McNamara Financial Services, Inc.
•CIK: 1622431•Filing: Q4 2025
**McNamara Financial Services, Inc.** manages $527M across a diversified portfolio of 101 positions. The fund exhibits significant concentration in core market indices, notably holding SPDW at $95.4M and IVV at $83.7M. Further allocations include substantial positions in sector-specific ETFs such as SPEM ($40.7M) and VUG ($37.1M). This structure suggests a tactical, index-heavy approach to capturing broad market beta and sector rotation opportunities.
Total AUM
$527.2M
QoQ Performance
-2.0%
Positions
57
Top 10 Concentration
76.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPDW
IVV
SPEM
VUG
SPYV
BIL
FMDE
SPDW18.1%
IVV15.9%
SPEM7.7%
VUG7.0%
SPYV6.1%
BIL5.6%
FMDE5.3%
PMBS4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.7%
ETF15.9%
Technology1.3%
Financial0.3%
Consumer Staples0.2%
Industrial0.2%
Energy0.1%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑31 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023