AMARA FINANCIAL, LLC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, AMARA FINANCIAL, LLC. held in its portfolio 43 assets valued at $144,387,175 (i.e. $144.39M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($27.07M), VANGUARD SPECIALIZED FUNDS ($21.53M), and VANGUARD TAX-MANAGED FDS ($21.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AMARA FINANCIAL, LLC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 65586 | 27072108 | MEGA GRWTH IND |
| VANGUARD SPECIALIZED FUNDS | 97959 | 21529332 | DIV APP ETF |
| VANGUARD TAX-MANAGED FDS | 336393 | 21014496 | VAN FTSE DEV MKT |
| VANGUARD WORLD FD | 57216 | 8076566 | MEGA CAP VAL ETF |
| SCHWAB STRATEGIC TR | 241264 | 7870025 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 20944 | 6078367 | MID CAP ETF |
| ISHARES TR | 106473 | 5630315 | ISHS 1-5YR INVS |
| ISHARES TR | 56242 | 5400906 | MSCI EAFE ETF |
| ISHARES TR | 37349 | 4488566 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 22063 | 4213896 | VALUE ETF |
| ETFS GOLD TR | 81712 | 3356729 | PHYSCL GOLD SHS |
| ISHARES TR | 27738 | 2840055 | 0-5 YR TIPS ETF |
| ISHARES TR | 41981 | 2770714 | CORE S&P MCP ETF |
| ISHARES INC | 40749 | 2739175 | CORE MSCI EMKT |
| SPDR SERIES TRUST | 37036 | 1652331 | STATE STREET SPD |
| ISHARES TR | 7480 | 1586229 | S&P 500 VAL ETF |
| ISHARES TR | 26531 | 1527680 | ESG MSCI USA ETF |
| VANGUARD INDEX FDS | 5529 | 1426106 | SMALL CP ETF |
| COLUMBIA ETF TR I | 28563 | 1356462 | US EQUITY INCOME |
| SPDR GOLD TR | 3197 | 1267003 | GOLD SHS |
| SPDR S&P 500 ETF TR | 1698 | 1157694 | TR UNIT |
| VANGUARD WORLD FD | 16038 | 1148647 | ESG INTL STK ETF |
| ABRDN PRECIOUS METALS BASKET | 4766 | 979890 | PHYSCL PRECS MET |
| VANGUARD INDEX FDS | 1784 | 870161 | GROWTH ETF |
| VANGUARD INDEX FDS | 1309 | 820892 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 2514 | 701825 | MCAP GR IDXVIP |
| VANGUARD BD INDEX FDS | 8739 | 688759 | SHORT TRM BOND |
| PIMCO ETF TR | 6946 | 684722 | ENHANCD SHORT |
| VANGUARD INDEX FDS | 3732 | 662007 | MCAP VL IDXVIP |
| SCHWAB STRATEGIC TR | 11582 | 527313 | INTL SCEQT ETF |
| CVS HEALTH CORP | 5632 | 446956 | COM |
| APPLE INC | 1534 | 417135 | COM |
| ISHARES TR | 4368 | 390720 | CORE MSCI EAFE |
| FIRST TR EXCH TRADED FD III | 5403 | 383525 | LNG/SHT EQUITY |
| MICROSOFT CORP | 790 | 381897 | COM |
| ISHARES TR | 8161 | 364384 | ESG SELECT SCRE |
| ALPHABET INC | 1123 | 351607 | CAP STK CL A |
| ISHARES TR | 571 | 270025 | RUS 1000 GRW ETF |
| TESLA INC | 597 | 268483 | COM |
| ALPHABET INC | 855 | 268231 | CAP STK CL C |
| ISHARES TR | 9671 | 244108 | ESG AWRE 1 5 YR |
| ISHARES TR | 5083 | 233729 | ESG AWARE MSCI |
| SCHWAB STRATEGIC TR | 8451 | 227404 | US LRG CAP ETF |
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