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McNamara Financial Services

Latest statistics and disclosures from McNamara Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPDW, IVV, SPEM, VUG, SPYV, and represent 54.85% of McNamara Financial Services's stock portfolio.
Added to shares of these 10 stocks: VUG (+$36M), SPYV (+$32M), FMDE (+$28M), PMBS (+$22M), DFAS (+$20M), CGMU (+$7.0M), MUNI (+$6.8M), SGOV, JMST, SPEM.
Started 8 new stock positions in SPYV, FMDE, CGMU, PMBS, XJH, WFC, LRCX, GPC.
Reduced shares in these 10 stocks: IVV (-$75M), SPAB (-$33M), TOTL (-$20M), SPSM (-$20M), SPYM (-$8.3M), MUB (-$5.4M), VB, IJR, VIG, SPDW.
Sold out of its positions in FMB, SUSA.
McNamara Financial Services was a net seller of stock by $-20M.
McNamara Financial Services has $527M in assets under management (AUM), dropping by -2.02%.
Central Index Key (CIK): 0001622431

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Portfolio Holdings for McNamara Financial Services

McNamara Financial Services holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	18.1	$95M		2.1M	44.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	15.9	$84M	-47%	122k	684.94	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	7.7	$41M		870k	46.81	View chart
Vanguard Index Fds Growth Etf (VUG)	7.0	$37M	+5219%	76k	487.86	View chart
Spdr Series Trust State Street Spd (SPYV)	6.1	$32M	NEW	569k	56.81	View chart
Spdr Series Trust State Street Spd (BIL)	5.6	$30M		323k	91.38	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	5.3	$28M	NEW	769k	36.38	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	4.1	$22M	NEW	435k	49.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.8	$20M	+7836%	286k	69.67	View chart
Ishares Tr National Mun Etf (MUB)	2.5	$13M	-29%	124k	107.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.5	$8.2M	+11%	160k	50.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$7.1M	-9%	114k	62.47	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$7.1M	+2356%	136k	52.41	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.3	$7.0M	NEW	257k	27.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$6.4M	-8%	127k	50.29	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$6.0M	+81%	59k	100.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$5.2M	-6%	97k	53.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$5.2M	+3%	49k	106.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$4.1M	-48%	19k	219.78	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$4.0M	-67%	50k	80.22	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$3.5M	-90%	137k	25.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.0M	-59%	12k	257.95	View chart
NVIDIA Corporation (NVDA)	0.5	$2.8M		15k	186.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.5M	-7%	6.8k	373.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.4M	-2%	17k	143.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.1M	-65%	18k	120.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$2.0M	-3%	42k	46.92	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.9M		59k	32.94	View chart
Capital Group New Geography SHS (CGNG)	0.4	$1.9M		59k	31.93	View chart
Apple (AAPL)	0.3	$1.6M		6.1k	271.87	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$1.6M	-92%	35k	46.86	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.3	$1.5M	+3%	30k	51.40	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$1.5M		115k	13.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.4M	-2%	6.8k	211.79	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.3	$1.4M	+5%	39k	36.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.4M	+3%	52k	26.42	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.3	$1.3M	+3%	70k	19.08	View chart
Pepsi (PEP)	0.2	$1.3M		8.9k	143.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$1.2M		14k	90.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M		13k	89.46	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.0M	+2%	16k	67.43	View chart
Ge Aerospace Com New (GE)	0.2	$1.0M		3.3k	308.03	View chart
Spdr Series Trust State Street Spd (EMHC)	0.2	$1.0M		40k	25.46	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.2	$986k		46k	21.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$910k		3.3k	279.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$718k	-4%	2.4k	302.11	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$716k		20k	35.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$713k		2.2k	322.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$700k	+3%	16k	42.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$680k		5.6k	120.34	View chart
