McNamara Financial Services, Inc. Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$527.2M

Holdings

101

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (101 positions)

#	Stock	Shares	Value	% Portfolio
1	SPDWSPDR INDEX SHS FDS	2,147,540	$95.4M	18.09%
2	IVVISHARES TR	122,150	$83.7M	15.87%
3	SPEMSPDR INDEX SHS FDS	869,793	$40.7M	7.72%
4	VUGVANGUARD INDEX FDS	76,072	$37.1M	7.04%
5	SPYVSPDR SERIES TRUST	568,701	$32.3M	6.13%
6	BILSPDR SERIES TRUST	322,559	$29.5M	5.59%
7	FMDEFIDELITY COVINGTON TRUST	769,214	$28.0M	5.31%
8	PMBSPIMCO ETF TR	435,160	$21.6M	4.10%
9	DFASDIMENSIONAL ETF TRUST	286,036	$19.9M	3.78%
10	MUBISHARES TR	123,713	$13.3M	2.51%
11	JMSTJ P MORGAN EXCHANGE TRADED F	160,095	$8.2M	1.55%
12	VEAVANGUARD TAX-MANAGED FDS	114,349	$7.1M	1.35%
13	MUNIPIMCO ETF TR	135,973	$7.1M	1.35%
14	CGMUCAPITAL GRP FIXED INCM ETF T	257,169	$7.0M	1.34%
15	VTEBVANGUARD MUN BD FDS	126,709	$6.4M	1.21%
16	SGOVISHARES TR	59,443	$6.0M	1.13%
17	VWOVANGUARD INTL EQUITY INDEX F	96,630	$5.2M	0.99%
18	SUBISHARES TR	48,534	$5.2M	0.98%
19	VIGVANGUARD SPECIALIZED FUNDS	18,498	$4.1M	0.77%
20	SPYMSPDR SERIES TRUST	49,869	$4.0M	0.76%
21	SPABSPDR SERIES TRUST	136,935	$3.5M	0.67%
22	VBVANGUARD INDEX FDS	11,485	$3.0M	0.56%
23	NVDANVIDIA CORPORATION	15,018	$2.8M	0.53%
24	IWBISHARES TR	6,793	$2.5M	0.48%
25	VYMVANGUARD WHITEHALL FDS	16,752	$2.4M	0.46%
26	IJRISHARES TR	17,813	$2.1M	0.41%
27	PRFINVESCO EXCHANGE TRADED FD T	41,569	$1.9M	0.37%
28	DFISDIMENSIONAL ETF TRUST	58,517	$1.9M	0.37%
29	CGNGCAPITAL GROUP NEW GEOGRAPHY	59,236	$1.9M	0.36%
30	AAPLAPPLE INC	6,058	$1.6M	0.31%
31	SPSMSPDR SERIES TRUST	34,770	$1.6M	0.31%
32	TFLRT ROWE PRICE ETF INC	29,994	$1.5M	0.29%
33	PDBCINVESCO ACTVELY MNGD ETC FD	114,613	$1.5M	0.29%
34	VBRVANGUARD INDEX FDS	6,779	$1.4M	0.27%
35	NUDMNUSHARES ETF TR	38,908	$1.4M	0.27%
36	DFGRDIMENSIONAL ETF TRUST	52,185	$1.4M	0.26%
37	TIPXSPDR SERIES TRUST	69,923	$1.3M	0.25%
38	PEPPEPSICO INC	8,886	$1.3M	0.24%
39	VYMIVANGUARD WHITEHALL FDS	13,466	$1.2M	0.23%
40	AQLTISHARES TR	13,411	$1.2M	0.23%
41	VWOBVANGUARD WHITEHALL FDS	15,542	$1.0M	0.20%
42	GEGE AEROSPACE	3,315	$1.0M	0.19%
43	EMHCSPDR SERIES TRUST	40,071	$1.0M	0.19%
44	EBNDSPDR SERIES TRUST	46,127	$985K	0.19%
45	VOTVANGUARD INDEX FDS	3,259	$909K	0.17%
46	VBKVANGUARD INDEX FDS	2,376	$717K	0.14%
