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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, BIL, and represent 54.66% of McNamara Financial Services's stock portfolio.
Added to shares of these 10 stocks: VUG (+$34M), CGMU, SGOV, MUNI, PMBS, BIL, IWF, PANW, XSD, SPYV.
Started 6 new stock positions in AMAT, HIFS, VO, INTC, XSD, PANW.
Reduced shares in these 10 stocks: JMST (-$5.6M), SPDW, VEA, , VTEB, MUB, VWO, NVDA, PRF, VBR.
Sold out of its position in T.
McNamara Financial Services was a net buyer of stock by $35M.
McNamara Financial Services has $580M in assets under management (AUM), dropping by 9.71%.
Central Index Key (CIK): 0001622431

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Portfolio Holdings for McNamara Financial Services

McNamara Financial Services holds 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	18.2	$105M		2.1M	50.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	15.7	$91M		122k	748.89	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	7.7	$45M		866k	51.78	View chart
Vanguard Index Fds Growth Etf (VUG)	7.0	$41M	+505%	470k	86.14	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	6.0	$35M		383k	91.64	View chart
Spdr Series Trust St Str P500val (SPYV)	6.0	$35M		573k	60.79	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	5.4	$31M		773k	40.58	View chart
Dimensional Etf Trust Us Small Cap Etf	4.0	$23M		283k	82.34	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	3.9	$23M	+3%	462k	49.38	View chart
Ishares Tr National Mun Etf (MUB)	2.5	$14M		132k	107.62	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.5	$8.6M	+15%	86k	100.67	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.4	$8.4M	+17%	306k	27.47	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$8.3M	+15%	159k	52.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$7.7M	-3%	108k	71.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$6.5M	-2%	129k	50.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$5.6M		93k	59.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$5.3M		49k	106.47	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$4.4M		50k	87.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$4.3M		18k	236.61	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.6	$3.7M		146k	25.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.3M		11k	303.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.8M		6.8k	409.50	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$2.8M	-67%	54k	51.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.6M		17k	158.03	View chart
NVIDIA Corporation (NVDA)	0.4	$2.6M	-3%	13k	200.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.5M		17k	148.31	View chart
Capital Group New Geography SHS (CGNG)	0.4	$2.4M	+10%	63k	37.46	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$2.1M	-3%	40k	54.03	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$1.9M		55k	35.03	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$1.9M		33k	57.67	View chart
Apple (AAPL)	0.3	$1.9M	+7%	6.5k	289.37	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$1.7M		107k	15.88	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	0.3	$1.7M	+3%	33k	50.41	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.6M		54k	28.97	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.3	$1.6M		39k	40.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.5M	-4%	6.3k	242.99	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.2	$1.4M	+2%	76k	18.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M		14k	96.58	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$1.3M	-2%	13k	98.20	View chart
Pepsi (PEP)	0.2	$1.2M		8.9k	135.40	View chart
Ge Aerospace Com New (GE)	0.2	$1.2M		3.2k	373.73	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.1M	+2%	17k	67.24	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.2	$1.1M	+3%	43k	25.44	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.2	$1.0M	+3%	50k	20.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$958k	-3%	3.1k	306.30	View chart
Ge Vernova (GEV)	0.2	$948k		807.00	1174.86	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$845k		20k	42.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$797k	-3%	2.2k	365.70	View chart
Exxon Mobil Corporation	0.1	$767k		5.6k	136.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$750k	+2%	18k	42.41	View chart
Trane Technologies SHS (TT)	0.1	$747k		1.5k	491.16	View chart
Broadcom (AVGO)	0.1	$732k		1.9k	377.75	View chart
JPMorgan Chase & Co. (JPM)	0.1	$718k		2.2k	327.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$697k	-5%	3.5k	197.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$661k	+300%	5.3k	124.17	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$661k	+15%	17k	37.96	View chart
Amazon (AMZN)	0.1	$659k		2.8k	238.34	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$655k	+8%	17k	39.47	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$626k	+2%	12k	53.91	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$615k	-7%	7.4k	82.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$596k		798.00	746.77	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$566k		13k	43.48	View chart
Johnson & Johnson (JNJ)	0.1	$559k		2.2k	253.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$545k		2.2k	242.43	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$539k	-8%	13k	42.33	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$524k		13k	40.68	View chart
Lam Research Corp Com New (LRCX)	0.1	$520k		1.2k	433.33	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.1	$505k		24k	21.03	View chart
Microsoft Corporation (MSFT)	0.1	$495k		1.3k	372.88	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$480k		9.2k	52.12	View chart
Analog Devices (ADI)	0.1	$473k	-6%	1.2k	397.17	View chart
Goldman Sachs (GS)	0.1	$465k		460.00	1011.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$464k	-2%	1.6k	298.07	View chart
Teradyne (TER)	0.1	$460k		950.00	483.84	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.1	$458k	+12%	9.1k	50.44	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$453k		4.5k	100.81	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$450k		8.6k	52.15	View chart
Procter & Gamble Company (PG)	0.1	$447k		3.0k	146.64	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$444k	+10%	9.0k	49.28	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$434k	-9%	9.2k	47.20	View chart
Cisco Systems (CSCO)	0.1	$419k		3.6k	117.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$418k		1.2k	353.33	View chart
Globe Life (GL)	0.1	$402k		2.3k	178.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$391k	-3%	1.8k	217.93	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$364k	+2%	3.7k	97.60	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$357k		2.3k	156.97	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$349k		1.8k	190.52	View chart
Palo Alto Networks (PANW)	0.1	$345k	NEW	1.0k	341.02	View chart
Morgan Stanley Com New (MS)	0.1	$335k		1.6k	209.04	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.1	$334k	NEW	535.00	623.70	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$329k		4.5k	73.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$328k		477.00	686.81	View chart
Bank of America Corporation (BAC)	0.1	$326k		5.7k	56.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$293k		1.3k	221.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$292k		3.0k	96.43	View chart
Applied Materials (AMAT)	0.0	$280k	NEW	387.00	723.00	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$268k		3.5k	75.64	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$257k	-3%	4.8k	53.79	View chart
Colgate-Palmolive Company (CL)	0.0	$236k		2.6k	91.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$236k		3.0k	77.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$224k	NEW	2.8k	80.57	View chart
Intel Corporation (INTC)	0.0	$220k	NEW	1.6k	139.66	View chart
Hingham Institution for Savings (HIFS)	0.0	$207k	NEW	675.00	307.15	View chart
Destination Xl (DXLG)	0.0	$9.3k		14k	0.67	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 Q2 filed July 22, 2026
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

View all past filings

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