Ameliora Wealth Management Ltd.
SEC Form 13F institutional filer · CIK 0001910168
13F-HR · 123 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
57.5%
Ameliora Wealth Management Ltd. — $135M AUM allocation strategy
Ameliora Wealth Management Ltd. files SEC Form 13F and reports $135M of long US equity value across 123 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.5%, followed by Financials 11.9% and Consumer Discretionary 4.9%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ameliora Wealth Management Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$135M
total across 123 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +1.71K sh · +$20.8K+$IYY +1K sh · +$1.9K+$CVX +749 sh · +$273K
Biggest trims (shares)
−$IVV −76.4K sh · −$9.25M−$APO −20.8K sh · −$3.02M−$IWM −20.1K sh · −$6.06M
Exited to nil (held last quarter, gone now)
$BX ($603K last qtr)$FICO ($25.4K last qtr)$IDXX ($19.6K last qtr)$ORLY ($15.1K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.5%—
- Diversified Banks6.1%—
- Interactive Media & Services4.7%—
- Transaction & Payment Processing Services4.0%—
- Technology Hardware, Storage & Peripherals3.8%—
- Systems Software3.1%—
- Consumer Staples Merchandise Retail3.0%—
- Environmental & Facilities Services2.7%—
- Other holdings63.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 43.5K | $7.59M | -144 | 5.6% |
| $AVGO | Broadcom Inc | 16.8K | $5.2M | -540 | 3.9% |
| $AAPL | Apple Inc | 20.3K | $5.15M | +38 | 3.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.2K | $4.37M | -579 | 3.2% |
| $MSFT | Microsoft Corporation | 11.3K | $4.2M | -593 | 3.1% |
| $C | Citigroup Inc | 36.2K | $4.1M | +0 | 3.0% |
…and 117 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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