McNamara Financial Services, Inc. Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$527.2M
Holdings
101
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (101 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPDWSPDR INDEX SHS FDS | 2,147,540 | $95.4M | 18.09% | |
| 2 | IVVISHARES TR | 122,150 | $83.7M | 15.87% | |
| 3 | SPEMSPDR INDEX SHS FDS | 869,793 | $40.7M | 7.72% | |
| 4 | VUGVANGUARD INDEX FDS | 76,072 | $37.1M | 7.04% | |
| 5 | SPYVSPDR SERIES TRUST | 568,701 | $32.3M | 6.13% | |
| 6 | BILSPDR SERIES TRUST | 322,559 | $29.5M | 5.59% | |
| 7 | FMDEFIDELITY COVINGTON TRUST | 769,214 | $28.0M | 5.31% | |
| 8 | PMBSPIMCO ETF TR | 435,160 | $21.6M | 4.10% | |
| 9 | DFASDIMENSIONAL ETF TRUST | 286,036 | $19.9M | 3.78% | |
| 10 | MUBISHARES TR | 123,713 | $13.3M | 2.51% | |
| 11 | JMSTJ P MORGAN EXCHANGE TRADED F | 160,095 | $8.2M | 1.55% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 114,349 | $7.1M | 1.35% | |
| 13 | MUNIPIMCO ETF TR | 135,973 | $7.1M | 1.35% | |
| 14 | CGMUCAPITAL GRP FIXED INCM ETF T | 257,169 | $7.0M | 1.34% | |
| 15 | VTEBVANGUARD MUN BD FDS | 126,709 | $6.4M | 1.21% | |
| 16 | SGOVISHARES TR | 59,443 | $6.0M | 1.13% | |
| 17 | VWOVANGUARD INTL EQUITY INDEX F | 96,630 | $5.2M | 0.99% | |
| 18 | SUBISHARES TR | 48,534 | $5.2M | 0.98% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 18,498 | $4.1M | 0.77% | |
| 20 | SPYMSPDR SERIES TRUST | 49,869 | $4.0M | 0.76% | |
| 21 | SPABSPDR SERIES TRUST | 136,935 | $3.5M | 0.67% | |
| 22 | VBVANGUARD INDEX FDS | 11,485 | $3.0M | 0.56% | |
| 23 | NVDANVIDIA CORPORATION | 15,018 | $2.8M | 0.53% | |
| 24 | IWBISHARES TR | 6,793 | $2.5M | 0.48% | |
| 25 | VYMVANGUARD WHITEHALL FDS | 16,752 | $2.4M | 0.46% | |
| 26 | IJRISHARES TR | 17,813 | $2.1M | 0.41% | |
| 27 | PRFINVESCO EXCHANGE TRADED FD T | 41,569 | $1.9M | 0.37% | |
| 28 | DFISDIMENSIONAL ETF TRUST | 58,517 | $1.9M | 0.37% | |
| 29 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 59,236 | $1.9M | 0.36% | |
| 30 | AAPLAPPLE INC | 6,058 | $1.6M | 0.31% | |
| 31 | SPSMSPDR SERIES TRUST | 34,770 | $1.6M | 0.31% | |
| 32 | TFLRT ROWE PRICE ETF INC | 29,994 | $1.5M | 0.29% | |
| 33 | PDBCINVESCO ACTVELY MNGD ETC FD | 114,613 | $1.5M | 0.29% | |
| 34 | VBRVANGUARD INDEX FDS | 6,779 | $1.4M | 0.27% | |
| 35 | NUDMNUSHARES ETF TR | 38,908 | $1.4M | 0.27% | |
| 36 | DFGRDIMENSIONAL ETF TRUST | 52,185 | $1.4M | 0.26% | |
| 37 | TIPXSPDR SERIES TRUST | 69,923 | $1.3M | 0.25% | |
| 38 | PEPPEPSICO INC | 8,886 | $1.3M | 0.24% | |
| 39 | VYMIVANGUARD WHITEHALL FDS | 13,466 | $1.2M | 0.23% | |
| 40 | AQLTISHARES TR | 13,411 | $1.2M | 0.23% | |
| 41 | VWOBVANGUARD WHITEHALL FDS | 15,542 | $1.0M | 0.20% | |
| 42 | GEGE AEROSPACE | 3,315 | $1.0M | 0.19% | |
| 43 | EMHCSPDR SERIES TRUST | 40,071 | $1.0M | 0.19% | |
| 44 | EBNDSPDR SERIES TRUST | 46,127 | $985K | 0.19% | |
| 45 | VOTVANGUARD INDEX FDS | 3,259 | $909K | 0.17% | |
| 46 | VBKVANGUARD INDEX FDS | 2,376 | $717K | 0.14% | |
| 47 | NUEMNUSHARES ETF TR | 20,122 | $715K | 0.14% | |
