McNamara Financial Services, Inc.

Registered adviser

CIK

1622431

Location

Marshfield, MA

Portfolio Value

Small $579,536,785

Diversification

Diversified

Filing Date

Global Rank

#3,527 / 8,827 ▼ 65

Top Industry

Semiconductors 24.5%

Period ended 4 months ago

Filed Jul 22, 2026 · 4mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 154311

Roster of Nov 1, 2026

Regulatory AUM

$797,882,019

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$797,882,019	Individuals and high net worth (99%)
Mar 2025 to Feb 2026	$680,118,220	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$604,820,307	Individuals and high net worth (100%)
May 2023 to Mar 2024	$521,204,392	Individuals and high net worth (91%)
Apr 2023	$521,204,392	Individuals and high net worth (91%)
Nov 2022 to Mar 2023	$499,011,055	Individuals and high net worth (92%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.5% of the book (60%+)

Turnover

Medium turnover

32.3% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 19.5 quarters (12+), a floor since 66.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.5%; sector active share 83.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.9%

+0.1 pts

Top 5

71.2%

+0.7 pts

Top 10

89.5%

+0.7 pts

HHI

1,440

Diversified+31

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.8%	$561,233,516	75
Technology	1.5%	$8,885,023	12
Industrials	0.5%	$2,874,540	3
Financial Services	0.4%	$2,245,448	5
Consumer Defensive	0.3%	$1,885,849	3
Energy	0.1%	$767,272	1
Consumer Cyclical	0.1%	$668,061	2
Healthcare	0.1%	$558,734	1
Communication Services	0.1%	$418,342	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+392,380	469,940	$40,480,631
CGMU	Capital Group Municipal Income ETF	+46,418	305,929	$8,403,869
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+20,716	158,731	$8,349,250
PMBS		+17,252	461,740	$22,800,721
SGOV	iShares 0-3 Month Treasury Bond ETF	+11,424	85,854	$8,642,922
CGNG	Capital Group New Geography Equity ETF	+6,229	63,070	$2,362,602
—		+5,728	382,700	$35,070,628
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+5,350	573,157	$34,842,214
FMDE	Fidelity Enhanced Mid Cap Core ETF	+4,229	773,260	$31,378,890
IWF	iShares Russell 1000 Growth ETF	+3,993	5,324	$661,081
CGBL	Capital Group Core Balanced ETF	+2,344	17,399	$660,466
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	+2,036	106,904	$1,697,635
—		+2,033	75,977	$1,438,244
EBND	State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF	+1,465	49,473	$1,034,975
—		+1,300	42,882	$1,090,918
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+1,274	16,588	$654,728
JMSI	JPMorgan Sustainable Municipal Income ETF	+1,019	9,081	$458,045
TFLR	T. Rowe Price Floating Rate ETF	+986	33,156	$1,671,393
CGDV	Capital Group Dividend Value ETF	+855	9,000	$443,520
DFGR	Dimensional Global Real Estate ETF	+699	54,011	$1,564,698
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+477	17,101	$1,149,871
AAPL	Apple Inc.	+455	6,515	$1,885,180
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+436	17,688	$750,148
DFIS	Dimensional International Small Cap ETF	+286	55,372	$1,939,681
NYF	iShares New York Muni Bond ETF	+272	11,609	$625,841
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JMST	JPMorgan Ultra-Short Municipal Income ETF	−110,170	54,132	$2,760,732
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−5,985	2,090,164	$105,323,363
VEA	Vanguard FTSE Developed Markets ETF	−3,757	108,344	$7,719,510
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−3,385	128,747	$6,512,023
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−1,733	93,210	$5,563,704
PRF	Victory Portfolios II	−1,334	39,759	$2,148,178
CGGO	Capital Group Global Growth Equity ETF	−1,199	12,731	$538,903
MUB	iShares National Muni Bond ETF	−1,059	132,166	$14,223,704
CGGR	Capital Group Growth ETF	−957	9,202	$434,334
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−835	145,679	$3,717,728
—		−591	33,296	$1,920,180
IEMG	iShares Trust	−569	7,428	$615,335
NVDA	Nvidia Corp	−445	12,957	$2,592,566
DFAS	Dimensional U.S. Small Cap ETF	−440	283,052	$23,306,501
NUAG	Nuveen Enhanced Yield U.S. Aggregate Bond ETF	−378	24,009	$504,837
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	−337	12,884	$1,265,208
IJR	iShares Core S&P Small-Cap ETF	−297	17,051	$2,528,833
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−291	6,266	$1,522,575
DES	WisdomTree U.S. SmallCap Dividend Fund	−248	12,869	$523,510
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−203	3,528	$697,132
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−200	16,453	$2,600,067
DEM	WisdomTree Emerging Markets High Dividend Fund	−175	4,769	$256,524
VB	Vanguard Index Funds	−139	10,977	$3,327,348
AGGY	WisdomTree Trust	−139	13,021	$566,153
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−124	3,129	$958,412
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	1,012	$345,112
XSD	State Street(R) SPDR(R) S&P(R) Semiconductor ETF	535	$333,679
AMAT	Applied Materials Inc	387	$279,801
VO	VANGUARD MID-CAP INDEX FUND	2,775	$223,581
