AMARA FINANCIAL, LLC.

CIK 0001934965 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

AMARA FINANCIAL, LLC. reported 48 positions worth $167.1M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: MGK (16.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$167.1M
2026 Q2
Positions
48
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.0%
Est. Net Flow (Q)
2026 Q2
10 / 48 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MGKVANGUARD WORLD FDSH$27.8M16.62%316,007
2VEAVANGUARD TAX-MANAGED FDSSH$27.3M16.36%383,828
3VIGVANGUARD SPECIALIZED FUNDSSH$22.8M13.67%96,523
4MGVVANGUARD WORLD FDSH$13.0M7.76%79,304
5SCHGSCHWAB STRATEGIC TRSH$10.7M6.39%315,465
6EFAISHARES TRSH$7.1M4.27%68,745
7VOVANGUARD INDEX FDSSH$6.7M3.99%82,834
8IGSBISHARES TRSH$6.2M3.70%117,911
9IJRISHARES TRSH$5.7M3.39%38,253
10IEMGISHARES INCSH$4.8M2.87%57,801

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AMARA FINANCIAL, LLC. hold as of Q2 2026?

AMARA FINANCIAL, LLC. reported 48 positions worth $167.1M in its Q2 2026 13F filing. Largest positions: MGK (16.6%), VEA (16.4%), VIG (13.7%), MGV (7.8%) and SCHG (6.4%).

What did AMARA FINANCIAL, LLC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AMARA FINANCIAL, LLC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.