Ameliora Wealth Management Ltd.
CIK: 0001910168SEC EDGAR →
Portfolio Value
$328.3M
Holdings
227
As of
Q4 2025
New Positions
24
Closed Positions
17
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 569,177 | $26.0M | 7.92% |
| 2 | ETFS GOLD TR | 588,218 | $24.2M | 7.36% |
| 3 | ISHARES TR | 34,443 | $23.6M | 7.19% |
| 4 | ISHARES TR | 379,592 | $20.5M | 6.23% |
| 5 | SPDR SERIES TRUST | 633,135 | $19.5M | 5.93% |
| 6 | ISHARES TR | 140,291 | $14.0M | 4.27% |
| 7 | ISHARES TR | 210,184 | $11.1M | 3.39% |
| 8 | ISHARES TR | 37,364 | $10.3M | 3.15% |
| 9 | SPDR S&P 500 ETF TR | 12,127 | $8.3M | 2.52% |
| 10 | NVIDIA CORPORATION | 43,649 | $8.1M | 2.48% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $232.0M | 70.7% |
| Technology | 38 | $40.0M | 12.2% |
| Unknown | 16 | $15.7M | 4.8% |
| Communication Services | 10 | $10.5M | 3.2% |
| Consumer Cyclical | 13 | $8.8M | 2.7% |
| Industrials | 15 | $7.7M | 2.3% |
| Consumer Defensive | 7 | $5.5M | 1.7% |
| Healthcare | 15 | $4.6M | 1.4% |
| Energy | 8 | $1.3M | 0.4% |
| Basic Materials | 8 | $974K | 0.3% |
| Utilities | 5 | $608K | 0.2% |
| Real Estate | 3 | $384K | 0.1% |