McNamara Financial Services, Inc.

Est. AUM

$527.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR INDEX SHS FDS	STATE STREET SPD	$95.7M	2096149	18.13%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$79.6M	121861	15.08%	SOLE
3	SPDR INDEX SHS FDS	STATE STREET SPD	$40.6M	865271	7.69%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$34.5M	376972	6.55%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$33.9M	77560	6.42%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$32.1M	567807	6.09%	SOLE
7	FIDELITY COVINGTON TRUST	ENHANCED MID	$27.7M	769031	5.24%	SOLE
8	PIMCO ETF TR	MTG BKD SECS ACT	$22.0M	444488	4.18%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.2M	283492	3.82%	SOLE
10	ISHARES TR	NATIONAL MUN ETF	$14.1M	133225	2.68%	SOLE
11	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$8.4M	164302	1.59%	SOLE
12	ISHARES TR	0-3 MNTH TREASRY	$7.5M	74430	1.42%	SOLE
13	PIMCO ETF TR	INTER MUN BD ACT	$7.2M	138015	1.36%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	112101	1.36%	SOLE
15	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$7.0M	259511	1.34%	SOLE
16	VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.6M	132132	1.25%	SOLE
17	ISHARES TR	SHRT NAT MUN ETF	$5.3M	49477	1.00%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.1M	94943	0.97%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.9M	18122	0.74%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	49748	0.72%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	146514	0.71%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	11116	0.55%	SOLE
23	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	16653	0.47%	SOLE
24	ISHARES TR	RUS 1000 ETF	$2.4M	6750	0.46%	SOLE
25	NVIDIA CORPORATION	COM	$2.3M	13402	0.44%	SOLE
26	ISHARES TR	CORE S&P SCP ETF	$2.2M	17348	0.41%	SOLE
27	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$2.0M	41093	0.37%	SOLE
28	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.9M	55086	0.35%	SOLE
29	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$1.8M	104868	0.34%	SOLE
30	CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.8M	56841	0.34%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	33887	0.31%	SOLE
32	T ROWE PRICE ETF INC	FLOATING RATE	$1.6M	32170	0.31%	SOLE
33	APPLE INC	COM	$1.5M	6060	0.29%	SOLE
34	VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	6557	0.27%	SOLE
35	SPDR SERIES TRUST	STATE STRET SPDR	$1.4M	73944	0.27%	SOLE
36	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.4M	53312	0.27%	SOLE
37	NUSHARES ETF TR	NUVEEN ESG INTL	$1.4M	38665	0.26%	SOLE
38	PEPSICO INC	COM	$1.4M	8886	0.26%	SOLE
39	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.2M	13221	0.24%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$1.2M	13736	0.24%	SOLE
41	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.1M	16624	0.21%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	41582	0.20%	SOLE
43	SPDR SERIES TRUST	BLOOMBERG EMERGI	$991K	48008	0.19%	SOLE
44	EXXON MOBIL CORP	COM	$945K	5570	0.18%	SOLE
45	GE AEROSPACE	COM NEW	$896K	3157	0.17%	SOLE
46	VANGUARD INDEX FDS	MCAP GR IDXVIP	$837K	3253	0.16%	SOLE
47	NUSHARES ETF TR	NUVEEN ESG EMRGN	$734K	19982	0.14%	SOLE
48	ISHARES TR	0-5YR HI YL CP	$730K	17252	0.14%	SOLE
49	GE VERNOVA INC	COM	$704K	807	0.13%	SOLE
50	VANGUARD INDEX FDS	MCAP VL IDXVIP	$688K	3731	0.13%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.