Institutions / McNamara Financial Services, Inc.
McNamara Financial Services, Inc.
CIK 1622431 · Institution · as of Dec 31, 2025
Portfolio value
$527.21M
Positions
101
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Index Shs Fds | $95.37M | 18.1% |
| iShares Tr | $83.67M | 15.9% |
| SPDR Index Shs Fds | $40.72M | 7.7% |
| Vanguard Index Fds | $37.11M | 7.0% |
| SPDR Series Trust | $32.31M | 6.1% |
| SPDR Series Trust | $29.48M | 5.6% |
| Fidelity Covington Trust | $27.98M | 5.3% |
| PIMCO ETF Tr | $21.63M | 4.1% |
| Dimensional ETF Trust | $19.93M | 3.8% |
| iShares Tr | $13.25M | 2.5% |
| J P Morgan Exchange Traded F | $8.16M | 1.5% |
| Vanguard Tax-Managed Fds | $7.14M | 1.4% |
| PIMCO ETF Tr | $7.13M | 1.4% |
| Capital Grp Fixed Incm ETF T | $7.04M | 1.3% |
| Vanguard Mun Bd Fds | $6.37M | 1.2% |
| iShares Tr | $5.97M | 1.1% |
| Vanguard Intl Equity Index F | $5.19M | 1.0% |
| iShares MSCI UAE ETF | $5.18M | 1.0% |
| Vanguard Specialized Funds | $4.07M | 0.8% |
| SPDR Series Trust | $4.00M | 0.8% |
| SPDR Series Trust | $3.53M | 0.7% |
| Vanguard Index Fds | $2.96M | 0.6% |
| NVIDIA Corp | $2.80M | 0.5% |
| iShares Tr | $2.54M | 0.5% |
| Vanguard Whitehall Fds | $2.40M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.