Data as of Q4 2025 (Dec 31, 2025)

AMARA FINANCIAL, LLC.

•CIK: 1934965•Filing: Q4 2025

**AMARA FINANCIAL, LLC.** manages $144M across a diversified portfolio of 46 positions. The fund exhibits a notable tilt toward technology and international exposure, with top holdings including MGK at $27.1M and VIG at $21.5M. Significant allocations are also directed toward international equities, evidenced by $21.0M in VEA and $5.4M in EFA. This positioning suggests a strategic focus on growth sectors and global diversification within its current mandate.

Total AUM
$144.4M
QoQ Performance
+6.3%
Positions
21
Top 10 Concentration
77.1%
Latest Filing
Q4 2025

Top Holdings Allocation

MGK
VIG
VEA
MGV
SCHG
MGK18.7%
VIG14.9%
VEA14.6%
MGV5.6%
SCHG5.5%
VO4.2%
IGSB3.9%
EFA3.7%

📈 Biggest Buys

VEA
VANGUARD TAX-MANAGED FDS
+15.7%
14.6% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
+8.7%
14.9% of portfolio
IJR
ISHARES TR
+49.4%
3.1% of portfolio
IEMG
ISHARES INC
+59.7%
1.9% of portfolio
IGSB
ISHARES TR
+17.2%
3.9% of portfolio

📉 Biggest Sells

VO
VANGUARD INDEX FDS
-22.6%
4.2% of portfolio
MGK
VANGUARD WORLD FD
-6.0%
18.7% of portfolio
SGOL
ETFS GOLD TR
-3.3%
2.3% of portfolio
EQIN
COLUMBIA ETF TR I
-6.5%
0.9% of portfolio
ESML
ISHARES TR
-27.0%
0.2% of portfolio

Sector Breakdown

Other97.2%
ETF1.4%
Technology1.0%
Healthcare0.3%
Consumer0.2%

🚪 Exited Positionssold since Q3 2025

VSS
VANGUARD INTL EQUITY INDEX F
SOLD
$496.5K
JMST
J P MORGAN EXCHANGE TRADED F
SOLD
$251.9K

Changes from Q3 2025

NEW1 new position
↑28 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

MGK18.7%
VANGUARD WORLD FD
$27.1M
VIG14.9%
VANGUARD SPECIALIZED FUNDS
$21.5M
VEA14.6%
VANGUARD TAX-MANAGED FDS
$21.0M
MGV5.6%
VANGUARD WORLD FD
$8.1M
SCHG5.5%
SCHWAB STRATEGIC TR
$7.9M

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