13F HOLDINGS REPORT

McNamara Financial Services, Inc.

Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001951757-26-000270

Total Value

$527.2M

Positions

101

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (101)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR INDEX SHS FDS	78463X889	2,147,540	$95.4M	18.09%
2	ISHARES TR	464287200	122,150	$83.7M	15.87%
3	SPDR INDEX SHS FDS	78463X509	869,793	$40.7M	7.72%
4	VANGUARD INDEX FDS	922908736	76,072	$37.1M	7.04%
5	SPDR SERIES TRUST	78464A508	568,701	$32.3M	6.13%
6	SPDR SERIES TRUST	78468R663	322,559	$29.5M	5.59%
7	FIDELITY COVINGTON TRUST	31609A503	769,214	$28.0M	5.31%
8	PIMCO ETF TR	72201R569	435,160	$21.6M	4.10%
9	DIMENSIONAL ETF TRUST	25434V500	286,036	$19.9M	3.78%
10	ISHARES TR	464288414	123,713	$13.3M	2.51%
11	J P MORGAN EXCHANGE TRADED F	46641Q654	160,095	$8.2M	1.55%
12	VANGUARD TAX-MANAGED FDS	921943858	114,349	$7.1M	1.35%
13	PIMCO ETF TR	72201R866	135,973	$7.1M	1.35%
14	CAPITAL GRP FIXED INCM ETF T	14020Y201	257,169	$7.0M	1.34%
15	VANGUARD MUN BD FDS	922907746	126,709	$6.4M	1.21%
16	ISHARES TR	46436E718	59,443	$6.0M	1.13%
17	VANGUARD INTL EQUITY INDEX F	922042858	96,630	$5.2M	0.99%
18	ISHARES TR	464288158	48,534	$5.2M	0.98%
19	VANGUARD SPECIALIZED FUNDS	921908844	18,498	$4.1M	0.77%
20	SPDR SERIES TRUST	78464A854	49,869	$4.0M	0.76%
21	SPDR SERIES TRUST	78464A649	136,935	$3.5M	0.67%
22	VANGUARD INDEX FDS	922908751	11,485	$3.0M	0.56%
23	NVIDIA CORPORATION	NVDA	15,018	$2.8M	0.53%
24	ISHARES TR	464287622	6,793	$2.5M	0.48%
25	VANGUARD WHITEHALL FDS	921946406	16,752	$2.4M	0.46%
26	ISHARES TR	464287804	17,813	$2.1M	0.41%
27	INVESCO EXCHANGE TRADED FD T	IVZ	41,569	$2.0M	0.37%
28	DIMENSIONAL ETF TRUST	25434V773	58,517	$1.9M	0.37%
29	CAPITAL GROUP NEW GEOGRAPHY	14021N105	59,236	$1.9M	0.36%
30	APPLE INC	AAPL	6,058	$1.6M	0.31%
31	SPDR SERIES TRUST	78468R853	34,770	$1.6M	0.31%
32	T ROWE PRICE ETF INC	87283Q883	29,994	$1.5M	0.29%
33	INVESCO ACTVELY MNGD ETC FD	IVZ	114,613	$1.5M	0.29%
34	VANGUARD INDEX FDS	922908611	6,779	$1.4M	0.27%
35	NUSHARES ETF TR	NU	38,908	$1.4M	0.27%
36	DIMENSIONAL ETF TRUST	25434V658	52,185	$1.4M	0.26%
37	SPDR SERIES TRUST	78468R861	69,923	$1.3M	0.25%
38	PEPSICO INC	PEP	8,886	$1.3M	0.24%
39	VANGUARD WHITEHALL FDS	921946794	13,466	$1.2M	0.23%
40	ISHARES TR	46432F842	13,411	$1.2M	0.23%
41	VANGUARD WHITEHALL FDS	921946885	15,542	$1.0M	0.20%
42	GE AEROSPACE	369604301	3,315	$1.0M	0.19%
43	SPDR SERIES TRUST	78468R515	40,071	$1.0M	0.19%
44	SPDR SERIES TRUST	78464A391	46,127	$985,734	0.19%
45	VANGUARD INDEX FDS	922908538	3,259	$909,717	0.17%
46	VANGUARD INDEX FDS	922908595	2,376	$717,813	0.14%
47	NUSHARES ETF TR	NU	20,122	$715,941	0.14%
