Amara Financial, LLC. holds a concentrated book of 48 stocks worth $167.1M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Vanguard Ftse All Wo X-US SC and trimmed Schwab US Large-Cap Growth. Their largest long position is Vanguard Mega Cap Growth ETF at 17% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.5 points over this window.
Growth of $10,000 cloning Amara Financial, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD MEGA GRWTH IND | $27.8M | 316.0K | 16.6% | ▲+405% Added · +253K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $27.3M | 383.8K | 16.4% | ▲+6.3% Added · +23K sh | |
| 3 | Vanguard Specialized Funds DIV APP ETF | $22.8M | 96.5K | 13.7% | ▲+1.5% Added · +1K sh | |
| 4 | Vanguard World FD MEGA CAP VAL ETF | $13.0M | 79.3K | 7.8% | ▲+9.4% Added · +7K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $10.7M | 315.5K | 6.4% | ▼−0.1% Reduced · −451 sh | |
| 6 | Ishares TR MSCI EAFE ETF | $7.1M | 68.7K | 4.3% | ▲+3.3% Added · +2K sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $6.7M | 82.8K | 4.0% | ▲+308% Added · +63K sh | |
| 8 | Ishares TR ISHS 1-5YR INVS | $6.2M | 117.9K | 3.7% | ▲+1.1% Added · +1K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $5.7M | 38.3K | 3.4% | ▲+6.2% Added · +2K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $4.8M | 57.8K | 2.9% | ▲+4.0% Added · +2K sh | |
| 11 | Vanguard Index FDS VALUE ETF | $4.8M | 21.8K | 2.8% | ▼−0.9% Reduced · −210 sh | |
| 12 | Ishares TR CORE S&P MCP ETF | $2.9M | 37.6K | 1.7% | ▼−5.8% Reduced · −2K sh | |
| 13 | Ishares TR ESG MSCI USA ETF | $2.6M | 37.0K | 1.5% | ▲+3.5% Added · +1K sh | |
| 14 | Etfs Gold TR PHYSCL GOLD SHS | $2.4M | 62.5K | 1.4% | ▲+11% Added · +6K sh | |
| 15 | Ishares TR 0-5 YR TIPS ETF | $2.2M | 21.2K | 1.3% | ▲+14% Added · +3K sh | |
| 16 | Ishares TR S&P 500 VAL ETF | $1.7M | 7.5K | 1.0% | ▲+0.3% Added · +23 sh | |
| 17 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.6K | 1.0% | ▲+0.3% Added · +15 sh | |
| 18 | Columbia ETF TR I US EQUI INCO ETF | $1.5M | 28.7K | 0.9% | ▲+3.0% Added · +846 sh | |
| 19 | Vanguard World FD ESG INTL STK ETF | $1.5M | 17.9K | 0.9% | ▲+6.5% Added · +1K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.7K | 0.8% | —Held | |
| 21 | SPDR Gold TR GOLD SHS | $1.2M | 3.2K | 0.7% | ▼−0.6% Reduced · −19 sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $875K | 1.3K | 0.5% | ▼−2.7% Reduced · −35 sh | |
| 23 | Vanguard Index FDS GROWTH ETF | $865K | 10.0K | 0.5% | ▲+463% Added · +8K sh | |
| 24 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $849K | 4.7K | 0.5% | ▼−1.1% Reduced · −54 sh | |
| 25 | Vanguard Index FDS MCAP VL IDXVIP | $745K | 3.8K | 0.4% | ▲+0.5% Added · +17 sh | |
| 26 | Schwab Strategic TR INTL SCEQT ETF | $559K | 11.6K | 0.3% | ▲+0.2% Added · +25 sh | |
| 27 | Schwab Strategic TR US MID-CAP ETF | $555K | 15.0K | 0.3% | ▲+0.3% Added · +44 sh | |
| 28 | SPDR Series Trust ST SHOR CORP ETF | $494K | 16.5K | 0.3% | ▲+0.9% Added · +149 sh | |
| 29 | Pimco ETF TR ENHANCD SHORT | $487K | 4.9K | 0.3% | ▼−24% Reduced · −2K sh | |
| 30 | Vanguard Index FDS MCAP GR IDXVIP | $454K | 1.5K | 0.3% | ▲+0.1% Added · +1 sh | |
| 31 | SPDR Series Trust ST STR P500GRW | $443K | 3.7K | 0.3% | —Held | |
| 32 | Ishares TR CORE MSCI EAFE | $419K | 4.3K | 0.3% | ▼−0.7% Reduced · −31 sh | |
| 33 | SPDR Series Trust ST INTER BD ETF | $417K | 12.5K | 0.2% | ▲+0.7% Added · +84 sh | |
| 34 | Apple Inc COM | $393K | 1.4K | 0.2% | ▲+0.1% Added · +1 sh | |
| 35 | Ishares TR ESG AWRE 1 5 YR | $382K | 15.3K | 0.2% | ▼−1.5% Reduced · −236 sh | |
| 36 | SPDR Series Trust ST STR P500ETF | $352K | 4.0K | 0.2% | ▼−3.6% Reduced · −151 sh | |
| 37 | First TR Exch Traded FD III LNG/SHT EQUITY | $337K | 4.6K | 0.2% | —Held | |
| 38 | Alphabet Inc CAP STK CL A | $330K | 923 | 0.2% | ▲+0.1% Added · +1 sh | |
| 39 | Microsoft Corp COM | $303K | 813 | 0.2% | ▲+0.2% Added · +2 sh | |
| 40 | Alphabet Inc CAP STK CL C | $302K | 856 | 0.2% | ▲+0.1% Added · +1 sh | |
| 41 | Ishares TR RUS 1000 GRW ETF | $283K | 2.3K | 0.2% | ▲+300% Added · +2K sh | |
| 42 | Tesla Inc COM | $251K | 597 | 0.2% | —Held | |
| 43 | Schwab Strategic TR US LRG CAP ETF | $250K | 8.5K | 0.1% | ▲+0.2% Added · +21 sh | |
| 44 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $244K | 1.6K | 0.1% | ▲New New position | |
| 45 | Schwab Strategic TR US SML CAP ETF | $239K | 6.6K | 0.1% | ▲New New position | |
| 46 | CVS Health Corp COM | $237K | 2.3K | 0.1% | ▼−59% Reduced · −3K sh | |
| 47 | Schwab Strategic TR 1 5YR CORP BD | $234K | 9.5K | 0.1% | ▲+2.8% Added · +259 sh | |
| 48 | Ishares TR ESG SELECT SCRE | $203K | 3.9K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1934965/holdings"
Use Arkolith to show AMARA FINANCIAL, LLC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 48 | $167.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 45 | $145.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 46 | $144.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 47 | $135.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 43 | $113.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 45 | $108.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 47 | $108.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 42 | $104.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.