McNamara Financial Services, Inc.

Q1 2026 13F-HR Holdings

Location
Marshfield, MA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$528,419
Net value change ($000)
+1,207 (0.2%)
New positions
2
Sold out positions
4
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIL 5,071 17.2%
SGOV 1,525 25.6%
MUB 891 6.7%
SPY 518 NEW
PMBS 422 2.0%
SPDW 317 0.3%
PDBC 297 19.6%
TER 282 NEW
XOM 265 39.0%
DFAS 237 1.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -4,064 -4.9%
VUG -3,235 -8.7%
NVDA -464 -16.6%
FMDE -330 -1.2%
PANW -289 -100.0%
VO -203 -100.0%
WFC -202 -100.0%
GPC -200 -100.0%
SPYM -192 -4.8%
JMSI -182 -31.2%
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