%

FMDE

FIDELITY COVINGTON TRUST

$28M769K5.2%

PMBS

PIMCO ETF TR

$22M444K4.2%

DFAS

DIMENSIONAL ETF TRUST

$20M283K3.8%

MUB

ISHARES TR

$14M133K2.7%

Filing history

Filing history loading…