Amara Financial, Llc. Portfolio Holdings

Amara Financial, Llc.

  • $108 Billion
  • Q1 2025

Amara Financial, Llc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $21.9B, Vanguard Dividend Appreciation with a value of $15.4B, Vanguard Ftse Developed Market with a value of $12.8B, Vanguard Mid Cap ETF with a value of $7.1B, and Vanguard Mega Cap Value with a value of $5.87B.

Examining the 13F form we can see an decrease of $139M in the current position value, from $108B to 108B.

Amara Financial, Llc. is based out at San Francisco, CA

Below you can find more details about Amara Financial, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $106 Billion
Healthcare: $886 Million
Technology: $563 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 20.25% of portfolio
70,942
Q1 2025 Added 0.34%
$0
$15.4 Billion 14.25% of portfolio
79,500
Q1 2025 Added 0.89%
$0
$12.8 Billion 11.87% of portfolio
252,654
Q1 2025 Added 8.37%
$0
$7.1 Billion 6.56% of portfolio
27,464
Q1 2025 Added 1.9%
$0
$5.87 Billion 5.42% of portfolio
45,562
Q1 2025 Added 3.8%
$0
$4.75 Billion 4.39% of portfolio
45,417
Q1 2025 Added 9.73%
$0
$4.46 Billion 4.12% of portfolio
79,260
Q1 2025 Reduced 16.87%
$0
$4.17 Billion 3.86% of portfolio
51,067
Q1 2025 Reduced 29.71%
$0
$3.65 Billion 3.38% of portfolio
69,778
Q1 2025 Reduced 5.59%
$0
$3.51 Billion 3.24% of portfolio
140,132
Q1 2025 Added 37.65%
$0
$2.99 Billion 2.77% of portfolio
17,326
Q1 2025 Added 0.49%
$4.57B
$2.56 Billion 2.36% of portfolio
85,692
Q1 2025 Added 70.13%
$0
$2.32 Billion 2.15% of portfolio
39,785
Q1 2025 Added 9.71%
$0
$1.14 Billion 1.05% of portfolio
24,322
Q1 2025 Added 10.75%
$0
$995 Million 0.92% of portfolio
41,735
Q1 2025 New
$0
$940 Million 0.87% of portfolio
1,681
Q1 2025 Added 0.3%
$0
$945 Million 0.87% of portfolio
16,017
Q1 2025 Added 0.73%
$0
$859 Million 0.79% of portfolio
8,297
Q1 2025 Reduced 2.94%
$0
$828 Million 0.77% of portfolio
15,342
Q1 2025 Reduced 2.01%
$0
$680 Million 0.63% of portfolio
1,323
Q1 2025 Reduced 0.75%
$0
$663 Million 0.61% of portfolio
1,789
Q1 2025 Added 0.06%
$0
$660 Million 0.61% of portfolio
6,686
Q1 2025 Added 25.14%
$1.58B
$617 Million 0.57% of portfolio
4,767
Q4 2024 Reduced 11.51%
$0
$560 Million 0.52% of portfolio
2,941
Q1 2025 Added 0.41%
$0
$506 Million 0.47% of portfolio
2,280
Q1 2025 Added 0.35%
$0
$491 Million 0.45% of portfolio
16,315
Q1 2025 Added 0.72%
$0
$409 Million 0.38% of portfolio
8,052
Q1 2025 Added 5.72%
$0
$400 Million 0.37% of portfolio
12,040
Q1 2025 Added 0.54%
$0
$380 Million 0.35% of portfolio
9,725
Q1 2025 Added 14.91%
$0
$362 Million 0.33% of portfolio
1,480
Q1 2025 Added 0.2%
$0
$346 Million 0.32% of portfolio
5,400
Q1 2025 Added 0.02%
$0
$323 Million 0.3% of portfolio
13,106
Q1 2025 Reduced 2.48%
$0
$322 Million 0.3% of portfolio
2,006
Q1 2025 Added 0.65%
$0
$308 Million 0.28% of portfolio
8,012
Q1 2025 Added 29.77%
$0
$296 Million 0.27% of portfolio
7,257
Q1 2025 New
$0
$297 Million 0.27% of portfolio
3,696
Q1 2025 Added 0.03%
$0
$267 Million 0.25% of portfolio
4,063
Q1 2025 Added 0.35%
$0
$251 Million 0.23% of portfolio
3,320
Q4 2024 Added 0.7%
$0
$208 Million 0.19% of portfolio
8,335
Q1 2025 New
$0
$209 Million 0.19% of portfolio
578
Q1 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $108 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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