Q3 2026 13F · SEC CIK 1910168
Ameliora Wealth Management Ltd.
Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $350.2M
- Reported positions
- 239
- Top holdings a year, 3 yrs
- +12.5%
- Assets under management
- $1.2B
Ameliora Wealth Management Ltd. is a wealth manager that reported 239 positions worth $350.2M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Ishares Tr (IVV, 10.0%), Ishares Tr (IGIB, 7.2%), Spdr Series Trust (FLRN, 7.0%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.
Ameliora Wealth Management Ltd. holdings largest 50 of 239 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Ameliora Wealth Management Ltd. bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- GDX Vaneck ETF Trust+84.1% shares
- QQQ Invesco Qqq Tr+57.2% shares
- IVV Ishares Tr+40.4% shares
- DBJP Dbx ETF Tr+10.7% shares
- FLRN Spdr Series Trust+7.6% shares
- VOO Vanguard Index Fds+6.9% shares
Reduced
- GS Goldman Sachs Group Inc-37.4% shares
- TJX Tjx Cos Inc New-34.8% shares
- SLV Ishares Silver Tr-30.8% shares
- PANW Palo Alto Networks Inc-18.9% shares
- MU Micron Technology Inc-14.4% shares
- V Visa Inc-7.8% shares
- JPM Jpmorgan Chase & Co-5.3% shares
Left the top 50
- WMT Walmart Incwas 1.0%
- ULST Ssga Active ETF Trwas 0.3%
- IYC Ishares Trwas 0.3%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +10.2% /yr
- S&P 500 +20.1%
- 3 years
- +12.5% /yr
- S&P 500 +20.4%
- 5 years
- +6.6% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $350.2M | 239 |
| Q2 2026 | $336.9M | 229 |
| Q1 2026 | $313.7M | 232 |
| Q4 2025 | $328.3M | 227 |
| Q3 2025 | $300.3M | 221 |
| Q2 2025 | $279.6M | 214 |
| Q1 2025 | $265.9M | 238 |
| Q4 2024 | $266.5M | 238 |
| Q3 2024 | $239.9M | 163 |
| Q2 2024 | $220.3M | 182 |
| Q1 2024 | $220.6M | 195 |
| Q4 2023 | $201.5M | 184 |
Questions about Ameliora Wealth Management Ltd.'s portfolio
What stocks does Ameliora Wealth Management Ltd. own?
Ameliora Wealth Management Ltd.'s latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 239 positions worth $350.2M. The largest are Ishares Tr (IVV) at 10.0%, Ishares Tr (IGIB) at 7.2%, Spdr Series Trust (FLRN) at 7.0%, Ishares Tr (IGSB) at 6.1% and Etfs Gold Tr (SGOL) at 5.2%.
What did Ameliora Wealth Management Ltd. buy last quarter?
In Q3 2026, Ameliora Wealth Management Ltd. added Vaneck ETF Trust (GDX) (+84.1% shares), Invesco Qqq Tr (QQQ) (+57.2% shares) and Ishares Tr (IVV) (+40.4% shares), compared with its Q2 2026 filing.
What did Ameliora Wealth Management Ltd. sell last quarter?
In Q3 2026, Ameliora Wealth Management Ltd. cut from its top 50 Walmart Inc (WMT), cut from its top 50 Ssga Active ETF Tr (ULST), cut from its top 50 Ishares Tr (IYC), Goldman Sachs Group Inc (GS) (-37.4% shares), Tjx Cos Inc New (TJX) (-34.8% shares) and Ishares Silver Tr (SLV) (-30.8% shares), compared with its Q2 2026 filing.
How has Ameliora Wealth Management Ltd.'s portfolio performed?
A portfolio copying Ameliora Wealth Management Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.2% against +20.1%. Over 5 years: +6.6% a year against +13.0%.
When is Ameliora Wealth Management Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Ameliora Wealth Management Ltd.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Ameliora Wealth Management Ltd. manage?
Ameliora Wealth Management Ltd. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $350.2M.