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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, BIL, VUG, and represent 53.80% of McNamara Financial Services's stock portfolio.
Added to shares of these 10 stocks: BIL, SGOV, MUB, VUG, SPY, PMBS, TER, VTEB, SPAB, JMST.
Started 2 new stock positions in SPY, TER.
Reduced shares in these 10 stocks: SPDW, PANW, NVDA, SPEM, VO, WFC, GPC, IVV, DFAS, JMSI.
Sold out of its positions in GPC, PANW, VO, WFC.
McNamara Financial Services was a net buyer of stock by $5.9M.
McNamara Financial Services has $528M in assets under management (AUM), dropping by 0.23%.
Central Index Key (CIK): 0001622431

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Portfolio Holdings for McNamara Financial Services

McNamara Financial Services holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds State Street Spd (SPDW)	18.1	$96M	-2%	2.1M	45.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	15.1	$80M		122k	653.21	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	7.7	$41M		865k	46.91	View chart
Spdr Series Trust State Street Spd (BIL)	6.5	$35M	+16%	377k	91.64	View chart
Vanguard Index Fds Growth Etf (VUG)	6.4	$34M		78k	436.79	View chart
Spdr Series Trust State Street Spd (SPYV)	6.1	$32M		568k	56.58	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	5.2	$28M		769k	35.96	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	4.2	$22M	+2%	445k	49.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.8	$20M		284k	71.13	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$14M	+7%	133k	106.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.6	$8.4M	+2%	164k	50.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.4	$7.5M	+25%	74k	100.66	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$7.2M		138k	52.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$7.2M		112k	64.08	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.3	$7.0M		260k	27.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$6.6M	+4%	132k	49.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$5.3M		50k	106.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$5.1M		95k	54.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$3.9M	-2%	18k	215.05	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$3.8M		50k	76.54	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$3.8M	+6%	147k	25.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$2.9M	-3%	11k	261.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.5M		17k	148.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.4M		6.8k	356.56	View chart
NVIDIA Corporation (NVDA)	0.4	$2.3M	-10%	13k	174.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.2M	-2%	17k	124.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$2.0M		41k	47.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.9M	-5%	55k	33.67	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$1.8M	-8%	105k	17.32	View chart
Capital Group New Geography SHS (CGNG)	0.3	$1.8M	-4%	57k	31.57	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$1.6M	-2%	34k	48.32	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.3	$1.6M	+7%	32k	50.36	View chart
Apple (AAPL)	0.3	$1.5M		6.1k	253.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.4M	-3%	6.6k	217.25	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.3	$1.4M	+5%	74k	19.19	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.4M	+2%	53k	26.58	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.3	$1.4M		39k	36.11	View chart
Pepsi (PEP)	0.3	$1.4M		8.9k	155.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$1.2M		13k	94.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M	+2%	14k	90.53	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.1M	+6%	17k	65.69	View chart
Spdr Series Trust State Street Spd (EMHC)	0.2	$1.0M	+3%	42k	24.80	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.2	$991k	+4%	48k	20.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$945k		5.6k	169.66	View chart
Ge Aerospace Com New (GE)	0.2	$896k	-4%	3.2k	283.77	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$837k		3.3k	257.35	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$734k		20k	36.74	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$730k	+5%	17k	42.31	View chart
Ge Vernova (GEV)	0.1	$704k		807.00	872.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$688k		3.7k	184.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$684k	-4%	2.3k	302.25	View chart
JPMorgan Chase & Co. (JPM)	0.1	$645k		2.2k	294.16	View chart
Trane Technologies SHS (TT)	0.1	$633k		1.5k	416.74	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$608k	+13%	15k	39.73	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$602k		11k	53.12	View chart
Broadcom (AVGO)	0.1	$600k		1.9k	309.51	View chart
Amazon (AMZN)	0.1	$576k		2.8k	208.27	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$572k	+3%	13k	43.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$568k	-3%	1.3k	426.40	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$558k	-3%	8.0k	69.75	View chart
Johnson & Johnson (JNJ)	0.1	$535k		2.2k	244.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$518k	NEW	797.00	650.34	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$518k		15k	34.41	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.1	$513k	+2%	24k	21.03	View chart
Microsoft Corporation (MSFT)	0.1	$491k	+74%	1.3k	370.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$480k	-4%	2.2k	213.67	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$471k		13k	35.94	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$465k	-7%	14k	33.37	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$452k		4.5k	100.57	View chart
Procter & Gamble Company (PG)	0.1	$440k		3.0k	144.44	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$415k		9.2k	45.06	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$408k	+34%	10k	40.19	View chart
Analog Devices (ADI)	0.1	$405k		1.3k	318.14	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$401k	-30%	8.1k	49.75	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$390k	+81%	8.6k	45.37	View chart
Goldman Sachs (GS)	0.1	$389k		460.00	845.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$366k		1.9k	196.20	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$347k		8.1k	42.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$340k	+10%	1.2k	286.86	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$323k	+4%	3.7k	88.49	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$318k	-3%	4.5k	69.89	View chart
Globe Life (GL)	0.1	$313k		2.3k	139.17	View chart
Texas Instruments Incorporated (TXN)	0.1	$310k	-11%	1.6k	194.14	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$310k		2.2k	138.37	View chart
Teradyne (TER)	0.1	$282k	NEW	950.00	296.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$281k	-2%	470.00	597.55	View chart
Bank of America Corporation (BAC)	0.1	$279k		5.7k	48.75	View chart
Cisco Systems (CSCO)	0.1	$277k		3.6k	77.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$270k	+2%	3.0k	88.70	View chart
Morgan Stanley Com New (MS)	0.0	$263k		1.6k	164.57	View chart
Lam Research Corp Com New (LRCX)	0.0	$256k		1.2k	213.66	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$251k		1.3k	189.59	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$251k		3.6k	69.90	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$246k		4.9k	49.69	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$243k		1.8k	132.90	View chart
At&t (T)	0.0	$238k		8.2k	28.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$235k	+6%	3.0k	78.41	View chart
Colgate-Palmolive Company (CL)	0.0	$220k		2.6k	85.23	View chart
Destination Xl (DXLG)	0.0	$7.1k		14k	0.51	View chart

Past Filings by McNamara Financial Services

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

McNamara Financial Services 2026 Q1 filed April 9, 2026
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

View all past filings

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