AMARA FINANCIAL, LLC.

Est. AUM

$145.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.1M	360959	15.94%	SOLE
2	VANGUARD WORLD FD	MEGA GRWTH IND	$23.0M	62600	15.86%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$20.5M	95132	14.10%	SOLE
4	VANGUARD WORLD FD	MEGA CAP VAL ETF	$10.5M	72513	7.25%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.2M	315916	6.34%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$6.5M	66574	4.46%	SOLE
7	ISHARES TR	ISHS 1-5YR INVS	$6.1M	116642	4.23%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$5.8M	20282	4.01%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$4.5M	36027	3.09%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$4.3M	22033	2.98%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$3.9M	55588	2.67%	SOLE
12	ISHARES TR	CORE S&P MCP ETF	$2.7M	39857	1.86%	SOLE
13	ETFS GOLD TR	PHYSCL GOLD SHS	$2.5M	56392	1.73%	SOLE
14	ISHARES TR	ESG MSCI USA ETF	$2.0M	35691	1.36%	SOLE
15	ISHARES TR	0-5 YR TIPS ETF	$1.9M	18493	1.32%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$1.6M	7508	1.09%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5547	1.00%	SOLE
18	SPDR GOLD TR	GOLD SHS	$1.4M	3197	0.95%	SOLE
19	COLUMBIA ETF TR I	US EQUITY INCOME	$1.4M	27863	0.94%	SOLE
20	VANGUARD WORLD FD	ESG INTL STK ETF	$1.2M	16768	0.83%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	1703	0.76%	SOLE
22	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$1.0M	4738	0.71%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$783K	1310	0.54%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$779K	1784	0.54%	SOLE
25	VANGUARD INDEX FDS	MCAP VL IDXVIP	$692K	3753	0.48%	SOLE
26	PIMCO ETF TR	ENHANCD SHORT	$640K	6470	0.44%	SOLE
27	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$541K	11582	0.37%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$490K	16305	0.34%	SOLE
29	SCHWAB STRATEGIC TR	US MID-CAP ETF	$464K	14999	0.32%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$415K	12381	0.29%	SOLE
31	CVS HEALTH CORP	COM	$404K	5632	0.28%	SOLE
32	ISHARES TR	CORE MSCI EAFE	$395K	4368	0.27%	SOLE
33	ISHARES TR	ESG AWRE 1 5 YR	$389K	15512	0.27%	SOLE
34	VANGUARD INDEX FDS	MCAP GR IDXVIP	$381K	1481	0.26%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$365K	3726	0.25%	SOLE
36	APPLE INC	COM	$344K	1356	0.24%	SOLE
37	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$322K	4572	0.22%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$318K	4157	0.22%	SOLE
39	MICROSOFT CORP	COM	$300K	811	0.21%	SOLE
40	ALPHABET INC	CAP STK CL A	$265K	922	0.18%	SOLE
41	ALPHABET INC	CAP STK CL C	$245K	855	0.17%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$243K	571	0.17%	SOLE
43	SCHWAB STRATEGIC TR	1 5YR CORP BD	$228K	9213	0.16%	SOLE
44	TESLA INC	COM	$222K	597	0.15%	SOLE
45	SCHWAB STRATEGIC TR	US LRG CAP ETF	$217K	8474	0.15%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.