| 48 | JPMJPMORGAN CHASE & CO. | 2,214 | $713K | 0.14% | |
| 49 | SHYGISHARES TR | 16,321 | $699K | 0.13% | |
| 50 | XOMEXXON MOBIL CORP | 5,649 | $679K | 0.13% | |
| 51 | VOEVANGUARD INDEX FDS | 3,778 | $670K | 0.13% | |
| 52 | AVGOBROADCOM INC | 1,938 | $670K | 0.13% | |
| 53 | IWFISHARES TR | 1,385 | $655K | 0.12% | |
| 54 | AMZNAMAZON COM INC | 2,764 | $637K | 0.12% | |
| 55 | NYFISHARES TR | 11,337 | $606K | 0.11% | |
| 56 | TTTRANE TECHNOLOGIES PLC | 1,520 | $591K | 0.11% | |
| 57 | JMSIJ P MORGAN EXCHANGE TRADED F | 11,579 | $583K | 0.11% | |
| 58 | AGGYWISDOMTREE TR | 12,745 | $561K | 0.11% | |
| 59 | IEMGISHARES INC | 8,311 | $558K | 0.11% | |
| 60 | TOTLSSGA ACTIVE ETF TR | 13,512 | $543K | 0.10% | |
| 61 | GEVGE VERNOVA INC | 807 | $527K | 0.10% | |
| 62 | CGGOCAPITAL GROUP GBL GROWTH EQT | 15,110 | $523K | 0.10% | |
| 63 | CGBLCAPITAL GROUP CORE BALANCED | 14,829 | $523K | 0.10% | |
| 64 | NUAGNUSHARES ETF TR | 23,730 | $502K | 0.10% | |
| 65 | IWDISHARES TR | 2,361 | $496K | 0.09% | |
| 66 | JNJJOHNSON & JOHNSON | 2,190 | $453K | 0.09% | |
| 67 | MINTPIMCO ETF TR | 4,493 | $450K | 0.09% | |
| 68 | DESWISDOMTREE TR | 13,180 | $440K | 0.08% | |
| 69 | PGPROCTER AND GAMBLE CO | 3,045 | $436K | 0.08% | |
| 70 | NUSCNUSHARES ETF TR | 9,323 | $416K | 0.08% | |
| 71 | GSGOLDMAN SACHS GROUP INC | 460 | $404K | 0.08% | |
| 72 | MSFTMICROSOFT CORP | 759 | $367K | 0.07% | |
| 73 | VTVVANGUARD INDEX FDS | 1,892 | $361K | 0.07% | |
| 74 | CGDGCAPITAL GROUP DIVIDEND VALUE | 8,027 | $350K | 0.07% | |
| 75 | ADIANALOG DEVICES INC | 1,272 | $344K | 0.07% | |
| 76 | CGGRCAPITAL GROUP GROWTH ETF | 7,543 | $335K | 0.06% | |
| 77 | GOOGALPHABET INC | 1,067 | $334K | 0.06% | |
| 78 | DWMWISDOMTREE TR | 4,720 | $324K | 0.06% | |
| 79 | ACWIISHARES TR | 2,232 | $315K | 0.06% | |
| 80 | BACBANK AMERICA CORP | 5,722 | $314K | 0.06% | |
| 81 | GLGLOBE LIFE INC | 2,251 | $314K | 0.06% | |
| 82 | TXNTEXAS INSTRS INC | 1,807 | $313K | 0.06% | |
| 83 | AOAISHARES TR | 3,478 | $311K | 0.06% | |
| 84 | VOOVANGUARD INDEX FDS | 480 | $301K | 0.06% | |
| 85 | PANWPALO ALTO NETWORKS INC | 1,568 | $288K | 0.05% | |
| 86 | DWDMORGAN STANLEY | 1,600 | $284K | 0.05% | |
| 87 | CSCOCISCO SYS INC | 3,566 | $274K | 0.05% | |
| 88 | VNQVANGUARD INDEX FDS | 2,975 | $263K | 0.05% | |
| 89 | XLKSELECT SECTOR SPDR TR | 1,830 | $263K | 0.05% | |
| 90 | IWNISHARES TR | 1,350 | $244K | 0.05% | |
| 91 | PXFINVESCO EXCH TRADED FD TR II | 3,589 | $235K | 0.04% | |
| 92 | DEMWISDOMTREE TR | 4,971 | $232K | 0.04% | |
| 93 | BSVVANGUARD BD INDEX FDS | 2,818 | $222K | 0.04% | |
| 94 | XJHISHARES TR | 4,749 | $212K | 0.04% | |
| 95 | LRCXLAM RESEARCH CORP | 1,200 | $205K | 0.04% | |
| 96 | TAT&T INC | 8,225 | $204K | 0.04% | |
| 97 | VOVANGUARD INDEX FDS | 700 | $203K | 0.04% | |
| 98 | CLCOLGATE PALMOLIVE CO | 2,576 | $203K | 0.04% | |
| 99 | WFCWELLS FARGO CO NEW | 2,163 | $201K | 0.04% | |
| 100 | GPCGENUINE PARTS CO | 1,627 | $200K | 0.04% |
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