Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Ameliora Wealth Management Ltd.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Ameliora Wealth Management Ltd.

โ€ขCIK: 1910168โ€ขFiling: Q3 2025

**Ameliora Wealth Management Ltd.** manages $300M across a diversified portfolio of 221 positions. The strategy exhibits significant allocations to key sectors, notably anchoring positions in IGEB at $25.0M and IVV at $20.1M. Further concentration is evident in FLRN ($18.8M), SGOL ($18.7M), and IGIB ($18.3M), suggesting a focused, multi-asset approach. The top ten holdings alone account for substantial exposure across technology and fixed income benchmarks.

Total AUM
$300.3M
QoQ Performance
+7.4%
Positions
179
Top 10 Concentration
51.0%
Latest Filing
Q3 2025

Top Holdings Allocation

IGEB
IVV
FLRN
SGOL
IGIB
IGEB8.3%
IVV6.7%
FLRN6.3%
SGOL6.2%
IGIB6.1%
TMUS4.8%
AGG4.1%
IWY3.1%

๐Ÿ“ˆ Biggest Buys

IWY
ISHARES TR
+113.6%
3.1% of portfolio
SHLD
GLOBAL X FDS
NEW
1.2% of portfolio
IVV
ISHARES TR
+22.0%
6.7% of portfolio
GRID
FIRST TR EXCHANGE TRADED FD
+74.8%
2.0% of portfolio
SLV
ISHARES SILVER TR
+413.3%
1.1% of portfolio

๐Ÿ“‰ Biggest Sells

AGG
ISHARES TR
-25.8%
4.1% of portfolio
INDA
ISHARES TR
-86.2%
0.2% of portfolio
XLE
SELECT SECTOR SPDR TR
-94.9%
0.0% of portfolio
LLY
ELI LILLY & CO
-65.5%
0.3% of portfolio
AAPL
APPLE INC
-26.0%
1.7% of portfolio

Sector Breakdown

Other64.2%
Technology11.0%
ETF9.8%
Communication5.2%
Financial4.5%
Consumer2.9%
Healthcare1.0%
Industrial0.9%

๐Ÿšช Exited Positionssold since Q2 2025

AFRM
AFFIRM HLDGS INC
SOLD
$757.1K
TQQQ
PROSHARES TR
SOLD
$728.2K
MET
METLIFE INC
SOLD
$638.3K
SCHW
SCHWAB CHARLES CORP
SOLD
$488.6K
VYM
VANGUARD WHITEHALL FDS
SOLD
$225.2K
+33 more exited positions

Changes from Q2 2025

NEW24 new positions
โ†‘47 increased
โ†“33 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023