McNamara Financial Services, Inc.: 13F holdings

CIK 16224312026Q2

Positions104
Reported value$579.7m
Filed2026-07-22

Change since last quarter

Positions104 (+5 vs prior quarter)
Reported value$579.7m (+9.7%)

Top 10 holdings

SecuritySharesValueWeight
EWU SPDR INDEX SHS FDS2,090,164$105.3m18.2%
IVV ISHARES TR121,796$91.2m15.7%
SPEM SPDR INDEX SHS FDS865,525$44.8m7.7%
VUG VANGUARD INDEX FDS469,940$40.5m7.0%
BIL SPDR SERIES TRUST382,700$35.1m6.0%
SPYV SPDR SERIES TRUST573,157$34.8m6.0%
FMDE FIDELITY COVINGTON TRUST773,260$31.4m5.4%
DIMENSIONAL ETF TRUST283,052$23.3m4.0%
PMBS PIMCO ETF TR461,740$22.8m3.9%
MUB ISHARES TR132,166$14.2m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1622431")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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