McNamara Financial Services, Inc.

Q4 2025 13F-HR Holdings

Location
Marshfield, MA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$527,212
Net value change ($000)
-10,845 (-2.0%)
New positions
8
Sold out positions
2
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VUG 36,426 5309.9%
SPYV 32,308 NEW
FMDE 27,984 NEW
PMBS 21,625 NEW
DFAS 19,681 7968.0%
CGMU 7,041 NEW
MUNI 6,837 2365.7%
SGOV 2,666 80.8%
SPDW 2,381 2.6%
JMST 848 11.6%
Top Reduces (Value $000, Stocks/ETFs)
IVV -71,142 -46.0%
SPAB -32,942 -90.3%
TOTL -19,725 -97.3%
SPSM -19,230 -92.2%
SPYM -8,048 -66.8%
MUB -5,308 -28.6%
VB -4,202 -58.6%
IJR -4,032 -65.3%
VIG -3,756 -48.0%
VTEB -524 -7.6%
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