McNamara Financial Services, Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$538.1M
Holdings
95
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 231,297 | $154.8M | 28.77% | |
| 2 | SPDWSPDR INDEX SHS FDS | 2,173,193 | $93.0M | 17.28% | |
| 3 | SPEMSPDR INDEX SHS FDS | 856,227 | $40.1M | 7.45% | |
| 4 | SPABSPDR SERIES TRUST | 1,410,771 | $36.5M | 6.78% | |
| 5 | BILSPDR SERIES TRUST | 320,419 | $29.4M | 5.46% | |
| 6 | SPSMSPDR SERIES TRUST | 450,315 | $20.9M | 3.88% | |
| 7 | TOTLSSGA ACTIVE ETF TR | 499,598 | $20.3M | 3.77% | |
| 8 | MUBISHARES TR | 174,277 | $18.6M | 3.45% | |
| 9 | SPYMSPDR SERIES TRUST | 153,785 | $12.0M | 2.24% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 36,245 | $7.8M | 1.45% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 126,702 | $7.6M | 1.41% | |
| 12 | JMSTJ P MORGAN EXCHANGE TRADED F | 143,170 | $7.3M | 1.36% | |
| 13 | VBVANGUARD INDEX FDS | 28,178 | $7.2M | 1.33% | |
| 14 | VTEBVANGUARD MUN BD FDS | 137,733 | $6.9M | 1.28% | |
| 15 | IJRISHARES TR | 51,951 | $6.2M | 1.15% | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 102,843 | $5.6M | 1.04% | |
| 17 | SUBISHARES TR | 46,807 | $5.0M | 0.93% | |
| 18 | SGOVISHARES TR | 32,780 | $3.3M | 0.61% | |
| 19 | NVDANVIDIA CORPORATION | 15,018 | $2.8M | 0.52% | |
| 20 | IWBISHARES TR | 7,326 | $2.7M | 0.50% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 17,190 | $2.4M | 0.45% | |
| 22 | PRFINVESCO EXCHANGE TRADED FD T | 43,041 | $1.9M | 0.36% | |
| 23 | DFISDIMENSIONAL ETF TRUST | 59,567 | $1.9M | 0.35% | |
| 24 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 58,356 | $1.8M | 0.34% | |
| 25 | AAPLAPPLE INC | 6,006 | $1.5M | 0.28% | |
| 26 | PDBCINVESCO ACTVELY MNGD ETC FD | 113,290 | $1.5M | 0.28% | |
| 27 | TFLRT ROWE PRICE ETF INC | 28,958 | $1.5M | 0.28% | |
| 28 | VBRVANGUARD INDEX FDS | 6,957 | $1.5M | 0.27% | |
| 29 | NUDMNUSHARES ETF TR | 36,974 | $1.4M | 0.26% | |
| 30 | DFGRDIMENSIONAL ETF TRUST | 50,271 | $1.4M | 0.25% | |
| 31 | TIPXSPDR SERIES TRUST | 67,238 | $1.3M | 0.24% | |
| 32 | PEPPEPSICO INC | 8,886 | $1.2M | 0.23% | |
| 33 | AQLTISHARES TR | 13,642 | $1.2M | 0.22% | |
| 34 | VYMIVANGUARD WHITEHALL FDS | 13,682 | $1.2M | 0.22% | |
| 35 | VWOBVANGUARD WHITEHALL FDS | 15,143 | $1.0M | 0.19% | |
| 36 | EMHCSPDR SERIES TRUST | 40,189 | $1.0M | 0.19% | |
| 37 | GEGE AEROSPACE | 3,364 | $1.0M | 0.19% | |
| 38 | EBNDSPDR SERIES TRUST | 45,854 | $979K | 0.18% | |
| 39 | VOTVANGUARD INDEX FDS | 3,296 | $968K | 0.18% | |
| 40 | MINTPIMCO ETF TR | 7,756 | $780K | 0.14% | |
| 41 | AVGOBROADCOM INC | 2,348 | $774K | 0.14% | |
| 42 | VBKVANGUARD INDEX FDS | 2,495 | $742K | 0.14% | |
| 43 | NUEMNUSHARES ETF TR | 20,462 | $730K | 0.14% | |
| 44 | JPMJPMORGAN CHASE & CO. | 2,181 | $687K | 0.13% | |
| 45 | VUGVANGUARD INDEX FDS | 1,430 | $685K | 0.13% | |
