Amara Financial, LLC. Top Holdings and 13F Report (2025) About Amara Financial, LLC.Investment ActivityAmara Financial, LLC. has $108.22 million in total holdings as of March 31, 2025.Amara Financial, LLC. owns shares of 45 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Amara Financial, LLC. has purchased 47 new stocks and bought additional shares in 30 stocks.Amara Financial, LLC. sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $21,912,439Vanguard Dividend Appreciation ETF $15,422,117Vanguard FTSE Developed Markets ETF $12,842,406Vanguard Mid-Cap ETF $7,102,639Vanguard Mega Cap Value ETF $5,870,210 Largest New Holdings this Quarter 46138E206 - Invesco California AMT-Free Municipal Bond ETF $995,369 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $295,789 Holding46435G243 - iShares ESG Aware 1-5 Year USD Corporate Bond ETF $208,284 Holding Largest Purchases this Quarter abrdn Physical Gold Shares ETF 35,322 shares (about $1.05M)Invesco California AMT-Free Municipal Bond ETF 41,735 shares (about $995.37K)Vanguard FTSE Developed Markets ETF 19,506 shares (about $991.49K)Schwab U.S. Large-Cap Growth ETF 38,327 shares (about $959.71K)iShares Core S&P Small-Cap ETF 4,027 shares (about $421.11K) Largest Sales this Quarter iShares MSCI EAFE ETF 21,589 shares (about $1.76M)iShares California Muni Bond ETF 16,081 shares (about $905.04K)iShares 1-5 Year Investment Grade Corporate Bond ETF 4,130 shares (about $216.29K)iShares 0-5 Year TIPS Bond ETF 251 shares (about $25.97K)iShares Core MSCI Emerging Markets ETF 315 shares (about $17.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmara Financial, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$21,912,439$73,513 ▲0.3%70,94220.2%ETFVIGVanguard Dividend Appreciation ETF$15,422,117$136,762 ▲0.9%79,50014.3%ETFVEAVanguard FTSE Developed Markets ETF$12,842,406$991,490 ▲8.4%252,65411.9%ETFVOVanguard Mid-Cap ETF$7,102,639$132,153 ▲1.9%27,4646.6%ETFMGVVanguard Mega Cap Value ETF$5,870,210$215,034 ▲3.8%45,5625.4%ETFIJRiShares Core S&P Small-Cap ETF$4,749,274$421,105 ▲9.7%45,4174.4%ETFCMFiShares California Muni Bond ETF$4,460,738$905,036 ▼-16.9%79,2604.1%ETFEFAiShares MSCI EAFE ETF$4,173,739$1,764,483 ▼-29.7%51,0673.9%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,654,291$216,289 ▼-5.6%69,7783.4%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$3,508,903$959,707 ▲37.6%140,1323.2%ETFVTVVanguard Value ETF$2,992,916$14,510 ▲0.5%17,3262.8%ETFSGOLabrdn Physical Gold Shares ETF$2,555,335$1,053,302 ▲70.1%85,6922.4%ETFIJHiShares Core S&P Mid-Cap ETF$2,321,476$205,452 ▲9.7%39,7852.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,135,110$110,141 ▲10.7%24,3221.0%ManufacturingPWZInvesco California AMT-Free Municipal Bond ETF$995,369$995,369 ▲New Holding41,7350.9%ETFVSGXVanguard ESG International Stock ETF$944,681$6,842 ▲0.7%16,0170.9%ETFGLDSPDR Gold Shares$941,065$3,458 ▼-0.4%3,2660.9%FinanceSPYSPDR S&P 500 ETF Trust$940,487$2,797 ▲0.3%1,6810.9%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$858,508$25,971 ▼-2.9%8,2970.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$828,006$17,001 ▼-2.0%15,3420.8%ETFVOOVanguard S&P 500 ETF$679,857$5,139 ▼-0.8%1,3230.6%ETFVUGVanguard Growth ETF$663,307$371 ▲0.1%1,7890.6%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$660,246$132,622 ▲25.1%6,6860.6%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$617,1830.0%4,7670.6%ETFIVEiShares S&P 500 Value ETF$560,467$2,287 ▲0.4%2,9410.5%ETFVBVanguard Small-Cap ETF$505,597$1,774 ▲0.4%2,2800.5%ETFAMEDAmedisys$504,8340.0%5,4500.5%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$491,095$3,522 ▲0.7%16,3150.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$409,430$22,170 ▲5.7%8,0520.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$400,197$2,161 ▲0.5%12,0400.4%ETFCVSCVS Health$381,5680.0%5,6320.4%MedicalXJHiShares ESG Select Screened S&P Mid-Cap ETF$379,946$49,305 ▲14.9%9,7250.4%ETFVOTVanguard Mid-Cap Growth ETF$362,109$734 ▲0.2%1,4800.3%ETFFTLSFirst Trust Long/Short Equity ETF$346,023$64 ▲0.0%5,4000.3%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$322,941$8,205 ▼-2.5%13,1060.3%ETFVOEVanguard Mid-Cap Value ETF$322,016$2,087 ▲0.7%2,0060.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$307,733$70,596 ▲29.8%8,0120.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$297,017$80 ▲0.0%3,6960.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$295,789$295,789 ▲New Holding7,2570.3%ETFMSFTMicrosoft$287,300$376 ▲0.1%7650.3%Computer and TechnologyAAPLApple$275,510$222 ▲0.1%1,2400.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$267,152$921 ▲0.3%4,0630.2%ETFIEFAiShares Core MSCI EAFE ETF$251,1470.0%3,3200.2%ETFIWFiShares Russell 1000 Growth ETF$208,657$361 ▲0.2%5780.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$208,284$208,284 ▲New Holding8,3350.2%ManufacturingIJSiShares S&P Small-Cap 600 Value ETF$0$339,026 ▼-100.0%00.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$0$324,766 ▼-100.0%00.0%ETFTSLATesla$0$241,092 ▼-100.0%00.0%Auto/Tires/TrucksSCHXSchwab US Large-Cap ETF$0$205,309 ▼-100.0%00.0%ETFGOOGLAlphabet$0$201,322 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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