Ameliora Wealth Management Ltd.

Q4 2025 13F-HR Holdings

Location
Zurich, V8
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$328,272
Net value change ($000)
+27,932 (9.3%)
New positions
11
Sold out positions
5
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOL 5,456 29.2%
IGSB 4,726 74.0%
VT 3,655 854.0%
IVV 3,516 17.5%
AFRM 2,977 NEW
SLV 2,401 75.5%
IGIB 2,182 11.9%
AGG 1,633 13.2%
GOOGL 1,191 31.8%
IWY 1,026 11.0%
Top Reduces (Value $000, Stocks/ETFs)
TMUS -14,364 -99.9%
OEF -675 -71.3%
IJH -452 -46.2%
ORCL -283 -27.6%
KMI -255 -100.0%
DLR -182 -100.0%
MAA -168 -100.0%
NFLX -158 -21.8%
HD -133 -24.4%
IRM -82 -18.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type