McNamara Financial Services, Inc. holds a focused book of 104 stocks worth $579.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is Ste STR SPDR PT DW EU ETF at 18% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1622431/holdings"
Use Arkolith to show McNamara Financial Services, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning McNamara Financial Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McNamara Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $435.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $393.4B |
| LPL Financial LLC | 80 / 80 | $90.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $73.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $119.6B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $90.5B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.8B |
Ranked by how many of McNamara Financial Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Index SHS FDS ST STR PO EX ETF | $105.3M | 2.09M | 18.2% | ▼−0.3% Reduced · −6K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $91.2M | 121.8K | 15.7% | ▼−0.1% Reduced · −65 sh | |
| 3 | SPDR Index SHS FDS ST PORT MARK ETF | $44.8M | 865.5K | 7.7% | ▲~0% Added · +254 sh | |
| 4 | Vanguard Index FDS GROWTH ETF | $40.5M | 469.9K | 7.0% | ▲+506% Added · +392K sh | |
| 5 | SPDR Series Trust ST STR BLO 1 ETF | $35.1M | 382.7K | 6.0% | ▲+1.5% Added · +6K sh | |
| 6 | SPDR Series Trust ST STR P500VAL | $34.8M | 573.2K | 6.0% | ▲+0.9% Added · +5K sh | |
| 7 | Fidelity Covington Trust ENH MID COR ETF | $31.4M | 773.3K | 5.4% | ▲+0.5% Added · +4K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP ETF | $23.3M | 283.1K | 4.0% | ▼−0.1% Reduced · −440 sh | |
| 9 | Pimco ETF TR MTG BKD SECS ACT | $22.8M | 461.7K | 3.9% | ▲+3.9% Added · +17K sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $14.2M | 132.2K | 2.5% | ▼−0.8% Reduced · −1K sh | |
| 11 | Ishares TR 0-3 MTH TREASURY | $8.6M | 85.9K | 1.5% | ▲+15% Added · +11K sh | |
| 12 | Capital Grp Fixed Incm ETF T MUN INM ETF | $8.4M | 305.9K | 1.4% | ▲+18% Added · +46K sh | |
| 13 | Pimco ETF TR INTER MUN BD ACT | $8.3M | 158.7K | 1.4% | ▲+15% Added · +21K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.7M | 108.3K | 1.3% | ▼−3.4% Reduced · −4K sh | |
| 15 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.5M | 128.7K | 1.1% | ▼−2.6% Reduced · −3K sh | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.6M | 93.2K | 1.0% | ▼−1.8% Reduced · −2K sh | |
| 17 | Ishares TR SHRT NAT MUN ETF | $5.3M | 49.4K | 0.9% | ▼−0.1% Reduced · −70 sh | |
| 18 | SPDR Series Trust ST STR P500ETF | $4.4M | 49.8K | 0.8% | ▲+0.1% Added · +44 sh | |
| 19 | Vanguard Specialized Funds DIV APP ETF | $4.3M | 18.0K | 0.7% | ▼−0.4% Reduced · −76 sh | |
| 20 | SPDR Series Trust ST STR AGGRE ETF | $3.7M | 145.7K | 0.6% | ▼−0.6% Reduced · −835 sh | |
| 21 | Vanguard Index FDS SMALL CP ETF | $3.3M | 11.0K | 0.6% | ▼−1.3% Reduced · −139 sh | |
| 22 | Ishares TR RUS 1000 ETF | $2.8M | 6.8K | 0.5% | ▲+0.5% Added · +35 sh | |
| 23 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.8M | 54.1K | 0.5% | ▼−67% Reduced · −110K sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $2.6M | 16.5K | 0.4% | ▼−1.2% Reduced · −200 sh | |
| 25 | Nvidia Corporation COM | $2.6M | 13.0K | 0.4% | ▼−3.3% Reduced · −445 sh | |
| 26 | Ishares TR CORE S&P SCP ETF | $2.5M | 17.1K | 0.4% | ▼−1.7% Reduced · −297 sh | |
| 27 | Capital Group New Geography SHS | $2.4M | 63.1K | 0.4% | ▲+11% Added · +6K sh | |
| 28 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $2.1M | 39.8K | 0.4% | ▼−3.2% Reduced · −1K sh | |
| 29 | Dimensional ETF Trust INTL SMALL CAP E | $1.9M | 55.4K | 0.3% | ▲+0.5% Added · +286 sh | |
| 30 | SPDR Series Trust ST STR SP600 SML | $1.9M | 33.3K | 0.3% | ▼−1.7% Reduced · −591 sh | |
| 31 | Apple Inc COM | $1.9M | 6.5K | 0.3% | ▲+7.5% Added · +455 sh | |
| 32 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $1.7M | 106.9K | 0.3% | ▲+1.9% Added · +2K sh | |
| 33 | T Rowe Price Exchange-Traded FLOATING RATE | $1.7M | 33.2K | 0.3% | ▲+3.1% Added · +986 sh | |
| 34 | Dimensional ETF Trust GLOBAL REAL EST | $1.6M | 54.0K | 0.3% | ▲+1.3% Added · +699 sh | |
| 35 | Nushares ETF TR NUVEEN ESG INTL | $1.6M | 38.8K | 0.3% | ▲+0.3% Added · +137 sh | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $1.5M | 6.3K | 0.3% | ▼−4.4% Reduced · −291 sh | |
| 37 | SPDR Series Trust STATE STRET SPDR | $1.4M | 76.0K | 0.2% | ▲+2.7% Added · +2K sh | |
| 38 | Ishares TR CORE MSCI EAFE | $1.3M | 13.8K | 0.2% | ▲+0.3% Added · +35 sh | |
| 39 | Vanguard Whitehall FDS INTL HIGH ETF | $1.3M | 12.9K | 0.2% | ▼−2.5% Reduced · −337 sh | |
| 40 | Pepsico Inc COM | $1.2M | 8.9K | 0.2% | —Held | |
| 41 | Ge Aerospace COM NEW | $1.2M | 3.2K | 0.2% | —Held | |
| 42 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.1M | 17.1K | 0.2% | ▲+2.9% Added · +477 sh | |
| 43 | SPDR Series Trust ST STR USD ETF | $1.1M | 42.9K | 0.2% | ▲+3.1% Added · +1K sh | |
| 44 | SPDR Series Trust SST SPDR BLOOMBE | $1.0M | 49.5K | 0.2% | ▲+3.0% Added · +1K sh | |
| 45 | Vanguard Index FDS MCAP GR IDXVIP | $958K | 3.1K | 0.2% | ▼−3.8% Reduced · −124 sh | |
| 46 | Ge Vernova Inc COM | $948K | 807 | 0.2% | —Held | |
| 47 | Nushares ETF TR NUVEEN ESG EMRGN | $845K | 19.9K | 0.1% | ▼−0.4% Reduced · −72 sh | |
| 48 | Vanguard Index FDS SML CP GRW ETF | $797K | 2.2K | 0.1% | ▼−3.7% Reduced · −83 sh | |
| 49 | Exxon Mobil Corp COM | $767K | 5.6K | 0.1% | ▲+0.8% Added · +42 sh | |
| 50 | Ishares TR 0-5YR HI YL CP | $750K | 17.7K | 0.1% | ▲+2.5% Added · +436 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.