Ameliora Wealth Management Ltd.
Sector Allocation
- Other65.1%$228.1M
- Technology13.8%$48.2M
- Financials12.9%$45.2M
- Industrials2.5%$8.9M
- Consumer Discretionary2.1%$7.5M
- Healthcare1.3%$4.4M
- Energy0.6%$2.0M
- Consumer Staples0.5%$1.9M
- Materials0.5%$1.7M
- Communication Services0.3%$1.1M
AUM History
13fpro.ai/research/fund/ameliora-wealth-management-ltd-1910168
Conviction and streaks
Stable · top 10 = 51.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$35.1M
- ISHARES$25.1M
- SPDR$24.6M
- ISHARES$21.3M
SGOL
$18.1M- ISHARES$17.9M
QQQ
$10.2MNVDA
$10.0M- FIRST$9.8M
- VANGUARD$9.6M
- DBX$8.8M
SPY
$8.5M- FIRST$6.9M
AAPL
$6.6M- ISHARES$5.9M
MSFT
$5.8MAVGO
$5.6M- GLOBAL$5.3M
- ISHARES$5.2M
GOOGL
$5.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ameliora-wealth-management-ltd-1910168
Ameliora Wealth Management Ltd. 13F holdings — Q3 2026
$350.2M portfolio (+4.0% QoQ) · 239 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$35.1M
10.0% of stocks
+40%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - ISHS 5-10YR INVT
$25.1M
7.2% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR RATE ETF
$24.6M
7.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - ISHS 1-5YR INVS
$21.3M
6.1% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $18.1M
5.2% of stocks
-0.7%This quarter+0.3%Since filed11+ qtrsHeld- 6
ISHARES TR - INVT GRAD SY ETF
$17.9M
5.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $10.2M
2.9% of stocks
+57%This quarter+1.1%Since filed11+ qtrsHeld$10.0M
2.9% of stocks
+0.4%This quarter+2.4%Since filed11+ qtrsHeld- 9
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE
$9.8M
2.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$9.6M
2.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $35.1M | 10.0% | +40% | — | — | — | — | |
| 2 | ISHARES TR - ISHS 5-10YR INVT | $25.1M | 7.2% | -4% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR RATE ETF | $24.6M | 7.0% | +8% | — | — | — | — | |
| 4 | ISHARES TR - ISHS 1-5YR INVS | $21.3M | 6.1% | -5% | — | — | — | — | |
| 5 | $18.1M | 5.2% | -0.7% | +0.3% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - INVT GRAD SY ETF | $17.9M | 5.1% | -3% | — | — | — | — | |
| 7 | $10.2M | 2.9% | +57% | +1.1% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $10.0M | 2.9% | +0.4% | +2.4% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $9.8M | 2.8% | +4% | — | — | — | — | |
| 10 | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $9.6M | 2.8% | +5% | — | — | — | — |
All holdings — Ameliora Wealth Management Ltd. (Q3 2026)
239 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DBX ETF TR - XTRACK MSCI JAPNetf/fund | — | $8.8M | 2.5% | 75K | +11% | — | — | 13F |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $8.5M | 2.4% | 11K | -0.6% | 11+ qtrs | — | 13F | |
| 13 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $6.9M | 2.0% | 171K | -3% | — | — | 13F |
| 14 | Apple Inc. | Technology | $6.6M | 1.9% | 20K | -1% | 11+ qtrs | 75.7 | 13F | |
| 15 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $5.9M | 1.7% | 63K | -3% | — | — | 13F |
| 16 | MICROSOFT CORP | Technology | $5.8M | 1.7% | 11K | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $5.6M | 1.6% | 16K | -4% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $5.3M | 1.5% | 89K | +5% | — | — | 13F |
