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CIK: 0001934965
Total reported value
$167.1M
$167.1M
46 檔
51.2%
As reported in its official Q4 2025 Form 13F filing, Amara Financial, LLC.'s tracked investment portfolio stood at $167.1M with 46 total positions.
In Q4 2025, Amara Financial, LLC. displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 18.75% | +0.76% | -5.99% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.91% | -0.43% | +8.72% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.55% | +0.42% | +15.74% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 5.59% | +0.51% | +8.58% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.45% | +0.05% | -0.10% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.21% | -0.02% | -22.56% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.90% | -0.53% | +17.18% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.74% | -0.19% | +0.76% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.11% | +0.30% | +49.43% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.92% | -0.13% | -0.18% | |
| 11 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.32% | -0.30% | -3.32% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.97% | -0.03% | +10.11% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.92% | -0.13% | -1.20% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.90% | +0.20% | +59.71% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.07% | +0.47% | |
| 16 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.06% | +0.18% | +7.26% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | +0.01% | +0.40% | |
| 18 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.94% | -0.06% | -6.52% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.25% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | — | +0.30% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.80% | +0.05% | -0.06% | |
| 22 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.68% | -0.20% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | -0.02% | +0.06% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | -0.76% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.49% | +0.01% | +7.90% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | — | +22.96% | |
| 27 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.47% | -0.15% | +0.55% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.46% | -0.03% | +8.93% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | -0.04% | — | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.35% | -0.04% | +1.36% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.31% | -0.14% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.01% | -0.13% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.29% | -0.04% | +0.93% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +0.03% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.02% | +1.20% | |
| 36 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.27% | -0.02% | +0.02% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.03% | +0.25% | |
| 38 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.25% | +0.12% | NEW | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.02% | — | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | +0.17% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | +0.18% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | +0.12% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.17% | -0.04% | -2.53% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.16% | — | -26.99% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | +0.31% |
According to official SEC Form 13F filings, Amara Financial, LLC. reported a total U.S. public equity portfolio value of $167.1M across 46 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, VIG, VEA) accounted for 51.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHC
市值: $527.3K
Top Position Liquidated / Trimmed
VSS
前期市值: $496.5K
During Q4 2025, Amara Financial, LLC.'s top holdings by market value included MGK (18.8%)、VIG (14.9%)、VEA (14.6%). The largest single position, MGK, represented 18.8% of total portfolio value.
In Q4 2025, Amara Financial, LLC. made 43 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 2 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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