Amara Financial, Llc. 13F Holdings · Q2 2026
Amara Financial, Llc. reported 48 securities worth $167.11M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MGK (16.62%), VEA (16.36%), VIG (13.67%). Among its top 25 positions this quarter: 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $27.8M | 16.62% | 316,007 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $27.3M | 16.36% | 383,828 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $22.8M | 13.67% | 96,523 | Added |
| 4 | MGV | VANGUARD WORLD FD | $13.0M | 7.76% | 79,304 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $10.7M | 6.39% | 315,465 | Trimmed |
| 6 | EFA | ISHARES TR | $7.1M | 4.27% | 68,745 | Added |
| 7 | VO | VANGUARD INDEX FDS | $6.7M | 3.99% | 82,834 | Added |
| 8 | IGSB | ISHARES TR | $6.2M | 3.70% | 117,911 | Added |
| 9 | IJR | ISHARES TR | $5.7M | 3.39% | 38,253 | Added |
| 10 | IEMG | ISHARES INC | $4.8M | 2.87% | 57,801 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $4.8M | 2.85% | 21,823 | Trimmed |
| 12 | IJH | ISHARES TR | $2.9M | 1.73% | 37,559 | Trimmed |
| 13 | USXF | ISHARES TR | $2.6M | 1.54% | 36,954 | Added |
| 14 | SGOL | ETFS GOLD TR | $2.4M | 1.43% | 62,504 | Added |
| 15 | STIP | ISHARES TR | $2.2M | 1.29% | 21,152 | Added |
| 16 | IVE | ISHARES TR | $1.7M | 1.02% | 7,531 | Added |
| 17 | VB | VANGUARD INDEX FDS | $1.7M | 1.01% | 5,562 | Added |
| 18 | EQIN | COLUMBIA ETF TR I | $1.5M | 0.88% | 28,709 | Added |
| 19 | VSGX | VANGUARD WORLD FD | $1.5M | 0.88% | 17,864 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.76% | 1,703 | Hold |
| 21 | GLD | SPDR GOLD TR | $1.2M | 0.70% | 3,178 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $875,472 | 0.52% | 1,275 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $865,021 | 0.52% | 10,042 | Added |
| 24 | GLTR | ABRDN PRECIOUS METALS BASKET | $848,507 | 0.51% | 4,684 | Trimmed |
| 25 | VOE | VANGUARD INDEX FDS | $744,977 | 0.45% | 3,770 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR