13F Filings History of McNamara Financial Services, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$527,211,868
Signature - Title
Alyssa Reed - Chief Compliance Officer
Location
Marshfield, MA
Summary
This page shows a list of all the recent 13F filings made by McNamara Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McNamara Financial Services, Inc. reported 101 stock holdings with total value $527,211,868 as of Q4 2025. Top holdings included SPDW, IVV, SPEM, VUG, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 101 $527,211,868 +$158,101,269 -$177,589,799 -$19,488,530 SPDW, IVV, SPEM, VUG, SPYV 13F-HR 21 Jan 2026, 17:25
Q3 2025 95 $538,057,348 +$6,417,129 -$1,625,145 +$4,791,984 IVV, SPDW, SPEM, SPAB, BIL 13F-HR 14 Nov 2025, 16:16
Q2 2025 92 $504,454,496 +$12,432,175 -$5,952,351 +$6,479,824 IVV, SPDW, SPEM, SPAB, BIL 13F-HR 25 Jul 2025, 14:21
Q1 2025 89 $464,818,622 +$45,958,834 -$4,095,258 +$41,863,576 IVV, SPDW, SPAB, SPEM, BIL 13F-HR 11 Apr 2025, 10:30
Q4 2024 70 $425,337,778 +$7,107,976 -$75,389,419 -$68,281,443 IVV, SPDW, SPAB, SPEM, SPSM 13F-HR 24 Jan 2025, 15:59
Q3 2024 86 $507,735,911 +$10,562,520 -$2,263,622 +$8,298,898 IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 10 Oct 2024, 11:29
Q2 2024 77 $472,859,461 +$29,155,773 -$28,331,958 +$823,815 IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 01 Aug 2024, 18:56
Q1 2024 68 $467,479,437 +$11,271,709 -$10,067,528 +$1,204,181 IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 15 Apr 2024, 12:30
Q4 2023 66 $447,059,498 +$16,641,907 -$3,091,784 +$13,550,123 IVV, SPDW, SPAB, SPEM, BIL 13F-HR 29 Jan 2024, 09:15
Q3 2023 63 $400,692,506 +$4,622,687 -$4,595,509 +$27,178 IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 10 Oct 2023, 11:42
Q2 2023 65 $416,529,358 +$19,263,183 -$14,428,279 +$4,834,904 IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 20 Jul 2023, 09:39
Q1 2023 64 $401,578,470 +$9,322,044 -$2,359,942 +$6,962,102 IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 10 Apr 2023, 16:29
Q4 2022 63 $377,174,997 +$8,866,137 -$1,242,566 +$7,623,571 IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 19 Jan 2023, 19:01
Q3 2022 58 $347,821,000 +$22,275,669 -$3,226,205 +$19,049,464 IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 28 Oct 2022, 16:34
Q2 2022 58 $352,813,000 +$32,825,485 -$3,564,511 +$29,260,974 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 13 Jul 2022, 09:35
Q1 2022 58 $368,438,000 +$9,242,420 -$3,284,854 +$5,957,566 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 02 May 2022, 13:45
Q4 2021 61 $383,044,000 +$6,213,084 -$648,697 +$5,564,387 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 24 Jan 2022, 15:33
Q3 2021 61 $364,826,000 +$10,078,289 -$773,962 +$9,304,327 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 22 Oct 2021, 13:47
Q2 2021 59 $362,375,000 +$14,053,070 -$7,476,170 +$6,576,900 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 04 Aug 2021, 10:53
Q1 2021 51 $327,546,000 +$4,575,098 -$3,256,166 +$1,318,932 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 05 May 2021, 15:26
