McNamara Financial Services, Inc.
All 13F Filings
- Location
- Marshfield, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 579,744
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 104 | 579,744 | 13F-HR | McNamara Financial Services, Inc. |
| Q1 2026 | 4/9/2026 | 99 | 528,419 | 13F-HR | McNamara Financial Services, Inc. |
| Q4 2025 | 1/21/2026 | 101 | 527,212 | 13F-HR | McNamara Financial Services, Inc. |
| Q3 2025 | 11/14/2025 | 95 | 538,057 | 13F-HR | McNamara Financial Services, Inc. |
| Q2 2025 | 7/25/2025 | 92 | 504,454 | 13F-HR | McNamara Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.86 K | 4.5% | 0 | 21.82 K | -21.82 K |
| ETFs | 553.6 K | 95.5% | 73.15 K | 0 | 73.15 K |
| Debt | 236 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
579,744
Holdings
104
QoQ value change ($000)
51,325
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.