Ameliora Wealth Management Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Ameliora Wealth Management Ltd. reported 182 stock positions worth $220.3 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.5% of the portfolio, followed by iShares Investment Grade SYS (IGEB, 5.9%) and SS SPDR BB Ig Float RT ETF (FLRN, 5.2%). Compared with Q1 2024, it opened 2 new positions, sold out of 16, added to 27 and reduced 41. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +188%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −99%).

Most Recent 13F
Q2 2026
Location
ZURICH, V8
CIK
0001910168
Portfolio Value
$220.3M (Q2 2024)
SEC Filing
0001910168-24-000003 ↗ filed Jul 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $220.6M Q1 2024 Q2 2024: $220.3M $220.3M Q2 2024 Q3 2024: $239.9M Q3 2024 Q4 2024: $266.5M Q4 2024 Q1 2025: $265.8M Q1 2025 Q2 2025: $279.6M Q2 2025 Q3 2025: $300.3M Q3 2025 Q4 2025: $328.3M Q4 2025 Q1 2026: $313.7M Q1 2026 Q2 2026: $336.9M Q2 2026

Holdings 182 stocks · $220.3M
AGG iShares Core U.S. Aggregate 6.46% 146,530 $14.2M Add +4.7%
IGEB iShares Investment Grade SYS 5.91% 293,270 $13.0M Add +3.2%
FLRN SS SPDR BB Ig Float RT ETF 5.23% 373,251 $11.5M Add +2.9%
SGOL Abrdn Physical Gold Shares 5.00% 495,272 $11.0M Reduce -3.0%
TMUS T-Mobile US Inc. 4.83% 60,400 $10.6M No change
IGIB iShares 5-10Y Inv Grade Corp. 4.74% 203,530 $10.4M Add +6.4%
IVV iShares Core S&P 500 ETF 4.50% 18,100 $9.9M Add +188.1%
IWY iShares Russell Top 200 Grow 3.31% 33,977 $7.3M Add +36.5%
AAPL Apple Inc. 3.15% 32,911 $6.9M Reduce -10.3%
MSFT Microsoft Corp. 2.75% 13,571 $6.1M Reduce -5.6%
SHY iShares 1-3 Year Treasury Bo 2.75% 74,148 $6.1M Add +17.1%
NEAR iShares SH Dba ETF Usd Inc. 2.46% 107,529 $5.4M Reduce -17.4%
DBJP Xtrackers MSCI Japan Hedged 2.19% 63,761 $4.8M Add +21.4%
INDA iShares MSCI India ETF 2.18% 86,290 $4.8M Add +120.2%
JPM JPMorgan Chase & Co. 1.99% 21,681 $4.4M Reduce -5.5%
AVGO Broadcom Inc. 1.91% 2,627 $4.2M Add +183.4%
LLY Eli Lilly & Co. 1.89% 4,587 $4.2M Add +97.3%
V Visa Inc. Class A 1.78% 14,942 $3.9M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.75% 7,079 $3.9M No change
WMT Walmart Inc. 1.71% 55,624 $3.8M Reduce -29.6%
GRID First TRST Nasd Class Edg Sgiif 1.68% 31,931 $3.7M New
GOOGL Alphabet Inc. Class A 1.63% 19,749 $3.6M Reduce -0.5%
REGN Regeneron Pharmaceuticals 1.60% 3,354 $3.5M Add +3.0%
IGSB iShares 1-5Y Inv Grade Corp. 1.59% 68,256 $3.5M Add +23.5%
QQQ Invesco QQQ Trust Series 1 1.59% 7,290 $3.5M No change
XLE SS Energy Select Sector 1.42% 34,291 $3.1M Add +28.7%
WM Waste Management Inc. 1.33% 13,684 $2.9M Add +994.7%
GOOG Alphabet Inc. Class C 1.19% 14,280 $2.6M Reduce -8.3%
