Amara Financial, Llc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$145.1M
Q ending 2026-03-31
Prior quarter
$144.4M
Q ending 2025-12-31
Change
+0.5% QoQ · +34.1% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $23.1M | 361K |
| Vanguard World Fd | MGK | Shares | $23.0M | 63K |
| Vanguard Specialized Funds | VIG | Shares | $20.5M | 95K |
| Vanguard World Fd | MGV | Shares | $10.5M | 73K |
| Schwab Strategic Tr | SCHG | Shares | $9.2M | 316K |
| Ishares Tr | EFA | Shares | $6.5M | 67K |
| Ishares Tr | IGSB | Shares | $6.1M | 117K |
| Vanguard Index Fds | VO | Shares | $5.8M | 20K |
| Ishares Tr | IJR | Shares | $4.5M | 36K |
| Vanguard Index Fds | VTV | Shares | $4.3M | 22K |
| Ishares Inc | IEMG | Shares | $3.9M | 56K |
| Ishares Tr | IJH | Shares | $2.7M | 40K |
| Etfs Gold Tr | SGOL | Shares | $2.5M | 56K |
| Ishares Tr | USXF | Shares | $2.0M | 36K |
| Ishares Tr | STIP | Shares | $1.9M | 18K |
| Ishares Tr | IVE | Shares | $1.6M | 8K |
| Vanguard Index Fds | VB | Shares | $1.5M | 6K |
| Spdr Gold Tr | GLD | Shares | $1.4M | 3K |
| Columbia Etf Tr I | EQIN | Shares | $1.4M | 28K |
| Vanguard World Fd | VSGX | Shares | $1.2M | 17K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.1M | 2K |
| Abrdn Precious Metals Basket | GLTR | Shares | $1.0M | 5K |
| Vanguard Index Fds | VOO | Shares | $783K | 1K |
| Vanguard Index Fds | VUG | Shares | $779K | 2K |
| Vanguard Index Fds | VOE | Shares | $692K | 4K |
| Pimco Etf Tr | EMNT | Shares | $640K | 6K |
| Schwab Strategic Tr | SCHC | Shares | $541K | 12K |
| Spdr Series Trust | SPSB | Shares | $490K | 16K |
| Schwab Strategic Tr | SCHM | Shares | $464K | 15K |
| Spdr Series Trust | SPIB | Shares | $415K | 12K |
| Cvs Health Corp | CVS | Shares | $404K | 6K |
| Ishares Tr | IEFA | Shares | $395K | 4K |
| Ishares Tr | SUSB | Shares | $389K | 16K |
| Vanguard Index Fds | VOT | Shares | $381K | 1K |
| Spdr Series Trust | SPYG | Shares | $365K | 4K |
| Apple Inc | AAPL | Shares | $344K | 1K |
| First Tr Exch Traded Fd Iii | FTLS | Shares | $322K | 5K |
| Spdr Series Trust | SPYM | Shares | $318K | 4K |
| Microsoft Corp | MSFT | Shares | $300K | 811 |
| Alphabet Inc | GOOGL | Shares | $265K | 922 |
| Alphabet Inc | GOOG | Shares | $245K | 855 |
| Ishares Tr | IWF | Shares | $243K | 571 |
| Schwab Strategic Tr | SCHJ | Shares | $228K | 9K |
| Tesla Inc | TSLA | Shares | $222K | 597 |
| Schwab Strategic Tr | SCHX | Shares | $217K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.