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

About Ameliora Wealth Management Ltd.

Investment Activity

  • Ameliora Wealth Management Ltd. has $350.23 million in total holdings as of September 30, 2026.
  • Ameliora Wealth Management Ltd. owns shares of 239 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 8.15% of the portfolio was purchased this quarter.
  • About 3.82% of the portfolio was sold this quarter.
  • This quarter, Ameliora Wealth Management Ltd. has purchased 229 new stocks and bought additional shares in 37 stocks.
  • Ameliora Wealth Management Ltd. sold shares of 47 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

46434G103 - iShares Core MSCI Emerging Markets ETF
$2,183,934 Holding
464287523 - iShares Semiconductor ETF
$1,667,821 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,077,568 Holding
74350P659 - PROSHARES TR
$78,300 Holding
399909100 - Grupo Financiero Galicia
$74,480 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
13,208 shares (about $10.12M)
Invesco QQQ
5,030 shares (about $3.72M)
iShares Core MSCI Emerging Markets ETF
26,909 shares (about $2.18M)
VanEck Gold Miners ETF
21,356 shares (about $1.88M)

Largest Sales this Quarter

WALMART INC
26,332 shares (about $2.74M)
TJX Companies
7,710 shares (about $1.02M)
The Goldman Sachs Group
1,106 shares (about $995.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmeliora Wealth Management Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$35,144,856$10,115,347 ▲40.4%45,89010.0%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$25,132,051$1,098,738 ▼-4.2%499,1477.2%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$24,631,333$1,746,715 ▲7.6%798,6967.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$21,286,987$1,104,365 ▼-4.9%415,5186.1%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$18,093,518$123,229 ▼-0.7%457,3695.2%ETF
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$17,913,563$480,189 ▼-2.6%418,6395.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,222,142$3,721,043 ▲57.2%13,8182.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,966,960$40,652 ▲0.4%43,6422.8%Technology
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$9,758,761$342,177 ▲3.6%55,1002.8%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$9,648,862$434,781 ▲4.7%111,1622.8%ETF
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
$8,788,725$847,332 ▲10.7%75,3752.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,480,446$48,808 ▼-0.6%11,1202.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$6,949,528$252,042 ▼-3.5%171,2552.0%ETF
Apple Inc. stock logo
AAPL
Apple
$6,637,089$95,910 ▼-1.4%19,9301.9%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,948,457$176,790 ▼-2.9%62,9201.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,822,954$9,745 ▲0.2%11,3531.7%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$5,567,064$239,160 ▼-4.1%15,8521.6%Technology
GLOBAL X FDS
$5,341,653$232,510 ▲4.6%88,9091.5%DEFENSE TECH ETF
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$5,158,003$109,519 ▲2.2%124,8541.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,115,437$196,470 ▼-3.7%14,8671.5%Communication Services
iShares MSCI Switzerland ETF stock logo
EWL
iShares MSCI Switzerland ETF
$5,017,340$25,375 ▲0.5%84,8241.4%ETF
Citigroup Inc. stock logo
C
Citigroup
$4,676,872$5,179 ▼-0.1%36,1201.3%Finance
iShares MSCI Europe Financials ETF stock logo
EUFN
iShares MSCI Europe Financials ETF
$4,432,288$209,641 ▲5.0%111,4201.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,256,128$238,528 ▼-5.3%12,8651.2%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$4,105,352$1,875,057 ▲84.1%46,7581.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,753,694$85,957 ▼-2.2%15,0661.1%Consumer Discretionary
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,641,600$6,472 ▼-0.2%23,0701.0%ETF
Visa Inc. stock logo
V
Visa
$3,511,732$298,603 ▼-7.8%9,7731.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$2,400,854$51,111 ▲2.2%7,0460.7%Communication Services
Mastercard Incorporated stock logo
MA
Mastercard
$2,324,4460.0%4,2150.7%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,183,934$2,183,934 ▲New Holding26,9090.6%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$1,959,4390.0%39,2870.6%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,913,600$1,020,110 ▼-34.8%14,4630.5%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,748,561$407,243 ▼-18.9%4,4010.5%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,719,4210.0%1,4860.5%Healthcare
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,668,367$995,798 ▼-37.4%1,8530.5%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,667,821$1,667,821 ▲New Holding2,9330.5%ETF
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,572,0000.0%100,0000.4%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,536,954$257,757 ▼-14.4%1,4430.4%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,496,772$58,740 ▲4.1%2,0640.4%Communication Services
