McNamara Financial Services, Inc. - Portfolio overview

McNamara Financial Services, Inc. has 104 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 17.67%
2. IVV - ISHARES TR, 14.70%
3. SPEM - SPDR INDEX SHS FDS, 7.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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