Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2026)

About Ameliora Wealth Management Ltd.

Investment Activity

Ameliora Wealth Management Ltd. has $336.86 million in total holdings as of June 30, 2026.
Ameliora Wealth Management Ltd. owns shares of 229 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 4.84% of the portfolio was purchased this quarter.
About 4.41% of the portfolio was sold this quarter.
This quarter, Ameliora Wealth Management Ltd. has purchased 232 new stocks and bought additional shares in 32 stocks.
Ameliora Wealth Management Ltd. sold shares of 48 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

iShares 5-10 Year Investment Grade Corporate Bond ETF: $27,699,922
iShares Core S&P 500 ETF: $24,475,223
iShares 1-5 Year Investment Grade Corporate Bond ETF: $22,907,101
SPDR Bloomberg Investment Grade Floating Rate ETF: $22,892,458
iShares Investment Grade Systematic Bond ETF: $19,391,133

Largest New Holdings this Quarter

67103H107 - O'Reilly Automotive: $439,269 Holding
14448C104 - Carrier Global: $319,513 Holding
92537N108 - Vertiv: $269,195 Holding
808524797 - Schwab US Dividend Equity ETF: $126,840 Holding
92204A207 - Vanguard Consumer Staples ETF: $27,284 Holding

Largest Purchases this Quarter

iShares 5-10 Year Investment Grade Corporate Bond ETF: 71,007 shares (about $3.78M)
iShares MSCI Switzerland ETF: 54,894 shares (about $3.45M)
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 8,648 shares (about $1.66M)
GLOBAL X FDS: 24,888 shares (about $1.49M)
Xtrackers MSCI Japan Hedged Equity ETF: 12,232 shares (about $1.40M)