| 19 | — | ISHARES INC - MSCI GERMANY ETFetf/fund | — | $5.2M | 1.5% | 125K | +2% | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $5.1M | 1.5% | 15K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES INC - MSCI SWITZERLANDetf/fund | — | $5.0M | 1.4% | 85K | +0.5% | — | — | 13F |
| 22 | CITIGROUP INC | Financials | $4.7M | 1.3% | 36K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - MSCI EURO FL ETFetf/fund | — | $4.4M | 1.3% | 111K | +5% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $4.3M | 1.2% | 13K | -5% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANECK ETF TRUST - GOLD MINERS ETFetf/fund | — | $4.1M | 1.2% | 47K | +84% | — | — | 13F |
| 26 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.8M | 1.1% | 15K | -2% | |||
| 27 | $DOV | DOVER Corp | Industrials | $3.6M | 1.0% | 23K | -0.2% | |||
| 28 | $V | VISA INC. | Financials | $3.5M | 1.0% | 9,773 | -8% | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $2.4M | 0.7% | 7,046 | +2% | |||
| 30 | $MA | Mastercard Inc | Financials | $2.3M | 0.7% | 4,215 | — | |||
| 31 | — | ISHARES INC - CORE MSCI EMKT | — | $2.2M | 0.6% | 27K | New | |||
| 32 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $2.0M | 0.6% | 39K | — | |||
| 33 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.9M | 0.6% | 14K | -35% | |||
| 34 | $PANW | Palo Alto Networks Inc | Technology | $1.7M | 0.5% | 4,401 | -19% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $1.7M | 0.5% | 1,486 | — | |||
| 36 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 0.5% | 1,853 | -37% | |||
| 37 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.7M | 0.5% | 2,933 | New | |||
| 38 | $SOFI | SoFi Technologies, Inc. | Financials | $1.6M | 0.5% | 100K | — | |||
| 39 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.4% | 1,443 | -14% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.4% | 2,064 | +4% | |||
| 41 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.5M | 0.4% | 16K | — | |||
| 42 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.5M | 0.4% | 2,304 | — | |||
| 43 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.5M | 0.4% | 4,000 | — | |||
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.4M | 0.4% | 2,052 | +7% | |||
| 45 | $GLD | SPDR GOLD TRUST | Financials | $1.4M | 0.4% | 3,649 | — | |||
| 46 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.4% | 4,381 | — | |||
| 47 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.3M | 0.4% | 2,862 | +45% | |||
| 48 | — | ISHARES TR - RUS TP200 GR ETF | — | $1.2M | 0.3% | 4,026 | -1% | |||
| 49 | $SLV | iShares Silver Trust | Financials | $1.2M | 0.3% | 22K | -31% | |||
| 50 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.3% | 1,921 | -2% | |||
| 51 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | — | $1.1M | 0.3% | 28K | — | |||
| 52 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.3% | 6,621 | — | |||
| 53 | — | ISHARES TR - US CONSUM DISCRE | — | $1.0M | 0.3% | 11K | — | |||
| 54 | $IAU | ISHARES GOLD TRUST | Financials | $976K | 0.3% | 13K | — | |||
| 55 | $HZO | MARINEMAX INC | Consumer Discretionary | $920K | 0.3% | 18K | — | |||
| 56 | $INTC | INTEL CORP | Technology | $886K | 0.3% | 7,372 | +1.0% | |||
