Amara Financial, Llc. Portfolio Holdings

Amara Financial, Llc.

  • $114 Billion
  • Q2 2025

Amara Financial, Llc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $23.7B, Vanguard Dividend Appreciation with a value of $16.5B, Vanguard Ftse Developed Market with a value of $14.4B, Vanguard Mid Cap ETF with a value of $7.18B, and Schwab Strategic Tr Us Large C with a value of $7.06B.

Examining the 13F form we can see an increase of $5.33B in the current position value, from $108B to 114B.

Amara Financial, Llc. is based out at San Francisco, CA

Below you can find more details about Amara Financial, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $110 Billion
Healthcare: $1.09 Billion
Technology: $702 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.7 Billion 20.9% of portfolio
64,799
Q2 2025 Reduced 8.66%
$0
$16.5 Billion 14.5% of portfolio
80,453
Q2 2025 Added 1.2%
$0
$14.4 Billion 12.67% of portfolio
252,377
Q2 2025 Reduced 0.11%
$0
$7.18 Billion 6.33% of portfolio
25,675
Q2 2025 Reduced 6.51%
$0
$7.06 Billion 6.22% of portfolio
241,854
Q2 2025 Added 72.59%
$0
$6.17 Billion 5.43% of portfolio
47,019
Q2 2025 Added 3.2%
$0
$4.61 Billion 4.06% of portfolio
51,538
Q2 2025 Added 0.92%
$0
$4.28 Billion 3.77% of portfolio
81,131
Q2 2025 Added 16.27%
$0
$3.06 Billion 2.69% of portfolio
17,312
Q2 2025 Reduced 0.08%
$0
$2.53 Billion 2.23% of portfolio
23,172
Q2 2025 Reduced 48.98%
$0
$2.5 Billion 2.2% of portfolio
40,274
Q2 2025 Added 1.23%
$4.64B
$2.48 Billion 2.18% of portfolio
78,647
Q2 2025 Reduced 8.22%
$0
$2.44 Billion 2.15% of portfolio
23,741
Q2 2025 Added 186.14%
$0
$1.33 Billion 1.17% of portfolio
24,646
Q2 2025 Added 1.33%
$0
$1.3 Billion 1.15% of portfolio
5,502
Q2 2025 Added 141.32%
$0
$1.04 Billion 0.92% of portfolio
1,687
Q2 2025 Added 0.36%
$106B
$975 Million 0.86% of portfolio
3,197
Q2 2025 Reduced 2.11%
$0
$914 Million 0.8% of portfolio
15,223
Q2 2025 Reduced 0.78%
$0
$780 Million 0.69% of portfolio
1,779
Q2 2025 Reduced 0.56%
$0
$749 Million 0.66% of portfolio
1,319
Q2 2025 Reduced 0.3%
$0
$674 Million 0.59% of portfolio
6,826
Q2 2025 Added 2.09%
$1.69B
$658 Million 0.58% of portfolio
4,766
Q2 2025 Reduced 0.02%
$0
$576 Million 0.51% of portfolio
2,949
Q2 2025 Added 0.27%
$0
$498 Million 0.44% of portfolio
16,493
Q2 2025 Added 1.09%
$0
$419 Million 0.37% of portfolio
1,474
Q2 2025 Reduced 0.41%
$0
$407 Million 0.36% of portfolio
12,128
Q2 2025 Added 0.73%
$0
$360 Million 0.32% of portfolio
4,316
Q2 2025 Added 30.0%
$0
$358 Million 0.32% of portfolio
5,401
Q2 2025 Added 0.02%
$0
$352 Million 0.31% of portfolio
3,697
Q2 2025 Added 0.03%
$0
$339 Million 0.3% of portfolio
8,177
Q2 2025 Reduced 15.92%
$0
$326 Million 0.29% of portfolio
1,984
Q2 2025 Reduced 1.1%
$0
$307 Million 0.27% of portfolio
4,228
Q2 2025 Added 4.06%
$0
$287 Million 0.25% of portfolio
6,940
Q2 2025 Reduced 13.38%
$0
$246 Million 0.22% of portfolio
578
Q1 2025 Added 0.17%
$0
$247 Million 0.22% of portfolio
4,860
Q2 2025 Reduced 39.64%
$0
$243 Million 0.21% of portfolio
9,667
Q2 2025 Added 15.98%
$0
$210 Million 0.19% of portfolio
2,671
Q2 2025 New
$0
$206 Million 0.18% of portfolio
8,424
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $114 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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