Alyssa Reed

Mcnamara Financial Services, Inc.

Assets Managed

$579.744M

Holdings

104

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

9.72%(2Q avg: 4.98%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcnamara Financial Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 104 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 579.744M in assets, with a quarterly growth rate of 9.72% and a 2-quarter average growth rate of 4.98%. The portfolio is managed by Alyssa Reed, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPDW Spdr Portfolio Developed Wor Recent Activity Decreased -0.28%	18.17%	$105.323M 2.09M shares@ $50.39 avg price	Decreased -0.28%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -0.05%	15.74%	$91.212M 121,796 shares@ $748.89 avg price	Decreased -0.05%
SPEM Spdr Portfolio Emerging Mark Recent Activity Increased 0.03%	7.74%	$44.817M 865,525 shares@ $51.78 avg price	Increased 0.03%
VUG Vanguard Growth Etf Recent Activity Increased 505.91%	6.99%	$40.481M 469,940 shares@ $86.15 avg price	Increased 505.91%
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity Increased 1.52%	6.05%	$35.071M 382,700 shares@ $91.64 avg price	Increased 1.52%
SPYV Spdr Port S&p 500 Value Recent Activity Increased 0.95%	6.01%	$34.842M 573,157 shares@ $60.79 avg price	Increased 0.95%
FMDE Fidelity Enhanced Md Cp Etf Recent Activity Increased 0.55%	5.42%	$31.379M 773,260 shares@ $40.59 avg price	Increased 0.55%
DFAS Dimensional Us Small Cap Etf Recent Activity Decreased -0.15%	4.03%	$23.307M 283,052 shares@ $82.35 avg price	Decreased -0.15%
PMBS Pimco Mbs Active Etf Recent Activity Increased 3.89%	3.94%	$22.801M 461,740 shares@ $49.38 avg price	Increased 3.89%
MUB Ishares National Muni Bond E Recent Activity Decreased -0.79%	2.46%	$14.224M 132,166 shares@ $107.63 avg price	Decreased -0.79%

1-10 of 104