DOSSIER · 13F-HR · Q2 2026

AMARA FINANCIAL, LLC.

$167M in tracked AUM across 48 positions as of Q2 2026.

AF
CIK 0001934965 · last filed Jun 30, 2026
Total AUM
$167M
as of Q2 2026
Holdings
48
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

AMARA FINANCIAL, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MGK
VANGUARD WORLD FD
$28M316K16.6%
02
VEA
VANGUARD TAX-MANAGED FDS
$27M384K16.4%
03
VIG
VANGUARD SPECIALIZED FUNDS
$23M97K13.7%
04
MGV
VANGUARD WORLD FD
$13M79K7.8%
05
SCHG
SCHWAB STRATEGIC TR
$11M315K6.4%
06
EFA
ISHARES TR
$7M69K4.3%
07
VO
VANGUARD INDEX FDS
$7M83K4.0%
08
IGSB
ISHARES TR
$6M118K3.7%
09
IJR
ISHARES TR
$6M38K3.4%
10
IEMG
ISHARES INC
$5M58K2.9%

Filing history

2026Q2Jun 30
$167M 15.2%
48 positionsView →
2026Q1Mar 31
$145M 0.5%
45 positionsView →
2025Q4Dec 31
$144M 6.3%
46 positionsView →
2025Q3Sep 30
$136M 19.6%
47 positionsView →
2025Q2Jun 30
$114M 4.9%
43 positionsLocked
2025Q1Mar 31
$108M 0.1%
45 positionsLocked
2024Q4Dec 31
$108M 3.7%
47 positionsLocked
2024Q3Sep 30
$105M
42 positionsLocked