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CIK: 0001910168
Total reported value
$336.9M
$336.9M
227 檔
33.7%
According to the latest 13F quarterly dataset, Ameliora Wealth Management Ltd. managed an equity portfolio of $336.9M at the end of Q4 2025, spanning 227 distinct U.S. exchange-listed positions.
In Q4 2025, Ameliora Wealth Management Ltd. displayed an active expansion posture, initiating 1 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 7.92% | -0.34% | +4.91% | |
| 2 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.36% | -1.47% | +15.76% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.19% | +0.29% | +14.83% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.23% | +0.59% | +12.38% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 5.93% | -0.42% | +3.79% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.27% | -0.15% | +13.61% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.39% | -0.57% | +74.46% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.15% | -1.02% | +9.68% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.52% | +0.05% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.16% | -0.56% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.39% | -0.07% | +6.44% | |
| 12 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.10% | +0.71% | +11.17% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.01% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.83% | +0.19% | +9.61% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.08% | +8.66% | |
| 16 | SLV | Ishares Silver Trust | ETF-Commodities | 1.70% | -0.13% | +15.40% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.10% | +0.86% | |
| 18 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.56% | +0.52% | +10.52% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.25% | +2.34% | |
| 20 | EWG | Ishares Msci Germany ETF | ETF-Other | 1.39% | -0.07% | +8.63% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.02% | +11.18% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.22% | +10.08% | |
| 23 | C | Citigroup Inc | Stock-Financials | 1.29% | +0.19% | +1.84% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.24% | — | +832.30% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | +0.04% | +12.25% | |
| 26 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.16% | +0.15% | +13.57% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.10% | -1.09% | +11.57% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | -0.14% | +12.79% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.12% | +2.28% | |
| 30 | APO | Apollo Global Management Inc | Stock-Financials | 0.93% | — | +14.40% | |
| 31 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.91% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.07% | +14.00% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | +0.08% | +18.76% | |
| 34 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.81% | +0.03% | +15.66% | |
| 35 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.78% | -0.22% | +4.04% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.03% | — | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.63% | -0.13% | +13.99% | |
| 38 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.53% | +1.02% | +4.43% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.03% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +7.44% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.15% | +1.69% | |
| 42 | GE | General Electric | Stock-Industrials | 0.42% | +0.10% | +4.94% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.02% | +10.01% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.15% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.10% | +16.98% | |
| 46 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.35% | -0.01% | — | |
| 47 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.34% | -0.03% | — | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.32% | +0.07% | +8.14% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.31% | -0.07% | — | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.30% | +0.29% | +14.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | +1.3% | +74.46% | Add |
| 2 | SGOL | Abrdn Physical Gold Shares | +1.1% | +15.76% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | +1.1% | +832.30% | Add |
| 4 | SLV | Ishares Silver Trust | +0.6% | +15.40% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.5% | +14.83% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.34% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +14.00% | Add |
| 8 | DBJP | Xtrackers Msci Japan Hedged | +0.2% | +10.52% | Add |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +12.38% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.2% | +13.61% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +18.76% | Add |
| 12 | APO | Apollo Global Management Inc | +0.1% | +14.40% | Add |
| 13 | WMT | Walmart Inc | +0.1% | +10.08% | Add |
| 14 | TJX | Tjx Companies Inc | +0.1% | +12.79% | Add |
| 15 | EUFN | Ishares Msci Europe Financia | +0.1% | +15.66% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +1.69% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +9.61% | Add |
| 18 | C | Citigroup Inc | +0.1% | +1.84% | Add |
| 19 | GDX | Vaneck Gold Miners ETF | +0.1% | +13.99% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | +58.46% | Add |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +11.17% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +11.18% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +12.25% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | +16.98% | Add |
| 25 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 26 | IWY | Ishares Russell Top 200 Grow | +0.1% | +9.68% | Add |
| 27 | VGK | Vanguard Ftse Europe ETF | 0% | +6.44% | Add |
| 28 | AQLT | Ishares Msci Gl Qua Fact ETF | 0% | +71.69% | Add |
| 29 | ISRG | Intuitive Surgical Inc | 0% | +5.76% | Add |
| 30 | EWG | Ishares Msci Germany ETF | 0% | +8.63% | Add |
| 31 | EWL | Ishares Msci Switzerland ETF | 0% | +4.43% | Add |
| 32 | WM | Waste Management Inc | 0% | +11.57% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | — | +7.44% | Add |
| 34 | AAPL | Apple Inc | 0% | +0.86% | Add |
| 35 | AMZN | Amazon.com Inc | 0% | +2.28% | Add |
| 36 | SHLD | Global X Defense Tech ETF | -0.1% | +13.57% | Add |
| 37 | HD | Home Depot Inc | -0.1% | -10.94% | Trim |
| 38 | NFLX | Netflix Inc | -0.1% | +900.00% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | +4.52% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | — | Unchanged |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -46.82% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | Unchanged |
| 43 | OEF | Ishares S&p 100 ETF | -0.2% | -72.16% | Trim |
| 44 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.3% | +3.79% | Add |
| 45 | IGEB | Ishares Investment Grade Sys | -0.4% | +4.91% | Add |
| 46 | TMUS | T-mobile US Inc | -4.8% | -99.93% | Trim |
| 47 | AFRM | Affirm Holdings Inc | — | NEW | New buy |
| 48 | KMI | Kinder Morgan, Inc. | — | EXIT | Sold out |
| 49 | DLR | Digital Realty Trust Inc | — | EXIT | Sold out |
| 50 | MAA | Mid-america Apartment Comm | — | EXIT | Sold out |
According to official SEC Form 13F filings, Ameliora Wealth Management Ltd. reported a total U.S. public equity portfolio value of $336.9M across 227 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGEB, SGOL, IVV) accounted for 33.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AFRM
市值: $3.0M
Top Position Liquidated / Trimmed
KMI
前期市值: $254.8K
During Q4 2025, Ameliora Wealth Management Ltd.'s top holdings by market value included IGEB (7.9%)、SGOL (7.4%)、IVV (7.2%). The largest single position, IGEB, represented 7.9% of total portfolio value.
In Q4 2025, Ameliora Wealth Management Ltd. made 47 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 4 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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