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Alyssa Reed

Mcnamara Financial Services, Inc.

Assets Managed
$528.419M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
0.23%(2Q avg: -0.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcnamara Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Mcnamara Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 528.419M in assets, with a quarterly growth rate of 0.23% and a 2-quarter average growth rate of -0.89%. The portfolio is managed by Alyssa Reed, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -2.39%
18.11%
$95.689M
2.096M shares@ $45.65 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.23%
15.07%
$79.601M
121,861 shares@ $653.21 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -0.51%
7.69%
$40.59M
865,271 shares@ $46.91 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 16.87%
6.54%
$34.546M
376,972 shares@ $91.64 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.96%
6.42%
$33.877M
77,560 shares@ $436.79 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.15%
6.08%
$32.127M
567,807 shares@ $56.58 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Decreased -0.02%
5.24%
$27.654M
769,031 shares@ $35.97 avg price
PMBS
Pimco Mbs Active Etf
Recent Activity
Increased 2.15%
4.18%
$22.047M
444,488 shares@ $49.61 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.88%
3.82%
$20.165M
283,492 shares@ $71.14 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 7.69%
2.68%
$14.142M
133,225 shares@ $106.16 avg price

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