Mcnamara Financial Services, Inc. Top Holdings and 13F Report (2026) About Mcnamara Financial Services, Inc.Investment ActivityMcnamara Financial Services, Inc. has $528.42 million in total holdings as of March 31, 2026.Mcnamara Financial Services, Inc. owns shares of 99 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.18% of the portfolio was purchased this quarter.About 1.07% of the portfolio was sold this quarter.This quarter, Mcnamara Financial Services, Inc. has purchased 101 new stocks and bought additional shares in 33 stocks.Mcnamara Financial Services, Inc. sold shares of 43 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio Developed World ex-US ETF $95,689,194iShares Core S&P 500 ETF $79,600,652SPDR Portfolio Emerging Markets ETF $40,589,853SPDR Bloomberg 1-3 Month T-Bill ETF $34,545,679Vanguard Growth ETF $33,877,432 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $518,321 Holding880770102 - Teradyne $281,637 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 54,413 shares (about $4.99M)iShares 0-3 Month Treasury Bond ETF 14,987 shares (about $1.51M)iShares National Muni Bond ETF 9,512 shares (about $1.01M)Vanguard Growth ETF 1,488 shares (about $649.94K)SPDR S&P 500 ETF Trust 797 shares (about $518.32K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 51,391 shares (about $2.35M)NVIDIA 1,616 shares (about $281.83K)SPDR Portfolio Emerging Markets ETF 4,522 shares (about $212.13K)iShares Core S&P 500 ETF 289 shares (about $188.78K)Dimensional U.S. Small Cap ETF 2,544 shares (about $180.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcnamara Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPDWSPDR Portfolio Developed World ex-US ETF$95,689,194$2,345,999 â–¼-2.4%2,096,14918.1%ETFIVViShares Core S&P 500 ETF$79,600,652$188,777 â–¼-0.2%121,86115.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$40,589,853$212,127 â–¼-0.5%865,2717.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$34,545,679$4,986,402 â–²16.9%376,9726.5%ETFVUGVanguard Growth ETF$33,877,432$649,944 â–²2.0%77,5606.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$32,126,520$50,583 â–¼-0.2%567,8076.1%ETFFIDELITY COVINGTON TRUST$27,654,355$6,581 â–¼0.0%769,0315.2%ENHANCED MIDPIMCO ETF TR$22,046,605$462,669 â–²2.1%444,4884.2%MTG BKD SECS ACTDFASDimensional U.S. Small Cap ETF$20,164,786$180,955 â–¼-0.9%283,4923.8%ETFMUBiShares National Muni Bond ETF$14,141,868$1,009,701 â–²7.7%133,2252.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$8,376,116$214,473 â–²2.6%164,3021.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$7,492,163$1,508,599 â–²25.2%74,4301.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$7,203,003$106,572 â–²1.5%138,0151.4%ETFVEAVanguard FTSE Developed Markets ETF$7,183,404$144,051 â–¼-2.0%112,1011.4%ETFCGMUCapital Group Municipal Income ETF$7,045,724$63,585 â–²0.9%259,5111.3%ETFVTEBVanguard Tax-Exempt Bond ETF$6,592,065$270,553 â–²4.3%132,1321.2%ETFSUBiShares Short-Term National Muni Bond ETF$5,269,301$100,430 â–²1.9%49,4771.0%ETFVWOVanguard FTSE Emerging Markets ETF$5,131,682$91,183 â–¼-1.7%94,9431.0%ETFVIGVanguard Dividend Appreciation ETF$3,897,221$80,861 â–¼-2.0%18,1220.7%ETFSPLGSPDR Portfolio S&P 500 ETF$3,807,714$9,261 â–¼-0.2%49,7480.7%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,753,680$245,413 â–²7.0%146,5140.7%ETFVBVanguard Small-Cap ETF$2,911,552$96,650 â–¼-3.2%11,1160.6%ETFVYMVanguard High Dividend Yield ETF$2,466,309$14,662 â–¼-0.6%16,6530.5%Financial ServicesIWBiShares Russell 1000 ETF$2,406,780$15,332 â–¼-0.6%6,7500.5%ETFNVDANVIDIA$2,337,309$281,830 â–¼-10.8%13,4020.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,156,530$57,804 â–¼-2.6%17,3480.4%ETFPRFInvesco RAFI US 1000 ETF$1,953,170$22,625 â–¼-1.1%41,0930.4%ETFDFISDimensional International Small Cap ETF$1,854,746$115,522 â–¼-5.9%55,0860.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,816,314$168,783 â–¼-8.5%104,8680.3%ManufacturingCAPITAL GROUP NEW GEOGRAPHY$1,794,470$75,610 â–¼-4.0%56,8410.3%SHSSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,637,402$42,666 â–¼-2.5%33,8870.3%ETFTFLRT. Rowe Price Floating Rate ETF$1,620,081$109,583 â–²7.3%32,1700.3%ETFAAPLApple$1,537,899$508 â–²0.0%6,0600.