McNamara Financial Services, Inc. - Portfolio Stock Holdings
McNamara Financial Services, Inc. disclosed 106 stock positions in a recent SEC 13F filing. $581,726,168 of stock holdings were filed, with the largest holdings including SPDW, IVV, and SPEM. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.We estimate the fund has a total AUM of $797,882,019 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
106Est. Stock Holding Value:
$581,726,168Top Stock Holdings By Sector
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Portfolio Stock Holdings - McNamara Financial Services, Inc.
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