Largest Sales this Quarter

iShares Russell Top 200 Growth ETF: 13,176 shares (about $3.83M)
Waste Management: 14,753 shares (about $3.29M)
Invesco QQQ: 1,573 shares (about $1.16M)
Micron Technology: 726 shares (about $838.01K)
iShares Core S&P 500 ETF: 860 shares (about $644.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$27,699,922	$3,775,442 â–²	15.8%	520,969	8.2%	ETF
IVV iShares Core S&P 500 ETF	$24,475,223	$644,045 â–¼	-2.6%	32,682	7.3%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$22,907,101	$136,947 â–¼	-0.6%	437,075	6.8%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$22,892,458	$182,169 â–²	0.8%	742,057	6.8%	ETF
IGEB iShares Investment Grade Systematic Bond ETF	$19,391,133	$236,287 â–²	1.2%	429,861	5.8%	ETF
SGOL abrdn Physical Gold Shares ETF	$17,604,303	$402,562 â–¼	-2.2%	460,484	5.2%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$10,194,964	$1,658,254 â–²	19.4%	53,168	3.0%	ETF
VGK Vanguard FTSE Europe ETF	$9,398,787	$240,652 â–¼	-2.5%	106,153	2.8%	ETF
NVDA NVIDIA	$8,696,712	$8,204 â–¼	-0.1%	43,464	2.6%	Technology
SPY SPDR S&P 500 ETF Trust	$8,351,876	$384,587 â–¼	-4.4%	11,184	2.5%	ETF
DBJP Xtrackers MSCI Japan Hedged Equity ETF	$7,818,117	$1,404,111 â–²	21.9%	68,108	2.3%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$7,655,883	$89,386 â–²	1.2%	177,466	2.3%	ETF
QQQ Invesco QQQ	$6,471,483	$1,158,357 â–¼	-15.2%	8,788	1.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,412,914		0.0%	64,790	1.9%	ETF
AVGO Broadcom	$6,245,341	$105,770 â–¼	-1.7%	16,533	1.9%	Technology
AAPL Apple	$5,850,280	$26,621 â–¼	-0.5%	20,218	1.7%	Technology
GOOGL Alphabet	$5,517,078	$85,054 â–²	1.6%	15,438	1.6%	Communication Services
EWL iShares MSCI Switzerland ETF	$5,304,226	$3,450,088 â–²	186.1%	84,395	1.6%	ETF
GLOBAL X FDS	$5,077,679	$1,486,063 â–²	41.4%	85,039	1.5%	DEFENSE TECH ETF
C Citigroup	$5,060,964		0.0%	36,160	1.5%	Finance
EWG iShares MSCI Germany ETF	$5,055,410	$90,350 â–¼	-1.8%	122,203	1.5%	ETF
JPM JPMorgan Chase & Co.	$4,447,105	$80,523 â–¼	-1.8%	13,586	1.3%	Finance
MSFT Microsoft	$4,227,809	$1,119 â–¼	0.0%	11,334	1.3%	Technology
EUFN iShares MSCI Europe Financials ETF	$4,138,788	$55,444 â–¼	-1.3%	106,150	1.2%	ETF
AMZN Amazon.com	$3,673,058	$191,149 â–²	5.5%	15,411	1.1%	Consumer Discretionary
V Visa	$3,638,126	$53,179 â–¼	-1.4%	10,604	1.1%	Finance
VT Vanguard Total World Stock ETF	$3,627,271	$228,833 â–¼	-5.9%	23,111	1.1%	ETF
WALMART INC	$3,510,720	$105,105 â–¼	-2.9%	30,997	1.0%	COM
TJX TJX Companies	$3,359,210	$30,300 â–¼	-0.9%	22,173	1.0%	Consumer Discretionary
GS The Goldman Sachs Group	$2,992,644	$55,625 â–¼	-1.8%	2,959	0.9%	Finance
GOOG Alphabet	$2,436,564	$64,306 â–¼	-2.6%	6,896	0.7%	Communication Services
MA Mastercard	$2,164,824		0.0%	4,215	0.6%	Finance
NEAR iShares Short Duration Bond Active ETF	$1,990,279	$554,727 â–¼	-21.8%	39,287	0.6%	ETF
MU Micron Technology	$1,944,979	$838,015 â–¼	-30.1%	1,685	0.6%	Technology
GDX VanEck Gold Miners ETF	$1,916,581	$110,836 â–²	6.1%	25,402	0.6%	ETF
PANW Palo Alto Networks	$1,850,375	$99,578 â–²	5.7%	5,426	0.5%	Technology
SOFI SoFi Technologies	$1,793,000		0.0%	100,000	0.5%	Finance
LLY Eli Lilly and Company	$1,782,353	$235,088 â–²	15.2%	1,486	0.5%	Healthcare
SLV iShares Silver Trust	$1,668,799	$123,141 â–²	8.0%	31,210	0.5%	ETF
UNH UnitedHealth Group	$1,662,520		0.0%	4,000	0.5%	Healthcare
PWR Quanta Services	$1,658,972	$89,285 â–¼	-5.1%	2,304	0.5%	Industrials
GE GE Aerospace	$1,637,311	$8,970 â–²	0.6%	4,381	0.5%	Industrials
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,481,177		0.0%	16,163	0.4%	ETF
GLD SPDR Gold Shares	$1,344,219	$6,262 â–²	0.5%	3,649	0.4%	ETF
VOO Vanguard S&P 500 ETF	$1,318,592		0.0%	1,920	0.4%	ETF
IWY iShares Russell Top 200 Growth ETF	$1,182,242	$3,829,209 â–¼	-76.4%	4,068	0.4%	ETF
AMD Advanced Micro Devices	$1,138,003		0.0%	1,959	0.3%	Technology
