Managers / Q3 2020 · view latest →
McNamara Financial Services, Inc.
CIK 0001622431 · 1020 PLAIN STREET, SUITE 200, MARSHFIELD, MA, 02050 · 781-834-2010
Reported Value
$295M
Q3 2020
Positions
48
Filings on Record
30
2019–present window
Filed
Oct 13, 2020
original filing
Summary
Mcnamara Financial Services, Inc. reported $295M in U.S.-listed holdings across 48 positions for Q3 2020.
The portfolio is heavily concentrated: IVV alone accounts for 25.6% of reported value.
Compared with Q2 2020, the fund opened 3 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $528M | 99 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $527M | 101 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $538M | 95 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $504M | 92 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $465M | 89 | Apr 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $425M | 70 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $508M | 86 | Oct 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $473M | 77 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $467M | 68 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $447M | 66 | Jan 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $401M | 63 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $417M | 65 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $402M | 64 | Apr 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $377.2B | 63 | Jan 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $348M | 58 | Oct 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $353M | 58 | Jul 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $368M | 58 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $383M | 61 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $365M | 61 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $362M | 59 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $328M | 51 | May 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $295M | 48 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $295M | 48 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $280M | 48 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $244M | 44 | Apr 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $269M | 42 | Jan 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $246M | 39 | Oct 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $239M | 38 | Jul 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $215M | 39 | Apr 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $237M | 39 | Jan 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.