Q2 2026 13F · SEC CIK 1910168

Ameliora Wealth Management Ltd.

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $336.9M
Reported positions: 229
Top holdings a year, 3 yrs: +12.5%
Assets under management: $1.2B

Ameliora Wealth Management Ltd. is a wealth manager that reported 229 positions worth $336.9M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Ishares Tr (IGIB, 8.2%), Ishares Core S&p 500 ETF (IVV, 7.3%), Ishares 1-3 Yr Credit Bond ETF (IGSB, 6.8%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Ameliora Wealth Management Ltd. holdings largest 50 of 229 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ameliora Wealth Management Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IGIBIshares Tr	8.2%	7.6%	520,969	+15.8%	$27.7M
IVVIshares Core S&p 500 ETF	7.3%	7.0%	32,682	-2.6%	$24.5M
IGSBIshares 1-3 Yr Credit Bond ETF	6.8%	7.4%	437,075	-0.6%	$22.9M
FLRNState Street Spdr Bloomberg Investment G	6.8%	7.2%	742,057	+0.8%	$22.9M
IGEBIshares Tr	5.8%	6.1%	429,861	+1.2%	$19.4M
SGOLEtfs Gold Tr	5.2%	6.7%	460,484	-2.2%	$17.6M
GRIDFirst Tr Exchange-Traded Fd	3.0%	2.3%	53,168	+19.4%	$10.2M
VGKVanguard Intl Equity Index F	2.8%	2.9%	106,153	-2.5%	$9.4M
NVDANvidia Corporation Com	2.6%	2.4%	43,464	-0.1%	$8.7M
SPYSpdr S&p 500 ETF Tr	2.5%	2.4%	11,184	-4.4%	$8.4M
DBJPDbx ETF Tr	2.3%	1.8%	68,108	+21.9%	$7.8M
SDVYFirst Tr Exchange-Traded Fd	2.3%	2.2%	177,466	+1.2%	$7.7M
QQQInvesco Qqq Tr	1.9%	1.9%	8,788	-15.2%	$6.5M
AGGIshares Tr	1.9%	2.0%	64,790	+0.0%	$6.4M
AVGOBroadcom Inc	1.9%	1.7%	16,533	-1.7%	$6.2M
AAPLApple Inc	1.7%	1.6%	20,218	-0.5%	$5.9M
GOOGLAlphabet Inc	1.6%	1.4%	15,438	+1.6%	$5.5M
EWLBlackrock, Inc.	1.6%	0.6%	84,395	+186.1%	$5.3M
SHLDGlobal X Fds	1.5%	1.4%	85,039	+41.4%	$5.1M
CCitigroup Inc Com New	1.5%	1.3%	36,160	+0.0%	$5.1M
EWGIshares Inc	1.5%	1.6%	122,203	-1.8%	$5.1M
JPMJpmorgan Chase & Co	1.3%	1.3%	13,586	-1.8%	$4.4M
MSFTMicrosoft Corp	1.3%	1.3%	11,334	-0.0%	$4.2M
EUFNIshares Tr	1.2%	1.2%	106,150	-1.3%	$4.1M
AMZNAmazon Com Inc Com	1.1%	1.0%	15,411	+5.5%	$3.7M
VVisa Inc Com Cl A	1.1%	1.0%	10,604	-1.4%	$3.6M
VTVanguard Total World Stock Index Fund Et	1.1%	1.1%	23,111	-5.9%	$3.6M
WMTWalmart Inc	1.0%	1.3%	30,997	-2.9%	$3.5M
TJXTjx Cos Inc New Com	1.0%	1.1%	22,173	-0.9%	$3.4M
GSGoldman Sachs Group Inc	0.9%	0.8%	2,959	-1.8%	$3.0M
GOOGAlphabet Inc	0.7%	0.6%	6,896	-2.6%	$2.4M
MAMastercard Inc.	0.6%	0.7%	4,215	+0.0%	$2.2M
NEARIshares Short Duration Bond Active ETF	0.6%	0.8%	39,287	-21.8%	$2.0M
MUMicron Technology Inc	0.6%	—	1,685	—	$1.9M
GDXVaneck Gold Miners ETF	0.6%	0.7%	25,402	+6.1%	$1.9M
PANWPalo Alto Networks Inc	0.5%	—	5,426	—	$1.9M
SOFISofi Technologies Inc	0.5%	0.5%	100,000	+0.0%	$1.8M
LLYLilly Eli & Co	0.5%	0.4%	1,486	+15.2%	$1.8M
SLVIshares Silver Tr	0.5%	0.6%	31,210	+8.0%	$1.7M
UNHUnitedhealth Group Inc Com	0.5%	0.3%	4,000	+0.0%	$1.7M
PWRQuanta Svcs Inc Com	0.5%	0.4%	2,304	-5.1%	$1.7M
GEGe Aerospace	0.5%	0.4%	4,381	+0.6%	$1.6M
BILSPDR Brcy1-3 Ser	0.4%	0.5%	16,163	+0.0%	$1.5M
GLDSpdr Gold Shares	0.4%	0.5%	3,649	+0.5%	$1.3M
VOOVanguard S&p 500 ETF	0.4%	0.4%	1,920	+0.0%	$1.3M
IWYIshares Russell Top 200 Growth ETF	0.4%	1.4%	4,068	-76.4%	$1.2M
AMDAdvanced Micro Devices Inc	0.3%	—	1,959	—	$1.1M
ULSTSsga Active ETF Tr	0.3%	0.4%	27,767	+0.0%	$1.1M
METAMeta Platforms Inc Class A	0.3%	0.3%	1,983	+4.6%	$1.1M
IYCIshare Dow Jones Consumer Discretionary	0.3%	0.3%	11,000	+0.0%	$1.1M

