Latest Ameliora Wealth Management Ltd. Stock Portfolio

Ameliora Wealth Management Ltd. Performance:

2025 Q4: 1.45%YTD: 11.95%2024: 13.96%

Performance for 2025 Q4 is 1.45%, and YTD is 11.95%, and 2024 is 13.96%.

About Ameliora Wealth Management Ltd. and 13F Hedge Fund Stock Holdings

Ameliora Wealth Management Ltd. is a hedge fund based in Switzerland. On 20-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $705.9 Millions. In it's latest 13F Holdings report, Ameliora Wealth Management Ltd. reported an equity portfolio of $328.3 Millions as of 31 Dec, 2025.

The top stock holdings of Ameliora Wealth Management Ltd. are AGT, SGOL, IJR. The fund has invested 7.9% of it's portfolio in ISHARES TR and 7.4% of portfolio in ETFS GOLD TR.

The fund managers got completely rid off KINDER MORGAN INC DEL (KMI), DIGITAL RLTY TR INC (DLR) and MID-AMER APT CMNTYS INC (MAA) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), GE HEALTHCARE TECHNOLOGIES I and ISHARES TR (IJR). Ameliora Wealth Management Ltd. opened new stock positions in AFFIRM HLDGS INC (AFRM), PHILIP MORRIS INTL INC (PM) and ARISTA NETWORKS INC (ANET). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD INTL EQUITY INDEX F (VEU) and SERVICENOW INC (NOW).

Ameliora Wealth Management Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Ameliora Wealth Management Ltd. made a return of 1.45% in the last quarter. In trailing 12 months, it's portfolio return was 11.95%.

Performance
S&P 500

New Buys

Ticker	$ Bought
affirm hldgs inc	2,977,200
philip morris intl inc	80,200
arista networks inc	30,137
first tr exch traded fd iii	26,073
iqvia hldgs inc	25,021
agco corp	22,220
bristol-myers squibb co	21,306
palantir technologies inc	19,552

New stocks bought by Ameliora Wealth Management Ltd.

Additions

Ticker	% Inc.
netflix inc	900
vanguard intl equity index f	832
servicenow inc	400
constellation energy corp	130
blackrock inc	121
howmet aerospace inc	87.5
corteva inc	84.44
eqt corp	80.00

Additions to existing portfolio by Ameliora Wealth Management Ltd.

Reductions

Ticker	% Reduced
t-mobile us inc	-99.93
ge healthcare technologies i	-80.00
ishares tr	-72.16
ishares tr	-46.82
regeneron pharmaceuticals	-41.38
qualcomm inc	-27.68
ishares inc	-20.5
block inc	-15.61

Ameliora Wealth Management Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
kinder morgan inc del	-254,790
ishares inc	-65,920
mid-amer apt cmntys inc	-167,676
digital rlty tr inc	-181,524
hca healthcare inc	-17,048

Ameliora Wealth Management Ltd. got rid off the above stocks

Sector Distribution

Ameliora Wealth Management Ltd. has about 70.7% of it's holdings in Others sector.

Sector	%
Others	70.7
Technology	10.3
Financial Services	6.5
Communication Services	3.2
Consumer Cyclical	2.7
Industrials	2.3
Consumer Defensive	1.7
Healthcare	1.5

Market Cap. Distribution

Ameliora Wealth Management Ltd. has about 27.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	70.7
MEGA-CAP	18.8
LARGE-CAP	8.9

Stocks belong to which Index?

About 27% of the stocks held by Ameliora Wealth Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.4
S&P 500	27

Top 5 Winners (%)		%
MU	micron technology inc	70.6 %
HL	hecla mng co	58.6 %
TEVA	teva pharmaceutical inds ltd	54.5 %
TGS	transportadora de gas sur	47.8 %
SLV	ishares silver tr	46.9 %

Top 5 Winners ($)		$
SGOL	etfs gold tr	2.3 M
SLV	ishares silver tr	1.8 M
GOOG	alphabet inc	1.1 M
GOOG	alphabet inc	0.6 M
C	citigroup inc	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-44.8 %
NIO	nio inc	-33.0 %
ORCL	oracle corp	-30.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-3.7 M
TMUS	t-mobile us inc	-1.1 M
MSFT	microsoft corp	-0.4 M
NOW	servicenow inc	-0.3 M
ORCL	oracle corp	-0.3 M

Ameliora Wealth Management Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ameliora Wealth Management Ltd.

Ameliora Wealth Management Ltd. has 227 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. SGOL was the most profitable stock for Ameliora Wealth Management Ltd. last quarter.

Last Reported on: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc	0.00	1,000	15,330	unchanged	0.00

AAPL	apple inc	1.68	20,272	5,511,150	added	0.86

AAXJ	ishares tr	6.23	379,592	20,452,400	added	12.38

AAXJ	ishares tr	3.39	210,184	11,114,500	added	74.46

AAXJ	ishares tr	0.28	4,210	903,845	unchanged	0.00

AAXJ	ishares tr	0.04	7,500	123,225	unchanged	0.00

AAXJ	ishares tr	0.01	250	24,070	unchanged	0.00

ACSG	dbx etf tr	1.56	54,079	5,119,100	added	10.52

ACSG	dbx etf tr	0.01	576	36,579	unchanged	0.00

ACWF	ishares tr	0.01	645	26,677	unchanged	0.00

ACWV	ishares inc	1.39	107,209	4,556,330	added	8.63

ACWV	ishares inc	0.52	28,748	1,723,730	added	4.43

ACWV	ishares inc	0.08	8,220	261,149	reduced	-20.5

ACWV	ishares inc	0.01	200	37,154	unchanged	0.00

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.02	184	64,398	added	21.05

ADI	analog devices inc	0.01	94.00	25,493	unchanged	0.00

AFK	vaneck etf trust	0.63	24,013	2,059,600	added	13.99

AFRM	affirm hldgs inc	0.91	40,000	2,977,200	new

AGCO	agco corp	0.01	213	22,220	new