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Amara Financial

Latest statistics and disclosures from Amara Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGK, VIG, VEA, MGV, SCHG, and represent 59.26% of Amara Financial's stock portfolio.
Added to shares of these 10 stocks: VEA, VIG, IJR, IEMG, IGSB, MGV, SCHC, STIP, BSV, USXF.
Started 1 new stock position in SCHC.
Reduced shares in these 10 stocks: VO, MGK, VSS, JMST, SGOL, EQIN, ESML, IJH, SCHG, VTV.
Sold out of its positions in JMST, VSS.
Amara Financial was a net buyer of stock by $5.2M.
Amara Financial has $144M in assets under management (AUM), dropping by 6.35%.
Central Index Key (CIK): 0001934965

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Portfolio Holdings for Amara Financial

Amara Financial holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	18.7	$27M	-5%	66k	412.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.9	$22M	+8%	98k	219.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.6	$21M	+15%	336k	62.47	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.6	$8.1M	+8%	57k	141.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.5	$7.9M		241k	32.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.2	$6.1M	-22%	21k	290.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.9	$5.6M	+17%	107k	52.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.7	$5.4M		56k	96.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$4.5M	+49%	37k	120.18	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$4.2M		22k	190.99	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	2.3	$3.4M	-3%	82k	41.08	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.0	$2.8M	+10%	28k	102.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$2.8M		42k	66.00	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$2.7M	+59%	41k	67.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$1.6M		7.5k	212.06	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.1	$1.5M	+7%	27k	57.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.4M		5.5k	257.93	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.9	$1.4M	-6%	29k	47.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.3M		3.2k	396.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.2M		1.7k	681.80	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.1M		16k	71.62	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.7	$980k		4.8k	205.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$870k		1.8k	487.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$821k		1.3k	627.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$702k	+7%	2.5k	279.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$689k	+22%	8.7k	78.81	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.5	$685k		6.9k	98.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$662k	+8%	3.7k	177.39	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$527k	NEW	12k	45.53	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$510k		17k	30.20	View chart
CVS Caremark Corporation (CVS)	0.3	$447k		5.6k	79.36	View chart
Apple (AAPL)	0.3	$417k		1.5k	271.93	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$416k		12k	33.81	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$395k		3.7k	106.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$391k		4.4k	89.45	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$384k		5.4k	70.98	View chart
Microsoft Corporation (MSFT)	0.3	$382k		790.00	483.41	View chart
Ishares Tr Esg Select Scre (XJH)	0.3	$364k	+3%	8.2k	44.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$352k		1.1k	313.10	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$331k		4.1k	80.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$270k		571.00	472.90	View chart
Tesla Motors (TSLA)	0.2	$269k		597.00	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$268k		855.00	313.72	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$244k	-2%	9.7k	25.24	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$234k	-26%	5.1k	45.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$227k		8.5k	26.91	View chart

Past Filings by Amara Financial

SEC 13F filings are viewable for Amara Financial going back to 2024

Amara Financial 2025 Q4 filed Feb. 3, 2026
Amara Financial 2025 Q3 filed Nov. 10, 2025
Amara Financial 2025 Q2 filed Aug. 11, 2025
Amara Financial 2025 Q1 filed April 25, 2025
Amara Financial 2024 Q4 filed Feb. 6, 2025
Amara Financial 2024 Q3 filed Nov. 7, 2024

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