Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McNamara Financial Services, Inc. (CIK 1622431) reported $528.4M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($95.7M, 18.11%), IVV ($79.6M, 15.06%), SPEM ($40.6M, 7.68%), BIL ($34.5M, 6.54%), VUG ($33.9M, 6.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $95.7M | 18.11% | 2.1M | Trimmed |
| 2 | IVV | ISHARES TR | $79.6M | 15.06% | 121,861 | Trimmed |
| 3 | SPEM | SPDR INDEX SHS FDS | $40.6M | 7.68% | 865,271 | Trimmed |
| 4 | BIL | SPDR SERIES TRUST | $34.5M | 6.54% | 376,972 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $33.9M | 6.41% | 77,560 | Added |
| 6 | SPYV | SPDR SERIES TRUST | $32.1M | 6.08% | 567,807 | Trimmed |
| 7 | FMDE | FIDELITY COVINGTON TRUST | $27.7M | 5.23% | 769,031 | Trimmed |
| 8 | PMBS | PIMCO ETF TR | $22.0M | 4.17% | 444,488 | Added |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $20.2M | 3.82% | 283,492 | Trimmed |
| 10 | MUB | ISHARES TR | $14.1M | 2.68% | 133,225 | Added |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | $8.4M | 1.59% | 164,302 | Added |
| 12 | SGOV | ISHARES TR | $7.5M | 1.42% | 74,430 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $7.2M | 1.36% | 112,101 | Trimmed |
| 14 | MUNI | PIMCO ETF TR | $7.2M | 1.36% | 138,015 | Added |
| 15 | CGMU | CAPITAL GRP FIXED INCM ETF T | $7.0M | 1.33% | 259,511 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $6.6M | 1.25% | 132,132 | Added |
| 17 | SUB | ISHARES TR | $5.3M | 1.00% | 49,477 | Added |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 0.97% | 94,943 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $3.9M | 0.74% | 18,122 | Trimmed |
| 20 | SPLG | SPDR SERIES TRUST | $3.8M | 0.72% | 49,748 | Trimmed |
| 21 | SPAB | SPDR SERIES TRUST | $3.8M | 0.71% | 146,514 | Added |
| 22 | VB | VANGUARD INDEX FDS | $2.9M | 0.55% | 11,116 | Trimmed |
| 23 | VYM | VANGUARD WHITEHALL FDS | $2.5M | 0.47% | 16,653 | Trimmed |
| 24 | IWB | ISHARES TR | $2.4M | 0.46% | 6,750 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $2.3M | 0.44% | 13,402 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31