Amara Financial, LLC. Top Holdings and 13F Report (2026) About Amara Financial, LLC.Investment ActivityAmara Financial, LLC. has $167.11 million in total holdings as of June 30, 2026.Amara Financial, LLC. owns shares of 48 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 20.08% of the portfolio was purchased this quarter.About 0.48% of the portfolio was sold this quarter.This quarter, Amara Financial, LLC. has purchased 45 new stocks and bought additional shares in 30 stocks.Amara Financial, LLC. sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $27,780,164Vanguard FTSE Developed Markets ETF $27,347,741Vanguard Dividend Appreciation ETF $22,839,200Vanguard Mega Cap Value ETF $12,962,316Schwab U.S. Large-Cap Growth ETF $10,675,347 Largest New Holdings this Quarter 922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $243,505 Holding808524607 - Schwab US Small-Cap ETF $238,652 Holding46436E551 - iShares ESG Select Screened S&P Mid-Cap ETF $203,395 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 253,407 shares (about $22.28M)Vanguard Mid-Cap ETF 62,552 shares (about $5.04M)Vanguard FTSE Developed Markets ETF 22,869 shares (about $1.63M)Vanguard Mega Cap Value ETF 6,791 shares (about $1.11M)Vanguard Growth ETF 8,258 shares (about $711.35K) Largest Sales this Quarter CVS Health 3,337 shares (about $345.21K)iShares Core S&P Mid-Cap ETF 2,298 shares (about $177.20K)PIMCO Enhanced Short Maturity Active ESG ETF 1,552 shares (about $153.56K)Vanguard Value ETF 210 shares (about $45.77K)Vanguard S&P 500 ETF 35 shares (about $24.03K) 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$27,780,164$22,277,000 â–²404.8%316,00716.6%ETFVEAVanguard FTSE Developed Markets ETF$27,347,741$1,629,416 â–²6.3%383,82816.4%ETFVIGVanguard Dividend Appreciation ETF$22,839,200$329,137 â–²1.5%96,52313.7%ETFMGVVanguard Mega Cap Value ETF$12,962,316$1,109,996 â–²9.4%79,3047.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$10,675,347$15,262 â–¼-0.1%315,4656.4%ETFEFAiShares MSCI EAFE ETF$7,141,236$225,524 â–²3.3%68,7454.3%ETFVOVanguard Mid-Cap ETF$6,673,929$5,039,810 â–²308.4%82,8344.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,179,713$66,508 â–²1.1%117,9113.7%ETFIJRiShares Core S&P Small-Cap ETF$5,673,252$330,135 â–²6.2%38,2533.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,788,268$183,326 â–²4.0%57,8012.9%ETFVTVVanguard Value ETF$4,755,895$45,765 â–¼-1.0%21,8232.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,896,180$177,199 â–¼-5.8%37,5591.7%ETFUSXFiShares ESG Advanced MSCI USA ETF$2,566,449$87,715 â–²3.5%36,9541.5%ETFSGOLabrdn Physical Gold Shares ETF$2,389,528$233,662 â–²10.8%62,5041.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,160,892$271,644 â–²14.4%21,1521.3%ETFIVEiShares S&P 500 Value ETF$1,710,088$5,223 â–²0.3%7,5311.0%ETFVBVanguard Small-Cap ETF$1,685,974$4,547 â–²0.3%5,5621.0%ETFCOLUMBIA ETF TR I$1,472,821$43,401 â–²3.0%28,7090.9%US EQUI INCO ETFVSGXVanguard ESG International Stock ETF$1,470,960$90,247 â–²6.5%17,8640.9%ETFSPYSPDR S&P 500 ETF Trust$1,271,4380.0%1,7030.8%ETFGLDSPDR Gold Shares$1,170,712$6,999 â–¼-0.6%3,1780.7%ETFVOOVanguard S&P 500 ETF$875,472$24,033 â–¼-2.7%1,2750.5%ETFVUGVanguard Growth ETF$865,021$711,347 â–²462.9%10,0420.5%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$848,507$9,782 â–¼-1.1%4,6840.5%ETFVOEVanguard Mid-Cap Value ETF$744,977$3,359 â–²0.5%3,7700.4%ETFSCHCSchwab International Small-Cap Equity ETF$558,540$1,203 â–²0.2%11,6070.3%ETFSCHMSchwab U.S. Mid-Cap ETF$554,652$1,622 â–²0.3%15,0430.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$493,799$4,472 â–²0.9%16,4540.3%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$486,609$153,562 â–¼-24.0%4,9180.3%ETFVOTVanguard Mid-Cap Growth ETF$454,071$306 â–²0.1%1,4820.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$443,4070.0%3,7260.3%ETFIEFAiShares Core MSCI EAFE ETF$418,897$2,994 â–¼-0.7%4,3370.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$417,072$2,811 â–²0.7%12,4650.2%ETFAAPLApple$392,621$289 â–²0.1%1,3570.2%TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$381,740$5,898 â–¼-1.5%15,2760.2%ETFSPLGSPDR Portfolio S&P 500 ETF$352,017$13,269 â–¼-3.6%4,0060.2%ETFFTLSFirst Trust Long/Short Equity ETF$337,4200.0%4,5720.2%ETFGOOGLAlphabet$329,833$357 â–²0.1%9230.2%Communication ServicesMSFTMicrosoft$303,083$746 â–²0.2%8130.2%TechnologyGOOGAlphabet$302,404$353 â–²0.1%8560.2%Communication ServicesIWFiShares Russell 1000 Growth ETF$283,482$212,580 â–²299.8%2,2830.2%ETFTSLATesla$251,0980.0%5970.2%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$249,998$618 â–²0.2%8,4950.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$243,505$243,505 â–²New Holding1,5780.1%ETFSCHASchwab US Small-Cap ETF$238,652$238,652 â–²New Holding6,6050.1%ETFCVSCVS Health$237,418$345,213 â–¼-59.3%2,2950.1%HealthcareSCHJSchwab 1-5 Year Corporate Bond ETF$233,567$6,387 â–²2.8%9,4720.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$203,395$203,395 â–²New Holding3,9000.1%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
