Amara Financial, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Amara Financial, Llc. disclosed 48 stock positions valued at approximately $167.11M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WORLD FD, VANGUARD TAX-MANAGED FDS, and VANGUARD SPECIALIZED FUNDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 48
- Portfolio Value
- $167.11M
Holdings by Sector
Amara Financial, Llc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MGK | Other | 16.62% | 316,007 | +253,407 | +404.80% | $27,780,164 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 16.36% | 383,828 | +22,869 | +6.34% | $27,347,741 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 13.67% | 96,523 | +1,391 | +1.46% | $22,839,200 |
| VANGUARD WORLD FD | MGV | Other | 7.76% | 79,304 | +6,791 | +9.37% | $12,962,316 |
| SCHWAB STRATEGIC TR | SCHG | Other | 6.39% | 315,465 | -451 | -0.14% | $10,675,347 |
| ISHARES TR | EFA | Other | 4.27% | 68,745 | +2,171 | +3.26% | $7,141,236 |
| VANGUARD INDEX FDS | VO | Other | 3.99% | 82,834 | +62,552 | +308.41% | $6,673,929 |
| ISHARES TR | IGSB | Other | 3.70% | 117,911 | +1,269 | +1.09% | $6,179,713 |
| ISHARES TR | IJR | Other | 3.39% | 38,253 | +2,226 | +6.18% | $5,673,252 |
| ISHARES INC | IEMG | Other | 2.87% | 57,801 | +2,213 | +3.98% | $4,788,268 |
| VANGUARD INDEX FDS | VTV | Other | 2.85% | 21,823 | -210 | -0.95% | $4,755,895 |
| ISHARES TR | IJH | Other | 1.73% | 37,559 | -2,298 | -5.77% | $2,896,180 |
| ISHARES TR | USXF | Other | 1.54% | 36,954 | +1,263 | +3.54% | $2,566,449 |
| ETFS GOLD TR | SGOL | Other | 1.43% | 62,504 | +6,112 | +10.84% | $2,389,528 |
| ISHARES TR | STIP | Other | 1.29% | 21,152 | +2,659 | +14.38% | $2,160,892 |
| ISHARES TR | IVE | Other | 1.02% | 7,531 | +23 | +0.31% | $1,710,088 |
| VANGUARD INDEX FDS | VB | Other | 1.01% | 5,562 | +15 | +0.27% | $1,685,974 |
| COLUMBIA ETF TR I | EQIN | Other | 0.88% | 28,709 | +846 | +3.04% | $1,472,821 |
| VANGUARD WORLD FD | VSGX | Other | 0.88% | 17,864 | +1,096 | +6.54% | $1,470,960 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.76% | 1,703 | - | - | $1,271,438 |
| SPDR GOLD TR | GLD | Other | 0.70% | 3,178 | -19 | -0.59% | $1,170,712 |
| VANGUARD INDEX FDS | VOO | Other | 0.52% | 1,275 | -35 | -2.67% | $875,472 |
| VANGUARD INDEX FDS | VUG | Other | 0.52% | 10,042 | +8,258 | +462.89% | $865,021 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.51% | 4,684 | -54 | -1.14% | $848,507 |
| VANGUARD INDEX FDS | VOE | Other | 0.45% | 3,770 | +17 | +0.45% | $744,977 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.33% | 11,607 | +25 | +0.22% | $558,540 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.33% | 15,043 | +44 | +0.29% | $554,652 |
| SPDR SERIES TRUST | SPSB | Other | 0.30% | 16,454 | +149 | +0.91% | $493,799 |
| PIMCO ETF TR | EMNT | Other | 0.29% | 4,918 | -1,552 | -23.99% | $486,609 |
| VANGUARD INDEX FDS | VOT | Other | 0.27% | 1,482 | +1 | +0.07% | $454,071 |
Showing 30 of 48 holdings in the latest reporting period.