Ameliora Wealth Management Ltd.

All 13F Filings

Location
Zurich, V8
Most recent 13F
Q2 2026
Holdings value ($000)
336,861
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/24/2026 229 336,861 13F-HR Ameliora Wealth Management Ltd.
Q1 2026 4/23/2026 232 313,686 13F-HR Ameliora Wealth Management Ltd.
Q4 2025 1/21/2026 227 328,272 13F-HR Ameliora Wealth Management Ltd.
Q3 2025 11/12/2025 221 300,340 13F-HR Ameliora Wealth Management Ltd.
Q2 2025 7/23/2025 214 279,625 13F-HR Ameliora Wealth Management Ltd.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 126.8 K 37.6% 11.04 K 0 11.04 K
ETFs 209.4 K 62.2% 12.13 K 0 12.13 K
Debt 623 0.2% 1 0 1
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
336,861
Holdings
229
QoQ value change ($000)
23,175 (7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.