§ 13F · FUND PROFILE
McNamara Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $504M (13F)Positions · 92Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$800K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 2.10M | $96M | 18.1% | −2% |
| 2 | IVV | ISHARES TR | 122K | $80M | 15.1% | ±0% |
| 3 | SPEM | SPDR INDEX SHS FDS | 865K | $41M | 7.7% | −1% |
| 4 | BIL | SPDR SERIES TRUST | 377K | $35M | 6.5% | +17% |
| 5 | VUG | VANGUARD INDEX FDS | 78K | $34M | 6.4% | +2% |
| 6 | SPYV | SPDR SERIES TRUST | 568K | $32M | 6.1% | ±0% |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 769K | $28M | 5.2% | ±0% |
| 8 | PMBS | PIMCO ETF TR | 444K | $22M | 4.2% | +2% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 283K | $20M | 3.8% | −1% |
| 10 | MUB | ISHARES TR | 133K | $14M | 2.7% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCNAMARA SIGNAL
AC read
McNamara Financial Services, Inc. is a Other fund managing $504 million in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed