Ameliora Wealth Management Ltd.
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$313.7M
Holdings
232
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IGIB
ISHARES TR
Held since at least Q1 2024
7.6%
02
$IGSB
ISHARES TR
Held since at least Q1 2024
7.4%
03
$FLRN
SPDR SERIES TRUST
Held since at least Q1 2024
7.2%
04
$IVV
ISHARES TR
Q1 2026: Sold 1.5% (699.4k → 689.2k shares)
7.0%
05
$SGOL
ETFS GOLD TR
Held since at least Q1 2024
6.7%
06
$IGEB
ISHARES TR
Held since at least Q1 2024
6.1%
07
$VGK
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.9%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.4%
09
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.4%
10
$GRID
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:58 UTC.