Latest Ameliora Wealth Management Ltd. Stock Portfolio

Ameliora Wealth Management Ltd. Performance:

2026 Q1: -1.65%YTD: -1.65%2025: 13.52%

Performance for 2026 Q1 is -1.65%, and YTD is -1.65%, and 2025 is 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 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ameliora Wealth Management Ltd. reported an equity portfolio of $313.7 Millions as of 31 Mar, 2026.

The top stock holdings of Ameliora Wealth Management Ltd. are AAXJ, AAXJ, BIL. The fund has invested 7.6% of it's portfolio in ISHARES TR and 7.4% of portfolio in ISHARES TR.

The fund managers got completely rid off AFFIRM HLDGS INC (AFRM), BLACKSTONE INC (BX) and ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in APOLLO GLOBAL MGMT INC, ISHARES INC (ACWV) and AMERICAN AIRLINES GROUP INC (AAL). Ameliora Wealth Management Ltd. opened new stock positions in SOFI TECHNOLOGIES INC (SOFI), GLOBAL X FDS (AGNG) and ISHARES ETHEREUM TR. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (LEGR), ISHARES TR (AAXJ) and VANGUARD INTL EQUITY INDEX F (VEU).

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

Our best estimate is that Ameliora Wealth Management Ltd. made a return of -1.65% in the last quarter. In trailing 12 months, it's portfolio return was 12.6%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sofi technologies inc	1,588,000
global x fds	248,138
ishares ethereum tr	223,219
tidal trust ii	111,320
lockheed martin corp	90,658
telephone & data sys inc	90,304
vaneck etf trust	72,846
ishares tr	53,350

New stocks bought by Ameliora Wealth Management Ltd.

Additions

Ticker	% Inc.
first tr exchange traded fd	8,352
ishares tr	109
vanguard intl equity index f	52.00
ishares tr	49.87
chevron corporation	34.45
mcdonalds corp	24.75
micron technology inc	19.89
ishares tr	18.54

Additions to existing portfolio by Ameliora Wealth Management Ltd.

Reductions

Ticker	% Reduced
apollo global mgmt inc	-99.28
ishares inc	-86.37
american airlines group inc	-85.00
danaher corp del	-83.17
newmont corp	-69.51
teva pharmaceutical inds ltd	-66.67
ishares silver tr	-66.65
hecla mining company	-66.00

Ameliora Wealth Management Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
affirm hldgs inc	-2,977,200
blackstone inc	-602,533
alibaba group hldg ltd	-73,290
ssga active etf tr	-13,495
nio inc	-1,148
oreilly automotive inc	-15,050
idexx labs inc	-19,619
fair isaac corp	-25,359

Ameliora Wealth Management Ltd. got rid off the above stocks

Sector Distribution

Ameliora Wealth Management Ltd. has about 72.8% of it's holdings in Others sector.

Sector	%
Others	72.8
Technology	8.6
Financial Services	6.5
Communication Services	2.9
Consumer Cyclical	2.7
Industrials	2.4
Consumer Defensive	1.6
Healthcare	1.3

Market Cap. Distribution

Ameliora Wealth Management Ltd. has about 26.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.8
MEGA-CAP	20.3
LARGE-CAP	6.2

Stocks belong to which Index?

About 25.3% of the stocks held by Ameliora Wealth Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74
S&P 500	25.3

Top 5 Winners (%)		%
OXY	occidental pete corp	122.6 %
	solstice advanced matls inc	56.8 %
VIST	vista energy s.a.b. de c.v.	55.1 %
PBR	petroleo brasileiro s a	50.7 %
LNG	cheniere energy inc	46.0 %

Top 5 Winners ($)		$
SGOL	etfs gold tr	1.9 M
GRID	first tr exchange-traded fd	0.5 M
WMT	walmart inc	0.5 M
BITS	global x fds	0.4 M
ACSG	dbx etf tr	0.3 M

Top 5 Losers (%)		%
QTWO	q2 hldgs inc	-34.5 %
ZS	zscaler inc	-34.2 %
NOW	servicenow inc	-31.8 %
SNOW	snowflake inc	-31.3 %
ADBE	adobe inc	-30.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.3 M
IJR	ishares tr	-1.1 M
AOA	ishares tr	-0.8 M
AVGO	broadcom inc	-0.6 M
V	visa inc	-0.5 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 230 stocks in it's portfolio. About 52% of the portfolio is in top 10 stocks. MSFT 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: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airlines group inc	0.00	150	1,611	reduced	-85.00

AAPL	apple inc	1.64	20,310	5,154,480	added	0.19

AAXJ	ishares tr	7.63	449,962	23,947,000	added	18.54

AAXJ	ishares tr	7.37	439,688	23,110,000	added	109

AAXJ	ishares tr	0.29	4,210	920,700	unchanged	0.00

AAXJ	ishares tr	0.04	7,500	137,175	unchanged	0.00

AAXJ	ishares tr	0.02	1,000	53,350	new

AAXJ	ishares tr	0.01	250	23,482	unchanged	0.00

ABBV	abbvie inc	0.00	78.00	16,964	new

ACSG	dbx etf tr	1.80	55,876	5,644,650	added	3.32

ACSG	dbx etf tr	0.01	576	34,376	unchanged	0.00

ACWF	ishares tr	0.01	645	27,409	unchanged	0.00

ACWV	ishares inc	1.57	124,387	4,934,240	added	16.02

ACWV	ishares inc	0.55	29,501	1,734,950	added	2.62

ACWV	ishares inc	0.01	1,120	42,997	reduced	-86.37

ACWV	ishares inc	0.01	136	24,483	reduced	-32.00

ADBE	adobe inc	0.01	184	44,727	unchanged	0.00

ADI	analog devices inc	0.01	94.00	29,905	unchanged	0.00

AFK	vaneck etf trust	0.70	23,933	2,196,330	reduced	-0.33

AFK	vaneck etf trust	0.02	190	72,846	new