Long-term investor

Amara Financial, Llc. @amarafinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934965).

Record

  • Tracked since 2025-06-30 (445 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +18.1% · all +18.1%
  • Max drawdown n/a · win rate 67% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MGK · 16.6% · long · since 2025-06-30
  • VEA · 16.4% · long · since 2025-06-30
  • VIG · 13.7% · long · since 2025-06-30
  • MGV · 7.8% · long · since 2025-06-30
  • SCHG · 6.4% · long · since 2025-06-30
  • EFA · 4.3% · long · since 2025-06-30
  • VO · 4.0% · long · since 2025-06-30
  • IGSB · 3.7% · long · since 2025-06-30
  • IJR · 3.4% · long · since 2025-06-30
  • IEMG · 2.9% · long · since 2025-06-30
  • VTV · 2.8% · long · since 2025-06-30
  • IJH · 1.7% · long · since 2025-06-30

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