§ 13F · FUND PROFILE
McNamara Financial Services, Inc..
AUM · $580M (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 2.09M | $105M | 18.2% | ±0% |
| 2 | IVV | ISHARES TR | 122K | $91M | 15.7% | ±0% |
| 3 | SPEM | SPDR INDEX SHS FDS | 866K | $45M | 7.7% | ±0% |
| 4 | VUG | VANGUARD INDEX FDS | 470K | $40M | 7.0% | +506% |
| 5 | BIL | SPDR SERIES TRUST | 383K | $35M | 6.0% | +2% |
| 6 | SPYV | SPDR SERIES TRUST | 573K | $35M | 6.0% | +1% |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 773K | $31M | 5.4% | +1% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 283K | $23M | 4.0% | ±0% |
| 9 | PMBS | PIMCO ETF TR | 462K | $23M | 3.9% | +4% |
| 10 | MUB | ISHARES TR | 132K | $14M | 2.5% | −1% |
§ 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 $580 million in assets. The fund runs a portfolio of 104 positions.
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