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CIK: 0001622431
Total reported value
$579.7M
$579.7M
92 檔
57.3%
During the Q2 2025 filing period, McNamara Financial Services, Inc. (CIK: 0001622431) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $579.7M across 92 reported positions.
In Q2 2025, McNamara Financial Services, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 28.60% | +0.67% | -0.15% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 17.48% | +0.06% | -1.04% | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 7.27% | +0.05% | -0.51% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.04% | -0.07% | +0.91% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.48% | -0.49% | +11.83% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 3.90% | -0.01% | +1.15% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.77% | +0.02% | +0.54% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.52% | -0.23% | -6.05% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.03% | -0.92% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | — | -2.52% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.44% | -0.03% | -3.25% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.42% | -1.11% | +11.58% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | +0.02% | +3.00% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.32% | -0.13% | +22.67% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | +0.03% | +12.22% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.02% | -0.01% | -1.06% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.98% | -0.09% | -0.81% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.02% | +1.36% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.49% | +0.07% | +79.77% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.01% | -3.37% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | -0.02% | +21.37% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.37% | — | +2.59% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.35% | -0.02% | -7.47% | |
| 24 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.33% | +0.07% | +35.51% | |
| 25 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.28% | -0.05% | +8.01% | |
| 26 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 0.28% | -0.02% | -6.09% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | -0.01% | -1.78% | |
| 28 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.26% | +0.01% | +6.78% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.26% | — | -4.80% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 31 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.24% | -0.02% | +0.84% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.04% | +0.03% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.01% | -0.52% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.22% | -0.02% | +26.07% | |
| 35 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.19% | -0.01% | +26.11% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.19% | +0.01% | +18.84% | |
| 37 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.19% | -0.01% | +1.63% | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.19% | -0.01% | -10.51% | |
| 39 | GE | General Electric | Stock-Industrials | 0.17% | +0.03% | — | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.14% | +0.01% | -1.88% | |
| 41 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.13% | +0.01% | +6.63% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.13% | +0.01% | — | |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.13% | -0.01% | +1.99% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.02% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | — | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | +0.57% | -5.73% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.12% | -0.01% | -2.94% |
According to official SEC Form 13F filings, McNamara Financial Services, Inc. reported a total U.S. public equity portfolio value of $579.7M across 92 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPDW, SPEM) accounted for 57.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
GE
市值: $865.9K
Top Position Liquidated / Trimmed
SSGA ACTIVE TR
前期市值: $610.6K
During Q2 2025, McNamara Financial Services, Inc.'s top holdings by market value included IVV (28.6%)、SPDW (17.5%)、SPEM (7.3%). The largest single position, IVV, represented 28.6% of total portfolio value.
In Q2 2025, McNamara Financial Services, Inc. made 45 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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