AMARA FINANCIAL, LLC.
CIK
1934965
City
SAN FRANCISCO
State / Country
CA
Top Portfolio Positions
9 positions ·
$7,571,572 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
56,392 | $2,516,211 | 33.23% | |
| GLD |
Spdr Gold Trust
|
3,197 | $1,375,637 | 18.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,703 | $1,107,529 | 14.63% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
4,738 | $1,036,295 | 13.69% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
5,632 | $404,490 | 5.34% | |
| AAPL |
Apple Inc.
Technology
|
1,356 | $344,139 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
811 | $300,207 | 3.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
922 | $265,130 | 3.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
597 | $221,934 | 2.93% |
Portfolio Trend
7 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,036,295 | 4,738 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $979,889 | 4,766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $788,534 | 4,766 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $658,422 | 4,766 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $617,183 | 4,767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $523,416 | 4,767 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $610,293 | 5,387 | Shares | Sole | 2024-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||