| 57 | — | ISHARES TR - US AER DEF ETF | — | $867K | 0.3% | 4,186 | -0.6% | |||
| 58 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $831K | 0.2% | 3,140 | +324% | |||
| 59 | $IBIT | iShares Bitcoin Trust ETF | Financials | $811K | 0.2% | 17K | — | |||
| 60 | $IBKR | Interactive Brokers Group, Inc. | Financials | $799K | 0.2% | 9,352 | — | |||
| 61 | $NEM | NEWMONT Corp /DE/ | Materials | $767K | 0.2% | 6,652 | +4335% | |||
| 62 | $CEG | Constellation Energy Corp | Utilities | $722K | 0.2% | 2,842 | +54% | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $657K | 0.2% | 1,320 | — | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $635K | 0.2% | 698 | -3% | |||
| 65 | — | ISHARES TR - FLTG RATE NT ETF | — | $623K | 0.2% | 12K | — | |||
| 66 | $RIO | RIO TINTO PLC | Materials | $610K | 0.2% | 6,480 | — | |||
| 67 | $BA | BOEING CO | Industrials | $605K | 0.2% | 3,250 | — | |||
| 68 | $CVX | CHEVRON CORP | Energy | $597K | 0.2% | 2,923 | — | |||
| 69 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $575K | 0.2% | 1,413 | — | |||
| 70 | — | ISHARES TR - CORE S&P MCP ETF | — | $574K | 0.2% | 7,982 | — | |||
| 71 | $GEV | GE Vernova Inc. | Industrials | $547K | 0.2% | 575 | -6% | |||
| 72 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $534K | 0.1% | 10K | — | |||
| 73 | $DIS | Walt Disney Co | Communication Services | $531K | 0.1% | 5,063 | — | |||
| 74 | $BLK | BlackRock, Inc. | Financials | $525K | 0.1% | 496 | +1671% | |||
| 75 | $ORCL | ORACLE CORP | Technology | $521K | 0.1% | 3,794 | +5% | |||
| 76 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $485K | 0.1% | 4,000 | — | |||
| 77 | $WMT | Walmart Inc. | Consumer Staples | $485K | 0.1% | 4,665 | -85% | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $451K | 0.1% | 7,600 | — | |||
| 79 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $442K | 0.1% | 5,650 | — | |||
| 80 | $RTX | RTX Corp | Industrials | $442K | 0.1% | 2,379 | -5% | |||
| 81 | — | BARCLAYS BANK PLC - IPATH SELCT MLP | — | $434K | 0.1% | 13K | — | |||
| 82 | $SPGI | S&P Global Inc. | Financials | $424K | 0.1% | 1,075 | +6% | |||
| 83 | — | ISHARES TR - MSC GLO FAC ETF | — | $415K | 0.1% | 13K | — | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $408K | 0.1% | 1,960 | — | |||
| 85 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $407K | 0.1% | 4,770 | — | |||
| 86 | — | ISHARES TR - MSCI INDIA ETF | — | $380K | 0.1% | 8,130 | — | |||
| 87 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $355K | 0.1% | 6,517 | — | |||
| 88 | $NET | Cloudflare, Inc. | Technology | $347K | 0.1% | 1,000 | -14% | |||
| 89 | $NFLX | NETFLIX INC | Communication Services | $347K | 0.1% | 4,990 | -13% | |||
| 90 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $344K | 0.1% | 4,294 | — | |||
| 91 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $342K | 0.1% | 1,750 | — | |||
| 92 | — | ISHARES TR - S&P 100 ETF | — | $303K | 0.1% | 792 | — | |||
| 93 | $VRT | Vertiv Holdings Co | Technology | $301K | 0.1% | 1,246 | +55% | |||
| 94 | $DDOG | Datadog, Inc. | Technology | $286K | 0.1% | 1,045 | -0.9% | |||
| 95 | $ETHA | iShares Ethereum Trust ETF | Financials | $284K | 0.1% | 14K | — | |||
