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

About Ameliora Wealth Management Ltd.

Investment Activity

Ameliora Wealth Management Ltd. has $313.69 million in total holdings as of March 31, 2026.
Ameliora Wealth Management Ltd. owns shares of 232 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 10.41% of the portfolio was purchased this quarter.
About 13.02% of the portfolio was sold this quarter.
This quarter, Ameliora Wealth Management Ltd. has purchased 227 new stocks and bought additional shares in 20 stocks.
Ameliora Wealth Management Ltd. sold shares of 63 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

iShares 5-10 Year Investment Grade Corporate Bond ETF: $23,946,978
iShares 1-5 Year Investment Grade Corporate Bond ETF: $23,110,001
SPDR Bloomberg Investment Grade Floating Rate ETF: $22,658,759
iShares Core S&P 500 ETF: $21,909,970
abrdn Physical Gold Shares ETF: $21,016,401

Largest New Holdings this Quarter

83406F102 - SoFi Technologies: $1,588,000 Holding
37954Y830 - Global X Copper Miners ETF: $248,138 Holding
46438R105 - ISHARES ETHEREUM TR: $223,219 Holding
88636R693 - TIDAL TRUST II: $111,320 Holding
539830109 - Lockheed Martin: $90,658 Holding

Largest Purchases this Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF: 229,504 shares (about $12.06M)
First Trust SMID Cap Rising Dividend Achievers ETF: 173,319 shares (about $6.83M)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 70,370 shares (about $3.75M)
SPDR Bloomberg Investment Grade Floating Rate ETF: 103,017 shares (about $3.17M)
SoFi Technologies: 100,000 shares (about $1.59M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 75,501 shares (about $7.49M)
iShares Investment Grade Systematic Bond ETF: 144,554 shares (about $6.51M)
abrdn Physical Gold Shares ETF: 117,204 shares (about $5.23M)
iShares Russell Top 200 Growth ETF: 20,120 shares (about $5.01M)
iShares Silver Trust: 57,763 shares (about $3.94M)