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,424,508$48,229 â–¼-3.3%6,5570.3%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$1,418,985$77,163 â–²5.8%73,9440.3%ETFDFGRDimensional Global Real Estate ETF$1,417,033$29,956 â–²2.2%53,3120.3%ETFNUDMNuveen ESG International Developed Markets Equity ETF$1,396,193$8,775 â–¼-0.6%38,6650.3%ETFPEPPepsiCo$1,379,9460.0%8,8860.3%Consumer StaplesVYMIVanguard International High Dividend Yield ETF$1,245,947$23,089 â–¼-1.8%13,2210.2%ETFIEFAiShares Core MSCI EAFE ETF$1,243,520$29,422 â–²2.4%13,7360.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,092,031$71,077 â–²7.0%16,6240.2%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$1,031,234$37,473 â–²3.8%41,5820.2%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$990,885$38,824 â–²4.1%48,0080.2%ETFXOMExxonMobil$945,006$13,403 â–¼-1.4%5,5700.2%EnergyGEGE Aerospace$895,862$44,836 â–¼-4.8%3,1570.2%AerospaceVOTVanguard Mid-Cap Growth ETF$837,160$1,544 â–¼-0.2%3,2530.2%ETFNUEMNuveen ESG Emerging Markets Equity ETF$734,113$5,143 â–¼-0.7%19,9820.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$729,932$39,391 â–²5.7%17,2520.1%ETFGE VERNOVA INC$704,4300.0%8070.1%COMVOEVanguard Mid-Cap Value ETF$687,549$8,661 â–¼-1.2%3,7310.1%ETFVBKVanguard Small-Cap Growth ETF$683,690$34,457 â–¼-4.8%2,2620.1%ETFJPMJPMorgan Chase & Co.$644,799$6,472 â–¼-1.0%2,1920.1%FinanceTTTrane Technologies$633,4450.0%1,5200.1%ConstructionTOTLSPDR Doubleline Total Return Tactical ETF$608,439$71,595 â–²13.3%15,3140.1%ETFNYFiShares New York Muni Bond ETF$602,2210.0%11,3370.1%ETFAVGOBroadcom$599,8300.0%1,9380.1%Computer and TechnologyAMZNAmazon.com$575,6580.0%2,7640.1%Retail/WholesaleAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$571,802$18,032 â–²3.3%13,1600.1%FinanceIWFiShares Russell 1000 Growth ETF$567,538$23,026 â–¼-3.9%1,3310.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$557,791$21,902 â–¼-3.8%7,9970.1%ETFJNJJohnson & Johnson$535,3240.0%2,1900.1%MedicalSPYSPDR S&P 500 ETF Trust$518,321$518,321 â–²New Holding7970.1%FinanceCAPITAL GROUP CORE BALANCED$518,043$7,777 â–²1.5%15,0550.1%SHSNUAGNuveen Enhanced Yield U.S. Aggregate Bond ETF$512,844$13,816 â–²2.8%24,3870.1%ETFMSFTMicrosoft$491,031$210,178 â–²74.8%1,3270.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$479,903$24,572 â–¼-4.9%2,2460.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$471,425$2,264 â–¼-0.5%13,1170.1%FinanceCGGOCapital Group Global Growth Equity ETF$464,844$39,377 â–¼-7.8%13,9300.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$451,8610.0%4,4930.1%ETFPGProcter & Gamble$439,8200.0%3,0450.1%Consumer StaplesNUSCNuveen ESG Small-Cap ETF$414,462$5,633 â–¼-1.3%9,1980.1%ETFCGGRCapital Group Growth ETF$408,290$105,137 â–²34.7%10,1590.1%ETFADIAnalog Devices$404,6740.0%1,2720.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$401,085$174,971 â–¼-30.4%8,0620.1%SUSTAINABLE MUNIXJHiShares ESG Select Screened S&P Mid-Cap ETF$390,409$174,947 â–²81.2%8,6050.1%ETFGSThe Goldman Sachs Group$389,1550.0%4600.1%FinanceVTVVanguard Value ETF$366,109$5,101 â–¼-1.4%1,8660.1%ETFCGDVCapital Group Dividend Value ETF$346,488$5,020 â–²1.5%8,1450.1%ETFGOOGAlphabet$339,642$33,563 â–²11.0%1,1840.1%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$323,077$15,309 â–²5.0%3,6510.1%ETFDWMWisdomTree International Equity Fund$317,653$12,231 â–¼-3.7%4,5450.1%FinanceGLGlobe Life$313,2720.0%2,2510.1%FinanceTXNTexas Instruments$310,430$40,381 â–¼-11.5%1,5990.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$310,364$1,522 â–²0.5%2,2430.1%ManufacturingTERTeradyne$281,637$281,637 â–²New Holding9500.1%Computer and TechnologyVOOVanguard S&P 500 ETF$280,849$5,976 â–¼-2.1%4700.1%ETFBACBank of America$278,9480.0%5,7220.1%FinanceCSCOCisco Systems$276,6860.0%3,5660.1%Computer and TechnologyVNQVanguard Real Estate ETF$270,358$6,475 â–²2.5%3,0480.1%ETFMSMorgan Stanley$263,3120.0%1,6000.0%FinanceLAM RESEARCH CORP$256,3920.0%1,2000.0%COM NEWIWNiShares Russell 2000 Value ETF$251,207$4,740 â–¼-1.9%1,3250.0%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$250,8710.0%3,5890.0%ETFDEMWisdomTree Emerging Markets High Dividend Fund$245,667$1,342 â–¼-0.5%4,9440.0%FinanceXLKTechnology Select Sector SPDR Fund$243,2070.0%1,8300.0%ETFTAT&T$238,4430.0%8,2250.0%Computer and TechnologyBSVVanguard Short-Term Bond ETF$234,681$13,722 â–²6.2%2,9930.0%ETFCLColgate-Palmolive$219,5520.0%2,5760.0%Consumer StaplesDXLGDestination XL Group$7,0720.0%13,8670.0%Retail/WholesalePANWPalo Alto Networks$0$288,826 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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