StockDriftsStockDriftsTop 48 Amara Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 16.62% | 316.0K | $27.8M | +0.96%(+3.01K) | $64.57(+40.03%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 16.36% | 383.8K | $27.3M | +6.34%(+22.87K) | $54.58(+33.71%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 13.67% | 96.5K | $22.8M | +1.46%(+1.39K) | $195.18(+26.35%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 7.76% | 79.3K | $13.0M | +9.37%(+6.79K) | $131.61(+27.57%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.39% | 315.5K | $10.7M | -0.14%(-451) | $27.45(+30.35%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.27% | 68.7K | $7.1M | +3.26%(+2.17K) | $84.65(+28.23%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.99% | 82.8K | $6.7M | +2.10%(+1.71K) | $64.12(+29.49%) | 2026-06-30 | |
| IGSB | ISHARES TR | 3.7% | 117.9K | $6.2M | +1.09%(+1.27K) | $52.23(-0.26%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.39% | 38.3K | $5.7M | +6.18%(+2.23K) | $115.65(+28.62%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.87% | 57.8K | $4.8M | +3.98%(+2.21K) | $63.80(+25.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.89% |
Amara Financial LLC reports $167.11M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are MGK (16.6%), VEA (16.4%) and VIG (13.7%). The top 20 holdings account for 92.41% of reported assets. Its disclosed equity book has returned +27.84% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Amara Financial LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Amara Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934965). View Amara Financial LLC’s 13F filings on SEC