Ameliora Wealth Management Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Ameliora Wealth Management Ltd. reported 228 stock positions worth $336.9 million. Its top holding was iShares 5-10Y Inv Grade (IGIB) at 8.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.3%) and iShares 1-5Y Inv Grade (IGSB, 6.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 15, added to 32 and reduced 49. The biggest buy was iShares MSCI Switzerland ETF (EWL, shares +186%) and the biggest sale Abrdn Physical Gold Shares (SGOL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ZURICH, V8
- CIK
- 0001910168
- Portfolio Value
- $336.9M (Q2 2026)
- SEC Filing
- 0001910168-26-000006 ↗ filed Jul 24, 2026
Holdings Value
Holdings 228 stocks · $336.9M
| IGIB iShares 5-10Y Inv Grade Corp. | 8.22% | 520,969 | $27.7M | Add +15.8% |
| IVV iShares Core S&P 500 ETF | 7.27% | 32,682 | $24.5M | Reduce -2.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 6.80% | 437,075 | $22.9M | Reduce -0.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 6.80% | 742,057 | $22.9M | Add +0.8% |
| IGEB iShares Investment Grade SYS | 5.76% | 429,861 | $19.4M | Add +1.2% |
| SGOL Abrdn Physical Gold Shares | 5.23% | 460,484 | $17.6M | Reduce -2.2% |
| GRID First TRST Nasd Class Edg Sgiif | 3.03% | 53,168 | $10.2M | Add +19.4% |
| VGK Vanguard Ftse Europe ETF | 2.79% | 106,153 | $9.4M | Reduce -2.5% |
| NVDA Nvidia Corp. | 2.58% | 43,464 | $8.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.48% | 11,184 | $8.4M | Reduce -4.4% |
| DBJP Xtrackers MSCI Japan Hedged | 2.32% | 68,108 | $7.8M | Add +21.9% |
| SDVY First Trust Smid Cap Rising | 2.27% | 177,466 | $7.7M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.92% | 8,788 | $6.5M | Reduce -15.2% |
| AGG iShares Core U.S. Aggregate | 1.90% | 64,790 | $6.4M | No change |
| AVGO Broadcom Inc. | 1.85% | 16,533 | $6.2M | Reduce -1.7% |
| AAPL Apple Inc. | 1.74% | 20,218 | $5.9M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 1.64% | 15,438 | $5.5M | Add +1.6% |
| EWL iShares MSCI Switzerland ETF | 1.57% | 84,395 | $5.3M | Add +186.1% |
| SHLD Global X Defense Tech ETF | 1.51% | 85,039 | $5.1M | Add +41.4% |
| C Citigroup Inc. | 1.50% | 36,160 | $5.1M | No change |
| EWG iShares MSCI Germany ETF | 1.50% | 122,203 | $5.1M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 1.32% | 13,586 | $4.4M | Reduce -1.8% |
| MSFT Microsoft Corp. | 1.26% | 11,334 | $4.2M | Reduce -0.0% |
| EUFN iShares MSCI Europe Financia | 1.23% | 106,150 | $4.1M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.09% | 15,411 | $3.7M | Add +5.5% |
| V Visa Inc. Class A | 1.08% | 10,604 | $3.6M | Reduce -1.4% |
| VT Vanguard Tot World STK ETF | 1.08% | 23,111 | $3.6M | Reduce -5.9% |
| WMT Walmart Inc. | 1.04% | 30,997 | $3.5M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 22,173 | $3.4M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.89% | 2,959 | $3.0M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.72% | 6,896 | $2.4M | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.64% | 4,215 | $2.2M | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.59% | 39,287 | $2.0M | Reduce -21.8% |
| MU Micron Technology Inc. | 0.58% | 1,685 | $1.9M | Reduce -30.1% |
| GDX Vaneck Gold Miners ETF | 0.57% | 25,402 | $1.9M | Add +6.1% |
| PANW Palo Alto Networks Inc. | 0.55% | 5,426 | $1.9M | Add +5.7% |
| SOFI Sofi Technologies Inc. | 0.53% | 100,000 | $1.8M | No change |
