Ameliora Wealth Management Ltd.

Q1 2026 13F-HR Holdings

Location
Zurich, V8
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
232
Total value ($000)
$313,686
Net value change ($000)
-14,586 (-4.4%)
New positions
13
Sold out positions
8
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IGSB 11,995 107.9%
SDVY 6,836 8545.0%
IGIB 3,495 17.1%
FLRN 3,203 16.5%
SOFI 1,588 NEW
VGK 1,119 14.2%
EUFN 1,087 40.8%
DBJP 526 10.3%
SHLD 461 12.1%
GRID 399 5.8%
Top Reduces (Value $000, Stocks/ETFs)
AGG -7,580 -54.1%
IGEB -6,854 -26.4%
IWY -6,057 -58.5%
SLV -3,613 -64.7%
SGOL -3,144 -13.0%
APO -3,020 -99.4%
AFRM -2,977 -100.0%
IVV -1,681 -7.1%
MSFT -1,573 -27.3%
AVGO -802 -13.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type