Amara Financial, Llc. (CIK: 0001934965) is a financial institution headquartered at 580 California Street, 12Th Floor, San Francisco, California 94104. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $167.11 M, comprising 48 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 79.0%. Quarterly turnover: 0.5%. ▲ 3 new, +30 added, −11 reduced, ×0 exited.

Top Buys

Q2 2026

1. MGK Vanguard Mega Cap Growth Etf

+$22.28 M

2. VO Vanguard Mid-Cap Etf

+$5.04 M

3. VEA Vanguard Ftse Developed Markets Etf

+$1.63 M

4. MGV Vanguard Mega Cap Value Etf

+$1.11 M

5. VUG Vanguard Growth Etf

+$711,346.69

Top Sells

Q2 2026

1. CVS Cvs Health Corporation

−$345,213.01

2. IJH Ishares Core S&P Mid-Cap Etf

−$177,199.12

3. EMNT Pimco Enhcd St M-Active Esg

−$153,561.85

4. VTV Vanguard Value Etf

−$45,765.38

5. VOO Vanguard S&P 500 Etf

−$24,032.56

Stocks/ETFs

+15.20%

$167.11 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Mega Cap Growth Etf ETF-MGK	316,007	$27.78 M	16.62%	▲ 253,407	Add 404.8%
Vanguard Ftse Developed Markets Etf ETF-VEA	383,828	$27.35 M	16.36%	▲ 22,869	Add 6.3%
Vanguard Dividend Appreciation Etf ETF-VIG	96,523	$22.84 M	13.67%	▲ 1,391	Add 1.5%
Vanguard Mega Cap Value Etf ETF-MGV	79,304	$12.96 M	7.76%	▲ 6,791	Add 9.4%
Schwab Us Large-Cap Growth Etf ETF-SCHG	315,465	$10.68 M	6.39%	▼ 451	Reduce -0.1%
Ishares Msci Eafe Etf ETF-EFA	68,745	$7.14 M	4.27%	▲ 2,171	Add 3.3%
Vanguard Mid-Cap Etf ETF-VO	82,834	$6.67 M	3.99%	▲ 62,552	Add 308.4%
Ishares 1-5 Year Investment Grade Corporate Bond Etf ETF-IGSB	117,911	$6.18 M	3.70%	▲ 1,269	Add 1.1%
Ishares Core S&P Small Cap Etf ETF-IJR	38,253	$5.67 M	3.39%	▲ 2,226	Add 6.2%
Ishares Core Msci Emerging Markets Etf ETF-IEMG	57,801	$4.79 M	2.87%	▲ 2,213	Add 4.0%

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Amara Financial, Llc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Amara Financial, Llc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Amara Financial, Llc. Quarterly 13F Statistics

Discover detailed insights into Amara Financial, Llc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Amara Financial, Llc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Amara Financial, Llc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Amara Financial, Llc. 13F Filings, Portfolio & Analysis

Amara Financial, Llc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Amara Financial, Llc.'s Portfolio

Amara Financial, Llc. Quarterly 13F Statistics

Amara Financial, Llc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)