Amara Financial

Amara Financial as of Sept. 30, 2025

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