APO Apollo Global Management Inc. 1.18% 21,980 $2.6M Add +445.8%
NVDA Nvidia Corp. 1.17% 20,830 $2.6M Reduce -46.9%
UNH Unitedhealth Group Inc. 1.13% 4,892 $2.5M Add +1.0%
COST Costco Wholesale Corp. 0.94% 2,441 $2.1M Reduce -52.4%
VGK Vanguard Ftse Europe ETF 0.92% 30,194 $2.0M Add +108.8%
MA Mastercard Inc. Class A 0.84% 4,195 $1.9M No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.80% 19,141 $1.8M Reduce -35.1%
AMZN Amazon.com Inc. 0.78% 8,886 $1.7M Reduce -1.1%
EWL iShares MSCI Switzerland ETF 0.71% 32,457 $1.6M Add +129.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.64% 12,853 $1.4M Reduce -8.4%
RSP Invesco S&P 500 Equal Weight 0.52% 6,972 $1.1M Reduce -78.6%
ULST SS Ultra Short TM Bond ETF 0.51% 27,767 $1.1M Reduce -40.7%
AMD Advanced Micro Devices 0.49% 6,662 $1.1M Reduce -1.4%
SYLD Cambria Shareholder Yield Et 0.39% 12,723 $869K Reduce -76.5%
HEFA Isha Curr Hedged MSCI Eafe 0.38% 23,811 $847K Reduce -61.3%
EAGG iShares ESG Aware US Aggrega 0.38% 18,000 $839K Add +68.5%
PWR Quanta Services Inc. 0.37% 3,203 $814K No change
VOO Vanguard S&P 500 ETF 0.37% 1,625 $813K Add +6.6%
DSTL Distillate US Fundamental St 0.32% 13,532 $695K Reduce -2.4%
CVX Chevron Corp. 0.30% 4,211 $659K Reduce -7.2%
FLOT iShares Floating Rate Bond E 0.29% 12,420 $635K Add +6.9%
PANW Palo Alto Networks Inc. 0.29% 1,868 $633K Add +25.3%
ADBE Adobe Inc. 0.28% 1,121 $623K Add +2.9%
BX Blackstone Inc. 0.27% 4,860 $602K Reduce -3.0%
MET Metlife Inc. 0.27% 8,409 $590K Reduce -34.5%
XOM Exxon Mobil Corp. 0.26% 4,908 $565K Add +10.4%
SPGI S&P Global Inc. 0.25% 1,245 $555K No change
BA The Boeing Co. 0.25% 3,000 $546K Reduce -6.3%
OXY Occidental Petroleum Corp. 0.23% 8,032 $506K Add +11.3%
LOW Lowe's Cos Inc. 0.21% 2,068 $456K No change
GPK Graphic Packaging Holding Co. 0.21% 17,359 $455K Reduce -7.4%
NEE Nextera Energy Inc. 0.19% 6,000 $425K No change
J Jacobs Solutions Inc. 0.19% 3,024 $422K Reduce -78.3%
VYM Vanguard High DVD Yield ETF 0.17% 3,119 $370K No change
NKE Nike Inc. Class B 0.16% 4,734 $357K No change
META Meta Platforms Inc. Class A 0.16% 685 $345K No change
HD Home Depot Inc. 0.15% 986 $339K Reduce -87.3%
TSM Taiwan Semiconductor-SP ADR 0.14% 1,755 $305K No change
PEP Pepsico Inc. 0.14% 1,830 $302K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 3,000 $298K No change
WFC Wells Fargo & Co. 0.13% 5,000 $297K No change
TMO Thermo Fisher Scientific Inc. 0.13% 533 $295K No change
ABBV Abbvie Inc. 0.13% 1,700 $292K No change
MOAT Vaneck Morningstar Wide Moat 0.13% 3,250 $281K No change
DELL Dell Technologies -C 0.13% 2,000 $276K No change
USB US Bancorp 0.12% 6,840 $272K No change
