Ameliora Wealth Management Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$313.7M
Q ending 2026-03-31
Prior quarter
$328.3M
Q ending 2025-12-31
Change
-4.4% QoQ · +18.0% YoY
Positions
232
reported holdings
Largest positions
Top 100 of 232 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IGIB | Shares | $23.9M | 450K |
| Ishares Tr | IGSB | Shares | $23.1M | 440K |
| Spdr Series Trust | FLRN | Shares | $22.7M | 736K |
| Ishares Tr | IVV | Shares | $21.9M | 34K |
| Etfs Gold Tr | SGOL | Shares | $21.0M | 471K |
| Ishares Tr | IGEB | Shares | $19.1M | 425K |
| Vanguard Intl Equity Index F | VGK | Shares | $9.0M | 109K |
| State Str Spdr S&Amp;P 500 Etf T | SPY | Shares | $7.6M | 12K |
| Nvidia Corporation | NVDA | Shares | $7.6M | 44K |
| First Tr Exchange-Traded Fd | GRID | Shares | $7.3M | 45K |
| First Tr Exchange Traded Fd | SDVY | Shares | $6.9M | 175K |
| Ishares Tr | AGG | Shares | $6.4M | 65K |
| Invesco Qqq Tr | QQQ | Shares | $6.0M | 10K |
| Dbx Etf Tr | DBJP | Shares | $5.6M | 56K |
| Broadcom Inc | AVGO | Shares | $5.2M | 17K |
| Apple Inc | AAPL | Shares | $5.2M | 20K |
| Ishares Inc | EWG | Shares | $4.9M | 124K |
| Alphabet Inc | GOOGL | Shares | $4.4M | 15K |
| Ishares Tr | IWY | Shares | $4.3M | 17K |
| Global X Fds | SHLD | Shares | $4.3M | 60K |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Citigroup Inc | C | Shares | $4.1M | 36K |
| Jpmorgan Chase &Amp; Co | JPM | Shares | $4.1M | 14K |
| Walmart Inc | WMT | Shares | $4.0M | 32K |
| Ishares Tr | EUFN | Shares | $3.7M | 108K |
| Waste Mgmt Inc Del | WM | Shares | $3.6M | 16K |
| Tjx Cos Inc New | TJX | Shares | $3.6M | 22K |
| Vanguard Intl Equity Index F | VT | Shares | $3.4M | 25K |
| Visa Inc | V | Shares | $3.3M | 11K |
| Amazon Com Inc | AMZN | Shares | $3.0M | 15K |
| Ishares U S Etf Tr | NEAR | Shares | $2.6M | 50K |
| Goldman Sachs Group Inc | GS | Shares | $2.5M | 3K |
| Vaneck Etf Trust | GDX | Shares | $2.2M | 24K |
| Mastercard Incorporated | MA | Shares | $2.1M | 4K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Ishares Silver Tr | SLV | Shares | $2.0M | 29K |
| Ishares Inc | EWL | Shares | $1.7M | 30K |
| Sofi Technologies Inc | SOFI | Shares | $1.6M | 100K |
| Spdr Gold Tr | GLD | Shares | $1.6M | 4K |
| Spdr Series Trust | BIL | Shares | $1.5M | 16K |
| Quanta Svcs Inc | PWR | Shares | $1.3M | 2K |
| Ge Aerospace | GE | Shares | $1.2M | 4K |
| Eli Lilly &Amp; Co | LLY | Shares | $1.2M | 1K |
| Vanguard Index Fds | VOO | Shares | $1.1M | 2K |
| Ssga Active Etf Tr | ULST | Shares | $1.1M | 28K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 7K |
| Ishares Gold Tr | IAU | Shares | $1.1M | 13K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Unitedhealth Group Inc | UNH | Shares | $1.1M | 4K |
| Ishares Tr | IYC | Shares | $1.1M | 11K |
| Ishares Tr | ITA | Shares | $921K | 4K |
| Palo Alto Networks Inc | PANW | Shares | $823K | 5K |
| Micron Technology Inc | MU | Shares | $815K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $667K | 2K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $666K | 17K |
| Boeing Co | BA | Shares | $647K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $628K | 1K |
| Ishares Tr | FLOT | Shares | $622K | 12K |
| Interactive Brokers Group In | IBKR | Shares | $621K | 9K |
| Costco Wholesale Corporation | COST | Shares | $606K | 608 |
| Chevron Corporation | CVX | Shares | $605K | 3K |
| Rio Tinto Plc | RIO | Shares | $605K | 6K |
| Netflix Inc. | NFLX | Shares | $554K | 6K |
| Ishares Tr | IJH | Shares | $539K | 8K |
| Ge Vernova Inc | GEV | Shares | $532K | 610 |
| Oracle Corp | ORCL | Shares | $522K | 4K |
| Select Sector Spdr Tr | XLF | Shares | $494K | 10K |
| Disney Walt Co | DIS | Shares | $488K | 5K |
| Marinemax Inc | HZO | Shares | $476K | 18K |
| Ishares Tr | EAGG | Shares | $476K | 10K |
| Intuitive Surgical Inc | ISRG | Shares | $473K | 1K |
| Thermo Fisher Scientific Inc | TMO | Shares | $471K | 958 |
| Barclays Bank Plc | ATMP | Shares | $453K | 13K |
| Lowes Cos Inc | LOW | Shares | $433K | 2K |
| S&Amp;P Global Inc | SPGI | Shares | $428K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $411K | 8K |
| Advanced Micro Devices Inc | AMD | Shares | $399K | 2K |
| Home Depot Inc | HD | Shares | $394K | 1K |
| Ishares Tr | INDA | Shares | $381K | 8K |
| Vanguard Scottsdale Fds | VCIT | Shares | $368K | 4K |
| Ishares Tr | AQLT | Shares | $359K | 13K |
| Invesco Exchange Traded Fd T | RSP | Shares | $343K | 2K |
| Wells Fargo &Amp; Co | WFC | Shares | $342K | 4K |
| Bank America Corp | BAC | Shares | $327K | 7K |
| Vanguard Index Fds | VOE | Shares | $322K | 2K |
| Intel Corp | INTC | Shares | $322K | 7K |
| Iron Mtn Inc Del | IRM | Shares | $317K | 3K |
| Amplify Etf Tr | HACK | Shares | $300K | 4K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $289K | 740 |
| Progressive Corp | PGR | Shares | $278K | 1K |
| Ishares Tr | OEF | Shares | $252K | 792 |
| Pepsico Inc | PEP | Shares | $251K | 2K |
| Global X Fds | COPX | Shares | $248K | 3K |
| Cloudflare Inc | NET | Shares | $246K | 1K |
| Caterpillar Inc | CAT | Shares | $242K | 342 |
| Spdr Index Shs Fds | FEZ | Shares | $232K | 4K |
| Us Bancorp | USB | Shares | $229K | 4K |
| Tesla Inc | TSLA | Shares | $225K | 606 |
| Ishares Ethereum Tr | ETHA | Shares | $223K | 14K |
| Procter &Amp; Gamble Co | PG | Shares | $211K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.