Sign In
test

Abraham Martinez

Amara Financial, Llc.

Assets Managed
$145.07M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
0.48%(2Q avg: 3.41%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Amara Financial, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Amara Financial, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 145.07M in assets, with a quarterly growth rate of 0.48% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by Abraham Martinez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.31%
15.95%
$23.13M
360,959 shares@ $64.08 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -4.55%
15.86%
$23.002M
62,600 shares@ $367.45 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.88%
14.11%
$20.459M
95,132 shares@ $215.07 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 26.74%
7.25%
$10.511M
72,513 shares@ $144.95 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 30.95%
6.35%
$9.203M
315,916 shares@ $29.13 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 18.38%
4.46%
$6.466M
66,574 shares@ $97.14 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 9.56%
4.23%
$6.131M
116,642 shares@ $52.57 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -3.16%
4.02%
$5.824M
20,282 shares@ $287.18 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.53%
3.09%
$4.479M
36,027 shares@ $124.31 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.13%
2.98%
$4.323M
22,033 shares@ $196.21 avg price

1-10 of 45