Q4 2020 48 $279,373,000 +$8,892 -$217,483 -$208,591 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 09 Feb 2021, 14:42
Q3 2020 48 $295,494,000 +$4,112,648 -$3,316,130 +$796,518 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 13 Oct 2020, 14:25
Q2 2020 48 $279,812,000 +$16,276,509 -$10,938,045 +$5,338,464 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 10 Aug 2020, 11:01
Q1 2020 44 $243,651,000 +$25,025,043 -$4,528,393 +$20,496,650 IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 17 Apr 2020, 13:09
Q4 2019 42 $269,423,000 +$26,304,804 -$16,096,589 +$10,208,215 IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 22 Jan 2020, 12:17
Q3 2019 39 $246,489,000 +$4,526,695 -$1,667,970 +$2,858,725 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 18 Oct 2019, 13:15
Q2 2019 38 $239,326,000 +$5,719,725 -$1,099,873 +$4,619,852 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 12 Jul 2019, 15:49
Q1 2019 39 $215,273,000 +$5,261,001 -$5,002,384 +$258,617 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 09 Apr 2019, 13:54
Q4 2018 39 $221,641,000 $0 -$470,091 -$470,091 IVV, TOTL, SPEM, SPDW, IEUR 13F-HR 14 Jan 2019, 12:13
Q3 2018 40 $237,422,000 +$6,760,291 -$1,312,282 +$5,448,009 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 10 Oct 2018, 12:57
Q2 2018 40 $227,226,000 +$16,617,940 -$4,756,245 +$11,861,695 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 13 Jul 2018, 13:44
Q1 2018 39 $219,330,000 +$4,220,813 -$1,090,701 +$3,130,112 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 09 Apr 2018, 14:41
Q4 2017 39 $216,874,000 +$89,758,087 -$88,111,457 +$1,646,630 IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 16 Jan 2018, 11:24
Q3 2017 33 $207,637,000 +$2,774,245 -$421,741 +$2,352,504 IVV, TOTL, VWO, VEA, VB 13F-HR 12 Oct 2017, 08:38
Q2 2017 33 $197,617,000 +$7,056,462 -$5,599,836 +$1,456,626 IVV, TOTL, VWO, VEA, VB 13F-HR 10 Jul 2017, 13:23
Q1 2017 34 $191,329,000 +$1,786,636 -$2,899,128 -$1,112,492 IVV, TOTL, VWO, VEA, VB 13F-HR 01 May 2017, 10:23
Q4 2016 35 $182,197,000 +$5,443,784 -$673,786 +$4,769,998 IVV, TOTL, VWO, VEA, VB 13F-HR 12 Jan 2017, 08:42
Q3 2016 32 $179,011,000 +$3,042,749 -$891,993 +$2,150,756 IVV, TOTL, VWO, VEA, VB 13F-HR 21 Oct 2016, 11:13
Q2 2016 33 $170,517,000 +$16,524,440 -$11,883,846 +$4,640,594 IVV, TOTL, VWO, VEA, VB 13F-HR 03 Aug 2016, 10:37
Q1 2016 36 $164,079,000 +$162,117,332 -$100,365,900 +$61,751,432 IVV, TOTL, VWO, VEA, OEF 13F-HR 13 Apr 2016, 14:59
Q4 2015 57 $101,970,000 +$37,305,163 -$32,986,720 +$4,318,443 XOM, META, SBUX, SCHW, AMZN Restatement 12 Feb 2016, 12:02
Q3 2015 57 $94,950,000 +$15,992,625 -$19,415,234 -$3,422,609 XOM, AGN, AAPL, SBUX, SWKS Restatement 12 Feb 2016, 11:56
Q2 2015 64 $105,761,000 +$21,266,526 -$25,405,949 -$4,139,423 AGN, XOM, AAPL, SBUX, AET Restatement 12 Feb 2016, 11:54
Q1 2015 65 $108,817,000 +$14,031,996 -$18,950,564 -$4,918,568 B108PS, XOM, AAPL, SBUX, META Restatement 12 Feb 2016, 11:48
Q4 2014 200 $106,672,000 $0 $0 $0 REGN, B108PS, AAPL, MS, META Restatement 12 Feb 2016, 11:45