Home › McNamara Financial Services, Inc.

McNamara Financial Services, Inc. 13F holdings

Filed 2026-07-22 · McNamara Financial Services, Inc. · 104 positions · $579.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPDWSPDR INDEX SHS FDS2.1M$105.3M18.2%
IVVISHARES TR121.8K$91.2M15.7%
SPEMSPDR INDEX SHS FDS865.5K$44.8M7.7%
VUGVANGUARD INDEX FDS469.9K$40.5M7.0%
BILSPDR SERIES TRUST382.7K$35.1M6.0%
SPYVSPDR SERIES TRUST573.2K$34.8M6.0%
FMDEFIDELITY COVINGTON TRUST773.3K$31.4M5.4%
DFASDIMENSIONAL ETF TRUST283.1K$23.3M4.0%
PMBSPIMCO ETF TR461.7K$22.8M3.9%
MUBISHARES TR132.2K$14.2M2.5%
SGOVISHARES TR85.9K$8.6M1.5%
CGMUCAPITAL GRP FIXED INCM ETF T305.9K$8.4M1.4%
MUNIPIMCO ETF TR158.7K$8.3M1.4%
VEAVANGUARD TAX-MANAGED FDS108.3K$7.7M1.3%
VTEBVANGUARD MUN BD FDS128.7K$6.5M1.1%
VWOVANGUARD INTL EQUITY INDEX F93.2K$5.6M1.0%
SUBISHARES TR49.4K$5.3M0.9%
SPYMSPDR SERIES TRUST49.8K$4.4M0.8%
VIGVANGUARD SPECIALIZED FUNDS18.0K$4.3M0.7%
SPABSPDR SERIES TRUST145.7K$3.7M0.6%
VBVANGUARD INDEX FDS11.0K$3.3M0.6%
IWBISHARES TR6.8K$2.8M0.5%
JMSTJ P MORGAN EXCHANGE TRADED F54.1K$2.8M0.5%
VYMVANGUARD WHITEHALL FDS16.5K$2.6M0.4%
NVDANVIDIA CORPORATION13.0K$2.6M0.4%
IJRISHARES TR17.1K$2.5M0.4%
CGNGCAPITAL GROUP NEW GEOGRAPHY63.1K$2.4M0.4%
PRFINVESCO EXCHANGE TRADED FD T39.8K$2.1M0.4%
DFISDIMENSIONAL ETF TRUST55.4K$1.9M0.3%
SPSMSPDR SERIES TRUST33.3K$1.9M0.3%
AAPLAPPLE INC6.5K$1.9M0.3%
PDBCINVESCO ACTVELY MNGD ETC FD106.9K$1.7M0.3%
TFLRT ROWE PRICE EXCHANGE-TRADED33.2K$1.7M0.3%
DFGRDIMENSIONAL ETF TRUST54.0K$1.6M0.3%
NUDMNUSHARES ETF TR38.8K$1.6M0.3%
VBRVANGUARD INDEX FDS6.3K$1.5M0.3%
TIPXSPDR SERIES TRUST76.0K$1.4M0.2%
IEFAISHARES TR13.8K$1.3M0.2%
VYMIVANGUARD WHITEHALL FDS12.9K$1.3M0.2%
PEPPEPSICO INC8.9K$1.2M0.2%
GEGE AEROSPACE3.2K$1.2M0.2%
VWOBVANGUARD WHITEHALL FDS17.1K$1.1M0.2%
EMHCSPDR SERIES TRUST42.9K$1.1M0.2%
EBNDSPDR SERIES TRUST49.5K$1.0M0.2%
VOTVANGUARD INDEX FDS3.1K$958,4130.2%
GEVGE VERNOVA INC807$948,1120.2%
NUEMNUSHARES ETF TR19.9K$844,9030.1%
VBKVANGUARD INDEX FDS2.2K$796,8600.1%
EXMOCEXXON MOBIL CORP5.6K$767,2730.1%
SHYGISHARES TR17.7K$750,1480.1%
—TRANE TECHNOLOGIES PLC1.5K$746,5630.1%
AVGOBROADCOM INC1.9K$732,0800.1%
JPMJPMORGAN CHASE & CO2.2K$717,5070.1%
VOEVANGUARD INDEX FDS3.5K$697,1330.1%
IWFISHARES TR5.3K$661,0810.1%
CGBLCAPITAL GROUP CORE BALANCED17.4K$660,4660.1%
AMZNAMAZON COM INC2.8K$658,7720.1%
TOTLSSGA ACTIVE ETF TR16.6K$654,7240.1%
NYFISHARES TR11.6K$625,7830.1%
ACWIISHARES INC7.4K$615,3360.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}