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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, VEA, VIG, MGV, SCHG, and represent 60.80% of Amara Financial's stock portfolio.
Added to shares of these 10 stocks: MGK (+$22M), VO (+$5.0M), VEA, MGV, VUG, IJR, VIG, STIP, VSS, SCHA.
Started 3 new stock positions in VSS, XJH, SCHA.
Reduced shares in these 10 stocks: CVS, IJH, EMNT, VTV, VOO, SCHG, SPYM, GLTR, GLD, SUSB.
Amara Financial was a net buyer of stock by $33M.
Amara Financial has $167M in assets under management (AUM), dropping by 15.20%.
Central Index Key (CIK): 0001934965

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Portfolio Holdings for Amara Financial

Amara Financial holds 48 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	16.6	$28M	+404%	316k	87.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	16.4	$27M	+6%	384k	71.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	13.7	$23M		97k	236.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	7.8	$13M	+9%	79k	163.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.4	$11M		316k	33.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.3	$7.1M	+3%	69k	103.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$6.7M	+308%	83k	80.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.7	$6.2M		118k	52.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$5.7M	+6%	38k	148.31	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$4.8M	+3%	58k	82.84	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$4.8M		22k	217.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$2.9M	-5%	38k	77.11	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.5	$2.6M	+3%	37k	69.45	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.4	$2.4M	+10%	63k	38.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$2.2M	+14%	21k	102.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$1.7M		7.5k	227.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.7M		5.6k	303.12	View chart
Columbia Etf Tr I Us Equi Inco Etf (EQIN)	0.9	$1.5M	+3%	29k	51.30	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.9	$1.5M	+6%	18k	82.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.3M		1.7k	746.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.2M		3.2k	368.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$876k	-2%	1.3k	686.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$865k	+462%	10k	86.14	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$849k		4.7k	181.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$745k		3.8k	197.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$559k		12k	48.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$555k		15k	36.87	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.3	$494k		17k	30.01	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.3	$487k	-23%	4.9k	98.94	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$454k		1.5k	306.39	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$443k		3.7k	119.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$419k		4.3k	96.59	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$417k		13k	33.46	View chart
Apple (AAPL)	0.2	$393k		1.4k	289.33	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$382k		15k	24.99	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$352k	-3%	4.0k	87.87	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$337k		4.6k	73.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$330k		923.00	357.35	View chart
Microsoft Corporation (MSFT)	0.2	$303k		813.00	372.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$302k		856.00	353.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$284k	+299%	2.3k	124.17	View chart
Tesla Motors (TSLA)	0.2	$251k		597.00	420.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$250k		8.5k	29.43	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$244k	NEW	1.6k	154.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$239k	NEW	6.6k	36.13	View chart
CVS Caremark Corporation (CVS)	0.1	$237k	-59%	2.3k	103.45	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$234k	+2%	9.5k	24.66	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$203k	NEW	3.9k	52.15	View chart

Past Filings by Amara Financial

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

Amara Financial 2026 Q2 filed Aug. 7, 2026
Amara Financial 2026 Q1 filed May 7, 2026
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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