Institutional Fund
Amara Financial, LLC.
San Francisco, CACIK 19349655 filings on record
Portfolio Value
$145.07M
Q1 2026
Holdings
45
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.5%
from $144.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds15.9%
- Vanguard World Fd15.9%
- Vanguard Specialized Funds14.1%
- Vanguard World Fd7.2%
- Schwab Strategic Tr6.3%
- Ishares Tr4.5%
- Other36.1%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 361.0K | $23.13M | 15.9% | +24.6K | Added |
| 2 | Vanguard World Fd | 62.6K | $23.00M | 15.9% | −3.0K | Reduced |
| 3 | Vanguard Specialized Funds | 95.1K | $20.46M | 14.1% | −2.8K | Reduced |
| 4 | Vanguard World Fd | 72.5K | $10.51M | 7.2% | +15.3K | Added |
| 5 | Schwab Strategic Tr | 315.9K | $9.20M | 6.3% | +74.7K | Added |
| 6 | Ishares Tr | 66.6K | $6.47M | 4.5% | +10.3K | Added |
| 7 | Ishares Tr | 116.6K | $6.13M | 4.2% | +10.2K | Added |
| 8 | Vanguard Index Fds | 20.3K | $5.82M | 4.0% | −662 | Reduced |
| 9 | Ishares Tr | 36.0K | $4.48M | 3.1% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 22.0K | $4.32M | 3.0% | −30 | Reduced |
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