AMARA FINANCIAL, LLC. - Portfolio overview

AMARA FINANCIAL, LLC. has 51 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 15.70%
2. MGK - VANGUARD WORLD FD, 15.61%
3. VIG - VANGUARD SPECIALIZED FUNDS, 13.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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