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 Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp Technology	$3.95T	$391 Million 0.34% of portfolio	786	Q2 2025 Added 2.75%
AAPL Apple Inc. Technology	$3.69T	$311 Million 0.27% of portfolio	1,517	Q2 2025 Added 22.34%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amara Financial, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Amara Financial, Llc. with notifications on news.

Account

Amara Financial, Llc. Portfolio Holdings