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	$23,946,978	$3,745,091 â–²	18.5%	449,962	7.6%	Manufacturing
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$23,110,001	$12,062,730 â–²	109.2%	439,688	7.4%	Manufacturing
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$22,658,759	$3,170,863 â–²	16.3%	736,152	7.2%	ETF
IVV iShares Core S&P 500 ETF	$21,909,970	$588,542 â–¼	-2.6%	33,542	7.0%	ETF
SGOL abrdn Physical Gold Shares ETF	$21,016,401	$5,229,582 â–¼	-19.9%	471,014	6.7%	ETF
IGEB iShares Investment Grade Systematic Bond ETF	$19,133,616	$6,513,639 â–¼	-25.4%	424,623	6.1%	ETF
VGK Vanguard FTSE Europe ETF	$8,974,237	$1,230,433 â–²	15.9%	108,871	2.9%	ETF
SPY SPDR S&P 500 ETF Trust	$7,607,603	$278,319 â–¼	-3.5%	11,699	2.4%	Finance
NVDA NVIDIA	$7,587,272	$25,114 â–¼	-0.3%	43,505	2.4%	Computer and Technology
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$7,282,582	$76,555 â–¼	-1.0%	44,520	2.3%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$6,915,785	$6,833,968 â–²	8,352.7%	175,394	2.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,431,703	$7,494,984 â–¼	-53.8%	64,790	2.1%	Finance
QQQ Invesco QQQ	$5,980,162	$323,221 â–¼	-5.1%	10,361	1.9%	Finance
DBJP Xtrackers MSCI Japan Hedged Equity ETF	$5,644,649	$181,535 â–²	3.3%	55,876	1.8%	ETF
AVGO Broadcom	$5,203,792	$167,135 â–¼	-3.1%	16,813	1.7%	Computer and Technology
AAPL Apple	$5,154,475	$9,644 â–²	0.2%	20,310	1.6%	Computer and Technology
EWG iShares MSCI Germany ETF	$4,934,241	$681,425 â–²	16.0%	124,387	1.6%	ETF
GOOGL Alphabet	$4,370,912	$166,497 â–¼	-3.7%	15,200	1.4%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$4,290,997	$5,006,661 â–¼	-53.8%	17,244	1.4%	ETF
GLOBAL X FDS	$4,261,097	$105,764 â–²	2.5%	60,151	1.4%	DEFENSE TECH ETF
MSFT Microsoft	$4,196,617	$219,511 â–¼	-5.0%	11,337	1.3%	Computer and Technology
C Citigroup	$4,100,895		0.0%	36,160	1.3%	Financial Services
JPM JPMorgan Chase & Co.	$4,068,821	$87,954 â–¼	-2.1%	13,832	1.3%	Finance
WALMART INC	$3,967,639	$949,872 â–¼	-19.3%	31,925	1.3%	COM
EUFN iShares MSCI Europe Financials ETF	$3,748,884	$1,247,421 â–²	49.9%	107,572	1.2%	ETF
WM Waste Management	$3,637,576	$147,985 â–¼	-3.9%	15,830	1.2%	Business Services
TJX TJX Companies	$3,572,968	$144,209 â–¼	-3.9%	22,373	1.1%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$3,398,384	$605,703 â–¼	-15.1%	24,569	1.1%	ETF
V Visa	$3,251,800	$143,262 â–¼	-4.2%	10,759	1.0%	Business Services
AMZN Amazon.com	$3,042,616	$23,118 â–¼	-0.8%	14,609	1.0%	Retail/Wholesale
NEAR iShares Short Duration Bond Active ETF	$2,554,049		0.0%	50,237	0.8%	ETF
GS The Goldman Sachs Group	$2,549,814	$68,525 â–¼	-2.6%	3,014	0.8%	Finance
GDX VanEck Gold Miners ETF	$2,196,331	$7,342 â–¼	-0.3%	23,933	0.7%	ETF
MA Mastercard	$2,106,067		0.0%	4,215	0.7%	Business Services
GOOG Alphabet	$2,030,395	$487,949 â–¼	-19.4%	7,078	0.6%	Computer and Technology
SLV iShares Silver Trust	$1,969,723	$3,935,971 â–¼	-66.6%	28,907	0.6%	ETF
EWL iShares MSCI Switzerland ETF	$1,734,954	$44,284 â–²	2.6%	29,501	0.6%	ETF
SOFI SoFi Technologies	$1,588,000	$1,588,000 â–²	New Holding	100,000	0.5%	Finance
GLD SPDR Gold Shares	$1,562,813	$213,854 â–²	15.9%	3,632	0.5%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,481,177		0.0%	16,163	0.5%	ETF
PWR Quanta Services	$1,333,021	$15,922 â–¼	-1.2%	2,428	0.4%	Construction
GE GE Aerospace	$1,236,386	$47,957 â–¼	-3.7%	4,357	0.4%	Aerospace
LLY Eli Lilly and Company	$1,186,503	$34,031 â–¼	-2.8%	1,290	0.4%	Medical
VOO Vanguard S&P 500 ETF	$1,147,642	$233,115 â–¼	-16.9%	1,920	0.4%	ETF
ULST SPDR SSgA Ultra Short Term Bond ETF	$1,124,564		0.0%	27,767	0.4%	ETF
XOM ExxonMobil	$1,113,479	$100,439 â–²	9.9%	6,563	0.4%	Energy
IAU iShares Gold Trust	$1,102,000		0.0%	12,500	0.4%	Finance
META Meta Platforms	$1,084,186	$116,714 â–¼	-9.7%	1,895	0.3%	Computer and Technology
