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Mcnamara Financial Services - Q3 2026 13F Filings

MC

Mcnamara Financial Services, Inc.

CIK: 0001622431
Address: Massachusetts Marshfield 1020 Plain Street Suite 200
$585.24 M
Portfolio Value
106
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/12/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+0.95%
$585.24 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mcnamara Financial Services Q3 2026 Filing Summary

Mcnamara Financial Services, Inc. filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 585.24 M reflecting a +0.95% change from the prior quarter, spanning 106 assets. The top 10 holdings comprised 76.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 4 complete exits.

Report Type

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Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Mcnamara Financial Services’s Q3 2026 Filing

Mcnamara Financial Services submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Mcnamara Financial Services reported a managed portfolio value of 585.24 M, consisting of 106 individual positions.

This page displays the raw filing documents. To see which stocks Mcnamara Financial Services bought or sold during Q3 2026, please visit Mcnamara Financial Services's Portfolio Analysis page.