AMARA FINANCIAL, LLC.

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$145,070
Net value change ($000)
+683 (0.5%)
New positions
2
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGV 2,434 30.1%
VEA 2,116 10.1%
SCHG 1,333 16.9%
IEMG 1,138 41.5%
EFA 1,065 19.7%
IGSB 501 8.9%
SCHM 464 NEW
USXF 442 28.9%
SCHJ 228 NEW
SUSB 145 59.4%
Top Reduces (Value $000, Stocks/ETFs)
MGK -4,070 -15.0%
VIG -1,070 -5.0%
STIP -927 -32.6%
SGOL -841 -25.1%
XJH -364 -100.0%
VOT -321 -45.7%
VO -254 -4.2%
ESML -234 -100.0%
VUG -91 -10.5%
GOOGL -87 -24.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type