AMARA FINANCIAL, LLC.
CIK: 0001934965SEC EDGAR →
Portfolio Value
$144.4M
Holdings
46
As of
Q4 2025
New Positions
5
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 65,586 | $27.1M | 18.75% |
| 2 | VANGUARD SPECIALIZED FUNDS | 97,959 | $21.5M | 14.91% |
| 3 | VANGUARD TAX-MANAGED FDS | 336,393 | $21.0M | 14.55% |
| 4 | VANGUARD WORLD FD | 57,216 | $8.1M | 5.59% |
| 5 | SCHWAB STRATEGIC TR | 241,264 | $7.9M | 5.45% |
| 6 | VANGUARD INDEX FDS | 20,944 | $6.1M | 4.21% |
| 7 | ISHARES TR | 106,473 | $5.6M | 3.90% |
| 8 | ISHARES TR | 56,242 | $5.4M | 3.74% |
| 9 | ISHARES TR | 37,349 | $4.5M | 3.11% |
| 10 | VANGUARD INDEX FDS | 22,063 | $4.2M | 2.92% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $139.6M | 96.7% |
| Technology | 3 | $1.8M | 1.2% |
| Unknown | 2 | $1.7M | 1.1% |
| Communication Services | 2 | $619K | 0.4% |
| Healthcare | 1 | $446K | 0.3% |
| Consumer Cyclical | 1 | $268K | 0.2% |