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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.
โขCIK: 1910168โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other64.2%
Technology11.0%
ETF9.8%
Communication5.2%
Financial4.5%
Consumer2.9%
Healthcare1.0%
Industrial0.9%
๐ช Exited Positionssold since Q2 2025
+33 more exited positions
Changes from Q2 2025
NEW24 new positions
โ47 increased
โ33 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023