Tamar Securities, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 4,219
- Avg AUM / client
- $361K
- Accounts
- 6,772
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Investments (13F portfolio — 80 positions, $934,152,109)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL C | $52,912,638 | 184,455 | 5.66% | 3.48% |
| 2 | International Bancshares Cor | COM | $50,934,512 | 756,940 | 5.45% | 3.35% |
| 3 | Amazon Com Inc | COM | $50,175,246 | 240,914 | 5.37% | 3.3% |
| 4 | Meta Platforms Inc | CL A | $42,011,228 | 73,430 | 4.5% | 2.76% |
| 5 | Microsoft Corp | COM | $40,944,007 | 110,609 | 4.38% | 2.69% |
| 6 | Apple Inc | COM | $34,815,976 | 137,184 | 3.73% | 2.29% |
| 7 | Mercadolibre Inc | COM | $34,613,252 | 20,019 | 3.71% | 2.27% |
| 8 | Asml Hldg Nv | N Y REGISTRY SHS | $32,123,907 | 24,321 | 3.44% | 2.11% |
| 9 | Exxon Mobil Corp | COM | $30,955,793 | 182,458 | 3.31% | 2.03% |
| 10 | Freeport Mcmoran Inc | CL B | $29,819,389 | 507,305 | 3.19% | 1.96% |
| 11 | Amgen Inc | COM | $29,379,509 | 83,500 | 3.15% | 1.93% |
| 12 | Regeneron Pharmaceuticals | COM | $27,273,564 | 35,299 | 2.92% | 1.79% |
| 13 | Synopsys Inc | COM | $26,624,029 | 67,151 | 2.85% | 1.75% |
| 14 | Rtx Corporation | COM | $26,002,699 | 134,799 | 2.78% | 1.71% |
| 15 | Visa Inc | COM CL A | $25,130,875 | 83,149 | 2.69% | 1.65% |
| 16 | Alibaba Group Hldg Ltd | SPONSORED ADS | $23,150,005 | 184,521 | 2.48% | 1.52% |
| 17 | Qualcomm Inc | COM | $21,625,215 | 167,924 | 2.32% | 1.42% |
| 18 | Tesla Inc | COM | $21,374,723 | 57,498 | 2.29% | 1.4% |
| 19 | Nvidia Corporation | COM | $20,759,934 | 119,036 | 2.22% | 1.36% |
| 20 | Sherwin Williams Co | COM | $20,648,583 | 64,416 | 2.21% | 1.36% |
| 21 | Quanta Svcs Inc | COM | $19,841,662 | 36,140 | 2.12% | 1.3% |
| 22 | Lockheed Martin Corp | COM | $19,050,185 | 31,520 | 2.04% | 1.25% |
| 23 | Spotify Technology S A | SHS | $18,780,565 | 38,730 | 2.01% | 1.23% |
| 24 | Newmont Corp | COM | $18,349,448 | 169,510 | 1.96% | 1.21% |
| 25 | First Tr Exchange Traded Fd | DJ INTERNT IDX | $17,405,514 | 74,373 | 1.86% | 1.14% |
Top 25 of 80 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,999 | $941M | 61.8% |
| High net worth individuals | 199 | $481M | 31.6% |
| Pension and profit sharing plans | 8 | $10.6M | 0.7% |
| Charitable organizations | 1 | $2.6M | 0.17% |
| Corporations and other businesses | 12 | $87.0M | 5.72% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amit Raz Stavinsky | Managing Member | Jun 2010 (16y) | 75% or more | |
| Farrales, Vina Aileen, Feria | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% | |
| Dominick Salvator Savo | Registered representative | Jan 2020 (7y) | ||
| Eric John Lecours | Registered representative | CFP | Jan 2020 (7y) | |
| Jonathan Ezra | Registered representative | Jan 2020 (7y) | ||
| Joseph Craig Estes | Registered representative | Jan 2020 (7y) | ||
| Richard Allen Mason | Registered representative | Jan 2020 (7y) | ||
| Mark Anthony Benavides | Registered representative | Oct 2020 (6y) | ||
| David Abraham Sirin | Registered representative | Dec 2020 (6y) | ||
| Javier Guztavo Orozco | Registered representative | Sep 2021 (5y) | ||
| Gorge Eduardo Salcedo | Registered representative | Sep 2024 (2y) | ||
| Daniel Shalom Itzhaki | Registered representative | Jan 2025 (2y) | ||
| Franklin Matthew Parks | Registered representative | Jan 2025 (2y) | ||
| Philip Moston | Registered representative | Apr 2025 (1y) | ||
| John Michael Townsend | Registered representative | Apr 2025 (1y) | ||
| Andrew James Scott | Registered representative | Sep 2025 (1y) | ||
| Owen Kim | Registered representative | Sep 2025 (1y) | ||
| Paul Rodriguez | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