| 46 | SHYGISHARES TR | 15,799 | $684K | 0.13% | |
| 47 | IWFISHARES TR | 1,379 | $645K | 0.12% | |
| 48 | TTTRANE TECHNOLOGIES PLC | 1,520 | $641K | 0.12% | |
| 49 | XOMEXXON MOBIL CORP | 5,649 | $636K | 0.12% | |
| 50 | VOEVANGUARD INDEX FDS | 3,616 | $631K | 0.12% | |
| 51 | AMZNAMAZON COM INC | 2,764 | $606K | 0.11% | |
| 52 | NYFISHARES TR | 11,337 | $604K | 0.11% | |
| 53 | IEMGISHARES INC | 9,039 | $595K | 0.11% | |
| 54 | JMSIJ P MORGAN EXCHANGE TRADED F | 11,579 | $581K | 0.11% | |
| 55 | AGGYWISDOMTREE TR | 12,765 | $565K | 0.11% | |
| 56 | CGBLCAPITAL GROUP CORE BALANCED | 14,829 | $514K | 0.10% | |
| 57 | NUAGNUSHARES ETF TR | 23,922 | $509K | 0.09% | |
| 58 | GEVGE VERNOVA INC | 816 | $501K | 0.09% | |
| 59 | NUSCNUSHARES ETF TR | 11,383 | $501K | 0.09% | |
| 60 | DESWISDOMTREE TR | 14,040 | $472K | 0.09% | |
| 61 | IWDISHARES TR | 2,300 | $468K | 0.09% | |
| 62 | PGPROCTER AND GAMBLE CO | 3,045 | $467K | 0.09% | |
| 63 | DEMWISDOMTREE TR | 9,255 | $425K | 0.08% | |
| 64 | JNJJOHNSON & JOHNSON | 2,265 | $419K | 0.08% | |
| 65 | CGGOCAPITAL GROUP GBL GROWTH EQT | 12,232 | $417K | 0.08% | |
| 66 | SUSAISHARES TR | 2,888 | $391K | 0.07% | |
| 67 | MSFTMICROSOFT CORP | 734 | $380K | 0.07% | |
| 68 | GSGOLDMAN SACHS GROUP INC | 460 | $366K | 0.07% | |
| 69 | VTVVANGUARD INDEX FDS | 1,911 | $356K | 0.07% | |
| 70 | TXNTEXAS INSTRS INC | 1,807 | $332K | 0.06% | |
| 71 | GLGLOBE LIFE INC | 2,251 | $321K | 0.06% | |
| 72 | DWMWISDOMTREE TR | 4,843 | $320K | 0.06% | |
| 73 | PANWPALO ALTO NETWORKS INC | 1,568 | $319K | 0.06% | |
| 74 | ADIANALOG DEVICES INC | 1,272 | $312K | 0.06% | |
| 75 | VOOVANGUARD INDEX FDS | 484 | $296K | 0.06% | |
| 76 | BACBANK AMERICA CORP | 5,722 | $295K | 0.05% | |
| 77 | IWNISHARES TR | 1,657 | $292K | 0.05% | |
| 78 | MUNIPIMCO ETF TR | 5,536 | $289K | 0.05% | |
| 79 | VNQVANGUARD INDEX FDS | 3,135 | $286K | 0.05% | |
| 80 | CGGRCAPITAL GROUP GROWTH ETF | 6,354 | $279K | 0.05% | |
| 81 | ACWIISHARES TR | 2,009 | $277K | 0.05% | |
| 82 | AOAISHARES TR | 3,099 | $273K | 0.05% | |
| 83 | CGDGCAPITAL GROUP DIVIDEND VALUE | 6,251 | $262K | 0.05% | |
| 84 | GOOGALPHABET INC | 1,067 | $259K | 0.05% | |
| 85 | XLKSELECT SECTOR SPDR TR | 915 | $257K | 0.05% | |
| 86 | FMBFIRST TR EXCH TRADED FD III | 5,051 | $256K | 0.05% | |
| 87 | DWDMORGAN STANLEY | 1,600 | $254K | 0.05% | |
| 88 | DFASDIMENSIONAL ETF TRUST | 3,604 | $246K | 0.05% | |
| 89 | CSCOCISCO SYS INC | 3,500 | $239K | 0.04% | |
| 90 | TAT&T INC | 8,244 | $232K | 0.04% | |
| 91 | PXFINVESCO EXCH TRADED FD TR II | 3,798 | $232K | 0.04% | |
| 92 | BSVVANGUARD BD INDEX FDS | 2,784 | $219K | 0.04% | |
| 93 | VOVANGUARD INDEX FDS | 700 | $205K | 0.04% | |
| 94 | CLCOLGATE PALMOLIVE CO | 2,576 | $205K | 0.04% | |
| 95 | DXLGDESTINATION XL GROUP INC | 13,867 | $18K | 0.00% |