McNamara Financial Services, Inc.
CIK 1622431
13F filing for Q2 2026・No. 3,580
- Holdings
- US$579.74M
- Quarter change
- +US$51.33M
- Entries
- 104
- Net bought (estimate)
- +US$620.93K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 1
- Cut 37
- Added 38
- Corporate actions 0
- Unchanged 23
Largest holdings
104 stocks worth US$579.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 2,090,164 | US$105.32M | 18.17% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 121,796 | US$91.21M | 15.73% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Added | 865,525 | US$44.82M | 7.73% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 469,940 | US$40.48M | 6.98% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 382,700 | US$35.07M | 6.05% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 573,157 | US$34.84M | 6.01% |
| FIDELITY COVINGTON TRUSTENH MID COR ETF | Added | 773,260 | US$31.38M | 5.41% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Cut | 283,052 | US$23.31M | 4.02% |
| PIMCO ETF TRMTG BKD SECS ACT | Added | 461,740 | US$22.8M | 3.93% |
| MUBISHARES TRNATIONAL MUN ETF | Cut | 132,166 | US$14.22M | 2.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.