CRWD CrowdStrike Holdings Inc. Class A 0.12% 700 $268K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.12% 1,750 $263K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 1,400 $256K No change
UBER Uber Technologies Inc. 0.12% 3,500 $254K Reduce -22.2%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 560 $228K Add +180.0%
VWO Vanguard Ftse Emerging Marke 0.10% 5,000 $219K No change
SHEL Shell PLC-ADR 0.10% 3,000 $217K No change
TSLA Tesla Inc. 0.10% 1,085 $215K No change
USMV iShares MSCI USA Min Vol Fac 0.10% 2,500 $210K No change
EWJ iShares MSCI Japan ETF 0.09% 3,000 $205K No change
YLDE Franklin Clearbridge Enhance 0.09% 4,017 $190K No change
GLD SPDR Gold Shares 0.09% 884 $190K No change
MU Micron Technology Inc. 0.09% 1,426 $188K No change
TWST Twist Bioscience Corp. 0.09% 3,800 $187K No change
MAA Mid-America Apartment Comm 0.08% 1,200 $171K No change
CAT Caterpillar Inc. 0.08% 500 $167K No change
DLR Digital Realty Trust Inc. 0.07% 1,050 $160K No change
SPIP SS SPDR P Tips ETF 0.07% 6,126 $156K Reduce -21.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.07% 2,000 $154K No change
EEM iShares MSCI Emerging Market 0.06% 2,956 $126K No change
PG The Procter & Gamble Co. 0.06% 760 $125K Reduce -29.0%
ALB Albemarle Corp. 0.06% 1,300 $124K No change
TDY Teledyne Technologies Inc. 0.05% 310 $120K No change
RIO Rio Tinto PLC-Spon ADR 0.05% 1,800 $119K No change
BOX Box Inc. Class A 0.05% 4,000 $106K No change
SMH Vaneck Semiconductor ETF 0.05% 400 $104K No change
BND Vanguard Total Bond Market 0.05% 1,443 $104K No change
ASML ASML Holding NV-NY Reg SHS 0.05% 100 $102K No change
TTEK Tetra Tech Inc. 0.05% 492 $101K No change
QCOM Qualcomm Inc. 0.05% 500 $100K No change
PRU Prudential Financial Inc. 0.04% 840 $98K No change
XLI SS Industrial Select Sector 0.04% 800 $97K No change
EMB iShares JP Morgan Usd Emergi 0.04% 1,080 $96K Reduce -24.5%
IVE iShares S&P 500 Value ETF 0.04% 500 $91K No change
VT Vanguard Tot World STK ETF 0.04% 800 $90K Reduce -98.9%
VZ Verizon Communications Inc. 0.04% 2,000 $82K No change
ITB iShares U.S. Home Constructi 0.04% 800 $81K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 500 $71K No change
C Citigroup Inc. 0.03% 1,090 $69K No change
MS Morgan Stanley 0.03% 652 $63K Reduce -96.9%
T AT&T Inc. 0.03% 3,308 $63K No change
SPG Simon Property Group Inc. 0.03% 400 $61K No change
CEMB iShares JP Morgan Em Corpora 0.02% 1,200 $53K No change
GE General Electric filed as GE AEROSPACE 0.02% 312 $50K No change
ACM Aecom 0.02% 561 $49K Reduce -73.3%
IBB iShares Biotechnology ETF 0.02% 350 $48K No change
RTX RTX Corp. 0.02% 466 $47K No change
FEZ State Street SPDR Euro Stoxx 0.02% 930 $47K New
VALE Vale SA-SP ADR 0.02% 4,000 $45K No change
