Amara Financial, LLC. Top Holdings and 13F Report (2025) About Amara Financial, LLC.Investment ActivityAmara Financial, LLC. has $113.54 million in total holdings as of June 30, 2025.Amara Financial, LLC. owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 10.41% of the portfolio was sold this quarter.This quarter, Amara Financial, LLC. has purchased 45 new stocks and bought additional shares in 22 stocks.Amara Financial, LLC. sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $23,727,627Vanguard Dividend Appreciation ETF $16,466,349Vanguard FTSE Developed Markets ETF $14,387,987Vanguard Mid-Cap ETF $7,184,572Schwab U.S. Large-Cap Growth ETF $7,064,557 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $210,210 Holding808524201 - Schwab US Large-Cap ETF $205,880 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 101,722 shares (about $2.97M)iShares 0-5 Year TIPS Bond ETF 15,444 shares (about $1.59M)Vanguard Small-Cap ETF 3,222 shares (about $763.58K)iShares 1-5 Year Investment Grade Corporate Bond ETF 11,353 shares (about $598.99K)Vanguard Short-Term Bond ETF 2,671 shares (about $210.21K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 22,245 shares (about $2.43M)Vanguard Mega Cap Growth ETF 6,143 shares (about $2.25M)Vanguard Mid-Cap ETF 1,789 shares (about $500.61K)abrdn Physical Gold Shares ETF 7,045 shares (about $222.20K)JPMorgan Ultra-Short Municipal ETF 3,192 shares (about $162.52K) 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$23,727,627$2,249,399 ▼-8.7%64,79920.9%ETFVIGVanguard Dividend Appreciation ETF$16,466,349$195,051 ▲1.2%80,45314.5%ETFVEAVanguard FTSE Developed Markets ETF$14,387,987$15,792 ▼-0.1%252,37712.7%ETFVOVanguard Mid-Cap ETF$7,184,572$500,611 ▼-6.5%25,6756.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,064,557$2,971,300 ▲72.6%241,8546.2%ETFMGVVanguard Mega Cap Value ETF$6,168,884$191,158 ▲3.2%47,0195.4%ETFEFAiShares MSCI EAFE ETF$4,606,990$42,103 ▲0.9%51,5384.1%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,280,477$598,985 ▲16.3%81,1313.8%ManufacturingVTVVanguard Value ETF$3,059,793$2,474 ▼-0.1%17,3122.7%ETFIJRiShares Core S&P Small-Cap ETF$2,532,516$2,431,202 ▼-49.0%23,1722.2%ETFIJHiShares Core S&P Mid-Cap ETF$2,497,781$30,328 ▲1.2%40,2742.2%ETFSGOLabrdn Physical Gold Shares ETF$2,480,526$222,199 ▼-8.2%78,6472.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,443,168$1,589,330 ▲186.1%23,7412.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,329,133$17,473 ▲1.3%24,6461.2%ManufacturingVBVanguard Small-Cap ETF$1,303,912$763,578 ▲141.3%5,5021.1%ETFSPYSPDR S&P 500 ETF Trust$1,042,012$3,706 ▲0.4%1,6870.9%FinanceVSGXVanguard ESG International Stock ETF$1,039,242$9,891 ▼-0.9%15,8660.9%ETFGLDSPDR Gold Shares$974,542$21,033 ▼-2.1%3,1970.9%FinanceIEMGiShares Core MSCI Emerging Markets ETF$913,851$7,144 ▼-0.8%15,2230.8%ETFVUGVanguard Growth ETF$779,959$4,384 ▼-0.6%1,7790.7%ETFVOOVanguard S&P 500 ETF$749,181$2,272 ▼-0.3%1,3190.7%ETFAMEDAmedisys$701,324$165,098 ▲30.8%7,1280.6%MedicalEMNTPIMCO Enhanced Short Maturity Active ESG ETF$674,172$13,827 ▲2.1%6,8260.6%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$658,423$138 ▼0.0%4,7660.6%ETFIVEiShares S&P 500 Value ETF$576,384$1,564 ▲0.3%2,9490.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$497,915$5,374 ▲1.1%16,4930.4%ETFVOTVanguard Mid-Cap Growth ETF$419,203$1,706 ▼-0.4%1,4740.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$407,275$2,955 ▲0.7%12,1280.4%ETFMSFTMicrosoft$390,909$10,444 ▲2.7%7860.3%Computer and TechnologyCVSCVS Health$388,4950.0%5,6320.3%MedicalIEFAiShares Core MSCI EAFE ETF$360,284$83,142 ▲30.0%4,3160.3%ETFFTLSFirst Trust Long/Short Equity ETF$357,969$66 ▲0.0%5,4010.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$352,354$95 ▲0.0%3,6970.3%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$339,353$64,243 ▼-15.9%8,1770.3%ETFVOEVanguard Mid-Cap Value ETF$326,308$3,618 ▼-1.1%1,9840.3%ETFAAPLApple$311,197$56,824 ▲22.3%1,5170.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$307,369$11,995 ▲4.1%4,2280.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$286,830$44,306 ▼-13.4%6,9400.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$247,451$162,523 ▼-39.6%4,8600.2%ETFIWFiShares Russell 1000 Growth ETF$245,5840.0%5780.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$243,331$33,528 ▲16.0%9,6670.2%ManufacturingBSVVanguard Short-Term Bond ETF$210,210$210,210 ▲New Holding2,6710.2%ETFSCHXSchwab US Large-Cap ETF$205,880$205,880 ▲New Holding8,4240.2%ETFCMFiShares California Muni Bond ETF$0$4,460,738 ▼-100.0%00.0%ETFPWZInvesco California AMT-Free Municipal Bond ETF$0$995,369 ▼-100.0%00.0%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$0$322,941 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$295,789 ▼-100.0%00.0%ETFShowing 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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