1y return+12.4%S&P 500 +20.9%
3y return+43.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $128 against $157 in the S&P 500.2
Ameliora Wealth Management Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IGIBIshares Tr | $27.7M | 8.2% | +15.8% |
| IVVIshares Tr | $24.5M | 7.3% | −2.6% |
| IGSBIshares Tr | $22.9M | 6.8% | |
| FLRNSpdr Series Trust | $22.9M | 6.8% | |
| IGEBIshares Tr | $19.4M | 5.8% | +1.2% |
| SGOLEtfs Gold Tr | $17.6M | 5.2% | −2.2% |
| GRIDFirst Tr Exchange-traded Fd | $10.2M | 3.0% | +19.4% |
| VGKVanguard Intl Equity Index F | $9.4M | 2.8% | −2.5% |
| NVDANvidia Corporation | $8.7M | 2.6% | |
| SPYSTATE STR SPDR S&P 500 ETF T | $8.4M | 2.5% | −4.4% |
| DBJPDbx Etf Tr | $7.8M | 2.3% | +21.9% |
| SDVYFirst Tr Exchange Traded Fd | $7.7M | 2.3% | +1.2% |
| QQQInvesco Qqq Tr | $6.5M | 1.9% | −15.2% |
| AGGIshares Tr | $6.4M | 1.9% | |
| AVGOBroadcom Inc | $6.2M | 1.9% | −1.7% |
| AAPLApple Inc | $5.9M | 1.7% | |
| GOOGLAlphabet Inc | $5.5M | 1.6% | +1.6% |
| EWLIshares Inc | $5.3M | 1.6% | +186.1% |
| SHLDGlobal X Fds | $5.1M | 1.5% | +41.4% |
| CCitigroup Inc | $5.1M | 1.5% | |
| EWGIshares Inc | $5.1M | 1.5% | −1.8% |
| JPMJPMORGAN CHASE & CO | $4.4M | 1.3% | −1.8% |
| MSFTMicrosoft Corp | $4.2M | 1.3% | |
| EUFNIshares Tr | $4.1M | 1.2% | −1.3% |
| AMZNAmazon Com Inc | $3.7M | 1.1% | +5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2022 | +1219.9% | $8.7M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $6.2M |
| PANWPalo Alto Networks Inc | September 30, 2022 | +316.4% | $1.9M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $5.5M |
| LLYELI LILLY & CO | September 30, 2022 | +270.9% | $1.8M |
| CCitigroup Inc | September 30, 2022 | +235.9% | $5.1M |
| JPMJPMORGAN CHASE & CO | September 30, 2022 | +213.2% | $4.4M |
| QQQInvesco Qqq Tr | September 30, 2022 | +175.5% | $6.5M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $2.4M |
| DBJPDbx Etf Tr | September 30, 2022 | +143.9% | $7.8M |
Sold off last quarter
- EEMIshares Tr was $128K
- YLDELegg Mason Etf Invt was $108K
- BNDVanguard Bd Index Fds was $106K
- SMHVaneck Etf Trust was $73K
- Honeywell Intl IncCUSIP 438516106 was $43K
- AWKAmerican Wtr Wks Co Inc New was $40K
- MCDMcdonalds Corp was $39K
- MLMMartin Marietta Matls Inc was $39K
- CSCOCisco Sys Inc was $37K
- ADIAnalog Devices Inc was $30K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.2% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +7.8% | +11.2% |
| September 30, 2023 | −1.9% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +4.5% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −11.5% | −16.5% |
| March 31, 2022 | −3.4% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ameliora Wealth Management Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910168&type=13F-HR&dateb=&owner=include&count=40CIK 1910168
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910168/000191016826000006/Filed July 24, 2026 · accession 0001910168-26-000006