| LLY Eli Lilly & Co. | 0.53% | 1,486 | $1.8M | Add +15.2% |
| SLV iShares Silver Trust | 0.50% | 31,210 | $1.7M | Add +8.0% |
| UNH Unitedhealth Group Inc. | 0.49% | 4,000 | $1.7M | No change |
| PWR Quanta Services Inc. | 0.49% | 2,304 | $1.7M | Reduce -5.1% |
| GE General Electric filed as GE AEROSPACE | 0.49% | 4,381 | $1.6M | Add +0.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.44% | 16,163 | $1.5M | No change |
| GLD SPDR Gold Shares | 0.40% | 3,649 | $1.3M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.39% | 1,920 | $1.3M | No change |
| IWY iShares Russell Top 200 Grow | 0.35% | 4,068 | $1.2M | Reduce -76.4% |
| AMD Advanced Micro Devices | 0.34% | 1,959 | $1.1M | No change |
| ULST SS Ultra Short TM Bond ETF | 0.33% | 27,767 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.33% | 1,983 | $1.1M | Add +4.6% |
| IYC iShares US Consumer Discreti | 0.33% | 11,000 | $1.1M | No change |
| ITA iShares U.S. Aerospace & Def | 0.30% | 4,210 | $1.0M | No change |
| INTC Intel Corp. | 0.30% | 7,300 | $1.0M | No change |
| IAU iShares Gold Trust | 0.28% | 12,500 | $944K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 1,975 | $943K | No change |
| XOM Exxon Mobil Corp. | 0.27% | 6,621 | $905K | Add +0.9% |
| IBKR Interactive Brokers Gro Class A | 0.24% | 9,352 | $814K | Add +1.1% |
| GEV GE Vernova Inc. | 0.21% | 610 | $717K | No change |
| BA The Boeing Co. | 0.21% | 3,250 | $704K | No change |
| COST Costco Wholesale Corp. | 0.20% | 721 | $674K | Add +18.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,320 | $661K | Add +0.8% |
| HZO Marinemax Inc. | 0.19% | 17,600 | $645K | No change |
| FLOT iShares Floating Rate Bond E | 0.18% | 12,210 | $623K | No change |
| IJH iShares Core S&P Midcap ETF | 0.18% | 7,982 | $615K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.18% | 6,480 | $615K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 17,121 | $570K | Reduce -1.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 740 | $565K | No change |
| ISRG Intuitive Surgical Inc. | 0.17% | 1,413 | $562K | Add +37.9% |
| XLF SS Financial Select Sector | 0.16% | 10,000 | $536K | No change |
| ORCL Oracle Corp. | 0.16% | 3,629 | $532K | Add +2.3% |
| PGR Progressive Corp. | 0.15% | 2,344 | $512K | Add +67.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 5,063 | $487K | No change |
| CVX Chevron Corp. | 0.14% | 2,923 | $485K | No change |
| RTX RTX Corp. | 0.14% | 2,517 | $478K | Add +627.5% |
| VCIT Vanguard Int-Term Corporate | 0.14% | 5,650 | $467K | Add +27.0% |
| CEG Constellation Energy | 0.14% | 1,842 | $457K | Add +514.0% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 7,600 | $454K | No change |
| ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC | 0.13% | 12,707 | $440K | Reduce -3.4% |
| ORLY O'reilly Automotive Inc. | 0.13% | 4,770 | $439K | New |
| HACK Amplify Cybersecurity ETF | 0.12% | 4,000 | $420K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 1,960 | $417K | Add +9.6% |
| SPGI S&P Global Inc. | 0.12% | 1,018 | $415K | Add +1.1% |
| NFLX Netflix Inc. | 0.12% | 5,740 | $410K | Reduce -0.4% |
| AQLT iShares MSCI GL Qua Fact ETF | 0.12% | 12,997 | $410K | No change |
| INDA iShares MSCI India ETF | 0.12% | 8,130 | $402K | No change |
| BAC Bank of America Corp. | 0.11% | 6,517 | $371K | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.11% | 342 | $364K | No change |
| WFC Wells Fargo & Co. | 0.11% | 4,294 | $355K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 1,750 | $346K | No change |