What Ameliora Wealth Management Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EWL Blackrock, Inc.+186.1% shares
SHLD Global X Fds+41.4% shares
DBJP Dbx ETF Tr+21.9% shares
GRID First Tr Exchange-Traded Fd+19.4% shares
IGIB Ishares Tr+15.8% shares
LLY Lilly Eli & Co+15.2% shares
SLV Ishares Silver Tr+8.0% shares
GDX Vaneck Gold Miners ETF+6.1% shares

Reduced

IWY Ishares Russell Top 200 Growth ETF-76.4% shares
NEAR Ishares Short Duration Bond Active ETF-21.8% shares
QQQ Invesco Qqq Tr-15.2% shares
VT Vanguard Total World Stock Index Fund Et-5.9% shares
PWR Quanta Svcs Inc Com-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.2% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$336.9M	229
Q1 2026	$313.7M	232
Q4 2025	$328.3M	227
Q3 2025	$300.3M	221
Q2 2025	$279.6M	214
Q1 2025	$265.9M	238
Q4 2024	$266.5M	238
Q3 2024	$239.9M	163
Q2 2024	$220.3M	182
Q1 2024	$220.6M	195
Q4 2023	$201.5M	184
Q3 2023	$168.6M	214

Questions about Ameliora Wealth Management Ltd.'s portfolio

What stocks does Ameliora Wealth Management Ltd. own?

Ameliora Wealth Management Ltd.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 229 positions worth $336.9M. The largest are Ishares Tr (IGIB) at 8.2%, Ishares Core S&p 500 ETF (IVV) at 7.3%, Ishares 1-3 Yr Credit Bond ETF (IGSB) at 6.8%, State Street Spdr Bloomberg Investment G (FLRN) at 6.8% and Ishares Tr (IGEB) at 5.8%.

What did Ameliora Wealth Management Ltd. buy last quarter?

In Q2 2026, Ameliora Wealth Management Ltd. added Blackrock, Inc. (EWL) (+186.1% shares), Global X Fds (SHLD) (+41.4% shares) and Dbx ETF Tr (DBJP) (+21.9% shares), compared with its Q1 2026 filing.

What did Ameliora Wealth Management Ltd. sell last quarter?

In Q2 2026, Ameliora Wealth Management Ltd. cut from its top 50 Waste Mgmt Inc Del (WM), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Gold Trust (IAU), Ishares Russell Top 200 Growth ETF (IWY) (-76.4% shares), Ishares Short Duration Bond Active ETF (NEAR) (-21.8% shares) and Invesco Qqq Tr (QQQ) (-15.2% shares), compared with its Q1 2026 filing.

How has Ameliora Wealth Management Ltd.'s portfolio performed?

A portfolio copying Ameliora Wealth Management Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.2% against +20.1%. Over 5 years: +6.6% a year against +13.0%.

When is Ameliora Wealth Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ameliora Wealth Management Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ameliora Wealth Management Ltd. manage?

Ameliora Wealth Management Ltd. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $336.9M.