Ameliora Wealth Management Ltd.

Q2 2026 13F-HR Holdings

Location
Zurich, V8
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
229
Total value ($000)
$336,861
Net value change ($000)
+23,175 (7.4%)
New positions
13
Sold out positions
16
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IGIB 3,753 15.7%
EWL 3,569 205.7%
GRID 2,912 40.0%
IVV 2,565 11.7%
DBJP 2,173 38.5%
GOOGL 1,146 26.2%
MU 1,130 138.7%
NVDA 1,110 14.6%
AVGO 1,041 20.0%
PANW 1,027 124.8%
Top Reduces (Value $000, Stocks/ETFs)
SGOL -3,412 -16.2%
WM -3,398 -93.4%
IWY -3,109 -72.5%
NEAR -564 -22.1%
WMT -457 -11.5%
TMO -308 -65.4%
SLV -301 -15.3%
HD -288 -73.1%
GDX -279 -12.7%
LOW -277 -64.0%
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