Ameliora Wealth Management Ltd. holds a focused book of 229 reported positions worth $336.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Ameliora Wealth Management Ltd. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Ameliora Wealth Management Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with 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
+7 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ameliora Wealth Management Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| BlueSpruce Investments, LP | 12 / 80 | $642.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 36 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 36 / 80 | $529.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Ameliora Wealth Management Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 229 | $336.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 232 | $313.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 227 | $328.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 221 | $300.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 214 | $279.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 238 | $265.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 238 | $266.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 11d | 163 | $239.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.