HON Honeywell International Inc. 0.02% 191 $41K No change
IPO Renaissance Ipo ETF 0.02% 1,000 $40K No change
GHYG iShares Us&intl High Yield C 0.02% 920 $40K Reduce -43.7%
SBUX Starbucks Corp. 0.02% 500 $39K No change
AWK American Water Works Co. Inc. 0.02% 297 $38K No change
EPD Enterprise Products Partners 0.02% 1,300 $38K No change
DUK Duke Energy Corp. 0.02% 350 $35K Reduce -56.8%
EA Electronic Arts Inc. 0.02% 250 $35K No change
NFLX Netflix Inc. 0.02% 50 $34K No change
HCA HCA Healthcare Inc. 0.02% 105 $34K No change
GM General Motors Co. 0.01% 700 $33K No change
SLV iShares Silver Trust 0.01% 1,200 $32K No change
BAH Booz Allen Hamilton Holdings 0.01% 198 $30K No change
RA Brookfield Real Assets Incom 0.01% 2,380 $30K No change
USSG Xtrackers MSCI USA Sele Eqty 0.01% 576 $29K No change
CWB SS SPDR BB Conv Sec ETF 0.01% 400 $29K Reduce -55.6%
SEDG Solaredge Technologies Inc. 0.01% 1,100 $28K No change
URTH iShares MSCI World ETF 0.01% 185 $27K No change
KWEB Kranesh Csi China Internet 0.01% 1,000 $27K No change
CTVA Corteva Inc. 0.01% 450 $24K No change
HLI Houlihan Lokey Inc. 0.01% 169 $23K No change
BHP BHP Group Ltd.-Spon ADR 0.01% 380 $22K No change
PHDG Invesco S&P 500 Downside Hed filed as POWERSHARES ACTIVELY MANAGED 0.01% 576 $22K No change
CRAI Cra International Inc. 0.01% 122 $21K No change
CSX CSX Corp. 0.01% 627 $21K No change
CMDY iShares Bloomberg Roll Selec 0.01% 352 $17K Reduce -29.6%
ISRG Intuitive Surgical Inc. 0.01% 36 $16K No change
PROSHARES SHORT S&P500 0.01% 1,276 $15K No change
SRLN SS Blackstone Sr Loan ETF 0.01% 327 $14K No change
GEV GE Vernova Inc. 0.01% 78 $13K No change
FALN iShares Fallen Angels ETF 0.01% 506 $13K No change
FPE FT-Preferred Secur & Inc. ETF 0.01% 741 $13K No change
WPC WP Carey Inc. 0.01% 230 $13K No change
O Realty Income Corp. 0.00% 188 $10K No change
VAW Vanguard Materials ETF 0.00% 51 $10K No change
PDBC Invesco Optimum Yield Divers 0.00% 698 $10K No change
DKNG Draftkings Inc. Class A 0.00% 250 $10K Reduce -50.0%
MCHP Microchip Technology Inc. 0.00% 100 $9K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 100 $9K No change
LHX L3HARRIS Technologies Inc. 0.00% 39 $9K Reduce -83.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 207 $8K No change
GRN Ipath Series B Carbon ETN filed as BARCLAYS BANK PLC 0.00% 309 $8K No change
GEHC GE Healthcare Technology 0.00% 104 $8K No change
AOS Smith (a.o.) Corp. 0.00% 80 $7K No change
SAM Boston Beer Company Inc. Class A 0.00% 20 $6K No change
AKBA Akebia Therapeutics Inc. 0.00% 5,615 $6K No change
BABA Alibaba Group Holding-SP ADR 0.00% 75 $5K No change
WBD Warner Bros Discovery Inc. 0.00% 725 $5K Reduce -9.3%
