Ameliora Wealth Management Ltd.

CIK: 0001910168SEC EDGAR →

Portfolio Value

$328.3B

Holdings

227

As of

Q4 2025

New Positions

24

Closed Positions

17

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

569,177$26.0B
7.92%
2

ETFS GOLD TR

588,218$24.2B
7.36%
3

ISHARES TR

34,443$23.6B
7.19%
4

ISHARES TR

379,592$20.5B
6.23%
5

SPDR SERIES TRUST

633,135$19.5B
5.93%
6

ISHARES TR

140,291$14.0B
4.27%
7

ISHARES TR

210,184$11.1B
3.39%
8

ISHARES TR

37,364$10.3B
3.15%
9

SPDR S&P 500 ETF TR

12,127$8.3B
2.52%
10

NVIDIA CORPORATION

43,649$8.1B
2.48%

Quarterly Changes

Top Buys

SGOL↑ Increased
$5.5B
IGSB↑ Increased
$4.7B
VT↑ Increased
$3.7B
IVV↑ Increased
$3.5B
AFRMNEW
$3.0B

Top Sells

TMUS↓ Decreased
$14.4B
OEF↓ Decreased
$675.9M
IJH↓ Decreased
$453.5M
KMICLOSED
$254.8M
FQICLOSED
$181.5M

New Positions (11)

$3.0B · 40K shares
$80.0M · 500 shares
$30.0M · 230 shares
$25.0M · 111 shares
$22.0M · 213 shares
$21.0M · 395 shares
$19.0M · 110 shares
$15.0M · 115 shares
$14.0M · 60 shares
$14.0M · 90 shares
$2.0M · 47 shares

Closed Positions (5)

$254.8M · 9K shares
$181.5M · 1K shares
$167.7M · 1K shares
$65.9M · 2K shares
$17.0M · 40 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services89$232.0B70.7%
Technology38$40.0B12.2%
Unknown16$15.7B4.8%
Communication Services10$10.5B3.2%
Consumer Cyclical13$8.8B2.7%
Industrials15$7.7B2.3%
Consumer Defensive7$5.5B1.7%
Healthcare15$4.6B1.4%
Energy8$1.3B0.4%
Basic Materials8$974.0M0.3%
Utilities5$608.0M0.2%
Real Estate3$384.0M0.1%