Ameliora Wealth Management

ZURICH, V8files as Ameliora Wealth Management Ltd.

$337m in 229 US stocks at the end of 30 June 2026. The top 10 are 50.9% of the money. It changed about 7.6% of the portfolio this quarter.

Value

$337m

Stocks

229

Top 10 share

50.9%

Turnover

7.6%

What changed this quarter

New

Bought for the first time this quarter.

O'Reilly AutomotiveORLY
0.1% of the fund
Carrier GlobalCARR
<0.1% of the fund
Vertiv HoldingsVRT
<0.1% of the fund
Schwab Strategic TRSCHD
<0.1% of the fund
Vanguard World FDVDC
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Azul S AAZUL
<0.1% of the fund
RedwireRDW
<0.1% of the fund
QXOQXO
<0.1% of the fund
Sprott FDS TRSLVR
<0.1% of the fund
Nuveen S&P 500 Dynamic OverwXSSPX
<0.1% of the fund
Abrdn Platinum ETF TrustPPLT
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIGIB
8.2% of the fund
+16%
First TR Exchange-Traded FDGRID
3.0% of the fund
+19%
DBX ETF TRDBJP
2.3% of the fund
+22%
IsharesEWL
1.6% of the fund
+186%
Global X FDSSHLD
1.5% of the fund
+41%
Amazon.comAMZN
1.1% of the fund
+5%
Vaneck ETF TrustGDX
0.6% of the fund
+6%
Palo Alto NetworksPANW
0.5% of the fund
+6%
Eli LillyLLY
0.5% of the fund
+15%
Ishares Silver TRSLV
0.5% of the fund
+8%
Meta PlatformsMETA
0.3% of the fund
+5%
Costco WholesaleCOST
0.2% of the fund
+19%
Intuitive SurgicalISRG
0.2% of the fund
+38%
OracleORCL
0.2% of the fund
+2%
ProgressivePGR
0.2% of the fund
+67%
RTXRTX
0.1% of the fund
+627%
Vanguard Scottsdale FDSVCIT
0.1% of the fund
+27%
Constellation EnergyCEG
0.1% of the fund
+514%
Invesco Exchange Traded FD TRSP
0.1% of the fund
+10%
MercadoLibreMELI
<0.1% of the fund
+159%
ServiceNowNOW
<0.1% of the fund
+176%

Cut

Sold some of their stake.

Ishares TRIVV
7.3% of the fund
-3%
Etfs Gold TRSGOL
5.2% of the fund
-2%
Vanguard Intl Equity Index FVGK
2.8% of the fund
-3%
State STR Spdr S&P 500 ETF TSPY
2.5% of the fund
-4%
Invesco QQQ TRQQQ
1.9% of the fund
-15%
Vanguard Intl Equity Index FVT
1.1% of the fund
-6%
WalmartWMT
1.0% of the fund
-3%
AlphabetGOOG
0.7% of the fund
-3%
Ishares U S ETF TRNEAR
0.6% of the fund
-22%
Micron TechnologyMU
0.6% of the fund
-30%
Quanta ServicesPWR
0.5% of the fund
-5%
Ishares TRIWY
0.4% of the fund
-76%
Barclays BankATMP
0.1% of the fund
-3%
Bank of AmericaBAC
0.1% of the fund
-3%
CloudflareNET
<0.1% of the fund
-3%
Iron MountainIRM
<0.1% of the fund
-32%
Waste ManagementWM
<0.1% of the fund
-93%
Dell TechnologiesDELL
<0.1% of the fund
-55%
Ishares TREAGG
<0.1% of the fund
-57%
Thermo Fisher ScientificTMO
<0.1% of the fund
-66%
Lowe's CompaniesLOW
<0.1% of the fund
-61%
Ishares TRICLN
<0.1% of the fund
-7%
Home DepotHD
<0.1% of the fund
-75%
ZscalerZS
<0.1% of the fund
-3%
BlockXYZ
<0.1% of the fund
-17%

Sold out

Sold their entire stake.

