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CIK: 0001622431
Total reported value
$579.7M
$579.7M
95 檔
61.0%
According to the latest 13F quarterly dataset, McNamara Financial Services, Inc. managed an equity portfolio of $579.7M at the end of Q3 2025, spanning 95 distinct U.S. exchange-listed positions.
In Q3 2025, McNamara Financial Services, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 24 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 | 28.77% | +0.67% | -0.46% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 17.28% | +0.06% | -0.21% | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 7.45% | +0.05% | -0.24% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.78% | -0.07% | +1.75% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.46% | -0.49% | +6.24% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.88% | +0.02% | +0.86% | |
| 7 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 3.77% | -0.01% | +1.75% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.45% | -0.23% | +2.47% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.03% | -0.39% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | — | +1.41% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.41% | -0.03% | -0.82% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.36% | -1.11% | +2.04% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | +0.02% | -0.69% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.28% | -0.13% | +1.23% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | +0.03% | +2.96% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | -0.01% | -0.85% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.93% | -0.09% | +0.79% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.61% | +0.07% | +34.66% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.01% | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.02% | -0.83% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.02% | -0.63% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.36% | — | -1.22% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.35% | -0.02% | -0.01% | |
| 24 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.34% | +0.07% | +2.16% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.04% | +0.03% | |
| 26 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.28% | -0.05% | +3.50% | |
| 27 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 0.28% | -0.02% | +4.50% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | -0.01% | -0.46% | |
| 29 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.26% | +0.01% | -0.94% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.26% | — | +3.21% | |
| 31 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.24% | -0.02% | +4.34% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.05% | -5.33% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | -0.04% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.22% | -0.02% | -3.24% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.19% | -0.01% | +4.55% | |
| 36 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.19% | -0.01% | +2.24% | |
| 37 | GE | General Electric | Stock-Industrials | 0.19% | +0.03% | — | |
| 38 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.18% | -0.01% | +2.46% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.18% | +0.01% | -2.31% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.15% | -0.01% | +72.62% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.02% | — | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.14% | +0.01% | -0.36% | |
| 43 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.14% | +0.01% | -0.05% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.57% | -0.07% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.13% | -0.01% | +3.03% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | -9.16% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.12% | +0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.12% | -0.01% | -0.50% |
According to official SEC Form 13F filings, McNamara Financial Services, Inc. reported a total U.S. public equity portfolio value of $579.7M across 95 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPDW, SPEM) accounted for 61.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
GE
市值: $1.0M
Top Position Liquidated / Trimmed
SSGA ACTIVE TR
前期市值: $610.6K
During Q3 2025, McNamara Financial Services, Inc.'s top holdings by market value included IVV (28.8%)、SPDW (17.3%)、SPEM (7.5%). The largest single position, IVV, represented 28.8% of total portfolio value.
In Q3 2025, McNamara Financial Services, Inc. made 48 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 16 holdings, and fully liquidating 1 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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