Ameliora Wealth Management Ltd. holds a focused book of 229 stocks worth $336.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened O'reilly Automotive Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares 5-10Y Inv Grade Corp at 8% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Ameliora Wealth Management Ltd.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Ameliora Wealth Management Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ameliora Wealth Management Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $600.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $558.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $173.1B |
| UBS Group AG | 80 / 80 | $161.0B |
| FIFTH THIRD BANCORP | 80 / 80 | $24.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $413.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $170.5B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $110.9B |
Ranked by how many of Ameliora Wealth Management Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ISHS 5-10YR INVT | $27.7M | 521.0K | 8.2% | ▲+16% Added · +71K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $24.5M | 32.7K | 7.3% | ▼−2.6% Reduced · −860 sh | |
| 3 | Ishares TR ISHS 1-5YR INVS | $22.9M | 437.1K | 6.8% | ▼−0.6% Reduced · −3K sh | |
| 4 | SPDR Series Trust ST STR RATE ETF | $22.9M | 742.1K | 6.8% | ▲+0.8% Added · +6K sh | |
| 5 | Ishares TR INVT GRAD SY ETF | $19.4M | 429.9K | 5.8% | ▲+1.2% Added · +5K sh | |
| 6 | Etfs Gold TR PHYSCL GOLD SHS | $17.6M | 460.5K | 5.2% | ▼−2.2% Reduced · −11K sh | |
| 7 | First TR Exchange-Traded FD NASDQ CLN EDGE | $10.2M | 53.2K | 3.0% | ▲+19% Added · +9K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $9.4M | 106.2K | 2.8% | ▼−2.5% Reduced · −3K sh | |
| 9 | Nvidia Corporation COM | $8.7M | 43.5K | 2.6% | ▼−0.1% Reduced · −41 sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $8.4M | 11.2K | 2.5% | ▼−4.4% Reduced · −515 sh | |
| 11 | DBX ETF TR XTRACK MSCI JAPN | $7.8M | 68.1K | 2.3% | ▲+22% Added · +12K sh | |
| 12 | First TR Exchange Traded FD SMID RISNG ETF | $7.7M | 177.5K | 2.3% | ▲+1.2% Added · +2K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $6.5M | 8.8K | 1.9% | ▼−15% Reduced · −2K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $6.4M | 64.8K | 1.9% | —Held | |
| 15 | Broadcom Inc COM | $6.2M | 16.5K | 1.9% | ▼−1.7% Reduced · −280 sh | |
| 16 | Apple Inc COM | $5.9M | 20.2K | 1.7% | ▼−0.5% Reduced · −92 sh | |
| 17 | Alphabet Inc CAP STK CL A | $5.5M | 15.4K | 1.6% | ▲+1.6% Added · +238 sh | |
| 18 | Ishares Inc MSCI SWITZERLAND | $5.3M | 84.4K | 1.6% | ▲+186% Added · +55K sh | |
| 19 | Global X FDS DEFENSE TECH ETF | $5.1M | 85.0K | 1.5% | ▲+41% Added · +25K sh | |
| 20 | Citigroup Inc COM NEW | $5.1M | 36.2K | 1.5% | —Held | |
| 21 | Ishares Inc MSCI GERMANY ETF | $5.1M | 122.2K | 1.5% | ▼−1.8% Reduced · −2K sh | |
| 22 | JPMorgan Chase & Co COM | $4.4M | 13.6K | 1.3% | ▼−1.8% Reduced · −246 sh | |
| 23 | Microsoft Corp COM | $4.2M | 11.3K | 1.3% | ▼~0% Reduced · −3 sh | |
| 24 | Ishares TR MSCI EURO FL ETF | $4.1M | 106.2K | 1.2% | ▼−1.3% Reduced · −1K sh | |
| 25 | Amazon Com Inc COM | $3.7M | 15.4K | 1.1% | ▲+5.5% Added · +802 sh | |
| 26 | Visa Inc COM CL A | $3.6M | 10.6K | 1.1% | ▼−1.4% Reduced · −155 sh | |
| 27 | Vanguard Intl Equity Index F TT WRLD ST ETF | $3.6M | 23.1K | 1.1% | ▼−5.9% Reduced · −1K sh | |
| 28 | Walmart Inc COM | $3.5M | 31.0K | 1.0% | ▼−2.9% Reduced · −928 sh | |
| 29 | TJX Cos Inc New COM | $3.4M | 22.2K | 1.0% | ▼−0.9% Reduced · −200 sh | |
| 30 | Goldman Sachs Group Inc COM | $3.0M | 3.0K | 0.9% | ▼−1.8% Reduced · −55 sh | |
| 31 | Alphabet Inc CAP STK CL C | $2.4M | 6.9K | 0.7% | ▼−2.6% Reduced · −182 sh | |
| 32 | Mastercard Incorporated CL A | $2.2M | 4.2K | 0.6% | —Held | |
| 33 | Ishares U S ETF TR SHOR DURA BD ETF | $2.0M | 39.3K | 0.6% | ▼−22% Reduced · −11K sh | |
| 34 | Micron Technology Inc COM | $1.9M | 1.7K | 0.6% | ▼−30% Reduced · −726 sh | |
| 35 | Vaneck ETF Trust GOLD MINERS ETF | $1.9M | 25.4K | 0.6% | ▲+6.1% Added · +1K sh | |
| 36 | Palo Alto Networks Inc COM | $1.9M | 5.4K | 0.5% | ▲+5.7% Added · +292 sh | |
| 37 | Sofi Technologies Inc COM | $1.8M | 100.0K | 0.5% | —Held | |
| 38 | Eli Lilly & Co COM | $1.8M | 1.5K | 0.5% | ▲+15% Added · +196 sh | |
| 39 | Ishares Silver TR ISHARES | $1.7M | 31.2K | 0.5% | ▲+8.0% Added · +2K sh | |
| 40 | Unitedhealth Group Inc COM | $1.7M | 4.0K | 0.5% | —Held | |
| 41 | Quanta Svcs Inc COM | $1.7M | 2.3K | 0.5% | ▼−5.1% Reduced · −124 sh | |
| 42 | Ge Aerospace COM NEW | $1.6M | 4.4K | 0.5% | ▲+0.6% Added · +24 sh | |
| 43 | SPDR Series Trust ST STR BLO 1 ETF | $1.5M | 16.2K | 0.4% | —Held | |
| 44 | SPDR Gold TR GOLD SHS | $1.3M | 3.6K | 0.4% | ▲+0.5% Added · +17 sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 0.4% | —Held | |
| 46 | Ishares TR RUS TP200 GR ETF | $1.2M | 4.1K | 0.4% | ▼−76% Reduced · −13K sh | |
| 47 | Advanced Micro Devices Inc COM | $1.1M | 2.0K | 0.3% | —Held | |
| 48 | Ssga Active ETF TR ST STR UL BD ETF | $1.1M | 27.8K | 0.3% | —Held | |
| 49 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.3% | ▲+4.6% Added · +88 sh | |
| 50 | Ishares TR US CONSUM DISCRE | $1.1M | 11.0K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 229 | $336.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 232 | $313.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 227 | $328.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 221 | $300.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 214 | $279.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 238 | $265.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 238 | $266.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 163 | $239.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.