account_balance

Investment manager · 13F filer · SEC CIK 1622431

McNamara Financial Services, Inc.

Reported value$585Mas of Sep 30, 2026

Positions106 6 new, 4 sold out

Top 10 weight76.4%SPDW alone is 18%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPDWSPDR Index SHS FDS

17.9%

IVViShares Tr

15.9%

SPEMSPDR Index SHS FDS

7.7%

VUGVanguard Index FDS

7.3%

BILSPDR Series Trust

6.7%Added +12%

SPYVSPDR Series Trust

6.0%

FMDEFidelity Covington Trust

5.3%

PMBSPimco ETF Tr

3.8%Added +4%

DFASDimensional ETF Trust

3.7%

CGMUCapital GRP Fixed Incm ETF T

2.1%

MUB1.7%

SGOV1.5%

SPDWSPDR Index SHS FDS

17.9%

IVViShares Tr

15.9%

SPEMSPDR Index SHS FDS

7.7%

VUGVanguard Index FDS

7.3%

BILSPDR Series Trust

6.7%+12%

SPYVSPDR Series Trust

6.0%

FMDEFidelity Covington Trust

5.3%

PMBS3.8%

DFAS3.7%

MUB1.7%

SGOV

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPDW SPDR Index SHS FDS 17.9% Held

IVV iShares Tr 15.9% Held

SPEM SPDR Index SHS FDS 7.7% Held

VUG Vanguard Index FDS 7.3% Held

BIL SPDR Series Trust 6.7% Added +12%

SPYV SPDR Series Trust 6.0% Held

FMDE Fidelity Covington Trust 5.3% Held

PMBS Pimco ETF Tr 3.8% Added +4%

DFAS Dimensional ETF Trust 3.7% Held

CGMU Capital GRP Fixed Incm ETF T 2.1% Added +54%

MUB iShares Tr 1.7% Trimmed −28%

SGOV iShares Tr 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 22, 2026 filing

add_circleNew

JMUB $4.11M
GUMI $326K
MUNY $292K
JTNY $292K

arrow_upwardAdded

CGMU +54%
BIL +12%
VYMI +6%
VYM +4%

arrow_downwardTrimmed

MUB −28%
VTEB −13%
PRF −5%
PDBC −4%

remove_circleSold out

NYF $626K
AMAT $280K
INTC $220K
HIFS $207K

McNamara Financial Services, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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