48	JPMORGAN CHASE & CO.	VYLD	2,214	$713,395	0.14%
49	ISHARES TR	46434V407	16,321	$699,681	0.13%
50	EXXON MOBIL CORP	XOM	5,649	$679,801	0.13%
51	BROADCOM INC	AVGO	1,938	$670,742	0.13%
52	VANGUARD INDEX FDS	922908512	3,778	$670,104	0.13%
53	ISHARES TR	464287614	1,385	$655,521	0.12%
54	AMAZON COM INC	AMZN	2,764	$637,986	0.12%
55	ISHARES TR	464288323	11,337	$606,643	0.12%
56	TRANE TECHNOLOGIES PLC	TT	1,520	$591,584	0.11%
57	J P MORGAN EXCHANGE TRADED F	46654Q815	11,579	$583,352	0.11%
58	WISDOMTREE TR	WT	12,745	$561,416	0.11%
59	ISHARES INC	46434G103	8,311	$558,665	0.11%
60	SSGA ACTIVE ETF TR	78467V848	13,512	$543,852	0.10%
61	GE VERNOVA INC	GEV	807	$527,431	0.10%
62	CAPITAL GROUP CORE BALANCED	14021D107	14,829	$523,909	0.10%
63	CAPITAL GROUP GBL GROWTH EQT	14020X104	15,110	$523,562	0.10%
64	NUSHARES ETF TR	NU	23,730	$502,720	0.10%
65	ISHARES TR	464287598	2,361	$496,613	0.09%
66	JOHNSON & JOHNSON	JNJ	2,190	$453,221	0.09%
67	PIMCO ETF TR	72201R833	4,493	$450,828	0.09%
68	WISDOMTREE TR	WT	13,180	$440,871	0.08%
69	PROCTER AND GAMBLE CO	742718109	3,045	$436,379	0.08%
70	NUSHARES ETF TR	NU	9,323	$416,272	0.08%
71	GOLDMAN SACHS GROUP INC	GSCE	460	$404,340	0.08%
72	MICROSOFT CORP	MSFT	759	$367,068	0.07%
73	VANGUARD INDEX FDS	922908744	1,892	$361,353	0.07%
74	CAPITAL GROUP DIVIDEND VALUE	14020W106	8,027	$350,298	0.07%
75	ANALOG DEVICES INC	ADI	1,272	$344,966	0.07%
76	CAPITAL GROUP GROWTH ETF	14020G101	7,543	$335,437	0.06%
77	ALPHABET INC	GOOG	1,067	$334,825	0.06%
78	WISDOMTREE TR	WT	4,720	$324,547	0.06%
79	ISHARES TR	464288257	2,232	$315,806	0.06%
80	GLOBE LIFE INC	GL-PD	2,251	$314,825	0.06%
81	BANK AMERICA CORP	060505104	5,722	$314,710	0.06%
82	TEXAS INSTRS INC	882508104	1,807	$313,496	0.06%
83	ISHARES TR	464289859	3,478	$311,490	0.06%
84	VANGUARD INDEX FDS	922908363	480	$301,022	0.06%
85	PALO ALTO NETWORKS INC	PANW	1,568	$288,826	0.05%
86	MORGAN STANLEY	MS-PQ	1,600	$284,048	0.05%
87	CISCO SYS INC	CSCO	3,566	$274,689	0.05%
88	SELECT SECTOR SPDR TR	81369Y803	1,830	$263,465	0.05%
89	VANGUARD INDEX FDS	922908553	2,975	$263,258	0.05%
90	ISHARES TR	464287630	1,350	$244,634	0.05%
91	INVESCO EXCH TRADED FD TR II	IVZ	3,589	$235,241	0.04%
92	WISDOMTREE TR	WT	4,971	$232,195	0.04%
93	VANGUARD BD INDEX FDS	921937827	2,818	$222,087	0.04%
94	ISHARES TR	46436E551	4,749	$212,043	0.04%
95	LAM RESEARCH CORP	LRCX	1,200	$205,416	0.04%
96	AT&T INC	T-PC	8,225	$204,309	0.04%
97	COLGATE PALMOLIVE CO	CL	2,576	$203,556	0.04%
98	VANGUARD INDEX FDS	922908629	700	$203,154	0.04%
99	WELLS FARGO CO NEW	949746101	2,163	$201,592	0.04%
100	GENUINE PARTS CO	GPC	1,627	$200,039	0.04%
101	DESTINATION XL GROUP INC	DXLG	13,867	$12,751	0.00%