| CARR Carrier Global Corp. | 0.09% | 4,356 | $320K | New |
| OEF iShares S&P 100 ETF | 0.09% | 792 | $290K | No change |
| NET Cloudflare Inc. Class A | 0.08% | 1,160 | $285K | Reduce -2.5% |
| MELI MercadoLibre Inc. | 0.08% | 163 | $277K | Add +158.7% |
| DDOG Datadog Inc. Class A | 0.08% | 1,055 | $275K | No change |
| VRT Vertiv Holdings Co. Class A | 0.08% | 804 | $269K | New |
| USB US Bancorp | 0.08% | 4,400 | $266K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 2,100 | $265K | Reduce -32.3% |
| FTNT Fortinet Inc. | 0.08% | 1,715 | $263K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.08% | 3,730 | $256K | No change |
| TSLA Tesla Inc. | 0.08% | 605 | $254K | Reduce -0.2% |
| COPX Global X Copper Miners ETF | 0.07% | 3,250 | $250K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $373 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 14 | $373 | No change |
Total filed on the 13F, all lines: $336.9M.
Portfolio Sells Q1 2026 → Q2 2026
| SGOL Abrdn Physical Gold Shares | Reduce -2.2% | 5.23% | −1.47 |
| WM Waste Management Inc. | Reduce -93.2% | 0.07% | −1.09 |
| IWY iShares Russell Top 200 Grow | Reduce -76.4% | 0.35% | −1.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.6% | 6.80% | −0.57 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -21.8% | 0.59% | −0.22 |
| WMT Walmart Inc. | Reduce -2.9% | 1.04% | −0.22 |
| TJX TJX Companies Inc. | Reduce -0.9% | 1.00% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -66.1% | 0.05% | −0.10 |
| HD Home Depot Inc. | Reduce -74.9% | 0.03% | −0.09 |
| EAGG iShares ESG Aware US Aggrega | Reduce -57.5% | 0.06% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -61.4% | 0.05% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.0% | 1.26% | −0.08 |
| EWG iShares MSCI Germany ETF | Reduce -1.8% | 1.50% | −0.07 |
| VGK Vanguard Ftse Europe ETF | Reduce -2.5% | 2.79% | −0.07 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.12% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.3% | 0.17% | −0.04 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.04 |
| YLDE Franklin Clearbridge Enhance | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.03 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -32.3% | 0.08% | −0.02 |
| ATMP Ipath Select MLP ETN | Reduce -3.4% | 0.13% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -63.7% | 0.00% | −0.01 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.01 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.01 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.01 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -5.9% | 1.08% | −0.01 |
| BLK BlackRock Inc. | Reduce -37.8% | 0.01% | −0.01 |
| HL Hecla Mining Co. | Reduce -29.4% | 0.01% | −0.00 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -28.6% | 0.00% | −0.00 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -50.0% | 0.00% | −0.00 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -30.0% | 0.01% | −0.00 |
| KLAC KLA Corp. | Reduce -90.0% | 0.03% | −0.00 |
| ZS Zscaler Inc. | Reduce -3.4% | 0.02% | −0.00 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -30.0% | 0.01% | −0.00 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -6.7% | 0.04% | −0.00 |
| NEM Newmont Corp. | Reduce -25.0% | 0.00% | −0.00 |
| URTH iShares MSCI World ETF | Reduce -14.7% | 0.01% | −0.00 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Sold out | 0.00% | −0.00 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | −0.00 |
