Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Amara Financial

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

Top 5 stock holdings are MGK, VIG, VEA, VO, SCHG, and represent 59.35% of Amara Financial's stock portfolio.
Added to shares of these 10 stocks: VEA, VIG, MGK, EQIN, IVE, VTV, MGV, IEMG, IGSB, VSS.
Started 5 new stock positions in GOOGL, TSLA, VSS, GOOG, EQIN.
Reduced shares in these 5 stocks: AMED, XJH, SCHG, SPLG, IWF.
Sold out of its position in AMED.
Amara Financial was a net buyer of stock by $15M.
Amara Financial has $136M in assets under management (AUM), dropping by 19.58%.
Central Index Key (CIK): 0001934965

Tip: Access up to 7 years of quarterly data

Positions held by Amara Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Amara Financial

Amara Financial holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	20.7	$28M	+7%	70k	402.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.3	$19M	+11%	90k	215.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.8	$17M	+15%	291k	59.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.9	$7.9M	+5%	27k	293.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.7	$7.7M		242k	31.91	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.3	$7.3M	+12%	53k	137.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.8	$5.2M	+8%	56k	93.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.5	$4.8M	+11%	91k	53.03	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$4.1M	+27%	22k	186.49	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	2.3	$3.1M	+7%	85k	36.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$3.0M	+7%	25k	118.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$2.8M	+5%	43k	65.26	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.9	$2.6M	+6%	25k	103.36	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$1.7M	+67%	26k	65.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$1.5M	+152%	7.4k	206.51	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	1.1	$1.4M	NEW	31k	46.69	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.0	$1.4M		25k	57.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.4M		5.5k	254.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.1M		3.2k	355.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.1M		1.7k	666.24	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.1M		16k	69.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$855k		1.8k	479.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$808k		1.3k	612.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.6	$789k		4.8k	165.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$684k	+58%	2.3k	293.74	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.5	$683k		6.9k	98.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$598k	+72%	3.4k	174.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$561k	+166%	7.1k	78.92	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.4	$505k		17k	30.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$497k	NEW	3.5k	142.55	View chart
CVS Caremark Corporation (CVS)	0.3	$425k		5.6k	75.39	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.3	$414k		12k	33.89	View chart
Microsoft Corporation (MSFT)	0.3	$408k		788.00	518.24	View chart
Apple (AAPL)	0.3	$391k		1.5k	254.66	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$386k		3.7k	104.52	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$378k		5.4k	69.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$377k		4.3k	87.31	View chart
Ishares Tr Esg Select Scre (XJH)	0.3	$344k	-3%	7.9k	43.85	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$323k	-2%	4.1k	78.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$314k		7.0k	45.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$273k	NEW	1.1k	243.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$267k		570.00	468.36	View chart
Tesla Motors (TSLA)	0.2	$266k	NEW	597.00	444.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$252k		4.9k	51.04	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$251k	+2%	9.9k	25.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$222k		8.4k	26.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$208k	NEW	854.00	243.61	View chart

Past Filings by Amara Financial

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z