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CIK: 0001934965
Total reported value
$167.1M
$167.1M
45 檔
51.6%
According to the latest 13F quarterly dataset, Amara Financial, LLC. managed an equity portfolio of $167.1M at the end of Q1 2026, spanning 45 distinct U.S. exchange-listed positions.
Amara Financial, LLC. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 3 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.94% | +0.42% | +7.30% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 15.86% | +0.76% | -4.55% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.10% | -0.43% | -2.89% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 7.25% | +0.51% | +26.74% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.34% | +0.05% | +30.94% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.46% | -0.19% | +18.37% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.23% | -0.53% | +9.55% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.01% | -0.02% | -3.16% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.09% | +0.30% | -3.54% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.98% | -0.13% | -0.14% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.67% | +0.20% | +36.42% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.86% | -0.13% | -5.06% | |
| 13 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.73% | -0.30% | -30.99% | |
| 14 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.36% | +0.18% | +34.53% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.32% | -0.03% | -33.33% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.07% | +0.37% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | +0.01% | +0.33% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.25% | — | |
| 19 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.94% | -0.06% | -2.45% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.83% | +0.05% | +4.55% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | — | +0.29% | |
| 22 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.71% | -0.20% | -0.59% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +0.08% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | -0.02% | — | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | -0.03% | +0.56% | |
| 26 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.44% | -0.15% | -6.85% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | -0.04% | — | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.34% | -0.04% | -3.48% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.32% | +0.01% | — | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.29% | -0.04% | +0.52% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.28% | -0.14% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.02% | — | |
| 33 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.27% | -0.04% | +60.40% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.26% | +0.01% | -41.09% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | +0.76% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.01% | -11.60% | |
| 37 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.22% | -0.02% | -15.38% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | +0.70% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.03% | +2.66% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -17.90% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.01% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | — | |
| 43 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.16% | -0.02% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | +0.27% |
According to official SEC Form 13F filings, Amara Financial, LLC. reported a total U.S. public equity portfolio value of $167.1M across 45 disclosed positions in Q1 2026.
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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 VEA, MGK, VIG) accounted for 51.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHM
市值: $464.4K
Top Position Liquidated / Trimmed
BSV
前期市值: $688.8K
During Q1 2026, Amara Financial, LLC.'s top holdings by market value included VEA (15.9%)、MGK (15.9%)、VIG (14.1%). The largest single position, VEA, represented 15.9% of total portfolio value.
In Q1 2026, Amara Financial, LLC. made 40 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 3 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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