Broadcom (AVGO)	0.1	$671k	-17%	1.9k	346.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$670k	+4%	3.8k	177.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$656k		1.4k	473.30	View chart
Amazon (AMZN)	0.1	$638k		2.8k	230.82	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$607k		11k	53.51	View chart
Trane Technologies SHS (TT)	0.1	$592k		1.5k	389.20	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$583k		12k	50.38	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$561k		13k	44.05	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$559k	-8%	8.3k	67.22	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$544k	-97%	14k	40.25	View chart
Ge Vernova (GEV)	0.1	$527k		807.00	653.57	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$524k		15k	35.33	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$524k	+23%	15k	34.65	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.1	$503k		24k	21.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$497k	+2%	2.4k	210.34	View chart
Johnson & Johnson (JNJ)	0.1	$453k	-3%	2.2k	206.95	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$451k	-42%	4.5k	100.34	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$441k	-6%	13k	33.45	View chart
Procter & Gamble Company (PG)	0.1	$436k		3.0k	143.31	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$416k	-18%	9.3k	44.65	View chart
Goldman Sachs (GS)	0.1	$404k		460.00	879.00	View chart
Microsoft Corporation (MSFT)	0.1	$367k	+3%	759.00	483.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$361k		1.9k	190.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$350k	+28%	8.0k	43.64	View chart
Analog Devices (ADI)	0.1	$345k		1.3k	271.20	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$335k	+18%	7.5k	44.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$335k		1.1k	313.80	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$325k	-2%	4.7k	68.76	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$316k	+11%	2.2k	141.49	View chart
Globe Life (GL)	0.1	$315k		2.3k	139.86	View chart
Bank of America Corporation (BAC)	0.1	$315k		5.7k	55.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$314k		1.8k	173.49	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$312k	+12%	3.5k	89.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$301k		480.00	627.13	View chart
Palo Alto Networks (PANW)	0.1	$289k		1.6k	184.20	View chart
Morgan Stanley Com New (MS)	0.1	$284k		1.6k	177.53	View chart
Cisco Systems (CSCO)	0.1	$275k		3.6k	77.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$264k	+100%	1.8k	143.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$263k	-5%	3.0k	88.49	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$245k	-18%	1.4k	181.21	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$235k	-5%	3.6k	65.55	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$232k	-46%	5.0k	46.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$222k		2.8k	78.81	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$212k	NEW	4.7k	44.65	View chart
Lam Research Corp Com New (LRCX)	0.0	$205k	NEW	1.2k	171.18	View chart
At&t (T)	0.0	$204k		8.2k	24.84	View chart
Colgate-Palmolive Company (CL)	0.0	$204k		2.6k	79.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$203k		700.00	290.22	View chart
Wells Fargo & Company (WFC)	0.0	$202k	NEW	2.2k	93.20	View chart
Genuine Parts Company (GPC)	0.0	$200k	NEW	1.6k	122.95	View chart
Destination Xl (DXLG)	0.0	$13k		14k	0.92	View chart

Past Filings by McNamara Financial Services

SEC 13F filings are viewable for McNamara Financial Services going back to 2014

McNamara Financial Services 2025 Q4 filed Jan. 21, 2026
McNamara Financial Services 2025 Q3 filed Nov. 14, 2025
McNamara Financial Services 2025 Q2 filed July 25, 2025
McNamara Financial Services 2025 Q1 filed April 11, 2025
McNamara Financial Services 2024 Q4 filed Jan. 24, 2025
McNamara Financial Services 2024 Q3 filed Oct. 10, 2024
McNamara Financial Services 2024 Q2 filed Aug. 2, 2024
McNamara Financial Services 2024 Q1 filed April 15, 2024
McNamara Financial Services 2023 Q4 filed Jan. 29, 2024
McNamara Financial Services 2023 Q3 filed Oct. 10, 2023
McNamara Financial Services 2023 Q2 filed July 20, 2023
McNamara Financial Services 2023 Q1 filed April 10, 2023
McNamara Financial Services 2022 Q4 filed Jan. 20, 2023
McNamara Financial Services 2022 Q3 filed Oct. 28, 2022
McNamara Financial Services 2022 Q2 filed July 13, 2022
McNamara Financial Services 2022 Q1 filed May 2, 2022

View all past filings

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