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Amara Financial

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

Top 5 stock holdings are VEA, MGK, VIG, MGV, SCHG, and represent 59.49% of Amara Financial's stock portfolio.
Added to shares of these 10 stocks: MGV, SCHG, VEA, IEMG, EFA, IGSB, USXF, SCHM, SCHJ, SUSB.
Started 2 new stock positions in SCHM, SCHJ.
Reduced shares in these 10 stocks: SGOL, MGK, STIP, BSV, VIG, XJH, VOT, ESML, VO, IJR.
Sold out of its positions in ESML, XJH, BSV.
Amara Financial was a net buyer of stock by $3.9M.
Amara Financial has $145M in assets under management (AUM), dropping by 0.47%.
Central Index Key (CIK): 0001934965

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Portfolio Holdings for Amara Financial

Amara Financial holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	15.9	$23M	+7%	361k	64.08	View chart
Vanguard World Mega Grwth Ind (MGK)	15.9	$23M	-4%	63k	367.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.1	$21M	-2%	95k	215.06	View chart
Vanguard World Mega Cap Val Etf (MGV)	7.2	$11M	+26%	73k	144.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.3	$9.2M	+30%	316k	29.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.5	$6.5M	+18%	67k	97.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.2	$6.1M	+9%	117k	52.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$5.8M	-3%	20k	287.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$4.5M	-3%	36k	124.31	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$4.3M		22k	196.20	View chart
Ishares Core Msci Emkt (IEMG)	2.7	$3.9M	+36%	56k	69.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$2.7M	-5%	40k	67.53	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.7	$2.5M	-30%	56k	44.62	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.4	$2.0M	+34%	36k	55.20	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$1.9M	-33%	19k	103.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$1.6M		7.5k	211.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.5M		5.5k	261.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.4M		3.2k	430.29	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.9	$1.4M	-2%	28k	49.15	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.2M	+4%	17k	71.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.1M		1.7k	650.18	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.7	$1.0M		4.7k	218.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$783k		1.3k	597.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$779k		1.8k	436.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$692k		3.8k	184.27	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.4	$640k	-6%	6.5k	98.92	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$541k		12k	46.74	View chart
Spdr Series Trust State Street Spd (SPSB)	0.3	$490k	-3%	16k	30.07	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$464k	NEW	15k	30.96	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$415k		12k	33.54	View chart
CVS Caremark Corporation (CVS)	0.3	$405k		5.6k	71.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$395k		4.4k	90.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.3	$389k	+60%	16k	25.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$381k	-41%	1.5k	257.28	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$365k		3.7k	97.92	View chart
Apple (AAPL)	0.2	$344k	-11%	1.4k	253.75	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$322k	-15%	4.6k	70.35	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$318k		4.2k	76.55	View chart
Microsoft Corporation (MSFT)	0.2	$300k	+2%	811.00	370.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$265k	-17%	922.00	287.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$245k		855.00	286.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$244k		571.00	426.42	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$228k	NEW	9.2k	24.73	View chart
Tesla Motors (TSLA)	0.2	$222k		597.00	371.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$217k		8.5k	25.64	View chart

Past Filings by Amara Financial

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

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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