McNamara Financial Services, Inc. Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$504.5B

Holdings

92

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (92 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
232,356$144.3B28.60%
2
SPDWSPDR INDEX SHS FDS
2,177,842$88.2B17.48%
3
SPEMSPDR INDEX SHS FDS
858,301$36.7B7.27%
4
SPABSPDR SERIES TRUST
1,386,530$35.5B7.04%
5
BILSPDR SERIES TRUST
301,603$27.7B5.48%
6
TOTLSSGA ACTIVE ETF TR
490,991$19.7B3.90%
7
SPSMSPDR SERIES TRUST
446,464$19.0B3.77%
8
MUBISHARES TR
170,069$17.8B3.52%
9
SPYMSPDR SERIES TRUST
154,384$11.2B2.22%
10
VIGVANGUARD SPECIALIZED FUNDS
35,742$7.3B1.45%
11
VEAVANGUARD TAX-MANAGED FDS
127,744$7.3B1.44%
12
JMSTJ P MORGAN EXCHANGE TRADED F
140,310$7.1B1.42%
13
VBVANGUARD INDEX FDS
28,374$6.7B1.33%
14
VTEBVANGUARD MUN BD FDS
136,055$6.7B1.32%
15
IJRISHARES TR
50,456$5.5B1.09%
16
VWOVANGUARD INTL EQUITY INDEX F
103,720$5.1B1.02%
17
SUBISHARES TR
46,442$4.9B0.98%
18
IWBISHARES TR
7,387$2.5B0.50%
19
SGOVISHARES TR
24,343$2.5B0.49%
20
NVDANVIDIA CORPORATION
15,018$2.4B0.47%
21
VYMVANGUARD WHITEHALL FDS
17,299$2.3B0.46%
22
PRFINVESCO EXCHANGE TRADED FD T
43,571$1.8B0.37%
23
DFISDIMENSIONAL ETF TRUST
59,570$1.8B0.35%
24
CGNGCAPITAL GROUP NEW GEOGRAPHY
57,121$1.6B0.33%
25
PDBCINVESCO ACTVELY MNGD ETC FD
109,456$1.4B0.28%
26
TFLRT ROWE PRICE ETF INC
27,710$1.4B0.28%
27
VBRVANGUARD INDEX FDS
6,989$1.4B0.27%
28
NUDMNUSHARES ETF TR
37,325$1.3B0.26%
29
DFGRDIMENSIONAL ETF TRUST
48,706$1.3B0.26%
30
PEPPEPSICO INC
9,386$1.2B0.25%
31
TIPXSPDR SERIES TRUST
64,444$1.2B0.24%
32
AAPLAPPLE INC
6,004$1.2B0.24%
33
AQLTISHARES TR
13,648$1.1B0.23%
34
VYMIVANGUARD WHITEHALL FDS
14,140$1.1B0.22%
35
EMHCSPDR SERIES TRUST
39,307$967.3M0.19%
36
VOTVANGUARD INDEX FDS
3,374$959.5M0.19%
37
EBNDSPDR SERIES TRUST
44,754$957.7M0.19%
38
VWOBVANGUARD WHITEHALL FDS
14,484$946.5M0.19%
39
GEGE AEROSPACE
3,364$865.9M0.17%
40
VBKVANGUARD INDEX FDS
2,504$693.5M0.14%
41
NUEMNUSHARES ETF TR
20,473$679.9M0.13%
42
TTTRANE TECHNOLOGIES PLC
1,520$664.9M0.13%
43
SHYGISHARES TR
15,335$661.6M0.13%
44
AVGOBROADCOM INC
2,348$647.2M0.13%
45
IWFISHARES TR
1,518$644.5M0.13%
46
JPMJPMORGAN CHASE & CO.
2,181$632.3M0.13%
47
VUGVANGUARD INDEX FDS
1,431$627.4M0.12%
48
XOMEXXON MOBIL CORP
5,649$609.0M0.12%
49
AMZNAMAZON COM INC
2,764$606.4M0.12%
50
VOEVANGUARD INDEX FDS
3,634$597.6M0.12%
51
JMSIJ P MORGAN EXCHANGE TRADED F
11,300$558.4M0.11%
52
AGGYWISDOMTREE TR
12,759$556.7M0.11%
53
IEMGISHARES INC
9,081$545.1M0.11%
54
NYFISHARES TR
10,214$532.6M0.11%
55
NUAGNUSHARES ETF TR
23,786$500.1M0.10%
56
PGPROCTER AND GAMBLE CO
3,045$485.1M0.10%
57
NUSCNUSHARES ETF TR
11,383$463.7M0.09%
58
MINTPIMCO ETF TR
4,493$451.7M0.09%
59
IWDISHARES TR
2,325$451.6M0.09%
60
DESWISDOMTREE TR
13,757$436.9M0.09%
61
GEVGE VERNOVA INC
816$431.8M0.09%
62
DEMWISDOMTREE TR
9,273$420.0M0.08%
63
TXNTEXAS INSTRS INC
1,946$404.0M0.08%
64
CGGOCAPITAL GROUP GBL GROWTH EQT
11,738$375.3M0.07%
65
SUSAISHARES TR
2,888$366.1M0.07%
66
MSFTMICROSOFT CORP
734$365.1M0.07%
67
VTVVANGUARD INDEX FDS
1,960$346.4M0.07%
68
JNJJOHNSON & JOHNSON
2,265$346.0M0.07%
69
CGBLCAPITAL GROUP CORE BALANCED
10,271$343.5M0.07%
70
GSGOLDMAN SACHS GROUP INC
460$325.6M0.06%
71
PANWPALO ALTO NETWORKS INC
1,568$320.9M0.06%
72
DWMWISDOMTREE TR
4,843$307.8M0.06%
73
ADIANALOG DEVICES INC
1,272$302.8M0.06%
74
MUNIPIMCO ETF TR
5,807$298.2M0.06%
75
ACWIISHARES TR
2,233$287.2M0.06%
76
GLGLOBE LIFE INC
2,251$279.8M0.06%
77
VOOVANGUARD INDEX FDS
484$274.9M0.05%
78
BACBANK AMERICA CORP
5,722$270.8M0.05%
79
CGGRCAPITAL GROUP GROWTH ETF
6,600$268.3M0.05%
80
VNQVANGUARD INDEX FDS
2,999$267.1M0.05%
81
IWNISHARES TR
1,657$261.4M0.05%
82
FMBFIRST TR EXCH TRADED FD III
5,229$260.5M0.05%
83
CGDGCAPITAL GROUP DIVIDEND VALUE
6,494$256.4M0.05%
84
AOAISHARES TR
3,037$253.3M0.05%
85
CSCOCISCO SYS INC
3,500$242.8M0.05%
86
TAT&T INC
8,244$238.6M0.05%
87
CLCOLGATE PALMOLIVE CO
2,576$234.2M0.05%
88
XLKSELECT SECTOR SPDR TR
915$231.7M0.05%
89
PXFINVESCO EXCH TRADED FD TR II
3,949$226.8M0.04%
90
DWDMORGAN STANLEY
1,600$225.4M0.04%
91
BSVVANGUARD BD INDEX FDS
2,754$216.7M0.04%
92
DXLGDESTINATION XL GROUP INC
13,867$15.4M0.00%