Amara Financial, Llc.
Amara Financial, Llc. reported 48 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MGK (16.6%), VEA (16.4%) and VIG (13.7%). Compared with Q1 2026, the fund opened new positions in VSS, SCHA and XJH, added to MGK, VEA and VIG and trimmed SCHG, VTV and IJH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MGK Vanguard Mega Cap Growth | $27.8M | 16.6% | 316K | +253K (+405%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $27.3M | 16.4% | 384K | +23K (+6%) | 8 of 8 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $22.8M | 13.7% | 97K | +1,391 (+1%) | 8 of 8 | |
| 4 |  MGV Vanguard Mega Cap Value | $13M | 7.8% | 79K | +6,791 (+9%) | 8 of 8 | |
| 5 |  SCHG Schwab Strategic TR | $10.7M | 6.4% | 315K | −451 (−0%) | 8 of 8 | |
| 6 |  EFA Ishares TR | $7.1M | 4.3% | 69K | +2,171 (+3%) | 8 of 8 | |
| 7 |  VO Vanguard Index Fds | $6.7M | 4.0% | 83K | +63K (+308%) | 8 of 8 | |
| 8 |  IGSB Ishares TR | $6.2M | 3.7% | 118K | +1,269 (+1%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $5.7M | 3.4% | 38K | +2,226 (+6%) | 8 of 8 | |
| 10 |  IEMG Ishares Inc | $4.8M | 2.9% | 58K | +2,213 (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Amara Financial, Llc. 13F FAQ
What does Amara Financial, Llc. own?
Amara Financial, Llc. reported 48 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Amara Financial, Llc. buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 28 added to, 11 trimmed and 0 sold out. New positions include VSS, SCHA and XJH.
When will Amara Financial, Llc. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Amara Financial, Llc.'s portfolio worth?
The Q2 2026 filing reports $167M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.