McNamara Financial Services, Inc.

Q3 2025 13F-HR Holdings

Location
Marshfield, MA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
95
Total value ($000)
$538,057
Net value change ($000)
+33,603 (6.7%)
New positions
3
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 10,537 7.3%
SPDW 4,810 5.5%
SPEM 3,396 9.3%
SPSM 1,840 9.7%
BIL 1,732 6.3%
SPAB 973 2.7%
SGOV 850 34.7%
SPYM 826 7.4%
MUB 790 4.4%
IJR 659 12.0%
Top Reduces (Value $000, Stocks/ETFs)
TXN -72 -17.8%
CL -28 -12.0%
TT -24 -3.6%
PG -17 -3.5%
MUNI -9 -3.0%
ACWI -9 -3.1%
T -6 -2.5%
FMB -5 -1.9%
CSCO -4 -1.6%
PANW -2 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type