Amara Financial, LLC. Top Holdings and 13F Report (2026) About Amara Financial, LLC.Investment ActivityAmara Financial, LLC. has $145.07 million in total holdings as of March 31, 2026.Amara Financial, LLC. owns shares of 45 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.87% of the portfolio was purchased this quarter.About 4.21% of the portfolio was sold this quarter.This quarter, Amara Financial, LLC. has purchased 46 new stocks and bought additional shares in 19 stocks.Amara Financial, LLC. sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $23,130,230Vanguard Mega Cap Growth ETF $23,001,868Vanguard Dividend Appreciation ETF $20,459,176Vanguard Mega Cap Value ETF $10,510,734Schwab U.S. Large-Cap Growth ETF $9,202,630 Largest New Holdings this Quarter 808524508 - Schwab U.S. Mid-Cap ETF $464,369 Holding808524714 - Schwab 1-5 Year Corporate Bond ETF $227,801 Holding Largest Purchases this Quarter Vanguard Mega Cap Value ETF 15,297 shares (about $2.22M)Schwab U.S. Large-Cap Growth ETF 74,652 shares (about $2.17M)Vanguard FTSE Developed Markets ETF 24,566 shares (about $1.57M)iShares Core MSCI Emerging Markets ETF 14,839 shares (about $1.04M)iShares MSCI EAFE ETF 10,332 shares (about $1.00M) Largest Sales this Quarter abrdn Physical Gold Shares ETF 25,320 shares (about $1.13M)Vanguard Mega Cap Growth ETF 2,986 shares (about $1.10M)iShares 0-5 Year TIPS Bond ETF 9,245 shares (about $956.20K)Vanguard Dividend Appreciation ETF 2,827 shares (about $607.98K)Vanguard Mid-Cap Growth ETF 1,033 shares (about $265.77K) 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 PortfolioSectorVEAVanguard FTSE Developed Markets ETF$23,130,230$1,574,188 â–²7.3%360,95915.9%ETFMGKVanguard Mega Cap Growth ETF$23,001,868$1,097,182 â–¼-4.6%62,60015.9%ETFVIGVanguard Dividend Appreciation ETF$20,459,176$607,977 â–¼-2.9%95,13214.1%ETFMGVVanguard Mega Cap Value ETF$10,510,734$2,217,295 â–²26.7%72,5137.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,202,630$2,174,612 â–²30.9%315,9166.3%ETFEFAiShares MSCI EAFE ETF$6,466,359$1,003,551 â–²18.4%66,5744.5%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,130,719$534,484 â–²9.6%116,6424.2%ManufacturingVOVanguard Mid-Cap ETF$5,824,467$190,109 â–¼-3.2%20,2824.0%ETFIJRiShares Core S&P Small-Cap ETF$4,478,510$164,338 â–¼-3.5%36,0273.1%ETFVTVVanguard Value ETF$4,322,934$5,886 â–¼-0.1%22,0333.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,877,241$1,035,014 â–²36.4%55,5882.7%ETFIJHiShares Core S&P Mid-Cap ETF$2,691,543$143,434 â–¼-5.1%39,8571.9%ETFSGOLabrdn Physical Gold Shares ETF$2,516,211$1,129,778 â–¼-31.0%56,3921.7%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,970,170$505,639 â–²34.5%35,6911.4%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,912,714$956,202 â–¼-33.3%18,4931.3%ETFIVEiShares S&P 500 Value ETF$1,585,267$5,912 â–²0.4%7,5081.1%ETFVBVanguard Small-Cap ETF$1,452,964$4,715 â–²0.3%5,5471.0%ETFGLDSPDR Gold Shares$1,375,6370.0%3,1970.9%FinanceCOLUMBIA ETF TR I$1,369,432$34,404 â–¼-2.5%27,8630.9%US EQUITY INCOMEVSGXVanguard ESG International Stock ETF$1,202,776$52,363 â–²4.6%16,7680.8%ETFSPYSPDR S&P 500 ETF Trust$1,107,258$3,251 â–²0.3%1,7030.8%FinanceGLTRabrdn Physical Precious Metals Basket Shares ETF$1,036,295$6,124 â–¼-0.6%4,7380.7%ETFVOOVanguard S&P 500 ETF$782,514$597 â–²0.1%1,3100.5%ETFVUGVanguard Growth ETF$779,4150.0%1,7840.5%ETFVOEVanguard Mid-Cap Value ETF$691,552$3,870 â–²0.6%3,7530.5%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$640,044$47,088 â–¼-6.9%6,4700.4%ETFSCHCSchwab International Small-Cap Equity ETF$541,3270.0%11,5820.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$490,281$17,681 â–¼-3.5%16,3050.3%ETFSCHMSchwab U.S. Mid-Cap ETF$464,369$464,369 â–²New Holding14,9990.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$415,254$2,147 â–²0.5%12,3810.3%ETFCVSCVS Health$404,4900.0%5,6320.3%MedicalIEFAiShares Core MSCI EAFE ETF$395,3930.0%4,3680.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$388,803$146,403 â–²60.4%15,5120.3%ManufacturingVOTVanguard Mid-Cap Growth ETF$381,033$265,771 â–¼-41.1%1,4810.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$364,851$2,742 â–²0.8%3,7260.3%ETFAAPLApple$344,084$45,167 â–¼-11.6%1,3560.2%Computer and TechnologyFTLSFirst Trust Long/Short Equity ETF$321,652$58,463 â–¼-15.4%4,5720.2%ETFSPLGSPDR Portfolio S&P 500 ETF$318,214$2,220 â–²0.7%4,1570.2%ETFMSFTMicrosoft$300,253$7,775 â–²2.7%8110.2%Computer and TechnologyGOOGLAlphabet$265,265$57,829 â–¼-17.9%9220.2%Computer and TechnologyGOOGAlphabet$245,3700.0%8550.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$243,4880.0%5710.2%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$227,801$227,801 â–²New Holding9,2130.2%ETFTSLATesla$221,9350.0%5970.2%Auto/Tires/TrucksSCHXSchwab US Large-Cap ETF$217,267$590 â–²0.3%8,4740.1%ETFBSVVanguard Short-Term Bond ETF$0$688,759 â–¼-100.0%00.0%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$0$364,384 â–¼-100.0%00.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$233,729 â–¼-100.0%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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