| 96 | $NOW | ServiceNow, Inc. | Technology | $283K | 0.1% | 2,110 | +8% | |||
| 97 | $CAT | CATERPILLAR INC | Industrials | $277K | 0.1% | 342 | — | |||
| 98 | $DELL | Dell Technologies Inc. | Technology | $258K | 0.1% | 479 | — | |||
| 99 | $USB | US BANCORP \DE\ | Financials | $254K | 0.1% | 4,400 | — | |||
| 100 | $STT | STATE STREET CORP | Financials | $251K | 0.1% | 3,730 | — | |||
| 101 | $FTNT | Fortinet, Inc. | Technology | $248K | 0.1% | 1,385 | -19% | |||
| 102 | $CARR | CARRIER GLOBAL Corp | Industrials | $239K | 0.1% | 4,356 | — | |||
| 103 | $IRM | IRON MOUNTAIN INC | Real Estate | $233K | 0.1% | 2,100 | — | |||
| 104 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $212K | 0.1% | 1,460 | — | |||
| 105 | — | GLOBAL X FDS - US INFR DEV ETF | — | $210K | 0.1% | 4,000 | — | |||
| 106 | — | ISHARES INC - MSCI JAPAN ETF | — | $205K | 0.1% | 2,100 | — | |||
| 107 | $PEP | PEPSICO INC | Consumer Staples | $205K | 0.1% | 1,614 | — | |||
| 108 | $WM | WASTE MANAGEMENT INC | Utilities | $199K | 0.1% | 977 | -9% | |||
| 109 | — | ISHARES TR - ESG AWR US AGRGT | — | $192K | 0.1% | 4,250 | — | |||
| 110 | $ECL | ECOLAB INC. | Materials | $192K | 0.1% | 700 | — | |||
| 111 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $188K | 0.1% | 5,785 | +45% | |||
| 112 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $188K | 0.1% | 310 | — | |||
| 113 | $JNJ | JOHNSON & JOHNSON | Healthcare | $185K | 0.1% | 700 | — | |||
| 114 | $ZS | Zscaler, Inc. | Technology | $176K | 0.1% | 885 | +54% | |||
| 115 | $SHEL | Shell plc | Energy | $163K | 0.1% | 1,720 | — | |||
| 116 | $SNOW | Snowflake Inc. | Technology | $158K | 0.1% | 466 | -21% | |||
| 117 | $TSLA | Tesla, Inc. | Consumer Discretionary | $154K | 0.0% | 435 | -28% | |||
| 118 | — | ISHARES TR - IBOXX INV CP ETF | — | $151K | 0.0% | 1,475 | — | |||
| 119 | $MCK | MCKESSON CORP | Consumer Staples | $145K | 0.0% | 170 | — | |||
| 120 | — | ISHARES TR - 1 3 YR TREAS BD | — | $140K | 0.0% | 1,730 | — | |||
| 121 | $KLAC | KLA CORP | Technology | $140K | 0.0% | 720 | +658% | |||
| 122 | — | TIDAL TRUST II - YIEL SE PORT ETF | — | $139K | 0.0% | 2,000 | — | |||
| 123 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $139K | 0.0% | 2,260 | — | |||
| 124 | $MS | MORGAN STANLEY | Financials | $136K | 0.0% | 724 | — | |||
| 125 | $BOX | BOX INC | Technology | $134K | 0.0% | 4,000 | — | |||
| 126 | $CVS | CVS HEALTH Corp | Healthcare | $123K | 0.0% | 1,440 | — | |||
| 127 | $MMM | 3M CO | Healthcare | $123K | 0.0% | 750 | — | |||
| 128 | — | ISHARES TR - GL CLEAN ENE ETF | — | $119K | 0.0% | 7,000 | — | |||
| 129 | $PLTR | Palantir Technologies Inc. | Technology | $113K | 0.0% | 605 | +450% | |||
| 130 | $PM | Philip Morris International Inc. | Consumer Staples | $107K | 0.0% | 560 | +12% | |||
| 131 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $102K | 0.0% | 625 | — | |||
| 132 | $QCOM | QUALCOMM INC/DE | Technology | $101K | 0.0% | 550 | — | |||
| 133 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $90K | 0.0% | 52 | -68% | |||
| 134 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $85K | 0.0% | 300 | — | |||
| 135 | $NEE | NEXTERA ENERGY INC | Utilities | $82K | 0.0% | 1,080 | — | |||
