Amara Financial

Amara Financial as of Dec. 31, 2025

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