McNamara Financial Services, Inc.
CIK: 0001622431SEC EDGAR →
Portfolio Value
$444K
Holdings
101
As of
Q4 2025
New Positions
3
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | 2,147,540 | $95K | 21.50% |
| 2 | SPDR INDEX SHS FDS | 869,793 | $41K | 9.18% |
| 3 | VANGUARD INDEX FDS | 76,072 | $37K | 8.37% |
| 4 | SPDR SERIES TRUST | 568,701 | $32K | 7.28% |
| 5 | SPDR SERIES TRUST | 322,559 | $29K | 6.64% |
| 6 | FIDELITY COVINGTON TRUST | 769,214 | $28K | 6.31% |
| 7 | PIMCO ETF TR | 435,160 | $22K | 4.88% |
| 8 | DIMENSIONAL ETF TRUST | 286,036 | $20K | 4.49% |
| 9 | ISHARES TR | 123,713 | $13K | 2.99% |
| 10 | J P MORGAN EXCHANGE TRADED F | 160,095 | $8K | 1.84% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $407K | 91.8% |
| Unknown | 3 | $23K | 5.2% |
| Technology | 9 | $7K | 1.6% |
| Consumer Defensive | 3 | $2K | 0.4% |
| Industrials | 2 | $2K | 0.4% |
| Consumer Cyclical | 3 | $849 | 0.2% |
| Energy | 1 | $679 | 0.2% |
| Communication Services | 2 | $538 | 0.1% |
| Utilities | 1 | $527 | 0.1% |
| Healthcare | 1 | $453 | 0.1% |