| 136 | $T | AT&T INC. | Communication Services | $81K | 0.0% | 3,308 | — | |||
| 137 | $ANET | Arista Networks, Inc. | Technology | $78K | 0.0% | 385 | +67% | |||
| 138 | — | PROSHARES TR - ULTR SHO S&P 500 | — | $78K | 0.0% | 2,250 | New | |||
| 139 | $LMT | LOCKHEED MARTIN CORP | Industrials | $76K | 0.0% | 150 | — | |||
| 140 | $GGAL | GRUPO FINANCIERO GALICIA SA | Financials | $74K | 0.0% | 2,000 | New | |||
| 141 | $TDS | TELEPHONE & DATA SYSTEMS INC /DE/ | Communication Services | $73K | 0.0% | 2,145 | — | |||
| 142 | $CTVA | Corteva, Inc. | Consumer Staples | $64K | 0.0% | 830 | — | |||
| 143 | $ROKU | ROKU, INC | Communication Services | $55K | 0.0% | 360 | -37% | |||
| 144 | $SONY | Sony Group Corp | Technology | $52K | 0.0% | 2,200 | — | |||
| 145 | — | ISHARES TR - U.S. MED DVC ETF | — | $51K | 0.0% | 1,000 | — | |||
| 146 | $HWM | Howmet Aerospace Inc. | Materials | $51K | 0.0% | 225 | — | |||
| 147 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $50K | 0.0% | 272 | -62% | |||
| 148 | $AZUL | AZUL SA | Industrials | $47K | 0.0% | 6,000 | +200% | |||
| 149 | $MP | MP Materials Corp. / DE | Materials | $47K | 0.0% | 1,000 | +100% | |||
| 150 | — | PROSHARES TR - ULTRAPRO SHORT | — | $45K | 0.0% | 1,320 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 22 new, 37 added to, 47 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
- ISHARES INC - CORE MSCI EMKT$2.2M
first bought this quarter
- ISHARES TR - ISHARES SEMICDTR$1.7M
first bought this quarter
- PROSHARES TR - ULTR SHO S&P 500$78K
first bought this quarter
$GGALGRUPO FINANCIERO GALICIA SA$74K
first bought this quarter
- PROSHARES TR - ULTRAPRO SHORT$45K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$30Kfirst bought this quarter
+16 more in the Excel export
Added to (37)
- ISHARES TR - CORE S&P500 ETF+40%
now $35.1M
now $10.2M · held 11+ qtrs
- VANECK ETF TRUST - GOLD MINERS ETF+84%
now $4.1M
- SPDR SERIES TRUST - ST STR RATE ETF+8%
now $24.6M
- DBX ETF TR - XTRACK MSCI JAPN+11%
now $8.8M
$NEMNEWMONT Corp /DE/+4335%
now $767K · held 8 qtrs
+31 more in the Excel export
Trimmed (47)
$WMTWalmart Inc.-85%
now $485K · held 11+ qtrs, 3 trims in a row
- ISHARES TR - ISHS 1-5YR INVS-5%
now $21.3M
- ISHARES TR - ISHS 5-10YR INVT-4%
now $25.1M
$TJXTJX COMPANIES INC /DE/-35%
now $1.9M · held 11+ qtrs
$GSGOLDMAN SACHS GROUP INC-37%
now $1.7M · held 6 qtrs, 3 trims in a row
$SLViShares Silver Trust-31%
now $1.2M · held 7 qtrs
+41 more in the Excel export
Holdings by quarter
Every 13F Ameliora Wealth Management Ltd. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ameliora Wealth Management Ltd.?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ameliora Wealth Management Ltd.'s top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.8%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 23% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ameliora Wealth Management Ltd. disclosed 239 positions worth $350.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 22 new positions and exited 11. The portfolio is most concentrated in Other (65.1% of disclosed assets). All figures are sourced directly from Ameliora Wealth Management Ltd.’s Form 13F-HR filing with the SEC under CIK 1910168.
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