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Amara Financial, LLC.

13F filer · CIK 0001934965
Reported Aug 7, 2026
Net seller this quarter
13F portfolio value$167MU.S. long equity reported on 13F
Positions110 new · 0 closed
Net flow last quarter-$126KBuys minus sells
Top 10 positions weight4.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 202611 positions
SGOLabrdn Gold ETF Trust$2.39M1.43%0.04%+10.8%Q3 2024
SPYSPDR S&P 500 ETF Trust$1.27M0.76%Not reportedNot reportedQ3 2024
GLDSPDR Gold Trust$1.17M0.70%0.00%-0.6%Q3 2024
GLTRabrdn Precious Metals Basket ETF Trust$849K0.51%0.03%-1.1%Q3 2024
VOTVan Kampen Municipal Opportunity Trust II$454K0.27%Not reported+0.1%Q3 2024
AAPLApple Inc.$393K0.23%0.00%+0.1%Q3 2024
GOOGLAlphabet Inc.$330K0.20%0.00%+0.1%Q4 2024
MSFTMicrosoft Corp$303K0.18%0.00%+0.3%Q3 2024
GOOGAlphabet Inc.$302K0.18%Not reported+0.1%Q3 2025
TSLATesla, Inc.$251K0.15%0.00%Not reportedQ4 2024
CVSCVS HEALTH Corp$237K0.14%0.00%-59.3%Q3 2024
Q1 2026Reported May 7, 202611 positions
SGOLabrdn Gold ETF Trust$2.52M1.73%0.03%-31.0%Q3 2024
GLDSPDR Gold Trust$1.38M0.95%0.00%Not reportedQ3 2024
SPYSPDR S&P 500 ETF Trust$1.11M0.76%Not reported+0.3%Q3 2024
GLTRabrdn Precious Metals Basket ETF Trust$1.04M0.71%0.03%-0.6%Q3 2024
CVSCVS HEALTH Corp$404K0.28%0.00%Not reportedQ3 2024
VOTVan Kampen Municipal Opportunity Trust II$381K0.26%Not reported-41.1%Q3 2024
AAPLApple Inc.$344K0.24%0.00%-11.6%Q3 2024
MSFTMicrosoft Corp$300K0.21%0.00%+2.7%Q3 2024
GOOGLAlphabet Inc.$265K0.18%0.00%-17.9%Q4 2024
GOOGAlphabet Inc.$245K0.17%Not reportedNot reportedQ3 2025
TSLATesla, Inc.$222K0.15%0.00%Not reportedQ4 2024
Q4 2025Reported Feb 3, 202612 positions
SGOLabrdn Gold ETF Trust$3.36M2.32%0.05%-3.3%Q3 2024
GLDSPDR Gold Trust$1.27M0.88%0.00%Not reportedQ3 2024
SPYSPDR S&P 500 ETF Trust$1.16M0.80%Not reported+0.3%Q3 2024
GLTRabrdn Precious Metals Basket ETF Trust$980K0.68%0.04%Not reportedQ3 2024
VOTVan Kampen Municipal Opportunity Trust II$702K0.49%Not reported+7.9%Q3 2024
BSVNBank7 Corp.$689K0.48%0.09%+23.0%Q2 2025
CVSCVS HEALTH Corp$447K0.31%0.00%Not reportedQ3 2024
AAPLApple Inc.$417K0.29%0.00%-0.1%Q3 2024
MSFTMicrosoft Corp$382K0.26%0.00%+0.3%Q3 2024
GOOGLAlphabet Inc.$352K0.24%0.00%Not reportedQ4 2024
TSLATesla, Inc.$268K0.19%0.00%Not reportedQ4 2024
GOOGAlphabet Inc.$268K0.19%Not reported+0.1%Q3 2025
Q3 2025Reported Nov 10, 202512 positions
SGOLabrdn Gold ETF Trust$3.11M2.29%0.05%+7.5%Q3 2024
GLDSPDR Gold Trust$1.14M0.84%0.00%Not reportedQ3 2024
SPYSPDR S&P 500 ETF Trust$1.13M0.83%Not reported+0.4%Q3 2024
GLTRabrdn Precious Metals Basket ETF Trust$789K0.58%0.04%Not reportedQ3 2024
VOTVan Kampen Municipal Opportunity Trust II$684K0.50%Not reported+58.1%Q3 2024
BSVNBank7 Corp.$561K0.41%0.08%+166.1%Q2 2025
CVSCVS HEALTH Corp$425K0.31%0.00%Not reportedQ3 2024
MSFTMicrosoft Corp$408K0.30%0.00%+0.3%Q3 2024
AAPLApple Inc.$391K0.29%0.00%+1.3%Q3 2024
GOOGLAlphabet Inc.$273K0.20%0.00%Not reportedQ4 2024
TSLATesla, Inc.$265K0.20%0.00%Not reportedQ4 2024
GOOGAlphabet Inc.$208K0.15%Not reportedNewQ3 2025
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