Ameliora Wealth Management Ltd.
All 13F Filings
- Location
- Zurich, V8
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 328,272
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 125 K | 38.1% | 0 | 116 K | -116 K |
| ETFs | 203 K | 61.8% | 144.2 K | 0 | 144.2 K |
| Debt | 361 | 0.1% | 0 | 263 | -263 |
| Other | 0 | 0.0% | 0 | 38 | -38 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
328,272
Holdings
227
QoQ value change ($000)
27,932
(9.3%)
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.