ARCT Arcturus Therapeutics Holdin 0.00% 150 $4K No change
PTON Peloton Interactive Inc. Class A 0.00% 1,000 $3K No change
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.00% 200 $3K No change
EDIT Editas Medicine Inc. 0.00% 500 $2K No change
MPT Medical Properties Trust Inc. 0.00% 400 $2K No change
CMTL Comtech Telecommunications 0.00% 500 $2K No change
AMARIN CORP PLC 0.00% 2,000 $1K No change
REMX Vaneck Rar Earth ND STG-Usdi 0.00% 30 $1K No change
NVG Nuveen Amt-FR Muni CRDT 0.00% 100 $1K No change
NLOP Net Lease Office Property 0.00% 15 $369 No change
DTIL Precision Biosciences Inc. 0.00% 33 $321 No change

Portfolio Sells Q1 2024 → Q2 2024
VT Vanguard Tot World STK ETF Reduce -98.9% 0.04% −3.67
RSP Invesco S&P 500 Equal Weight Reduce -78.6% 0.52% −1.98
SYLD Cambria Shareholder Yield Et Reduce -76.5% 0.39% −1.40
HD Home Depot Inc. Reduce -87.3% 0.15% −1.19
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.96
MS Morgan Stanley Reduce -96.9% 0.03% −0.86
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.79
J Jacobs Solutions Inc. Reduce -78.3% 0.19% −0.78
COST Costco Wholesale Corp. Reduce -52.4% 0.94% −0.76
HEFA Isha Curr Hedged MSCI Eafe Reduce -61.3% 0.38% −0.59
NEAR iShares SH Dba ETF Usd Inc. Reduce -17.4% 2.46% −0.52
WMT Walmart Inc. Reduce -29.6% 1.71% −0.45
NVDA Nvidia Corp. Reduce -46.9% 1.17% −0.44
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -35.1% 0.80% −0.42
ULST SS Ultra Short TM Bond ETF Reduce -40.7% 0.51% −0.35
AGCO Agco Corp. Sold out 0.00% −0.19
MET Metlife Inc. Reduce -34.5% 0.27% −0.16
V Visa Inc. Class A Reduce -1.1% 1.78% −0.13
GMF State Street SPDR S&P Emergi Sold out 0.00% −0.09
JPM JPMorgan Chase & Co. Reduce -5.5% 1.99% −0.09
HACK Amplify Cybersecurity ETF Sold out 0.00% −0.09
XLF SS Financial Select Sector Sold out 0.00% −0.08
ACM Aecom Reduce -73.3% 0.02% −0.07
AMD Advanced Micro Devices Reduce -1.4% 0.49% −0.06
EWA iShares MSCI Australia ETF Sold out 0.00% −0.06
UBER Uber Technologies Inc. Reduce -22.2% 0.12% −0.04
GPK Graphic Packaging Holding Co. Reduce -7.4% 0.21% −0.04
BA The Boeing Co. Reduce -6.3% 0.25% −0.03
MRVL Marvell Technology Inc. Sold out 0.00% −0.03
CVX Chevron Corp. Reduce -7.2% 0.30% −0.03
BX Blackstone Inc. Reduce -3.0% 0.27% −0.03
DSTL Distillate US Fundamental St Reduce -2.4% 0.32% −0.02
PG The Procter & Gamble Co. Reduce -29.0% 0.06% −0.02
STM Stmicroelectronics NV-NY SHS Sold out 0.00% −0.02
SPIP SS SPDR P Tips ETF Reduce -21.3% 0.07% −0.02
DUK Duke Energy Corp. Reduce -56.8% 0.02% −0.02
IFLN Invesco Bloomberg Enhanced F Sold out 0.00% −0.02
ICLN iShares Global Clean Energy Sold out 0.00% −0.02
LHX L3HARRIS Technologies Inc. Reduce -83.6% 0.00% −0.02
