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Amara Financial, LLC.
Amara Financial, LLC is a privately held, boutique Registered Investment Adviser headquartered in San Francisco, CA. Founded by experienced financial planners, the firm provides high-touch, fiduciary-centered financial planning and investment management services. Amara Financial serves a diverse base of individuals and high net worth clients, as well as pension and profit-sharing plans. The firm has 3 employees, with expertise ranging from certified financial planning to client service administration, and emphasizes a personalized, holistic approach to managing clients' financial well-being.
Investment Strategy
Amara Financial, LLC delivers comprehensive, highly personalized financial planning and investment management tailored to clients' unique goals and circumstances. The firm employs a fiduciary standard, focusing on holistic planning rather than one-size-fits-all formulas. Their approach includes thorough inquiry into clients’ broader life and financial goals, collaboration with a carefully selected network of external experts when needed, and a commitment to ongoing education and proactive service. Investment management is barbelled by individually managed portfolios and a focus on risk-adjusted growth, serving especially individuals, high net worth individuals, and pension plans.
Latest 13F Filing Activity
Amara Financial, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $114M. The fund increased holdings in Schwab Strategic TR, Vanguard World FD, Ishares TR among other positions. Amara Financial, LLC. reduced exposure to Ishares TR, Ishares TR, Invesco Exch Traded FD TR II among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 20.90% | $23.7M | 64,799 | $322.86 | $366.17 | +$1.8M |
V VIG | VANGUARD SPECIALIZED FUNDS | 14.50% | $16.5M | 80,453 | $198.03 | $204.67 | +$1.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 12.67% | $14.4M | 252,377 | $51.92 | $57.01 | +$1.5M |
V VO | VANGUARD INDEX FDS | 6.33% | $7.2M | 25,675 | $263.75 | $279.83 | +$81.9K |
S SCHG | SCHWAB STRATEGIC TR | 6.22% | $7.1M | 241,854 | $27.22 | $29.21 | +$3.6M |
Industry Allocation
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