INTC	Intel Corp	1,576	$220,056
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
T	At&T Inc.	8,225	$238,442
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $579,536,785 total · filing declares 104 positions · $579,744,090 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	2,090,164	-5,985	$105,323,363	+10.1%	26+	before history	18.17%
IVV	iShares Core S&P 500 ETF	Reduced	121,796	-65	$91,211,806	+14.6%	26+	before history	15.74%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	865,525	+254	$44,816,884	+10.4%	26+	before history	7.73%
VUG	VANGUARD GROWTH INDEX FUND	Added	469,940	+392,380	$40,480,631	+19.5%	26+	before history	6.98%
		Added	382,700	+5,728	$35,070,628	+1.5%	26+	before history	6.05%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	573,157	+5,350	$34,842,214	+8.5%	3	$56.21	6.01%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Added	773,260	+4,229	$31,378,890	+13.5%	3	$36.01	5.41%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	283,052	-440	$23,306,501	+15.6%	4	$68.91	4.02%
PMBS		Added	461,740	+17,252	$22,800,721	+3.4%	3	$49.75	3.93%
MUB	iShares National Muni Bond ETF	Reduced	132,166	-1,059	$14,223,704	+0.6%	26+	before history	2.45%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	85,854	+11,424	$8,642,922	+15.4%	7	unpriced	1.49%
CGMU	Capital Group Municipal Income ETF	Added	305,929	+46,418	$8,403,869	+19.3%	3	$27.38	1.45%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	158,731	+20,716	$8,349,250	+15.9%	17	$52.46	1.44%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	108,344	-3,757	$7,719,510	+7.5%	26+	before history	1.33%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	128,747	-3,385	$6,512,023	−1.2%	26+	before history	1.12%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	93,210	-1,733	$5,563,704	+8.4%	26+	before history	0.96%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	49,407	-70	$5,260,363	−0.2%	22	unpriced	0.91%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	49,792	+44	$4,375,720	+14.9%	26+	before history	0.76%
VIG	Vanguard Specialized Funds	Reduced	18,046	-76	$4,270,044	+9.6%	26+	before history	0.74%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	145,679	-835	$3,717,728	−1.0%	26+	before history	0.64%
VB	Vanguard Index Funds	Reduced	10,977	-139	$3,327,348	+14.3%	26+	before history	0.57%
IWB	iShares Russell 1000 ETF	Added	6,785	+35	$2,778,457	+15.4%	26+	before history	0.48%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	54,132	-110,170	$2,760,732	−67.0%	7	$50.82	0.48%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	16,453	-200	$2,600,067	+5.4%	26+	before history	0.45%
NVDA	Nvidia Corp Technology	Reduced	12,957	-445	$2,592,566	+10.9%	6	$126.74	0.45%
IJR	iShares Core S&P Small-Cap ETF	Reduced	17,051	-297	$2,528,833	+17.3%	17	unpriced	0.44%
CGNG	Capital Group New Geography Equity ETF	Added	63,070	+6,229	$2,362,602	+31.7%	7	$26.88	0.41%
PRF	Victory Portfolios II	Reduced	39,759	-1,334	$2,148,178	+10.0%	26+	before history	0.37%
DFIS	Dimensional International Small Cap ETF	Added	55,372	+286	$1,939,681	+4.6%	12	$23.64	0.33%
		Reduced	33,296	-591	$1,920,180	+17.3%	26+	before history	0.33%
AAPL	Apple Inc. Technology	Added	6,515	+455	$1,885,180	+22.6%	25	unpriced	0.33%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Added	106,904	+2,036	$1,697,635	−6.5%	18	$14.33	0.29%
TFLR	T. Rowe Price Floating Rate ETF	Added	33,156	+986	$1,671,393	+3.2%	6	$51.55	0.29%
DFGR	Dimensional Global Real Estate ETF	Added	54,011	+699	$1,564,698	+10.4%	12	$24.97	0.27%
NUDM	Nuveen ESG International Developed Markets Equity ETF	Added	38,802	+137	$1,552,856	+11.2%	21	$30.19	0.27%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	6,266	-291	$1,522,575	+6.9%	26+	before history	0.26%
		Added	75,977	+2,033	$1,438,244	+1.4%	18	$19.83	0.25%
IEFA	iShares Core MSCI EAFE ETF	Added	13,771	+35	$1,330,003	+7.0%	26+	before history	0.23%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Reduced	12,884	-337	$1,265,208	+1.5%	24	$65.00	0.22%
PEP	Pepsico Inc Consumer Defensive	Held	8,886	0	$1,203,164	−12.8%	6	$148.84	0.21%
GE	General Electric Co Industrials	Held	3,157	0	$1,179,865	+31.7%	5	$219.43	0.20%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	17,101	+477	$1,149,871	+5.3%	10	$64.14	0.20%
		Added	42,882	+1,300	$1,090,918	+5.8%	10	$24.14	0.19%
EBND	State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF	Added	49,473	+1,465	$1,034,975	+4.4%	25	unpriced	0.18%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	3,129	-124	$958,412	+14.5%	26+	before history	0.17%
GEV	GE Vernova Inc. Industrials	Held	807	0	$948,112	+34.6%	5	$416.37	0.16%
NUEM	Nuveen ESG Emerging Markets Equity ETF	Reduced	19,910	-72	$844,900	+15.1%	24	$27.73	0.15%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	2,179	-83	$796,860	+16.6%	26+	before history	0.14%
XOM	ExxonMobil Holdings Corp Energy	Added	5,612	+42	$767,272	−18.8%	26+	before history	0.13%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	17,688	+436	$750,148	+2.8%	25	unpriced	0.13%

Showing the top 50 of 103 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.