Amara Financial, Llc. Portfolio Stock Holdings
Amara Financial, Llc. disclosed 45 stock positions valued at approximately $145.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD WORLD FD, and VANGUARD SPECIALIZED FUNDS. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 45
- Portfolio Value
- $145.1M
Holdings by Sector
Amara Financial, Llc. Portfolio Holdings in Q1 2026
45 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 15.94% | 360,959 | +24,566 | +7.30% | $23,130,230 |
| VANGUARD WORLD FD | MGK | Other | 15.86% | 62,600 | -2,986 | -4.55% | $23,001,868 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 14.10% | 95,132 | -2,827 | -2.89% | $20,459,176 |
| VANGUARD WORLD FD | MGV | Other | 7.25% | 72,513 | +15,297 | +26.74% | $10,510,734 |
| SCHWAB STRATEGIC TR | SCHG | Other | 6.34% | 315,916 | +74,652 | +30.94% | $9,202,630 |
| ISHARES TR | EFA | Other | 4.46% | 66,574 | +10,332 | +18.37% | $6,466,359 |
| ISHARES TR | IGSB | Other | 4.23% | 116,642 | +10,169 | +9.55% | $6,130,719 |
| VANGUARD INDEX FDS | VO | Other | 4.01% | 20,282 | -662 | -3.16% | $5,824,467 |
| ISHARES TR | IJR | Other | 3.09% | 36,027 | -1,322 | -3.54% | $4,478,510 |
| VANGUARD INDEX FDS | VTV | Other | 2.98% | 22,033 | -30 | -0.14% | $4,322,934 |
| ISHARES INC | IEMG | Other | 2.67% | 55,588 | +14,839 | +36.42% | $3,877,241 |
| ISHARES TR | IJH | Other | 1.86% | 39,857 | -2,124 | -5.06% | $2,691,543 |
| ETFS GOLD TR | SGOL | Other | 1.73% | 56,392 | -25,320 | -30.99% | $2,516,211 |
| ISHARES TR | USXF | Other | 1.36% | 35,691 | +9,160 | +34.53% | $1,970,170 |
| ISHARES TR | STIP | Other | 1.32% | 18,493 | -9,245 | -33.33% | $1,912,714 |
| ISHARES TR | IVE | Other | 1.09% | 7,508 | +28 | +0.37% | $1,585,267 |
| VANGUARD INDEX FDS | VB | Other | 1.00% | 5,547 | +18 | +0.33% | $1,452,964 |
| SPDR GOLD TR | GLD | Other | 0.95% | 3,197 | - | - | $1,375,637 |
| COLUMBIA ETF TR I | EQIN | Other | 0.94% | 27,863 | -700 | -2.45% | $1,369,432 |
| VANGUARD WORLD FD | VSGX | Other | 0.83% | 16,768 | +730 | +4.55% | $1,202,776 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.76% | 1,703 | +5 | +0.29% | $1,107,258 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.71% | 4,738 | -28 | -0.59% | $1,036,295 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 1,310 | +1 | +0.08% | $782,514 |
| VANGUARD INDEX FDS | VUG | Other | 0.54% | 1,784 | - | - | $779,415 |
| VANGUARD INDEX FDS | VOE | Other | 0.48% | 3,753 | +21 | +0.56% | $691,552 |
| PIMCO ETF TR | EMNT | Other | 0.44% | 6,470 | -476 | -6.85% | $640,044 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.37% | 11,582 | - | - | $541,327 |
| SPDR SERIES TRUST | SPSB | Other | 0.34% | 16,305 | -588 | -3.48% | $490,281 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.32% | 14,999 | +14,999 | +100.00% | $464,369 |
| SPDR SERIES TRUST | SPIB | Other | 0.29% | 12,381 | +64 | +0.52% | $415,254 |
| CVS HEALTH CORP | CVS | Healthcare | 0.28% | 5,632 | - | - | $404,490 |
| ISHARES TR | IEFA | Other | 0.27% | 4,368 | - | - | $395,393 |
| ISHARES TR | SUSB | Other | 0.27% | 15,512 | +5,841 | +60.40% | $388,803 |
| VANGUARD INDEX FDS | VOT | Other | 0.26% | 1,481 | -1,033 | -41.09% | $381,033 |
| SPDR SERIES TRUST | SPYG | Other | 0.25% | 3,726 | +28 | +0.76% | $364,851 |
| APPLE INC | AAPL | Technology | 0.24% | 1,356 | -178 | -11.60% | $344,084 |
| FIRST TR EXCH TRADED FD III | FTLS | Other | 0.22% | 4,572 | -831 | -15.38% | $321,652 |
| SPDR SERIES TRUST | SPLG | Other | 0.22% | 4,157 | +29 | +0.70% | $318,214 |
| MICROSOFT CORP | MSFT | Technology | 0.21% | 811 | +21 | +2.66% | $300,253 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 922 | -201 | -17.90% | $265,265 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 855 | - | - | $245,370 |
| ISHARES TR | IWF | Other | 0.17% | 571 | - | - | $243,488 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 0.16% | 9,213 | +9,213 | +100.00% | $227,801 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 597 | - | - | $221,935 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.15% | 8,474 | +23 | +0.27% | $217,267 |