McNamara Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, McNamara Financial Services, Inc. held in its portfolio 96 assets valued at $527,211,868 (i.e. $527.21M).
The most valuable assets in the portfolio included: SPDR INDEX SHS FDS ($95.37M), ISHARES TR ($83.67M), and SPDR SERIES TRUST ($71.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McNamara Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR INDEX SHS FDS | 2147540 | 95372266 | PORTFOLIO DEVLPD |
| ISHARES TR | 122150 | 83665368 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 1152905 | 71959449 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 869793 | 40715001 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 76072 | 37112486 | GROWTH ETF |
| FIDELITY COVINGTON TRUST | 769214 | 27984005 | ENHANCED MID |
| PIMCO ETF TR | 435160 | 21625279 | MTG BKD SECS ACT |
| DIMENSIONAL ETF TRUST | 286036 | 19928128 | US SMALL CAP ETF |
| ISHARES TR | 123713 | 13250905 | NATIONAL MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 160095 | 8155239 | ULTRA SHT MUNCPL |
| VANGUARD TAX-MANAGED FDS | 114349 | 7143383 | VAN FTSE DEV MKT |
| PIMCO ETF TR | 135973 | 7126345 | INTER MUN BD ACT |
| CAPITAL GRP FIXED INCM ETF T | 257169 | 7041287 | MUNICIPAL INCOME |
| VANGUARD MUN BD FDS | 126709 | 6372196 | TAX EXEMPT BD |
| ISHARES TR | 59443 | 5966866 | 0-3 MNTH TREASRY |
| VANGUARD INTL EQUITY INDEX F | 96630 | 5194842 | FTSE EMR MKT ETF |
| ISHARES TR | 48534 | 5178578 | SHRT NAT MUN ETF |
| VANGUARD SPECIALIZED FUNDS | 18498 | 4065450 | DIV APP ETF |
| VANGUARD INDEX FDS | 11485 | 2962518 | SMALL CP ETF |
| NVIDIA CORPORATION | 15018 | 2800857 | COM |
| ISHARES TR | 6793 | 2536778 | RUS 1000 ETF |
| VANGUARD WHITEHALL FDS | 16752 | 2404247 | HIGH DIV YLD |
| ISHARES TR | 17813 | 2140766 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 41569 | 1950417 | RAFI US 1000 ETF |
| DIMENSIONAL ETF TRUST | 58517 | 1927550 | INTL SMALL CAP E |
| CAPITAL GROUP NEW GEOGRAPHY | 59236 | 1891405 | SHS |
| APPLE INC | 6058 | 1646978 | COM |
| T ROWE PRICE ETF INC | 29994 | 1541818 | FLOATING RATE |
| INVESCO ACTVELY MNGD ETC FD | 114613 | 1518622 | OPTIMUM YIELD |
| VANGUARD INDEX FDS | 6779 | 1435724 | SM CP VAL ETF |
| NUSHARES ETF TR | 38908 | 1408859 | NUVEEN ESG INTL |
| DIMENSIONAL ETF TRUST | 52185 | 1378728 | GLOBAL REAL EST |
| SPDR SERIES TRUST | 69923 | 1334131 | STATE STRET SPDR |
| PEPSICO INC | 8886 | 1275354 | COM |
| VANGUARD WHITEHALL FDS | 13466 | 1211940 | INTL HIGH ETF |
| ISHARES TR | 13411 | 1199748 | CORE MSCI EAFE |
| VANGUARD WHITEHALL FDS | 15542 | 1047997 | EM MK GOV BD ETF |
| GE AEROSPACE | 3315 | 1021119 | COM NEW |
| SPDR SERIES TRUST | 46127 | 985734 | BLOOMBERG EMERGI |
| VANGUARD INDEX FDS | 3259 | 909717 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 2376 | 717813 | SML CP GRW ETF |
