McNamara Financial Services, Inc.
All 13F Filings
- Location
- Marshfield, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 528,419
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.68 K | 9.0% | 0 | 292.1 K | -292.1 K |
| ETFs | 480.5 K | 90.9% | 293.3 K | 0 | 293.3 K |
| Debt | 235 | 0.0% | 13 | 0 | 13 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
528,419
Holdings
99
QoQ value change ($000)
1,207
(0.2%)
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.