Latest Ameliora Wealth Management Ltd. Stock Portfolio
$350Million | No. of Holdings #238
Ameliora Wealth Management Ltd. Performance
2026 Q3-0.25%
YTD+4.60%
2025+13.52%
About Ameliora Wealth Management Ltd. and 13F Hedge Fund Stock Holdings
Ameliora Wealth Management Ltd. is a hedge fund based in Switzerland. On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ameliora Wealth Management Ltd. reported an equity portfolio of $350.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Ameliora Wealth Management Ltd. are IJR, AAXJ, BIL. The fund has invested 10% of it's portfolio in ISHARES TR and 7.2% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), GLOBAL X FDS (AGNG) and ELECTRONIC ARTS INC (EA) stocks. They significantly reduced their stock positions in PROGRESSIVE CORP (PGR), THERMO FISHER SCIENTIFIC INC (TMO) and WALMART INC (WMT). Ameliora Wealth Management Ltd. opened new stock positions in ISHARES INC (EMGF), ISHARES TR (IJR) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to NEWMONT CORP (NEM), BLACKROCK INC and KLA CORP (KLAC).
Ameliora Wealth Management Ltd. Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$350Million
as of Oct 23, 2026Ameliora Wealth Management Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Ameliora Wealth Management Ltd. made a return of -0.25% in the last quarter. In trailing 12 months, it's portfolio return was 7.48%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares inc | 2,183,930 |
| ishares tr | 1,667,820 |
| exxonmobil holdings corp | 1,077,570 |
| proshares tr | 78,300 |
| grupo financiero galicia s.a | 74,480 |
| proshares tr | 45,421 |
| space exploration techn corp | 30,474 |
| ishares tr | 24,847 |
New stocks bought by Ameliora Wealth Management Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| newmont corp | 4,334 |
| blackrock inc | 1,671 |
| kla corp | 657 |
| palantir technologies inc | 450 |
| aerovironment inc | 250 |
| azul s a | 200 |
| amphenol corp | 100 |
| mp materials corp | 100 |
Additions to existing portfolio by Ameliora Wealth Management Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| progressive corp | -95.52 |
| thermo fisher scientific inc | -85.85 |
| walmart inc | -84.95 |
| mercadolibre inc | -68.1 |
| lowes cos inc | -61.58 |
| block inc | -56.79 |
| lpl finl hldgs inc | -50.94 |
| paypal hldgs inc | -41.72 |
Ameliora Wealth Management Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| exxon mobil corp | -905,223 |
| global x fds | -250,152 |
| invesco exch traded fd tr ii | -18,580 |
| redwire corporation | -12,230 |
| electronic arts inc | -153,780 |
| teva pharmaceutical inds ltd | -23,716 |
| apollo global mgmt inc | -17,746 |
| sprott fds tr | -7,177 |
Ameliora Wealth Management Ltd. got rid off the above stocks
Sector Distribution
Ameliora Wealth Management Ltd. has about 73.9% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Communication Services
- Consumer Cyclical
- Industrials
- Healthcare
| Sector | % |
|---|---|
| Others | 73.9 |
| Technology | 10.7 |
| Financial Services | 5.9 |
| Communication Services | 2.9 |
| Consumer Cyclical | 2.1 |
| Industrials | 1.5 |
| Healthcare | 1.4 |
Market Cap. Distribution
Ameliora Wealth Management Ltd. has about 25.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 73.9 |
| MEGA-CAP | 21 |
| LARGE-CAP | 4.5 |
Stocks belong to which Index?
About 23.8% of the stocks held by Ameliora Wealth Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 75.4 |
| S&P 500 | 23.8 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AAXJ | ishares tr | -1.4 M |
| AGT | ishares tr | -1.0 M |
| GRID | first tr exchange-traded fd | -0.8 M |
| AAXJ | ishares tr | -0.5 M |
| LEGR | first tr exchange traded fd | -0.4 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 238 stocks in it's portfolio. About 51.9% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Ameliora Wealth Management Ltd. last quarter.
$350.23MTotal Value
252Positions
23 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 1.9% | 19,930 | $6.64M 1.9% | 1.42%decreased 1.42 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 7.18% | 499,147 | $25.13M 7.18% | 4.19%decreased 4.19 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 6.08% | 415,518 | $21.29M 6.08% | 4.93%decreased 4.93 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.25% | 4,186 | $867.3K 0.25% | 0.57%decreased 0.57 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 7,000 | $119.0K 0.03% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 1,000 | $51.1K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 250 | $22.7K 0.01% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV Ameliora Wealth Management Ltd.'s holding in Abbvie Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACSG Dbx Etf TrDbx Etf TrACSG | 2.51% | 75,375 | $8.79M 2.51% | 10.67%increased 10.67 percentadded | |
ACSG Dbx Etf TrDbx Etf TrACSG | 0.01% | 576 | $41.1K 0.01% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares TrIshares TrACWF | 0.01% | 645 | $30.0K 0.01% | 0%unchanged 0 percentunchanged | |
 ACWV Ishares IncIshares IncACWV | 1.47% | 124,854 | $5.16M 1.47% | 2.17%increased 2.17 percentadded | |
ACWV Ishares IncIshares IncACWV | 1.43% | 84,824 | $5.02M 1.43% | 0.51%increased 0.51 percentadded | |
ACWV Ishares IncIshares IncACWV | 0.01% | 1,120 | $41.7K 0.01% | 0%unchanged 0 percentunchanged | |
ACWV Ishares IncIshares IncACWV | 0.01% | 116 | $23.9K 0.01% | 0%unchanged 0 percentunchanged | |
| 0.01% | 119 | $28.6K 0.01% | 35.33%decreased 35.33 percentreduced | ||
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 1.17% | 46,758 | $4.11M 1.17% | 84.07%increased 84.07 percentadded | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.01% | 35.00 | $21.3K 0.01% | Newnew position | |
| 0.01% | 213 | $24.3K 0.01% | 0%unchanged 0 percentunchanged | ||
 AGNG Global X FdsGlobal X FdsAGNG | 0.06% | 4,000 | $209.8K 0.06% | 0%unchanged 0 percentunchanged | |
