Amara Financial, Llc. Portfolio Holdings

Amara Financial, Llc.

  • $136 Billion
  • Q3 2025

Amara Financial, Llc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 47 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 $28.1B, Vanguard Dividend Appreciation with a value of $19.4B, Vanguard Ftse Developed Market with a value of $17.4B, Vanguard Mid Cap ETF with a value of $7.94B, and Schwab Strategic Tr Us Large C with a value of $7.71B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $114B to 136B.

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 $136 Billion
ETFs: $131 Billion
Technology: $800 Million
Communication Services: $481 Million
Healthcare: $425 Million
Consumer Cyclical: $265 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.1 Billion 20.68% of portfolio
69,764
Q3 2025 Added 7.66%
$0
$19.4 Billion 14.32% of portfolio
90,101
Q3 2025 Added 11.99%
$0
$17.4 Billion 12.83% of portfolio
290,656
Q3 2025 Added 15.17%
$0
$7.94 Billion 5.85% of portfolio
27,045
Q3 2025 Added 5.34%
$0
$7.71 Billion 5.68% of portfolio
241,501
Q3 2025 Reduced 0.15%
$0
$7.26 Billion 5.35% of portfolio
52,696
Q3 2025 Added 12.07%
$0
$5.21 Billion 3.84% of portfolio
55,817
Q3 2025 Added 8.3%
$0
$4.82 Billion 3.55% of portfolio
90,861
Q3 2025 Added 11.99%
$0
$4.12 Billion 3.04% of portfolio
22,103
Q3 2025 Added 27.67%
$5.65B
$3.11 Billion 2.29% of portfolio
84,517
Q3 2025 Added 7.46%
$0
$2.97 Billion 2.19% of portfolio
24,995
Q3 2025 Added 7.87%
$0
$2.77 Billion 2.04% of portfolio
42,490
Q3 2025 Added 5.5%
$0
$2.6 Billion 1.92% of portfolio
25,191
Q3 2025 Added 6.11%
$0
$1.68 Billion 1.24% of portfolio
25,514
Q3 2025 Added 67.6%
$0
$1.54 Billion 1.13% of portfolio
7,445
Q3 2025 Added 152.46%
Columbia ETF Tr I
-
$1.43 Billion 1.05% of portfolio
-
Q3 2025 New
$0
$1.4 Billion 1.03% of portfolio
5,507
Q3 2025 Added 0.09%
$130B
$1.14 Billion 0.84% of portfolio
3,197
Q2 2025 Reduced 2.11%
$0
$1.13 Billion 0.83% of portfolio
1,693
Q3 2025 Added 0.36%
$0
$1.11 Billion 0.82% of portfolio
16,048
Q3 2025 Added 1.15%
$0
$855 Million 0.63% of portfolio
1,783
Q3 2025 Added 0.22%
$0
$808 Million 0.59% of portfolio
1,319
Q2 2025 Reduced 0.3%
$2.1B
$789 Million 0.58% of portfolio
4,766
Q2 2025 Reduced 0.02%
$0
$683 Million 0.5% of portfolio
6,908
Q3 2025 Added 1.2%
$0
$684 Million 0.5% of portfolio
2,330
Q3 2025 Added 58.07%
$0
$598 Million 0.44% of portfolio
3,426
Q3 2025 Added 72.68%
$0
$561 Million 0.41% of portfolio
7,107
Q3 2025 Added 166.08%
$0
$497 Million 0.37% of portfolio
3,483
Q3 2025 New
$0
$505 Million 0.37% of portfolio
16,666
Q3 2025 Added 1.05%
$103B
$425 Million 0.31% of portfolio
5,632
Q3 2024 New
$0
$414 Million 0.3% of portfolio
12,203
Q3 2025 Added 0.62%
$3.78T
$408 Million 0.3% of portfolio
788
Q3 2025 Added 0.25%
$4.3T
$391 Million 0.29% of portfolio
1,536
Q3 2025 Added 1.25%
$0
$378 Million 0.28% of portfolio
5,402
Q3 2025 Added 0.02%
$0
$377 Million 0.28% of portfolio
4,316
Q2 2025 Added 30.0%
$0
$386 Million 0.28% of portfolio
3,697
Q2 2025 Added 0.03%
$0
$344 Million 0.25% of portfolio
7,854
Q3 2025 Reduced 3.95%
$0
$323 Million 0.24% of portfolio
4,121
Q3 2025 Reduced 2.53%
$0
$314 Million 0.23% of portfolio
6,962
Q3 2025 Added 0.32%
$1.65T
$273 Million 0.2% of portfolio
1,123
Q3 2025 New
$0
$267 Million 0.2% of portfolio
570
Q3 2025 Reduced 1.38%
$1.29T
$265 Million 0.2% of portfolio
597
Q3 2025 New
$0
$252 Million 0.19% of portfolio
4,935
Q3 2025 Added 1.54%
$0
$251 Million 0.18% of portfolio
9,922
Q3 2025 Added 2.64%
$0
$222 Million 0.16% of portfolio
8,425
Q3 2025 Added 0.01%
$1.74T
$208 Million 0.15% of portfolio
854
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $136 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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