Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ameliora Wealth Management Ltd. (CIK 1910168) reported $336.9M across 229 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IGIB ($27.7M, 8.22%), IVV ($24.5M, 7.27%), IGSB ($22.9M, 6.80%), FLRN ($22.9M, 6.80%), IGEB ($19.4M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | $27.7M | 8.22% | 520,969 | Added |
| 2 | IVV | ISHARES TR | $24.5M | 7.27% | 32,682 | Trimmed |
| 3 | IGSB | ISHARES TR | $22.9M | 6.80% | 437,075 | Trimmed |
| 4 | FLRN | SPDR SERIES TRUST | $22.9M | 6.80% | 742,057 | Added |
| 5 | IGEB | ISHARES TR | $19.4M | 5.76% | 429,861 | Added |
| 6 | SGOL | ETFS GOLD TR | $17.6M | 5.23% | 460,484 | Trimmed |
| 7 | GRID | FIRST TR EXCHANGE-TRADED FD | $10.2M | 3.03% | 53,168 | Added |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | $9.4M | 2.79% | 106,153 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $8.7M | 2.58% | 43,464 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $8.4M | 2.48% | 11,184 | Trimmed |
| 11 | DBJP | DBX ETF TR | $7.8M | 2.32% | 68,108 | Added |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.7M | 2.27% | 177,466 | Added |
| 13 | QQQ | INVESCO QQQ TR | $6.5M | 1.92% | 8,788 | Trimmed |
| 14 | AGG | ISHARES TR | $6.4M | 1.90% | 64,790 | Hold |
| 15 | AVGO | BROADCOM INC | $6.2M | 1.85% | 16,533 | Trimmed |
| 16 | AAPL | APPLE INC | $5.9M | 1.74% | 20,218 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $5.5M | 1.64% | 15,438 | Added |
| 18 | EWL | ISHARES INC | $5.3M | 1.57% | 84,395 | Added |
| 19 | SHLD | GLOBAL X FDS | $5.1M | 1.51% | 85,039 | Added |
| 20 | EWG | ISHARES INC | $5.1M | 1.50% | 122,203 | Trimmed |
| 21 | C | CITIGROUP INC | $5.1M | 1.50% | 36,160 | Hold |
| 22 | JPM | JPMORGAN CHASE & CO | $4.4M | 1.32% | 13,586 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $4.2M | 1.26% | 11,334 | Trimmed |
| 24 | EUFN | ISHARES TR | $4.1M | 1.23% | 106,150 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $3.7M | 1.09% | 15,411 | Added |
Source: SEC Form 13F filings · as of 2026-06-30