UNH UnitedHealth Group	$1,082,360		0.0%	4,000	0.3%	Medical
IYC iShares U.S. Consumer Discretionary ETF	$1,066,120		0.0%	11,000	0.3%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$920,700		0.0%	4,210	0.3%	ETF
PANW Palo Alto Networks	$823,083	$32,545 â–¼	-3.8%	5,134	0.3%	Computer and Technology
MU Micron Technology	$814,532	$135,136 â–²	19.9%	2,411	0.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$667,451		0.0%	1,975	0.2%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$666,088		0.0%	17,337	0.2%	SHS BEN INT
BA Boeing	$646,848	$248,788 â–¼	-27.8%	3,250	0.2%	Aerospace
BRK.B Berkshire Hathaway	$627,752		0.0%	1,310	0.2%	Finance
FLOT iShares Floating Rate Bond ETF	$622,100		0.0%	12,210	0.2%	ETF
IBKR Interactive Brokers Group	$620,532	$47,150 â–¼	-7.1%	9,252	0.2%	Finance
COST Costco Wholesale	$605,829	$57,793 â–¼	-8.7%	608	0.2%	Retail/Wholesale
CVX Chevron	$604,769	$154,968 â–²	34.5%	2,923	0.2%	Energy
RIO Rio Tinto	$604,519		0.0%	6,480	0.2%	Basic Materials
NFLX Netflix	$554,305	$26,441 â–¼	-4.6%	5,765	0.2%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$539,024		0.0%	7,982	0.2%	ETF
GE VERNOVA INC	$532,469		0.0%	610	0.2%	COM
ORCL Oracle	$522,093	$39,573 â–¼	-7.0%	3,549	0.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$493,700		0.0%	10,000	0.2%	ETF
DIS Walt Disney	$487,972		0.0%	5,063	0.2%	Consumer Discretionary
HZO MarineMax	$476,256		0.0%	17,600	0.2%	Retail/Wholesale
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$475,500		0.0%	10,000	0.2%	ETF
ISRG Intuitive Surgical	$472,515	$35,496 â–¼	-7.0%	1,025	0.2%	Medical
TMO Thermo Fisher Scientific	$470,886	$35,390 â–¼	-7.0%	958	0.2%	Medical
ATMP iPath Select MLP ETN	$453,435	$132,595 â–¼	-22.6%	13,159	0.1%	Finance
LOW Lowe's Companies	$433,338	$10,633 â–²	2.5%	1,834	0.1%	Retail/Wholesale
SPGI S&P Global	$428,317	$34,878 â–¼	-7.5%	1,007	0.1%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$410,780	$140,530 â–²	52.0%	7,600	0.1%	ETF
AMD Advanced Micro Devices	$398,519		0.0%	1,959	0.1%	Computer and Technology
HD Home Depot	$393,681		0.0%	1,197	0.1%	Retail/Wholesale
INDA iShares MSCI India ETF	$380,733		0.0%	8,130	0.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$368,238		0.0%	4,450	0.1%	ETF
ISHARES TR	$359,231		0.0%	12,997	0.1%	MSCI GLOBAL QUAL
RSP Invesco S&P 500 Equal Weight ETF	$343,345	$1,343 â–¼	-0.4%	1,789	0.1%	ETF
WFC Wells Fargo & Company	$341,845		0.0%	4,294	0.1%	Finance
BAC Bank of America	$327,454	$63,375 â–¼	-16.2%	6,717	0.1%	Finance
VOE Vanguard Mid-Cap Value ETF	$322,490		0.0%	1,750	0.1%	ETF
INTC Intel	$322,149		0.0%	7,300	0.1%	Computer and Technology
IRM Iron Mountain	$316,634	$127,675 â–¼	-28.7%	3,100	0.1%	Business Services
AMPLIFY ETF TR	$300,360		0.0%	4,000	0.1%	AMPLIFY CYBERSEC
CRWD CrowdStrike	$288,903		0.0%	740	0.1%	Computer and Technology
PGR Progressive	$278,329	$7,533 â–²	2.8%	1,404	0.1%	Finance
OEF iShares S&P 100 ETF	$251,911		0.0%	792	0.1%	ETF
PEP PepsiCo	$250,638		0.0%	1,614	0.1%	Consumer Staples
COPX Global X Copper Miners ETF	$248,138	$248,138 â–²	New Holding	3,250	0.1%	ETF
NET Cloudflare	$245,545	$36,935 â–¼	-13.1%	1,190	0.1%	Computer and Technology
CAT Caterpillar	$242,293		0.0%	342	0.1%	Industrials
FEZ SPDR EURO STOXX 50 ETF	$231,558	$18,624 â–²	8.7%	3,730	0.1%	ETF
USB U.S. Bancorp	$228,844		0.0%	4,400	0.1%	Finance
TSLA Tesla	$225,280		0.0%	606	0.1%	Auto/Tires/Trucks
ISHARES ETHEREUM TR	$223,219	$223,219 â–²	New Holding	14,101	0.1%	SHS
PG Procter & Gamble	$210,882		0.0%	1,460	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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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

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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