Mcnamara Financial Services, Inc. (CIK: 0001622431) is a financial institution headquartered at 1020 Plain Street, Suite 200, Marshfield, Massachusetts 02050. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $585.24 M, comprising 106 distinct securities. Over its filing history, it has submitted 42 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 76.4%. Quarterly turnover: 1.5%. ▲ 6 new, +37 added, −38 reduced, ×4 exited.

Top Buys

Q3 2026

1. CGMU Capital Group Municipal Income Etf

+$4.3 M

2. JMUB Jpmorgan Municipal Etf

+$4.11 M

3. BIL Spdr Bloomberg 1-3 Month T-Bill Etf

+$4.1 M

4. PMBS Pimco Mbs Active Etf

+$771,783.59

5. VOE Vanguard Mid-Cap Value Etf

+$360,752.96

Top Sells

Q3 2026

1. MUB Ishares National Muni Bond Etf

−$3.68 M

2. JMST Jpmorgan Ultra-Short Municipal Income Etf

−$1.73 M

3. VTEB Vanguard Tax-Exempt Bond Etf

−$814,828.78

4. NYF Ishares New York Muni Bond Etf

−$625,783

5. AMAT Applied Materials

−$279,801

Stocks/ETFs

+0.95%

$585.24 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio Developed World Ex-Us Etf ETF-SPDW	2.09 M	$104.94 M	17.93%	▼ 211	Reduce 0.0%
Ishares Core S&P 500 Etf ETF-IVV	121,882	$93.34 M	15.95%	▲ 86	Add 0.1%
Spdr Portfolio Emerging Markets Etf ETF-SPEM	870,160	$45.04 M	7.70%	▲ 4,635	Add 0.5%
Vanguard Growth Etf ETF-VUG	471,399	$42.48 M	7.26%	▲ 1,459	Add 0.3%
Spdr Bloomberg 1-3 Month T-Bill Etf ETF-BIL	427,452	$39.17 M	6.69%	▲ 44,752	Add 11.7%
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	572,496	$35 M	5.98%	▼ 661	Reduce -0.1%
Fidelity Enhanced Mid Cap Etf ETF-FMDE	768,297	$31.02 M	5.30%	▼ 4,963	Reduce -0.6%
Pimco Mbs Active Etf ETF-PMBS	478,420	$22.14 M	3.78%	▲ 16,680	Add 3.6%
Dimensional Us Small Cap Etf ETF-DFAS	282,602	$21.88 M	3.74%	▼ 450	Reduce -0.2%
Capital Group Municipal Income Etf ETF-CGMU	471,874	$12.24 M	2.09%	▲ 165,945	Add 54.2%

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Mcnamara Financial Services, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Mcnamara Financial Services, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 38 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Mcnamara Financial Services, Inc. Quarterly 13F Statistics

Discover detailed insights into Mcnamara Financial Services, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Mcnamara Financial Services, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Mcnamara Financial Services, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Mcnamara Financial Services, Inc. 13F Filings, Portfolio & Analysis

Mcnamara Financial Services, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Mcnamara Financial Services, Inc.'s Portfolio

Mcnamara Financial Services, Inc. Quarterly 13F Statistics

Mcnamara Financial Services, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)