| XYZ Block Inc. | Reduce -16.8% | 0.02% | −0.00 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.08% | +0.00 |
| BAC Bank of America Corp. | Reduce -3.0% | 0.11% | +0.01 |
| DELL Dell Technologies -C | Reduce -54.8% | 0.06% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| EWL iShares MSCI Switzerland ETF | Add +186.1% | 1.57% | +1.02 |
| GRID First TRST Nasd Class Edg Sgiif | Add +19.4% | 3.03% | +0.70 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +15.8% | 8.22% | +0.59 |
| DBJP Xtrackers MSCI Japan Hedged | Add +21.9% | 2.32% | +0.52 |
| PANW Palo Alto Networks Inc. | Add +5.7% | 0.55% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 1.64% | +0.24 |
| LLY Eli Lilly & Co. | Add +15.2% | 0.53% | +0.15 |
| SHLD Global X Defense Tech ETF | Add +41.4% | 1.51% | +0.15 |
| ORLY O'reilly Automotive Inc. | New | 0.13% | +0.13 |
| RTX RTX Corp. | Add +627.5% | 0.14% | +0.12 |
| AMZN Amazon.com Inc. | Add +5.5% | 1.09% | +0.12 |
| CEG Constellation Energy | Add +514.0% | 0.14% | +0.11 |
| CARR Carrier Global Corp. | New | 0.09% | +0.09 |
| GE General Electric | Add +0.6% | 0.49% | +0.09 |
| VRT Vertiv Holdings Co. Class A | New | 0.08% | +0.08 |
| SDVY First Trust Smid Cap Rising | Add +1.2% | 2.27% | +0.07 |
| PGR Progressive Corp. | Add +67.0% | 0.15% | +0.06 |
| MELI MercadoLibre Inc. | Add +158.7% | 0.08% | +0.05 |
| IBKR Interactive Brokers Gro Class A | Add +1.1% | 0.24% | +0.04 |
| SCHD Schwab US DVD Equity ETF | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +176.1% | 0.06% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +27.0% | 0.14% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +37.9% | 0.17% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +9.6% | 0.12% | +0.01 |
| VDC Vanguard Consumer Staple ETF | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +18.6% | 0.20% | +0.01 |
| AZUL Azul SA-Spon ADR | New | 0.01% | +0.01 |
| RDW Redwire Corp. | New | 0.00% | +0.00 |
| QXO Qxo Inc. | New | 0.00% | +0.00 |
| SLVR Sprott SLVR Miner & PHY SLVR | New | 0.00% | +0.00 |
| XSSPX Nuveen S&P 500 Dynam Overwr | New | 0.00% | +0.00 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.00% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.20% | −0.00 |
| HON Honeywell International Inc. | Add +0.5% | 0.01% | −0.01 |
| ORCL Oracle Corp. | Add +2.3% | 0.16% | −0.01 |
| SPGI S&P Global Inc. | Add +1.1% | 0.12% | −0.01 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.33% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.27% | −0.09 |
| GLD SPDR Gold Shares | Add +0.5% | 0.40% | −0.10 |
| GDX Vaneck Gold Miners ETF | Add +6.1% | 0.57% | −0.13 |
| SLV iShares Silver Trust | Add +8.0% | 0.50% | −0.13 |
| IGEB iShares Investment Grade SYS | Add +1.2% | 5.76% | −0.34 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +0.8% | 6.80% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 228 | $336.9M | IGIB, IVV, IGSB, FLRN, IGEB |
| Q1 2026 | 231 | $313.7M | IGIB, IGSB, FLRN, IVV, SGOL |
| Q4 2025 | 226 | $328.3M | IGEB, SGOL, IVV, IGIB, FLRN |
| Q3 2025 | 220 | $300.3M | IGEB, IVV, FLRN, SGOL, IGIB |
| Q2 2025 | 213 | $279.6M | IGEB, FLRN, IGIB, AGG, SGOL |
| Q1 2025 | 237 | $265.8M | IGEB, AGG, FLRN, IGIB, TMUS |
| Q4 2024 | 237 | $266.5M | IGEB, AGG, IGIB, TMUS, FLRN |
| Q3 2024 | 163 | $239.9M | IGEB, AGG, IGIB, SGOL, TMUS |
| Q2 2024 | 182 | $220.3M | AGG, IGEB, FLRN, SGOL, TMUS |
| Q1 2024 | 195 | $220.6M | AGG, IGEB, FLRN, SGOL, IGIB |