McNamara Financial Services, Inc.
CIK: 1622431SEC EDGAR →
Portfolio Value
$353.0B
Holdings
99
As of
Q1 2026
New Positions
99
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | 2,096,149 | $95.7B | 27.11% |
| 2 | SPDR INDEX SHS FDS | 865,271 | $40.6B | 11.50% |
| 3 | SPDR SERIES TRUST | 376,972 | $34.5B | 9.79% |
| 4 | SPDR SERIES TRUST | 567,807 | $32.1B | 9.10% |
| 5 | FIDELITY COVINGTON TRUST | 769,031 | $27.7B | 7.83% |
| 6 | PIMCO ETF TR | 444,488 | $22.0B | 6.25% |
| 7 | DIMENSIONAL ETF TRUST | 283,492 | $20.2B | 5.71% |
| 8 | J P MORGAN EXCHANGE TRADED F | 164,302 | $8.4B | 2.37% |
| 9 | PIMCO ETF TR | 138,015 | $7.2B | 2.04% |
| 10 | VANGUARD TAX-MANAGED FDS | 112,101 | $7.2B | 2.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $328.9B | 93.2% |
| Unknown | 3 | $23.3B | 6.6% |
| Technology | 9 | $282.9M | 0.1% |
| Communication Services | 2 | $238.8M | 0.1% |
| Consumer Defensive | 3 | $221.4M | 0.1% |
| Consumer Cyclical | 2 | $7.6M | 0.0% |
| Industrials | 2 | $1.5M | 0.0% |
| Energy | 1 | $945K | 0.0% |
| Utilities | 1 | $704K | 0.0% |
| Healthcare | 1 | $535K | 0.0% |