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CIK: 0001934965
Total reported value
$167.1M
$167.1M
47 檔
48.2%
The Q3 2025 SEC filing reveals that Amara Financial, LLC. held a total portfolio value of $167.1M, covering 47 public equity positions.
In Q3 2025, Amara Financial, LLC. displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MGK, VIG, VEA) accounted for 48.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 20.68% | +0.76% | +7.66% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.32% | -0.43% | +11.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.83% | +0.42% | +15.17% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.85% | -0.02% | +5.34% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.68% | +0.05% | -0.15% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 5.35% | +0.51% | +12.07% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.84% | -0.19% | +8.30% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.55% | -0.53% | +11.99% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.04% | -0.13% | +27.67% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.29% | -0.30% | +7.46% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.19% | +0.30% | +7.87% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | -0.13% | +5.50% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.92% | -0.03% | +6.11% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.24% | +0.20% | +67.60% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.13% | -0.07% | +152.46% | |
| 16 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 1.05% | -0.06% | — | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.04% | +0.18% | +0.37% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.03% | +0.01% | +0.09% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.25% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | — | +0.36% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.82% | +0.05% | +1.15% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | -0.02% | +0.22% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.02% | — | |
| 24 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.58% | -0.20% | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.50% | +0.01% | +58.07% | |
| 26 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.50% | -0.15% | +1.20% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | -0.03% | +72.68% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | — | +166.08% | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.37% | -0.04% | +1.05% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.37% | +0.15% | NEW | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.31% | -0.14% | — | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.30% | -0.04% | +0.62% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | +0.25% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.01% | +1.25% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | — | |
| 36 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.28% | -0.02% | +0.02% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.28% | -0.02% | — | |
| 38 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.25% | +0.12% | NEW | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | -2.53% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.23% | — | +0.32% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.02% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | — | -1.38% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | — | — | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.19% | — | +1.54% | |
| 45 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.18% | -0.04% | +2.64% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | +0.01% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | — |
According to official SEC Form 13F filings, Amara Financial, LLC. reported a total U.S. public equity portfolio value of $167.1M across 47 disclosed positions in Q3 2025.
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Top New Position Initiated
EQIN
市值: $1.4M
Top Position Liquidated / Trimmed
CMF
前期市值: $4.5M
During Q3 2025, Amara Financial, LLC.'s top holdings by market value included MGK (20.7%)、VIG (14.3%)、VEA (12.8%). The largest single position, MGK, represented 20.7% of total portfolio value.
In Q3 2025, Amara Financial, LLC. made 49 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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