Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMARA FINANCIAL, LLC. (CIK 1934965) reported $145.1M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($23.1M, 15.94%), MGK ($23.0M, 15.86%), VIG ($20.5M, 14.10%), MGV ($10.5M, 7.25%), SCHG ($9.2M, 6.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $23.1M | 15.94% | 360,959 | Added |
| 2 | MGK | VANGUARD WORLD FD | $23.0M | 15.86% | 62,600 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $20.5M | 14.10% | 95,132 | Trimmed |
| 4 | MGV | VANGUARD WORLD FD | $10.5M | 7.25% | 72,513 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $9.2M | 6.34% | 315,916 | Added |
| 6 | EFA | ISHARES TR | $6.5M | 4.46% | 66,574 | Added |
| 7 | IGSB | ISHARES TR | $6.1M | 4.23% | 116,642 | Added |
| 8 | VO | VANGUARD INDEX FDS | $5.8M | 4.01% | 20,282 | Trimmed |
| 9 | IJR | ISHARES TR | $4.5M | 3.09% | 36,027 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $4.3M | 2.98% | 22,033 | Trimmed |
| 11 | IEMG | ISHARES INC | $3.9M | 2.67% | 55,588 | Added |
| 12 | IJH | ISHARES TR | $2.7M | 1.86% | 39,857 | Trimmed |
| 13 | SGOL | ETFS GOLD TR | $2.5M | 1.73% | 56,392 | Trimmed |
| 14 | USXF | ISHARES TR | $2.0M | 1.36% | 35,691 | Added |
| 15 | STIP | ISHARES TR | $1.9M | 1.32% | 18,493 | Trimmed |
| 16 | IVE | ISHARES TR | $1.6M | 1.09% | 7,508 | Added |
| 17 | VB | VANGUARD INDEX FDS | $1.5M | 1.00% | 5,547 | Added |
| 18 | GLD | SPDR GOLD TR | $1.4M | 0.95% | 3,197 | Hold |
| 19 | EQIN | COLUMBIA ETF TR I | $1.4M | 0.94% | 27,863 | Trimmed |
| 20 | VSGX | VANGUARD WORLD FD | $1.2M | 0.83% | 16,768 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.1M | 0.76% | 1,703 | Added |
| 22 | GLTR | ABRDN PRECIOUS METALS BASKET | $1.0M | 0.71% | 4,738 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $779,415 | 0.54% | 1,784 | Hold |
| 24 | VOO | VANGUARD INDEX FDS | $782,514 | 0.54% | 1,310 | Added |
| 25 | VOE | VANGUARD INDEX FDS | $691,552 | 0.48% | 3,753 | Added |
Source: SEC Form 13F filings · as of 2026-03-31