§ 13F · FUND PROFILE
McNamara Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $504.5T (13F)Positions · 92Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$527.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 2.15M | $95.4T | 18.1% | NEW |
| 2 | IVV | ISHARES TR | 122K | $83.7T | 15.9% | NEW |
| 3 | SPEM | SPDR INDEX SHS FDS | 870K | $40.7T | 7.7% | NEW |
| 4 | VUG | VANGUARD INDEX FDS | 76K | $37.1T | 7.0% | NEW |
| 5 | SPYV | SPDR SERIES TRUST | 569K | $32.3T | 6.1% | NEW |
| 6 | BIL | SPDR SERIES TRUST | 323K | $29.5T | 5.6% | NEW |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 769K | $28.0T | 5.3% | NEW |
| 8 | PMBS | PIMCO ETF TR | 435K | $21.6T | 4.1% | NEW |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 286K | $19.9T | 3.8% | NEW |
| 10 | MUB | ISHARES TR | 124K | $13.3T | 2.5% | NEW |
§ 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 $504454.5 trillion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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