McNamara Financial Services, Inc. Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$504.5M
Holdings
92
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (92 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 232,356 | $144.3M | 28.60% | |
| 2 | SPDWSPDR INDEX SHS FDS | 2,177,842 | $88.2M | 17.48% | |
| 3 | SPEMSPDR INDEX SHS FDS | 858,301 | $36.7M | 7.27% | |
| 4 | SPABSPDR SERIES TRUST | 1,386,530 | $35.5M | 7.04% | |
| 5 | BILSPDR SERIES TRUST | 301,603 | $27.7M | 5.48% | |
| 6 | TOTLSSGA ACTIVE ETF TR | 490,991 | $19.7M | 3.90% | |
| 7 | SPSMSPDR SERIES TRUST | 446,464 | $19.0M | 3.77% | |
| 8 | MUBISHARES TR | 170,069 | $17.8M | 3.52% | |
| 9 | SPYMSPDR SERIES TRUST | 154,384 | $11.2M | 2.22% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 35,742 | $7.3M | 1.45% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 127,744 | $7.3M | 1.44% | |
| 12 | JMSTJ P MORGAN EXCHANGE TRADED F | 140,310 | $7.1M | 1.42% | |
| 13 | VBVANGUARD INDEX FDS | 28,374 | $6.7M | 1.33% | |
| 14 | VTEBVANGUARD MUN BD FDS | 136,055 | $6.7M | 1.32% | |
| 15 | IJRISHARES TR | 50,456 | $5.5M | 1.09% | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 103,720 | $5.1M | 1.02% | |
| 17 | SUBISHARES TR | 46,442 | $4.9M | 0.98% | |
| 18 | IWBISHARES TR | 7,387 | $2.5M | 0.50% | |
| 19 | SGOVISHARES TR | 24,343 | $2.5M | 0.49% | |
| 20 | NVDANVIDIA CORPORATION | 15,018 | $2.4M | 0.47% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 17,299 | $2.3M | 0.46% | |
| 22 | PRFINVESCO EXCHANGE TRADED FD T | 43,571 | $1.8M | 0.36% | |
| 23 | DFISDIMENSIONAL ETF TRUST | 59,570 | $1.8M | 0.35% | |
| 24 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 57,121 | $1.6M | 0.33% | |
| 25 | PDBCINVESCO ACTVELY MNGD ETC FD | 109,456 | $1.4M | 0.28% | |
| 26 | TFLRT ROWE PRICE ETF INC | 27,710 | $1.4M | 0.28% | |
| 27 | VBRVANGUARD INDEX FDS | 6,989 | $1.4M | 0.27% | |
| 28 | NUDMNUSHARES ETF TR | 37,325 | $1.3M | 0.26% | |
| 29 | DFGRDIMENSIONAL ETF TRUST | 48,706 | $1.3M | 0.26% | |
| 30 | PEPPEPSICO INC | 9,386 | $1.2M | 0.25% | |
| 31 | TIPXSPDR SERIES TRUST | 64,444 | $1.2M | 0.24% | |
| 32 | AAPLAPPLE INC | 6,004 | $1.2M | 0.24% | |
| 33 | AQLTISHARES TR | 13,648 | $1.1M | 0.23% | |
| 34 | VYMIVANGUARD WHITEHALL FDS | 14,140 | $1.1M | 0.22% | |
| 35 | EMHCSPDR SERIES TRUST | 39,307 | $967K | 0.19% | |
| 36 | VOTVANGUARD INDEX FDS | 3,374 | $959K | 0.19% | |
| 37 | EBNDSPDR SERIES TRUST | 44,754 | $957K | 0.19% | |
| 38 | VWOBVANGUARD WHITEHALL FDS | 14,484 | $946K | 0.19% | |
| 39 | GEGE AEROSPACE | 3,364 | $865K | 0.17% | |
| 40 | VBKVANGUARD INDEX FDS | 2,504 | $693K | 0.14% | |
| 41 | NUEMNUSHARES ETF TR | 20,473 | $679K | 0.13% | |
| 42 | TTTRANE TECHNOLOGIES PLC | 1,520 | $664K | 0.13% | |
| 43 | SHYGISHARES TR | 15,335 | $661K | 0.13% | |