| NUSHARES ETF TR | 20122 | 715941 | NUVEEN ESG EMRGN |
| JPMORGAN CHASE & CO. | 2214 | 713395 | COM |
| ISHARES TR | 16321 | 699681 | 0-5YR HI YL CP |
| EXXON MOBIL CORP | 5649 | 679801 | COM |
| BROADCOM INC | 1938 | 670742 | COM |
| VANGUARD INDEX FDS | 3778 | 670104 | MCAP VL IDXVIP |
| ISHARES TR | 1385 | 655521 | RUS 1000 GRW ETF |
| AMAZON COM INC | 2764 | 637986 | COM |
| ISHARES TR | 11337 | 606643 | NEW YORK MUN ETF |
| TRANE TECHNOLOGIES PLC | 1520 | 591584 | SHS |
| J P MORGAN EXCHANGE TRADED F | 11579 | 583352 | SUSTAINABLE MUNI |
| WISDOMTREE TR | 12745 | 561416 | YIELD ENHANCD US |
| ISHARES INC | 8311 | 558665 | CORE MSCI EMKT |
| SSGA ACTIVE ETF TR | 13512 | 543852 | STATE STREET DOU |
| GE VERNOVA INC | 807 | 527431 | COM |
| CAPITAL GROUP CORE BALANCED | 14829 | 523909 | SHS |
| CAPITAL GROUP GBL GROWTH EQT | 15110 | 523562 | SHS CREATION UNI |
| NUSHARES ETF TR | 23730 | 502720 | NUVEEN ENHNC YLD |
| ISHARES TR | 2361 | 496613 | RUS 1000 VAL ETF |
| JOHNSON & JOHNSON | 2190 | 453221 | COM |
| PIMCO ETF TR | 4493 | 450828 | ENHAN SHRT MA AC |
| WISDOMTREE TR | 13180 | 440871 | US SMALLCAP DIVD |
| PROCTER AND GAMBLE CO | 3045 | 436379 | COM |
| NUSHARES ETF TR | 9323 | 416272 | NUVEEN ESG SMLCP |
| GOLDMAN SACHS GROUP INC | 460 | 404340 | COM |
| MICROSOFT CORP | 759 | 367068 | COM |
| VANGUARD INDEX FDS | 1892 | 361353 | VALUE ETF |
| CAPITAL GROUP DIVIDEND VALUE | 8027 | 350298 | SHS CREATION UNI |
| ANALOG DEVICES INC | 1272 | 344966 | COM |
| CAPITAL GROUP GROWTH ETF | 7543 | 335437 | SHS CREATION UNI |
| ALPHABET INC | 1067 | 334825 | CAP STK CL C |
| WISDOMTREE TR | 4720 | 324547 | INTL EQUITY FD |
| ISHARES TR | 2232 | 315806 | MSCI ACWI ETF |
| GLOBE LIFE INC | 2251 | 314825 | COM |
| BANK AMERICA CORP | 5722 | 314710 | COM |
| TEXAS INSTRS INC | 1807 | 313496 | COM |
| ISHARES TR | 3478 | 311490 | CORE 80/20 AGGRE |
| VANGUARD INDEX FDS | 480 | 301022 | S&P 500 ETF SHS |
| PALO ALTO NETWORKS INC | 1568 | 288826 | COM |
| MORGAN STANLEY | 1600 | 284048 | COM NEW |
| CISCO SYS INC | 3566 | 274689 | COM |
| SELECT SECTOR SPDR TR | 1830 | 263465 | STATE STREET TEC |
| VANGUARD INDEX FDS | 2975 | 263258 | REAL ESTATE ETF |
| ISHARES TR | 1350 | 244634 | RUS 2000 VAL ETF |
| INVESCO EXCH TRADED FD TR II | 3589 | 235241 | RAFI DVLPD MRKTS |
| WISDOMTREE TR | 4971 | 232195 | EMER MKT HIGH FD |
| VANGUARD BD INDEX FDS | 2818 | 222087 | SHORT TRM BOND |
| ISHARES TR | 4749 | 212043 | ESG SELECT SCRE |
| LAM RESEARCH CORP | 1200 | 205416 | COM NEW |
| AT&T INC | 8225 | 204309 | COM |
| COLGATE PALMOLIVE CO | 2576 | 203556 | COM |
| VANGUARD INDEX FDS | 700 | 203154 | MID CAP ETF |
| WELLS FARGO CO NEW | 2163 | 201592 | COM |
| GENUINE PARTS CO | 1627 | 200039 | COM |
| DESTINATION XL GROUP INC | 13867 | 12751 | COM |
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