McNamara Financial Services
McNamara Financial Services reported 104 stocks worth $580M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are SPDW (18.2%), IVV (15.7%) and SPEM (7.7%). Compared with Q1 2026, the fund opened new positions in PANW, XSD and AMAT, added to VUG, BIL and SPYV, trimmed SPDW, MUB and VEA and sold out of T.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPDW Spdr Developed | $105M | 18.2% | 2.1M | −5,985 (−0%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $91.2M | 15.7% | 122K | No change | 8 of 8 | |
| 3 |  SPEM Spdr Emerging | $44.8M | 7.7% | 866K | No change | 8 of 8 | |
| 4 |  VUG Vanguard Index Fds | $40.5M | 7.0% | 470K | +392K (+506%) | 8 of 8 | |
| 5 |  BIL ST Stert Spdr Blmbg 1 3 | $35.1M | 6.0% | 383K | +5,728 (+2%) | 8 of 8 | |
| 6 |  SPYV State Street | $34.8M | 6.0% | 573K | +5,350 (+1%) | 3 of 8 | |
| 7 |  FMDE Fidelity Enhanced Mid Cap ETF | $31.4M | 5.4% | 773K | +4,229 (+1%) | 3 of 8 | |
| 8 | DIMENSIONAL U S SMALL CAP ETF | $23.3M | 4.0% | 283K | −440 (−0%) | 6 of 8 | |
| 9 |  PMBS Pimco ETF TR | $22.8M | 3.9% | 462K | +17K (+4%) | 3 of 8 | |
| 10 |  MUB Ishares TR | $14.2M | 2.5% | 132K | −1,059 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 T At&T Inc | $238K | 8,225 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →McNamara Financial Services 13F FAQ
What does McNamara Financial Services own?
McNamara Financial Services reported 104 stocks worth $580M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are SPDW (18.2%), IVV (15.7%) and SPEM (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did McNamara Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 37 added to, 35 trimmed and 1 sold out. New positions include PANW, XSD and AMAT. It sold all of T.
When will McNamara Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is McNamara Financial Services's portfolio worth?
The Q2 2026 filing reports $580M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.