ULST SPDR SSgA Ultra Short Term Bond ETF	$1,122,481		0.0%	27,767	0.3%	ETF
META Meta Platforms	$1,117,004	$49,570 â–²	4.6%	1,983	0.3%	Communication Services
IYC iShares U.S. Consumer Discretionary ETF	$1,112,100		0.0%	11,000	0.3%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$1,020,588		0.0%	4,210	0.3%	ETF
INTC Intel	$1,019,299		0.0%	7,300	0.3%	Technology
IAU iShares Gold Trust	$943,875		0.0%	12,500	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$943,201		0.0%	1,975	0.3%	Technology
XOM ExxonMobil	$905,223	$7,930 â–²	0.9%	6,621	0.3%	Energy
IBKR Interactive Brokers Group	$813,998	$8,704 â–²	1.1%	9,352	0.2%	Finance
GE VERNOVA INC	$716,665		0.0%	610	0.2%	COM
BA Boeing	$703,528		0.0%	3,250	0.2%	Industrials
COST Costco Wholesale	$674,474	$105,708 â–²	18.6%	721	0.2%	Consumer Staples
BRK.B Berkshire Hathaway	$660,515	$5,004 â–²	0.8%	1,320	0.2%	Finance
HZO MarineMax	$644,512		0.0%	17,600	0.2%	Consumer Discretionary
FLOT iShares Floating Rate Bond ETF	$623,320		0.0%	12,210	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$615,492		0.0%	7,982	0.2%	ETF
RIO Rio Tinto	$615,146		0.0%	6,480	0.2%	Materials
ISHARES BITCOIN TRUST ETF	$569,958	$7,191 â–¼	-1.2%	17,121	0.2%	SHS BEN INT
CRWD CrowdStrike	$564,724		0.0%	740	0.2%	Technology
ISRG Intuitive Surgical	$561,922	$154,300 â–²	37.9%	1,413	0.2%	Healthcare
XLF Financial Select Sector SPDR Fund	$536,100		0.0%	10,000	0.2%	ETF
ORCL Oracle	$531,830	$11,724 â–²	2.3%	3,629	0.2%	Technology
PGR Progressive	$512,047	$205,343 â–²	67.0%	2,344	0.2%	Finance
DIS Walt Disney	$487,314		0.0%	5,063	0.1%	Communication Services
CVX Chevron	$484,516		0.0%	2,923	0.1%	Energy
RTX RTX	$477,550	$411,903 â–²	627.5%	2,517	0.1%	Industrials
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$466,972	$99,180 â–²	27.0%	5,650	0.1%	ETF
CEG Constellation Energy	$457,498	$382,987 â–²	514.0%	1,842	0.1%	Utilities
VWO Vanguard FTSE Emerging Markets ETF	$453,644		0.0%	7,600	0.1%	ETF
ATMP iPath Select MLP ETN	$439,770	$15,643 â–¼	-3.4%	12,707	0.1%	ETF
ORLY O'Reilly Automotive	$439,269	$439,269 â–²	New Holding	4,770	0.1%	Consumer Discretionary
AMPLIFY ETF TR	$419,720		0.0%	4,000	0.1%	AMPLIFY CYBERSEC
RSP Invesco S&P 500 Equal Weight ETF	$417,029	$36,384 â–²	9.6%	1,960	0.1%	ETF
SPGI S&P Global	$414,591	$4,480 â–²	1.1%	1,018	0.1%	Finance
NFLX Netflix	$409,836	$1,785 â–¼	-0.4%	5,740	0.1%	Communication Services
ISHARES TR	$409,732		0.0%	12,997	0.1%	MSC GLO FAC ETF
INDA iShares MSCI India ETF	$401,541		0.0%	8,130	0.1%	ETF
BAC Bank of America	$371,339	$11,396 â–¼	-3.0%	6,517	0.1%	Finance
CAT Caterpillar	$364,196		0.0%	342	0.1%	Industrials
WFC Wells Fargo & Company	$354,856		0.0%	4,294	0.1%	Finance
VOE Vanguard Mid-Cap Value ETF	$345,800		0.0%	1,750	0.1%	ETF
CARR Carrier Global	$319,513	$319,513 â–²	New Holding	4,356	0.1%	Industrials
OEF iShares S&P 100 ETF	$289,690		0.0%	792	0.1%	ETF
NET Cloudflare	$284,525	$7,358 â–¼	-2.5%	1,160	0.1%	Technology
MELI MercadoLibre	$276,675	$169,739 â–²	158.7%	163	0.1%	Consumer Discretionary
DDOG Datadog	$274,680		0.0%	1,055	0.1%	Technology
VRT Vertiv	$269,195	$269,195 â–²	New Holding	804	0.1%	Industrials
USB U.S. Bancorp	$265,760		0.0%	4,400	0.1%	Finance
IRM Iron Mountain	$265,251	$126,310 â–¼	-32.3%	2,100	0.1%	Real Estate
FTNT Fortinet	$263,458		0.0%	1,715	0.1%	Technology
FEZ SPDR EURO STOXX 50 ETF	$256,176		0.0%	3,730	0.1%	ETF
TSLA Tesla	$254,463	$421 â–¼	-0.2%	605	0.1%	Consumer Discretionary
COPX Global X Copper Miners ETF	$250,152		0.0%	3,250	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2026)

About Ameliora Wealth Management Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2026)

About Ameliora Wealth Management Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmeliora Wealth Management Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools