Q2 2026 13F · SEC CIK 1934965

Amara Financial, LLC.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $167.1M
Reported positions: 48
Holdings vs S&P 500, 3 yrs: —
Assets under management: $250.5M

Amara Financial, LLC. is a wealth manager that reported 48 positions worth $167.1M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard World Fd (MGK, 16.6%), Vanguard Ftse Developed Markets Index Fu (VEA, 16.4%), Vanguard Specialized Funds (VIG, 13.7%).

Amara Financial, LLC. holdings all 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Amara Financial, LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MGKVanguard World Fd	16.6%	15.9%	316,007	+404.8%	$27.8M
VEAVanguard Ftse Developed Markets Index Fu	16.4%	15.9%	383,828	+6.3%	$27.3M
VIGVanguard Specialized Funds	13.7%	14.1%	96,523	+1.5%	$22.8M
MGVVanguard World Fd	7.8%	7.2%	79,304	+9.4%	$13.0M
SCHGSchwab Strategic Tr	6.4%	6.3%	315,465	-0.1%	$10.7M
EFAIshares Tr	4.3%	4.5%	68,745	+3.3%	$7.1M
VOVanguard Index Fds	4.0%	4.0%	82,834	+308.4%	$6.7M
IGSBIshares Tr	3.7%	4.2%	117,911	+1.1%	$6.2M
IJRIshares Tr	3.4%	3.1%	38,253	+6.2%	$5.7M
IEMGIshares Inc	2.9%	2.7%	57,801	+4.0%	$4.8M
VTVVanguard Index Fds	2.8%	3.0%	21,823	-1.0%	$4.8M
IJHIshares Tr	1.7%	1.9%	37,559	-5.8%	$2.9M
USXFIshares Tr	1.5%	1.4%	36,954	+3.5%	$2.6M
SGOLEtfs Gold Tr	1.4%	1.7%	62,504	+10.8%	$2.4M
STIPIshares Tr	1.3%	1.3%	21,152	+14.4%	$2.2M
IVEIshares Tr	1.0%	1.1%	7,531	+0.3%	$1.7M
VBVanguard Index Fds	1.0%	1.0%	5,562	+0.3%	$1.7M
EQINColumbia ETF Tr I	0.9%	0.9%	28,709	+3.0%	$1.5M
VSGXVanguard World Fd	0.9%	0.8%	17,864	+6.5%	$1.5M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	1,703	+0.0%	$1.3M
GLDSpdr Gold Tr	0.7%	0.9%	3,178	-0.6%	$1.2M
VOOVanguard Index Fds	0.5%	0.5%	1,275	-2.7%	$875K
VUGVanguard Index Fds	0.5%	0.5%	10,042	+462.9%	$865K
GLTRAbrdn Precious Metals Basket	0.5%	0.7%	4,684	-1.1%	$849K
VOEVanguard Index Fds	0.4%	0.5%	3,770	+0.5%	$745K
SCHCSchwab Strategic Tr	0.3%	0.4%	11,607	+0.2%	$559K
SCHMSchwab Strategic Tr	0.3%	0.3%	15,043	+0.3%	$555K
SPSBSpdr Series Trust	0.3%	0.3%	16,454	+0.9%	$494K
EMNTPimco ETF Tr	0.3%	0.4%	4,918	-24.0%	$487K
VOTVanguard Index Fds	0.3%	0.3%	1,482	+0.1%	$454K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.3%	0.3%	3,726	+0.0%	$443K
IEFAIshares Tr	0.3%	0.3%	4,337	-0.7%	$419K
SPIBSpdr Series Trust	0.3%	0.3%	12,465	+0.7%	$417K
AAPLApple Inc	0.2%	0.2%	1,357	+0.1%	$393K
SUSBIshares Tr	0.2%	0.3%	15,276	-1.5%	$382K
SPLGSpdr Series Trust	0.2%	0.2%	4,006	-3.6%	$352K
FTLSFirst Tr Exch Traded Fd III	0.2%	0.2%	4,572	+0.0%	$337K
GOOGLAlphabet Inc	0.2%	0.2%	923	+0.1%	$330K
MSFTMicrosoft Corp	0.2%	0.2%	813	+0.2%	$303K
GOOGAlphabet Inc	0.2%	0.2%	856	+0.1%	$302K
IWFIshares Tr	0.2%	0.2%	2,283	+299.8%	$283K
TSLATesla Inc	0.1%	0.2%	597	+0.0%	$251K
SCHXSchwab Strategic Tr	0.1%	0.1%	8,495	+0.2%	$250K
VSSVanguard Intl Equity Index F	0.1%	New	1,578	—	$244K
SCHASchwab Strategic Tr	0.1%	New	6,605	—	$239K
CVSCvs Health Corp	0.1%	0.3%	2,295	-59.3%	$237K
SCHJSchwab Strategic Tr	0.1%	0.2%	9,472	+2.8%	$234K
XJHIshares Tr	0.1%	New	3,900	—	$203K

What Amara Financial, LLC. bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +19.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$167.1M	48
Q1 2026	$145.1M	45
Q4 2025	$144.4M	46
Q3 2025	$135.8M	47
Q2 2025	$113.5M	43
Q1 2025	$108.2M	45
Q4 2024	$108.4M	47
Q3 2024	$104.5M	42

Questions about Amara Financial, LLC.'s portfolio

What stocks does Amara Financial, LLC. own?

Amara Financial, LLC.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 48 positions worth $167.1M. The largest are Vanguard World Fd (MGK) at 16.6%, Vanguard Ftse Developed Markets Index Fu (VEA) at 16.4%, Vanguard Specialized Funds (VIG) at 13.7%, Vanguard World Fd (MGV) at 7.8% and Schwab Strategic Tr (SCHG) at 6.4%.

What did Amara Financial, LLC. buy last quarter?

In Q2 2026, Amara Financial, LLC. added a new position in Vanguard Intl Equity Index F (VSS), a new position in Schwab Strategic Tr (SCHA), a new position in Ishares Tr (XJH), Vanguard Index Fds (VUG) (+462.9% shares), Vanguard World Fd (MGK) (+404.8% shares) and Vanguard Index Fds (VO) (+308.4% shares), compared with its Q1 2026 filing.

What did Amara Financial, LLC. sell last quarter?

In Q2 2026, Amara Financial, LLC. Cvs Health Corp (CVS) (-59.3% shares), Pimco ETF Tr (EMNT) (-24.0% shares) and Ishares Tr (IJH) (-5.8% shares), compared with its Q1 2026 filing.

When is Amara Financial, LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Amara Financial, LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Amara Financial, LLC. manage?

Amara Financial, LLC. reported $250.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $167.1M.