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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 Q3 2025 · Filed November 14, 2025 · Accession 0001951757-25-001442

Total Value
$538.1M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200231,297$154.8M28.77%
2SPDR INDEX SHS FDS78463X8892,173,193$93.0M17.28%
3SPDR INDEX SHS FDS78463X509856,227$40.1M7.45%
4SPDR SERIES TRUST78464A6491,410,771$36.5M6.78%
5SPDR SERIES TRUST78468R663320,419$29.4M5.46%
6SPDR SERIES TRUST78468R853450,315$20.9M3.88%
7SSGA ACTIVE ETF TR78467V848499,598$20.3M3.77%
8ISHARES TR464288414174,277$18.6M3.45%
9SPDR SERIES TRUST78464A854153,785$12.0M2.24%
10VANGUARD SPECIALIZED FUNDS92190884436,245$7.8M1.45%
11VANGUARD TAX-MANAGED FDS921943858126,702$7.6M1.41%
12J P MORGAN EXCHANGE TRADED F46641Q654143,170$7.3M1.36%
13VANGUARD INDEX FDS92290875128,178$7.2M1.33%
14VANGUARD MUN BD FDS922907746137,733$6.9M1.28%
15ISHARES TR46428780451,951$6.2M1.15%
16VANGUARD INTL EQUITY INDEX F922042858102,843$5.6M1.04%
17ISHARES TR46428815846,807$5.0M0.93%
18ISHARES TR46436E71832,780$3.3M0.61%
19NVIDIA CORPORATIONNVDA15,018$2.8M0.52%
20ISHARES TR4642876227,326$2.7M0.50%
21VANGUARD WHITEHALL FDS92194640617,190$2.4M0.45%
22INVESCO EXCHANGE TRADED FD TIVZ43,041$1.9M0.36%
23DIMENSIONAL ETF TRUST25434V77359,567$1.9M0.35%
24CAPITAL GROUP NEW GEOGRAPHY14021N10558,356$1.8M0.34%
25APPLE INCAAPL6,006$1.5M0.28%
26INVESCO ACTVELY MNGD ETC FDIVZ113,290$1.5M0.28%
27T ROWE PRICE ETF INC87283Q88328,958$1.5M0.28%
28VANGUARD INDEX FDS9229086116,957$1.5M0.27%
29NUSHARES ETF TRNU36,974$1.4M0.26%
30DIMENSIONAL ETF TRUST25434V65850,271$1.4M0.26%
31SPDR SERIES TRUST78468R86167,238$1.3M0.24%
32PEPSICO INCPEP8,886$1.2M0.23%
33ISHARES TR46432F84213,642$1.2M0.22%
34VANGUARD WHITEHALL FDS92194679413,682$1.2M0.22%
35VANGUARD WHITEHALL FDS92194688515,143$1.0M0.19%
36SPDR SERIES TRUST78468R51540,189$1.0M0.19%
37GE AEROSPACE3696043013,364$1.0M0.19%
38SPDR SERIES TRUST78464A39145,854$979,4410.18%
39VANGUARD INDEX FDS9229085383,296$968,3320.18%
40PIMCO ETF TR72201R8337,756$780,9520.15%
41BROADCOM INCAVGO2,348$774,6290.14%
42VANGUARD INDEX FDS9229085952,495$742,5620.14%
43NUSHARES ETF TRNU20,462$730,2890.14%
44JPMORGAN CHASE & CO.VYLD2,181$687,9530.13%
45VANGUARD INDEX FDS9229087361,430$685,8420.13%
46ISHARES TR46434V40715,799$684,0970.13%
47ISHARES TR4642876141,379$645,9370.12%
48TRANE TECHNOLOGIES PLCTT1,520$641,3790.12%
49EXXON MOBIL CORPXOM5,649$636,9250.12%
50VANGUARD INDEX FDS9229085123,616$631,2810.12%
51AMAZON COM INCAMZN2,764$606,8910.11%
52ISHARES TR46428832311,337$604,8290.11%
53ISHARES INC46434G1039,039$595,8510.11%
54J P MORGAN EXCHANGE TRADED F46654Q81511,579$581,4970.11%
55WISDOMTREE TRWT12,765$565,1070.11%
56CAPITAL GROUP CORE BALANCED14021D10714,829$514,8630.10%
57NUSHARES ETF TRNU23,922$509,7250.09%
58NUSHARES ETF TRNU11,383$501,9900.09%
59GE VERNOVA INCGEV816$501,7580.09%
60WISDOMTREE TRWT14,040$472,8670.09%
61ISHARES TR4642875982,300$468,2570.09%
62PROCTER AND GAMBLE CO7427181093,045$467,8640.09%
63WISDOMTREE TRWT9,255$425,6370.08%
64JOHNSON & JOHNSONJNJ2,265$419,9760.08%
65CAPITAL GROUP GBL GROWTH EQT14020X10412,232$417,9670.08%
66ISHARES TR4642888022,888$391,7570.07%
67MICROSOFT CORPMSFT734$380,1750.07%
68GOLDMAN SACHS GROUP INCGSCE460$366,3210.07%
69VANGUARD INDEX FDS9229087441,911$356,3820.07%
70TEXAS INSTRS INC8825081041,807$332,0000.06%
71GLOBE LIFE INCGL-PD2,251$321,8250.06%
72WISDOMTREE TRWT4,843$320,6930.06%
73PALO ALTO NETWORKS INCPANW1,568$319,2760.06%
74ANALOG DEVICES INCADI1,272$312,5300.06%
75VANGUARD INDEX FDS922908363484$296,3920.06%
76BANK AMERICA CORP0605051045,722$295,1980.05%
77ISHARES TR4642876301,657$292,9740.05%
78PIMCO ETF TR72201R8665,536$289,4220.05%
79VANGUARD INDEX FDS9229085533,135$286,6020.05%
80CAPITAL GROUP GROWTH ETF14020G1016,354$279,0680.05%
81ISHARES TR4642882572,009$277,7240.05%
82ISHARES TR4642898593,099$273,1460.05%
83CAPITAL GROUP DIVIDEND VALUE14020W1066,251$262,7300.05%
84ALPHABET INCGOOG1,067$259,8680.05%
85SELECT SECTOR SPDR TR81369Y803915$257,9020.05%
86FIRST TR EXCH TRADED FD III33739N1085,051$256,0940.05%
87MORGAN STANLEYMS-PQ1,600$254,3360.05%
88DIMENSIONAL ETF TRUST25434V5003,604$246,7300.05%
89CISCO SYS INCCSCO3,500$239,4700.04%
90AT&T INCT-PC8,244$232,8110.04%
91INVESCO EXCH TRADED FD TR IIIVZ3,798$232,3430.04%
92VANGUARD BD INDEX FDS9219378272,784$219,6850.04%
93COLGATE PALMOLIVE COCL2,576$205,9250.04%
94VANGUARD INDEX FDS922908629700$205,6180.04%
95DESTINATION XL GROUP INCDXLG13,867$18,1660.00%