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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

McNamara Financial Services, Inc.

Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001951757-25-000966

Total Value
$504.5M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200232,356$144.3M28.60%
2SPDR INDEX SHS FDS78463X8892,177,842$88.2M17.48%
3SPDR INDEX SHS FDS78463X509858,301$36.7M7.27%
4SPDR SERIES TRUST78464A6491,386,530$35.5M7.04%
5SPDR SERIES TRUST78468R663301,603$27.7M5.48%
6SSGA ACTIVE ETF TR78467V848490,991$19.7M3.90%
7SPDR SERIES TRUST78468R853446,464$19.0M3.77%
8ISHARES TR464288414170,069$17.8M3.52%
9SPDR SERIES TRUST78464A854154,384$11.2M2.22%
10VANGUARD SPECIALIZED FUNDS92190884435,742$7.3M1.45%
11VANGUARD TAX-MANAGED FDS921943858127,744$7.3M1.44%
12J P MORGAN EXCHANGE TRADED F46641Q654140,310$7.1M1.42%
13VANGUARD INDEX FDS92290875128,374$6.7M1.33%
14VANGUARD MUN BD FDS922907746136,055$6.7M1.32%
15ISHARES TR46428780450,456$5.5M1.09%
16VANGUARD INTL EQUITY INDEX F922042858103,720$5.1M1.02%
17ISHARES TR46428815846,442$4.9M0.98%
18ISHARES TR4642876227,387$2.5M0.50%
19ISHARES TR46436E71824,343$2.5M0.49%
20NVIDIA CORPORATIONNVDA15,018$2.4M0.47%
21VANGUARD WHITEHALL FDS92194640617,299$2.3M0.46%
22INVESCO EXCHANGE TRADED FD TIVZ43,571$1.8M0.37%
23DIMENSIONAL ETF TRUST25434V77359,570$1.8M0.35%
24CAPITAL GROUP NEW GEOGRAPHY14021N10557,121$1.6M0.33%
25INVESCO ACTVELY MNGD ETC FDIVZ109,456$1.4M0.28%
26T ROWE PRICE ETF INC87283Q88327,710$1.4M0.28%
27VANGUARD INDEX FDS9229086116,989$1.4M0.27%
28NUSHARES ETF TRNU37,325$1.3M0.26%
29DIMENSIONAL ETF TRUST25434V65848,706$1.3M0.26%
30PEPSICO INCPEP9,386$1.2M0.25%
31SPDR SERIES TRUST78468R86164,444$1.2M0.24%
32APPLE INCAAPL6,004$1.2M0.24%
33ISHARES TR46432F84213,648$1.1M0.23%
34VANGUARD WHITEHALL FDS92194679414,140$1.1M0.22%
35SPDR SERIES TRUST78468R51539,307$967,3450.19%
36VANGUARD INDEX FDS9229085383,374$959,5320.19%
37SPDR SERIES TRUST78464A39144,754$957,7360.19%
38VANGUARD WHITEHALL FDS92194688514,484$946,5290.19%
39GE AEROSPACE3696043013,364$865,8600.17%
40VANGUARD INDEX FDS9229085952,504$693,4580.14%
41NUSHARES ETF TRNU20,473$679,9080.13%
42TRANE TECHNOLOGIES PLCTT1,520$664,8630.13%
43ISHARES TR46434V40715,335$661,5520.13%
44BROADCOM INCAVGO2,348$647,2260.13%
45ISHARES TR4642876141,518$644,5120.13%
46JPMORGAN CHASE & CO.VYLD2,181$632,2940.13%
47VANGUARD INDEX FDS9229087361,431$627,3500.12%
48EXXON MOBIL CORPXOM5,649$608,9620.12%
49AMAZON COM INCAMZN2,764$606,3940.12%
50VANGUARD INDEX FDS9229085123,634$597,6480.12%
51J P MORGAN EXCHANGE TRADED F46654Q81511,300$558,4460.11%
52WISDOMTREE TRWT12,759$556,6750.11%
53ISHARES INC46434G1039,081$545,1320.11%
54ISHARES TR46428832310,214$532,5580.11%
55NUSHARES ETF TRNU23,786$500,1010.10%
56PROCTER AND GAMBLE CO7427181093,045$485,1290.10%
57NUSHARES ETF TRNU11,383$463,7430.09%
58PIMCO ETF TR72201R8334,493$451,7040.09%
59ISHARES TR4642875982,325$451,5850.09%
60WISDOMTREE TRWT13,757$436,9220.09%
61GE VERNOVA INCGEV816$431,7860.09%
62WISDOMTREE TRWT9,273$419,9740.08%
63TEXAS INSTRS INC8825081041,946$404,0290.08%
64CAPITAL GROUP GBL GROWTH EQT14020X10411,738$375,2640.07%
65ISHARES TR4642888022,888$366,0540.07%
66MICROSOFT CORPMSFT734$365,0990.07%
67VANGUARD INDEX FDS9229087441,960$346,4100.07%
68JOHNSON & JOHNSONJNJ2,265$345,9790.07%
69CAPITAL GROUP CORE BALANCED14021D10710,271$343,4620.07%
70GOLDMAN SACHS GROUP INCGSCE460$325,5650.06%
71PALO ALTO NETWORKS INCPANW1,568$320,8760.06%
72WISDOMTREE TRWT4,843$307,8210.06%
73ANALOG DEVICES INCADI1,272$302,7610.06%
74PIMCO ETF TR72201R8665,807$298,2480.06%
75ISHARES TR4642882572,233$287,1640.06%
76GLOBE LIFE INCGL-PD2,251$279,7770.06%
77VANGUARD INDEX FDS922908363484$274,9270.05%
78BANK AMERICA CORP0605051045,722$270,7650.05%
79CAPITAL GROUP GROWTH ETF14020G1016,600$268,2900.05%
80VANGUARD INDEX FDS9229085532,999$267,0910.05%
81ISHARES TR4642876301,657$261,4080.05%
82FIRST TR EXCH TRADED FD III33739N1085,229$260,5090.05%
83CAPITAL GROUP DIVIDEND VALUE14020W1066,494$256,4480.05%
84ISHARES TR4642898593,037$253,2860.05%
85CISCO SYS INCCSCO3,500$242,8300.05%
86AT&T INCT-PC8,244$238,5810.05%
87COLGATE PALMOLIVE COCL2,576$234,1580.05%
88SELECT SECTOR SPDR TR81369Y803915$231,7050.05%
89INVESCO EXCH TRADED FD TR IIIVZ3,949$226,7520.04%
90MORGAN STANLEYMS-PQ1,600$225,3760.04%
91VANGUARD BD INDEX FDS9219378272,754$216,7400.04%
92DESTINATION XL GROUP INCDXLG13,867$15,3920.00%