Top 50 Ameliora Wealth Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | 8.22% | 521.0K | $27.7M | +15.78%(+71.01K) | $52.04(+0.46%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.27% | 32.7K | $24.5M | -2.56%(-860) | $572.12(+35.87%) | 2026-06-30 | |
| IGSB | ISHARES TR | 6.8% | 437.1K | $22.9M | -0.59%(-2.61K) | $52.70(-1.15%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 6.8% | 742.1K | $22.9M | +0.80%(+5.91K) | $30.58(+0.59%) | 2026-06-30 | |
| IGEB | ISHARES TR | 5.76% | 429.9K | $19.4M | +1.23%(+5.24K) | $44.62(-0.89%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 5.23% | 460.5K | $17.6M | -2.24%(-10.53K) | $22.96(+82.29%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 3.03% | 53.2K | $10.2M | +19.42%(+8.65K) | $137.64(+36.58%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.79% | 106.2K | $9.4M | -2.50%(-2.72K) | $73.64(+25.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.58% | 43.5K | $8.7M | -0.09%(-41) | $102.17(+115.77%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.48% | 11.2K | $8.4M | -4.40%(-515) | $514.77(+50.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.70% | +35.64% | โ | โ | +19.95% |
| Top 20 Holdings Unweighted | +13.75% | +47.16% | โ | โ | +29.18% |
Ameliora Wealth Management Ltd. reports $336.86M in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are IGIB (8.2%), IVV (7.3%) and IGSB (6.8%). The top 20 holdings account for 69.18% of reported assets. Its disclosed equity book has returned +35.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ameliora Wealth Management Ltd.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910168). View Ameliora Wealth Management Ltd.โs 13F filings on SEC