47	NUEMNUSHARES ETF TR	20,122	$715K	0.14%
48	JPMJPMORGAN CHASE & CO.	2,214	$713K	0.14%
49	SHYGISHARES TR	16,321	$699K	0.13%
50	XOMEXXON MOBIL CORP	5,649	$679K	0.13%
51	VOEVANGUARD INDEX FDS	3,778	$670K	0.13%
52	AVGOBROADCOM INC	1,938	$670K	0.13%
53	IWFISHARES TR	1,385	$655K	0.12%
54	AMZNAMAZON COM INC	2,764	$637K	0.12%
55	NYFISHARES TR	11,337	$606K	0.11%
56	TTTRANE TECHNOLOGIES PLC	1,520	$591K	0.11%
57	JMSIJ P MORGAN EXCHANGE TRADED F	11,579	$583K	0.11%
58	AGGYWISDOMTREE TR	12,745	$561K	0.11%
59	IEMGISHARES INC	8,311	$558K	0.11%
60	TOTLSSGA ACTIVE ETF TR	13,512	$543K	0.10%
61	GEVGE VERNOVA INC	807	$527K	0.10%
62	CGGOCAPITAL GROUP GBL GROWTH EQT	15,110	$523K	0.10%
63	CGBLCAPITAL GROUP CORE BALANCED	14,829	$523K	0.10%
64	NUAGNUSHARES ETF TR	23,730	$502K	0.10%
65	IWDISHARES TR	2,361	$496K	0.09%
66	JNJJOHNSON & JOHNSON	2,190	$453K	0.09%
67	MINTPIMCO ETF TR	4,493	$450K	0.09%
68	DESWISDOMTREE TR	13,180	$440K	0.08%
69	PGPROCTER AND GAMBLE CO	3,045	$436K	0.08%
70	NUSCNUSHARES ETF TR	9,323	$416K	0.08%
71	GSGOLDMAN SACHS GROUP INC	460	$404K	0.08%
72	MSFTMICROSOFT CORP	759	$367K	0.07%
73	VTVVANGUARD INDEX FDS	1,892	$361K	0.07%
74	CGDGCAPITAL GROUP DIVIDEND VALUE	8,027	$350K	0.07%
75	ADIANALOG DEVICES INC	1,272	$344K	0.07%
76	CGGRCAPITAL GROUP GROWTH ETF	7,543	$335K	0.06%
77	GOOGALPHABET INC	1,067	$334K	0.06%
78	DWMWISDOMTREE TR	4,720	$324K	0.06%
79	ACWIISHARES TR	2,232	$315K	0.06%
80	BACBANK AMERICA CORP	5,722	$314K	0.06%
81	GLGLOBE LIFE INC	2,251	$314K	0.06%
82	TXNTEXAS INSTRS INC	1,807	$313K	0.06%
83	AOAISHARES TR	3,478	$311K	0.06%
84	VOOVANGUARD INDEX FDS	480	$301K	0.06%
85	PANWPALO ALTO NETWORKS INC	1,568	$288K	0.05%
86	DWDMORGAN STANLEY	1,600	$284K	0.05%
87	CSCOCISCO SYS INC	3,566	$274K	0.05%
88	VNQVANGUARD INDEX FDS	2,975	$263K	0.05%
89	XLKSELECT SECTOR SPDR TR	1,830	$263K	0.05%
90	IWNISHARES TR	1,350	$244K	0.05%
91	PXFINVESCO EXCH TRADED FD TR II	3,589	$235K	0.04%
92	DEMWISDOMTREE TR	4,971	$232K	0.04%
93	BSVVANGUARD BD INDEX FDS	2,818	$222K	0.04%
94	XJHISHARES TR	4,749	$212K	0.04%
95	LRCXLAM RESEARCH CORP	1,200	$205K	0.04%
96	TAT&T INC	8,225	$204K	0.04%
97	VOVANGUARD INDEX FDS	700	$203K	0.04%
98	CLCOLGATE PALMOLIVE CO	2,576	$203K	0.04%
99	WFCWELLS FARGO CO NEW	2,163	$201K	0.04%
100	GPCGENUINE PARTS CO	1,627	$200K	0.04%

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