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,481,1770.0%16,1630.4%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,480,3430.0%2,3040.4%Industrials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,468,3200.0%4,0000.4%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,438,165$92,514 ▲6.9%2,0520.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,389,6850.0%3,6490.4%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,368,1420.0%4,3810.4%Industrials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,305,616$404,641 ▲44.9%2,8620.4%Technology
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$1,187,308$12,386 ▼-1.0%4,0260.3%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$1,176,707$524,550 ▼-30.8%21,5870.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,175,191$23,247 ▼-1.9%1,9210.3%Technology
SPDR SSgA Ultra Short Term Bond ETF stock logo
ULST
SPDR SSgA Ultra Short Term Bond ETF
$1,117,4830.0%27,7670.3%ETF
EXXONMOBIL HOLDINGS CORP
$1,077,568$1,077,568 ▲New Holding6,6210.3%COM SHS
iShares U.S. Consumer Discretionary ETF stock logo
IYC
iShares U.S. Consumer Discretionary ETF
$1,042,5800.0%11,0000.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$976,2500.0%12,5000.3%ETF
MarineMax, Inc. stock logo
HZO
MarineMax
$920,4800.0%17,6000.3%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$886,336$8,657 ▲1.0%7,3720.3%Technology
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$867,255$4,972 ▼-0.6%4,1860.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$831,315$635,400 ▲324.3%3,1400.2%Technology
ISHARES BITCOIN TRUST ETF
$810,5080.0%17,1210.2%SHS BEN INT
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$798,8480.0%9,3520.2%Finance
Newmont Corporation stock logo
NEM
Newmont
$767,242$749,941 ▲4,334.7%6,6520.2%Materials
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$721,925$254,020 ▲54.3%2,8420.2%Utilities
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$657,2940.0%1,3200.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$635,417$20,938 ▼-3.2%6980.2%Consumer Staples
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$623,1980.0%12,2100.2%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$610,2220.0%6,4800.2%Materials
The Boeing Company stock logo
BA
Boeing
$604,6620.0%3,2500.2%Industrials
Chevron Corporation stock logo
CVX
Chevron
$596,9060.0%2,9230.2%Energy
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$574,5680.0%1,4130.2%Healthcare
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$574,3050.0%7,9820.2%ETF
GE VERNOVA INC
$546,532$33,267 ▼-5.7%5750.2%COM
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$534,0000.0%10,0000.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$531,1090.0%5,0630.2%Communication Services
BLACKROCK INC
$524,912$495,280 ▲1,671.4%4960.1%COM
Oracle Corporation stock logo
ORCL
Oracle
$520,916$22,654 ▲4.5%3,7940.1%Technology
AMPLIFY ETF TR
$484,9600.0%4,0000.1%AMPLIFY CYBERSEC
WALMART INC
$484,787$2,736,423 ▼-85.0%4,6650.1%COM
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$450,7560.0%7,6000.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$442,4520.0%5,6500.1%ETF
RTX Corporation stock logo
RTX
RTX
$441,661$25,620 ▼-5.5%2,3790.1%Industrials
BARCLAYS BANK PLC
$433,9420.0%12,7070.1%IPATH SELCT MLP
S&P Global Inc. stock logo
SPGI
S&P Global
$424,055$22,485 ▲5.6%1,0750.1%Finance
ISHARES TR
$414,8640.0%12,9970.1%MSC GLO FAC ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$407,7190.0%1,9600.1%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$407,4060.0%4,7700.1%Consumer Discretionary
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$379,5080.0%8,1300.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$354,7200.0%6,5170.1%Finance
Cloudflare, Inc. stock logo
NET
Cloudflare
$347,280$55,565 ▼-13.8%1,0000.1%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$347,204$52,185 ▼-13.1%4,9900.1%Communication Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$343,7350.0%4,2940.1%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$342,1780.0%1,7500.1%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$302,6070.0%7920.1%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$300,672$106,659 ▲55.0%1,2460.1%Industrials
Datadog, Inc. stock logo
DDOG
Datadog
$286,173$2,738 ▼-0.9%1,0450.1%Technology
ISHARES ETHEREUM TR
$283,7120.0%14,1010.1%SHS
ServiceNow, Inc. stock logo
NOW
ServiceNow
$282,761$20,101 ▲7.7%2,1100.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$277,2900.0%3420.1%Industrials
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$257,6780.0%4790.1%Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$254,1440.0%4,4000.1%Finance
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$251,0660.0%3,7300.1%ETF

Showing largest 100 holdings. View all holdings.
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