McNamara Financial Services, Inc.

CIK 0001622431 • 6 13F filings • Apr 11, 2025 – Jul 22, 2026

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Filer information

Filed by: McNamara Financial Services, Inc., Chief Compliance Officer
Address: 1020 PLAIN STREET, SUITE 200, MARSHFIELD, MA, 02050
Phone: (781) 834-2010
AUM: $527.2M

AUM over time

$579.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $527.2M96 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$335K	0.1%Prev: 0.0%	1,067 SH	Increased
AMAZON COM INC	COM	$638K	0.1%Prev: 0.1%	2,764 SH	Increased
ANALOG DEVICES INC	COM	$345K	0.1%Prev: 0.1%	1,272 SH	Increased
APPLE INC	COM	$1.6M	0.3%Prev: 0.3%	6,058 SH	Increased+52 SH
AT&T INC	COM	$204K	0.0%Prev: 0.0%	8,225 SH	Decreased-19 SH
BANK AMERICA CORP	COM	$315K	0.1%Prev: 0.1%	5,722 SH	Increased
BROADCOM INC	COM	$671K	0.1%Prev: 0.1%	1,938 SH	Decreased-410 SH
CAPITAL GROUP CORE BALANCED	SHS	$524K	0.1%Prev: 0.1%	14,829 SH	Increased
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$350K	0.1%Prev: 0.0%	8,027 SH	Increased+1,776 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$524K	0.1%Prev: 0.1%	15,110 SH	Increased+2,878 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$335K	0.1%Prev: 0.1%	7,543 SH	Increased+1,189 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.9M	0.4%Prev: 0.3%	59,236 SH	Increased+880 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$7.0M	1.3%	257,169 SH	New
CISCO SYS INC	COM	$275K	0.1%Prev: 0.0%	3,566 SH	Increased+66 SH
COLGATE PALMOLIVE CO	COM	$204K	0.0%Prev: 0.0%	2,576 SH	Decreased
DESTINATION XL GROUP INC	COM	$13K	0.0%Prev: 0.0%	13,867 SH	Decreased
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.4M	0.3%Prev: 0.3%	52,185 SH	Increased+1,914 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.9M	0.4%Prev: 0.4%	58,517 SH	Increased-1,050 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$19.9M	3.8%Prev: 0.0%	286,036 SH	Increased+282,432 SH
EXXON MOBIL CORP	COM	$680K	0.1%Prev: 0.1%	5,649 SH	Increased
FIDELITY COVINGTON TRUST	ENHANCED MID	$28.0M	5.3%	769,214 SH	New
GE AEROSPACE	COM NEW	$1.0M	0.2%Prev: 0.2%	3,315 SH	Increased-49 SH
GE VERNOVA INC	COM	$527K	0.1%Prev: 0.1%	807 SH	Increased-9 SH
GENUINE PARTS CO	COM	$200K	0.0%	1,627 SH	New
GLOBE LIFE INC	COM	$315K	0.1%Prev: 0.1%	2,251 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$404K	0.1%Prev: 0.1%	460 SH	Increased
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$1.5M	0.3%Prev: 0.3%	114,613 SH	Decreased+1,323 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$235K	0.0%Prev: 0.0%	3,589 SH	Increased-209 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$2.0M	0.4%Prev: 0.4%	41,569 SH	Increased-1,472 SH
ISHARES INC	CORE MSCI EMKT	$559K	0.1%Prev: 0.1%	8,311 SH	Decreased-728 SH
ISHARES TR	0-3 MNTH TREASRY	$6.0M	1.1%Prev: 0.6%	59,443 SH	Increased+26,663 SH
ISHARES TR	0-5YR HI YL CP	$700K	0.1%Prev: 0.1%	16,321 SH	Increased+522 SH
ISHARES TR	CORE 80/20 AGGRE	$311K	0.1%Prev: 0.1%	3,478 SH	Increased+379 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.2%Prev: 0.2%	13,411 SH	Increased-231 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.4%Prev: 1.1%	17,813 SH	Decreased-34,138 SH
ISHARES TR	CORE S&P500 ETF	$83.7M	15.9%Prev: 28.8%	122,150 SH	Decreased-109,147 SH
ISHARES TR	ESG SELECT SCRE	$212K	0.0%	4,749 SH	New
ISHARES TR	MSCI ACWI ETF	$316K	0.1%Prev: 0.1%	2,232 SH	Increased+223 SH
ISHARES TR	NATIONAL MUN ETF	$13.3M	2.5%Prev: 3.4%	123,713 SH	Decreased-50,564 SH
ISHARES TR	NEW YORK MUN ETF	$607K	0.1%Prev: 0.1%	11,337 SH	Increased
ISHARES TR	RUS 1000 ETF	$2.5M	0.5%Prev: 0.5%	6,793 SH	Decreased-533 SH
ISHARES TR	RUS 1000 GRW ETF	$656K	0.1%Prev: 0.1%	1,385 SH	Increased+6 SH
ISHARES TR	RUS 1000 VAL ETF	$497K	0.1%Prev: 0.1%	2,361 SH	Increased+61 SH
ISHARES TR	RUS 2000 VAL ETF	$245K	0.0%Prev: 0.1%	1,350 SH	Decreased-307 SH
ISHARES TR	SHRT NAT MUN ETF	$5.2M	1.0%Prev: 0.9%	48,534 SH	Increased+1,727 SH
J P MORGAN EXCHANGE TRADED F	SUSTAINABLE MUNI	$583K	0.1%Prev: 0.1%	11,579 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$8.2M	1.5%Prev: 1.4%	160,095 SH	Increased+16,925 SH
JOHNSON & JOHNSON	COM	$453K	0.1%Prev: 0.1%	2,190 SH	Increased-75 SH
JPMORGAN CHASE & CO.	COM	$713K	0.1%Prev: 0.1%	2,214 SH	Increased+33 SH
LAM RESEARCH CORP	COM NEW	$205K	0.0%	1,200 SH	New
MICROSOFT CORP	COM	$367K	0.1%Prev: 0.1%	759 SH	Decreased+25 SH
MORGAN STANLEY	COM NEW	$284K	0.1%Prev: 0.0%	1,600 SH	Increased
NUSHARES ETF TR	NUVEEN ENHNC YLD	$503K	0.1%Prev: 0.1%	23,730 SH	Decreased-192 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$716K	0.1%Prev: 0.1%	20,122 SH	Decreased-340 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$1.4M	0.3%Prev: 0.3%	38,908 SH	Increased+1,934 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$416K	0.1%Prev: 0.1%	9,323 SH	Decreased-2,060 SH
NVIDIA CORPORATION	COM	$2.8M	0.5%Prev: 0.5%	15,018 SH	Decreased
PALO ALTO NETWORKS INC	COM	$289K	0.1%Prev: 0.1%	1,568 SH	Decreased
PEPSICO INC	COM	$1.3M	0.2%Prev: 0.2%	8,886 SH	Increased
PIMCO ETF TR	ENHAN SHRT MA AC	$451K	0.1%Prev: 0.1%	4,493 SH	Decreased-3,263 SH
PIMCO ETF TR	INTER MUN BD ACT	$7.1M	1.4%Prev: 0.1%	135,973 SH	Increased+130,437 SH
PIMCO ETF TR	MTG BKD SECS ACT	$21.6M	4.1%	435,160 SH	New
PROCTER AND GAMBLE CO	COM	$436K	0.1%Prev: 0.1%	3,045 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET TEC	$263K	0.0%	1,830 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$95.4M	18.1%Prev: 17.3%	2,147,540 SH	Increased-25,653 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$40.7M	7.7%Prev: 7.4%	869,793 SH	Increased+13,566 SH
SPDR SERIES TRUST	BLOOMBERG EMERGI	$986K	0.2%Prev: 0.2%	46,127 SH	Increased+273 SH
SPDR SERIES TRUST	STATE STREET SPD	$72.0M	13.6%	1,152,905 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$1.3M	0.3%	69,923 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$544K	0.1%	13,512 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$1.5M	0.3%Prev: 0.3%	29,994 SH	Increased+1,036 SH
TEXAS INSTRS INC	COM	$313K	0.1%Prev: 0.1%	1,807 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$592K	0.1%Prev: 0.1%	1,520 SH	Decreased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$222K	0.0%Prev: 0.0%	2,818 SH	Increased+34 SH
VANGUARD INDEX FDS	GROWTH ETF	$37.1M	7.0%Prev: 0.1%	76,072 SH	Increased+74,642 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$910K	0.2%Prev: 0.2%	3,259 SH	Decreased-37 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$670K	0.1%Prev: 0.1%	3,778 SH	Increased+162 SH
VANGUARD INDEX FDS	MID CAP ETF	$203K	0.0%Prev: 0.0%	700 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$263K	0.0%Prev: 0.1%	2,975 SH	Decreased-160 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$301K	0.1%Prev: 0.1%	480 SH	Increased-4 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.3%Prev: 0.3%	6,779 SH	Decreased-178 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	0.6%Prev: 1.3%	11,485 SH	Decreased-16,693 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$718K	0.1%Prev: 0.1%	2,376 SH	Decreased-119 SH
VANGUARD INDEX FDS	VALUE ETF	$361K	0.1%Prev: 0.1%	1,892 SH	Increased-19 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.2M	1.0%Prev: 1.0%	96,630 SH	Decreased-6,213 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.4M	1.2%Prev: 1.3%	126,709 SH	Decreased-11,024 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	0.8%Prev: 1.5%	18,498 SH	Decreased-17,747 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.1M	1.4%Prev: 1.4%	114,349 SH	Decreased-12,353 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.0M	0.2%Prev: 0.2%	15,542 SH	Increased+399 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.4M	0.5%Prev: 0.5%	16,752 SH	Decreased-438 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.2M	0.2%Prev: 0.2%	13,466 SH	Increased-216 SH
WELLS FARGO CO NEW	COM	$202K	0.0%	2,163 SH	New
WISDOMTREE TR	EMER MKT HIGH FD	$232K	0.0%Prev: 0.1%	4,971 SH	Decreased-4,284 SH
WISDOMTREE TR	INTL EQUITY FD	$325K	0.1%Prev: 0.1%	4,720 SH	Increased-123 SH
WISDOMTREE TR	US SMALLCAP DIVD	$441K	0.1%Prev: 0.1%	13,180 SH	Decreased-860 SH
WISDOMTREE TR	YIELD ENHANCD US	$561K	0.1%Prev: 0.1%	12,745 SH	Decreased-20 SH

Sold (vs prior filing)

FIRST TR EXCH TRADED FD III — $256K
ISHARES TR — $392K
SELECT SECTOR SPDR TR — $258K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $29.4M
SPDR SERIES TRUST — $1.0M
SPDR SERIES TRUST — $36.5M
SPDR SERIES TRUST — $12.0M
SPDR SERIES TRUST — $20.9M
SSGA ACTIVE ETF TR — $20.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001951757-26-000270	$527.2M	View
Nov 14, 2025	Q3 2025	13F-HR	0001951757-25-001442	$538.1M	View
Jul 22, 2026	Q2 2026