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 $313.7M across 231 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IGIB ($23.9M, 7.63%), IGSB ($23.1M, 7.37%), FLRN ($22.7M, 7.22%), IVV ($21.9M, 6.98%), SGOL ($21.0M, 6.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | $23.9M | 7.63% | 449,962 | Added |
| 2 | IGSB | ISHARES TR | $23.1M | 7.37% | 439,688 | Added |
| 3 | FLRN | SPDR SERIES TRUST | $22.7M | 7.22% | 736,152 | Added |
| 4 | IVV | ISHARES TR | $21.9M | 6.98% | 33,542 | Trimmed |
| 5 | SGOL | ETFS GOLD TR | $21.0M | 6.70% | 471,014 | Trimmed |
| 6 | IGEB | ISHARES TR | $19.1M | 6.10% | 424,623 | Trimmed |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | $9.0M | 2.86% | 108,871 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $7.6M | 2.43% | 11,699 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $7.6M | 2.42% | 43,505 | Trimmed |
| 10 | GRID | FIRST TR EXCHANGE-TRADED FD | $7.3M | 2.32% | 44,520 | Trimmed |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.9M | 2.20% | 175,394 | Added |
| 12 | AGG | ISHARES TR | $6.4M | 2.05% | 64,790 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $6.0M | 1.91% | 10,361 | Trimmed |
| 14 | DBJP | DBX ETF TR | $5.6M | 1.80% | 55,876 | Added |
| 15 | AVGO | BROADCOM INC | $5.2M | 1.66% | 16,813 | Trimmed |
| 16 | AAPL | APPLE INC | $5.2M | 1.64% | 20,310 | Added |
| 17 | EWG | ISHARES INC | $4.9M | 1.57% | 124,387 | Added |
| 18 | GOOGL | ALPHABET INC | $4.4M | 1.39% | 15,200 | Trimmed |
| 19 | IWY | ISHARES TR | $4.3M | 1.37% | 17,244 | Trimmed |
| 20 | SHLD | GLOBAL X FDS | $4.3M | 1.36% | 60,151 | Added |
| 21 | MSFT | MICROSOFT CORP | $4.2M | 1.34% | 11,337 | Trimmed |
| 22 | C | CITIGROUP INC | $4.1M | 1.31% | 36,160 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.30% | 13,832 | Trimmed |
| 24 | WMT | WALMART INC | $4.0M | 1.26% | 31,925 | Trimmed |
| 25 | EUFN | ISHARES TR | $3.7M | 1.20% | 107,572 | Added |
Source: SEC Form 13F filings · as of 2026-03-31