Quarterly Portfolio Activity Report: McNamara Financial Services Inc.

McNamara Financial Services Inc.'s portfolio underwent notable adjustments during Q1 2026, as evidenced by changes in its holdings compared to the previous quarter. The firm manages a substantial portfolio valued at approximately $554 million (McNamara Financial Services Inc.), with 102 distinct holdings distributed across various sectors.

The most significant change observed in this quarter was the substantial increase in shares of VUG (Vanguard Information Technology ETF). McNamara acquired an additional 392,380 shares, representing a staggering 505.91% growth from the prior period and contributing about 6.98% to the portfolio's total value.

Alongside this major purchase, several other ETFs saw significant additions during Q1:

• IWF: Shares increased by 3,993%, from a mere 5 holdings in the previous quarter to its current allocation of about 0.11%.
• CGMU: Holdings grew by approximately 17.89%, adding value equivalent to around $840k.
• MUNI: Shares increased by about 15.01%, boosting its allocation to roughly 1.44%.
• VEA: Holdings grew by approximately -3.35% (actually a small increase, but negative percentage change noted), adding value equivalent to around $772k.

In contrast, the investor also divested from certain positions during this quarter:

• JMST: Shares decreased by a massive 67.05%, marking one of the largest sales in the portfolio.
• CGMU, MUNI, and others like SPDW, BIL, FMDE also experienced decreases or negative growth (-18.29% to -0.55%), though these were less pronounced than the sale of JMST.

Furthermore, McNamara Financial Services Inc. established new positions in several ETFs:

• CGBL: Added a small position worth approximately $0.66 million.
• PDBC: Acquired holdings valued at about $1.70 million, contributing 0.29% to the portfolio.
• VO: Added a very small position worth around $0.22 million (or potentially more based on prior period data).

The overall strategy appears focused on capitalizing on growth in specific sectors, particularly Technology as represented by VUG and IWF, while also incorporating fixed income vehicles like CGMU and diversifying with other ETFs. The portfolio maintains a high concentration of large holdings (top 5 account for over half the value), but shows activity across many different investment vehicles.