Amara Financial, LLC. Top Holdings and 13F Report (2025) About Amara Financial, LLC.Investment ActivityAmara Financial, LLC. has $108.35 million in total holdings as of December 31, 2024.Amara Financial, LLC. owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.71% of the portfolio was purchased this quarter.About 1.46% of the portfolio was sold this quarter.This quarter, Amara Financial, LLC. has purchased 42 new stocks and bought additional shares in 29 stocks.Amara Financial, LLC. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $24,280,425Vanguard Dividend Appreciation ETF $15,430,331Vanguard FTSE Developed Markets ETF $11,149,150Vanguard Mid-Cap ETF $7,119,225iShares MSCI EAFE ETF $5,493,551 Largest New Holdings this Quarter JPMorgan Ultra-Short Municipal ETF $386,196 HoldingSchwab 1-5 Year Corporate Bond ETF $327,576 HoldingTesla $241,092 HoldingSchwab US Large-Cap ETF $205,309 HoldingAlphabet $201,322 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 76,108 shares (about $2.12M)Vanguard FTSE Developed Markets ETF 37,434 shares (about $1.79M)Vanguard Mega Cap Growth ETF 3,147 shares (about $1.08M)Vanguard Dividend Appreciation ETF 2,670 shares (about $522.86K)Vanguard Mid-Cap ETF 1,801 shares (about $475.71K) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 16,264 shares (about $485.65K)Vanguard Mega Cap Value ETF 3,086 shares (about $385.48K)iShares 1-5 Year Investment Grade Corporate Bond ETF 5,375 shares (about $277.89K)SPDR Portfolio Intermediate Term Corporate Bond ETF 7,395 shares (about $242.25K)Aberdeen Standard Physical Precious Metals Basket Shares ETF 620 shares (about $68.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmara Financial, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$24,280,425$1,080,710 ▲4.7%70,70422.4%ETFVIGVanguard Dividend Appreciation ETF$15,430,331$522,863 ▲3.5%78,79514.2%ETFVEAVanguard FTSE Developed Markets ETF$11,149,150$1,790,096 ▲19.1%233,14810.3%ETFVOVanguard Mid-Cap ETF$7,119,225$475,707 ▲7.2%26,9536.6%ETFEFAiShares MSCI EAFE ETF$5,493,551$71,376 ▲1.3%72,6565.1%FinanceMGVVanguard Mega Cap Value ETF$5,482,734$385,476 ▼-6.6%43,8935.1%ETFCMFiShares California Muni Bond ETF$5,461,156$344,770 ▲6.7%95,3415.0%ETFIJRiShares Core S&P Small-Cap ETF$4,768,982$245,766 ▲5.4%41,3904.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,821,033$277,887 ▼-6.8%73,9083.5%ManufacturingVTVVanguard Value ETF$2,919,073$1,862 ▲0.1%17,2422.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,837,319$2,121,140 ▲296.2%101,8052.6%ETFIJHiShares Core S&P Mid-Cap ETF$2,259,589$14,144 ▼-0.6%36,2642.1%ETFSGOLabrdn Physical Gold Shares ETF$1,261,769$120,966 ▲10.6%50,3701.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,091,929$3,729 ▲0.3%21,9621.0%ManufacturingSPYSPDR S&P 500 ETF Trust$982,189$2,930 ▲0.3%1,6760.9%FinanceVSGXVanguard ESG International Stock ETF$901,611$54,887 ▲6.5%15,9010.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$859,959$64,386 ▼-7.0%8,5480.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$817,606$102,038 ▲14.3%15,6570.8%ETFGLDSPDR Gold Shares$793,702$44,552 ▼-5.3%3,2780.7%FinanceVUGVanguard Growth ETF$733,773$821 ▲0.1%1,7880.7%ETFVOOVanguard S&P 500 ETF$718,403$3,773 ▲0.5%1,3330.7%ETFIVEiShares S&P 500 Value ETF$559,146$3,054 ▲0.5%2,9290.5%ETFVBVanguard Small-Cap ETF$545,908$23,547 ▲4.5%2,2720.5%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$525,793$5,216 ▲1.0%5,3430.5%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$523,417$68,076 ▼-11.5%4,7670.5%ETFAMEDAmedisys$494,8060.0%5,4500.5%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$483,681$485,652 ▼-50.1%16,1980.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$392,292$242,255 ▼-38.2%11,9750.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$386,196$386,196 ▲New Holding7,6160.4%ETFVOTVanguard Mid-Cap Growth ETF$374,896$508 ▲0.1%1,4770.3%ETFFTLSFirst Trust Long/Short Equity ETF$355,318$66 ▲0.0%5,3990.3%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$354,065$3,640 ▼-1.0%8,4630.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$339,026$1,629 ▲0.5%3,1210.3%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$327,576$327,576 ▲New Holding13,4390.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$324,766$812 ▲0.3%2,3990.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$324,766$439 ▲0.1%3,6950.3%ETFVOEVanguard Mid-Cap Value ETF$322,348$1,941 ▲0.6%1,9930.3%ETFMSFTMicrosoft$321,9690.0%7640.3%Computer and TechnologyAAPLApple$310,289$250 ▲0.1%1,2390.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$279,152$483 ▲0.2%4,0490.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$259,607$7,947 ▲3.2%6,1740.2%ETFCVSCVS Health$252,8200.0%5,6320.2%MedicalTSLATesla$241,092$241,092 ▲New Holding5970.2%Auto/Tires/TrucksIEFAiShares Core MSCI EAFE ETF$233,319$1,616 ▲0.7%3,3200.2%ETFIWFiShares Russell 1000 Growth ETF$231,8030.0%5770.2%ETFSCHXSchwab US Large-Cap ETF$205,309$205,309 ▲New Holding8,8570.2%ETFGOOGLAlphabet$201,322$201,322 ▲New Holding1,0640.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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