| 44 | AVGOBROADCOM INC | 2,348 | $647K | 0.13% | |
| 45 | IWFISHARES TR | 1,518 | $644K | 0.13% | |
| 46 | JPMJPMORGAN CHASE & CO. | 2,181 | $632K | 0.13% | |
| 47 | VUGVANGUARD INDEX FDS | 1,431 | $627K | 0.12% | |
| 48 | XOMEXXON MOBIL CORP | 5,649 | $608K | 0.12% | |
| 49 | AMZNAMAZON COM INC | 2,764 | $606K | 0.12% | |
| 50 | VOEVANGUARD INDEX FDS | 3,634 | $597K | 0.12% | |
| 51 | JMSIJ P MORGAN EXCHANGE TRADED F | 11,300 | $558K | 0.11% | |
| 52 | AGGYWISDOMTREE TR | 12,759 | $556K | 0.11% | |
| 53 | IEMGISHARES INC | 9,081 | $545K | 0.11% | |
| 54 | NYFISHARES TR | 10,214 | $532K | 0.11% | |
| 55 | NUAGNUSHARES ETF TR | 23,786 | $500K | 0.10% | |
| 56 | PGPROCTER AND GAMBLE CO | 3,045 | $485K | 0.10% | |
| 57 | NUSCNUSHARES ETF TR | 11,383 | $463K | 0.09% | |
| 58 | IWDISHARES TR | 2,325 | $451K | 0.09% | |
| 59 | MINTPIMCO ETF TR | 4,493 | $451K | 0.09% | |
| 60 | DESWISDOMTREE TR | 13,757 | $436K | 0.09% | |
| 61 | GEVGE VERNOVA INC | 816 | $431K | 0.09% | |
| 62 | DEMWISDOMTREE TR | 9,273 | $419K | 0.08% | |
| 63 | TXNTEXAS INSTRS INC | 1,946 | $404K | 0.08% | |
| 64 | CGGOCAPITAL GROUP GBL GROWTH EQT | 11,738 | $375K | 0.07% | |
| 65 | SUSAISHARES TR | 2,888 | $366K | 0.07% | |
| 66 | MSFTMICROSOFT CORP | 734 | $365K | 0.07% | |
| 67 | VTVVANGUARD INDEX FDS | 1,960 | $346K | 0.07% | |
| 68 | JNJJOHNSON & JOHNSON | 2,265 | $345K | 0.07% | |
| 69 | CGBLCAPITAL GROUP CORE BALANCED | 10,271 | $343K | 0.07% | |
| 70 | GSGOLDMAN SACHS GROUP INC | 460 | $325K | 0.06% | |
| 71 | PANWPALO ALTO NETWORKS INC | 1,568 | $320K | 0.06% | |
| 72 | DWMWISDOMTREE TR | 4,843 | $307K | 0.06% | |
| 73 | ADIANALOG DEVICES INC | 1,272 | $302K | 0.06% | |
| 74 | MUNIPIMCO ETF TR | 5,807 | $298K | 0.06% | |
| 75 | ACWIISHARES TR | 2,233 | $287K | 0.06% | |
| 76 | GLGLOBE LIFE INC | 2,251 | $279K | 0.06% | |
| 77 | VOOVANGUARD INDEX FDS | 484 | $274K | 0.05% | |
| 78 | BACBANK AMERICA CORP | 5,722 | $270K | 0.05% | |
| 79 | CGGRCAPITAL GROUP GROWTH ETF | 6,600 | $268K | 0.05% | |
| 80 | VNQVANGUARD INDEX FDS | 2,999 | $267K | 0.05% | |
| 81 | IWNISHARES TR | 1,657 | $261K | 0.05% | |
| 82 | FMBFIRST TR EXCH TRADED FD III | 5,229 | $260K | 0.05% | |
| 83 | CGDGCAPITAL GROUP DIVIDEND VALUE | 6,494 | $256K | 0.05% | |
| 84 | AOAISHARES TR | 3,037 | $253K | 0.05% | |
| 85 | CSCOCISCO SYS INC | 3,500 | $242K | 0.05% | |
| 86 | TAT&T INC | 8,244 | $238K | 0.05% | |
| 87 | CLCOLGATE PALMOLIVE CO | 2,576 | $234K | 0.05% | |
| 88 | XLKSELECT SECTOR SPDR TR | 915 | $231K | 0.05% | |
| 89 | PXFINVESCO EXCH TRADED FD TR II | 3,949 | $226K | 0.04% | |
| 90 | DWDMORGAN STANLEY | 1,600 | $225K | 0.04% | |
| 91 | BSVVANGUARD BD INDEX FDS | 2,754 | $216K | 0.04% | |
| 92 | DXLGDESTINATION XL GROUP INC | 13,867 | $15K | 0.00% |