StockDriftsStockDriftsTop 50 McNamara Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 18.17% | 2.09M | $105.3M | -0.29%(-5.99K) | $31.82(+64.04%) | 2026-06-30 | |
| IVV | ISHARES TR | 15.73% | 121.8K | $91.2M | -0.05%(-65) | $196.98(+295.44%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 7.73% | 865.5K | $44.8M | +0.03%(+254) | $36.29(+44.86%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.98% | 469.9K | $40.5M | +0.98%(+4.58K) | $79.50(+12.18%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 6.05% | 382.7K | $35.1M | +1.52%(+5.73K) | $91.60(-0.06%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 6.01% | 573.2K | $34.8M | +0.94%(+5.35K) | $56.09(+13.06%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 5.41% | 773.3K | $31.4M | +0.55%(+4.23K) | $36.27(+18.16%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.02% | 283.1K | $23.3M | -0.16%(-440) | $68.98(+22.00%) | 2026-06-30 | |
| PMBS | PIMCO ETF TR | 3.93% | 461.7K | $22.8M | +3.88%(+17.25K) | $49.67(-2.05%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.45% | 132.2K | $14.2M | -0.79%(-1.06K) | $107.66(-1.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.81% | +39.79% | +4.59% | +25.17% |
| Top 20 Holdings Unweighted | +9.90% | +32.73% | +4.40% | +24.02% |
McNamara Financial Services, Inc. reports $579.74M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are SPDW (18.2%), IVV (15.7%) and SPEM (7.7%). The top 20 holdings account for 87.31% of reported assets. Its disclosed equity book has returned +39.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track McNamara Financial Services, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from McNamara Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1622431). View McNamara Financial Services, Inc.’s 13F filings on SEC