McNamara Financial Services, Inc.
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$528.4M
Holdings
100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Sold 1.8% (87.3k → 85.7k shares)
18.1%
02
$IVV
ISHARES TR
Q1 2026: Increased +5.2% (52.0k → 54.7k shares)
15.1%
03
$SPEM
SPDR INDEX SHS FDS
Q1 2026: Increased +1.9% (89.6k → 91.3k shares)
7.7%
04
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
6.5%
05
$VUG
VANGUARD INDEX FDS
Q4 2025: New position (2.1k shares)
6.4%
06
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
6.1%
07
$FMDE
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
5.2%
08
$PMBS
PIMCO ETF TR
Held since at least Q1 2024
4.2%
09
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
10
$MUB
ISHARES TR
Q1 2026: Increased +3.9% (84.6k → 87.9k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.