McNamara Financial Services, Inc.

Q3 2026 13F-HR Holdings

Location
Marshfield, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$585,239
Net value change ($000)
+5,495 (0.9%)
New positions
7
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
JMUB 4,111 NEW
BIL 4,101 11.7%
CGMU 3,836 45.6%
IVV 2,132 2.3%
VUG 1,997 4.9%
XOM 913 NEW
NVDA 366 14.1%
VOE 354 50.8%
GUMI 326 NEW
MUNY 292 NEW
Top Reduces (Value $000, Stocks/ETFs)
MUB -4,546 -32.0%
JMST -1,752 -63.5%
DFAS -1,428 -6.1%
VTEB -1,229 -18.9%
XOM -767 -100.0%
PMBS -665 -2.9%
NYF -626 -100.0%
SPDW -386 -0.4%
FMDE -355 -1.1%
MUNI -284 -3.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type