JNK SS SPDR BB High Yield Bond Sold out 0.00% −0.02
CWB SS SPDR BB Conv Sec ETF Reduce -55.6% 0.01% −0.02
EMB iShares JP Morgan Usd Emergi Reduce -24.5% 0.04% −0.01
GHYG iShares Us&intl High Yield C Reduce -43.7% 0.02% −0.01
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.01
AGZ iShares Agency Bond ETF Sold out 0.00% −0.01
LIT Global X Lithium & Battery T Sold out 0.00% −0.01
SPYD SS SPDR P S&P 500 Hi Div ETF Sold out 0.00% −0.01
DKNG Draftkings Inc. Class A Reduce -50.0% 0.00% −0.01
CMDY iShares Bloomberg Roll Selec Reduce -29.6% 0.01% −0.00
TJX TJX Companies Inc. Reduce -8.4% 0.64% −0.00

Portfolio Buys Q1 2024 → Q2 2024
IVV iShares Core S&P 500 ETF Add +188.1% 4.50% +3.00
GRID First TRST Nasd Class Edg Sgiif New 1.68% +1.68
AVGO Broadcom Inc. Add +183.4% 1.91% +1.36
INDA iShares MSCI India ETF Add +120.2% 2.18% +1.27
WM Waste Management Inc. Add +994.7% 1.33% +1.20
IWY iShares Russell Top 200 Grow Add +36.5% 3.31% +1.11
LLY Eli Lilly & Co. Add +97.3% 1.89% +1.07
APO Apollo Global Management Inc. Add +445.8% 1.18% +0.97
VGK Vanguard Ftse Europe ETF Add +108.8% 0.92% +0.47
EWL iShares MSCI Switzerland ETF Add +129.6% 0.71% +0.41
DBJP Xtrackers MSCI Japan Hedged Add +21.4% 2.19% +0.40
SHY iShares 1-3 Year Treasury Bo Add +17.1% 2.75% +0.40
IGSB iShares 1-5Y Inv Grade Corp. Add +23.5% 1.59% +0.30
XLE SS Energy Select Sector Add +28.7% 1.42% +0.28
IGIB iShares 5-10Y Inv Grade Corp. Add +6.4% 4.74% +0.26
AGG iShares Core U.S. Aggregate Add +4.7% 6.46% +0.24
REGN Regeneron Pharmaceuticals Add +3.0% 1.60% +0.18
FLRN SS SPDR BB Ig Float RT ETF Add +2.9% 5.23% +0.16
EAGG iShares ESG Aware US Aggrega Add +68.5% 0.38% +0.15
IGEB iShares Investment Grade SYS Add +3.2% 5.91% +0.13
PANW Palo Alto Networks Inc. Add +25.3% 0.29% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +180.0% 0.10% +0.07
UNH Unitedhealth Group Inc. Add +1.0% 1.13% +0.04
VOO Vanguard S&P 500 ETF Add +6.6% 0.37% +0.04
ADBE Adobe Inc. Add +2.9% 0.28% +0.03
XOM Exxon Mobil Corp. Add +10.4% 0.26% +0.03
FEZ State Street SPDR Euro Stoxx New 0.02% +0.02
FLOT iShares Floating Rate Bond E Add +6.9% 0.29% +0.02
OXY Occidental Petroleum Corp. Add +11.3% 0.23% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 228$336.9MIGIB, IVV, IGSB, FLRN, IGEB
Q1 2026 231$313.7MIGIB, IGSB, FLRN, IVV, SGOL
Q4 2025 226$328.3MIGEB, SGOL, IVV, IGIB, FLRN
Q3 2025 220$300.3MIGEB, IVV, FLRN, SGOL, IGIB
Q2 2025 213$279.6MIGEB, FLRN, IGIB, AGG, SGOL
Q1 2025 237$265.8MIGEB, AGG, FLRN, IGIB, TMUS
Q4 2024 237$266.5MIGEB, AGG, IGIB, TMUS, FLRN
Q3 2024 163$239.9MIGEB, AGG, IGIB, SGOL, TMUS
Q2 2024 182$220.3MAGG, IGEB, FLRN, SGOL, TMUS
Q1 2024 195$220.6MAGG, IGEB, FLRN, SGOL, IGIB