McNamara Financial Services, Inc.

Institutional manager (13F) · CIK 1622431

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $509M

#	Issuer	Value	Shares
1	SPDR INDEX SHS FDS	$96M	2,096,149
2	ISHARES TR	$80M	121,861
3	SPDR INDEX SHS FDS	$41M	865,271
4	SPDR SERIES TRUST	$35M	376,972
5	VANGUARD INDEX FDS	$34M	77,560
6	SPDR SERIES TRUST	$32M	567,807
7	FIDELITY COVINGTON TRUST	$28M	769,031
8	PIMCO ETF TR	$22M	444,488
9	DIMENSIONAL ETF TRUST	$20M	283,492
10	ISHARES TR	$14M	133,225
11	J P MORGAN EXCHANGE TRADED F	$8M	164,302
12	ISHARES TR	$7M	74,430
13	PIMCO ETF TR	$7M	138,015
14	VANGUARD TAX-MANAGED FDS	$7M	112,101
15	CAPITAL GRP FIXED INCM ETF T	$7M	259,511
16	VANGUARD MUN BD FDS	$7M	132,132
17	ISHARES TR	$5M	49,477
18	VANGUARD INTL EQUITY INDEX F	$5M	94,943
19	VANGUARD SPECIALIZED FUNDS	$4M	18,122
20	SPDR SERIES TRUST	$4M	49,748
21	SPDR SERIES TRUST	$4M	146,514
22	VANGUARD INDEX FDS	$3M	11,116
23	VANGUARD WHITEHALL FDS	$2M	16,653
24	ISHARES TR	$2M	6,750
25	NVIDIA CORPORATION	$2M	13,402
26	ISHARES TR	$2M	17,348
27	INVESCO EXCHANGE TRADED FD T	$2M	41,093
28	DIMENSIONAL ETF TRUST	$2M	55,086
29	INVESCO ACTVELY MNGD ETC FD	$2M	104,868
30	CAPITAL GROUP NEW GEOGRAPHY	$2M	56,841
31	SPDR SERIES TRUST	$2M	33,887
32	T ROWE PRICE ETF INC	$2M	32,170
33	APPLE INC	$2M	6,060
34	VANGUARD INDEX FDS	$1M	6,557
35	SPDR SERIES TRUST	$1M	73,944
36	DIMENSIONAL ETF TRUST	$1M	53,312
37	NUSHARES ETF TR	$1M	38,665
38	PEPSICO INC	$1M	8,886
39	VANGUARD WHITEHALL FDS	$1M	13,221
40	ISHARES TR	$1M	13,736
41	VANGUARD WHITEHALL FDS	$1M	16,624
42	SPDR SERIES TRUST	$1M	41,582
43	SPDR SERIES TRUST	$991k	48,008
44	EXXON MOBIL CORP	$945k	5,570
45	GE AEROSPACE	$896k	3,157
46	VANGUARD INDEX FDS	$837k	3,253
47	NUSHARES ETF TR	$734k	19,982
48	ISHARES TR	$730k	17,252
49	GE VERNOVA INC	$704k	807
50	VANGUARD INDEX FDS	$688k	3,731

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.