AMARA FINANCIAL, LLC.

CIK

1934965

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $7,571,572

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,862 / 8,232 ▲ 163

Top Industry

Healthcare Plans 26.3%

3Y Alpha vs SPY

+13.9%

Period ended 2 months ago

Filed May 7, 2026 · 38d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.0%

SPY

+27.3%

Annualised alpha

+13.9%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.2%

−5.7 pts

Top 5

85.1%

+1.5 pts

Top 10

100.0%

0.0 pts

HHI

1,922

Moderately concentrated−213

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.7%	$6,035,672	4
Technology	8.5%	$644,346	2
Healthcare	5.3%	$404,490	1
Communication Services	3.5%	$265,130	1
Consumer Cyclical	2.9%	$221,934	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+21	811	$300,207
SPY	Spdr S&P 500 ETF Trust	+5	1,703	$1,107,529
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	−25,320	56,392	$2,516,211
GOOGL	Alphabet Inc.	−201	922	$265,130
AAPL	Apple Inc.	−178	1,356	$344,139
GLTR	abrdn Precious Metals Basket ETF Trust	−28	4,738	$1,036,295
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $7,571,572 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOL	abrdn Gold ETF Trust	Reduced	56,392	-25,320	$2,516,211	−25.0%	33.23%
GLD	Spdr Gold Trust	Held	3,197	0	$1,375,637	+8.6%	18.17%
SPY	Spdr S&P 500 ETF Trust	Added	1,703	+5	$1,107,529	−4.4%	14.63%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	4,738	-28	$1,036,295	+5.8%	13.69%
CVS	CVS HEALTH Corp Healthcare	Held	5,632	0	$404,490	−9.5%	5.34%
AAPL	Apple Inc. Technology	Reduced	1,356	-178	$344,139	−17.5%	4.55%
MSFT	Microsoft Corp Technology	Added	811	+21	$300,207	−21.4%	3.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	922	-201	$265,130	−24.6%	3.50%
TSLA	Tesla, Inc. Consumer Cyclical	Held	597	0	$221,934	−17.3%	2.93%