Ishares TREEM
-100%
Legg Mason ETF InvtYLDE
-100%
Vanguard BD Index FDSBND
-100%
Vaneck ETF TrustSMH
-100%
Honeywell InternationalHON
-100%
American Water Works CompanyAWK
-100%
McDonald'sMCD
-100%
Martin Marietta MaterialsMLM
-100%
Cisco SystemsCSCO
-100%
Analog DevicesADI
-100%
Cheniere EnergyLNG
-100%
T-Mobile USTMUS
-100%
Grayscale Ethereum StakingETH
-100%
Nuveen S&P 500 Buy-Write
-100%
American Airlines GroupAAL
-100%
Vanguard World FDVGT
-100%

Holdings

Ishares TRIGIB
Share
8.2%
Value
$28m
Shares
520,969
+16%
Ishares TRIVV
Share
7.3%
Value
$24m
Shares
32,682
-3%
Ishares TRIGSB
Share
6.8%
Value
$23m
Shares
437,075
Held
Spdr Series TrustFLRN
Share
6.8%
Value
$23m
Shares
742,057
Held
Ishares TRIGEB
Share
5.8%
Value
$19m
Shares
429,861
Held
Etfs Gold TRSGOL
Share
5.2%
Value
$18m
Shares
460,484
-2%
First TR Exchange-Traded FDGRID
Share
3.0%
Value
$10m
Shares
53,168
+19%
Vanguard Intl Equity Index FVGK
Share
2.8%
Value
$9m
Shares
106,153
-3%
NvidiaNVDA
Share
2.6%
Value
$9m
Shares
43,464
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.5%
Value
$8m
Shares
11,184
-4%
DBX ETF TRDBJP
Share
2.3%
Value
$8m
Shares
68,108
+22%
First TR Exchange Traded FDSDVY
Share
2.3%
Value
$8m
Shares
177,466
Held
Invesco QQQ TRQQQ
Share
1.9%
Value
$6m
Shares
8,788
-15%
Ishares TRAGG
Share
1.9%
Value
$6m
Shares
64,790
Held
BroadcomAVGO
Share
1.9%
Value
$6m
Shares
16,533
Held
AppleAAPL
Share
1.7%
Value
$6m
Shares
20,218
Held
AlphabetGOOGL
Share
1.6%
Value
$6m
Shares
15,438
Held
IsharesEWL
Share
1.6%
Value
$5m
Shares
84,395
+186%
Global X FDSSHLD
Share
1.5%
Value
$5m
Shares
85,039
+41%
CitigroupC
Share
1.5%
Value
$5m
Shares
36,160
Held
IsharesEWG
Share
1.5%
Value
$5m
Shares
122,203
Held
JPMorgan ChaseJPM
Share
1.3%
Value
$4m
Shares
13,586
Held
MicrosoftMSFT
Share
1.3%
Value
$4m
Shares
11,334
Held
Ishares TREUFN
Share
1.2%
Value
$4m
Shares
106,150
Held
Amazon.comAMZN
Share
1.1%
Value
$4m
Shares
15,411
+5%
VisaV
Share
1.1%
Value
$4m
Shares
10,604
Held
Vanguard Intl Equity Index FVT
Share
1.1%
Value
$4m
Shares
23,111
-6%
WalmartWMT
Share
1.0%
Value
$4m
Shares
30,997
-3%
TJX CompaniesTJX
Share
1.0%
Value
$3m
Shares
22,173
Held
Goldman Sachs GroupGS
Share
0.9%
Value
$3m
Shares
2,959
Held
AlphabetGOOG
Share
0.7%
Value
$2m
Shares
6,896
-3%
MastercardMA
Share
0.6%
Value
$2m
Shares
4,215
Held
Ishares U S ETF TRNEAR
Share
0.6%
Value
$2m
Shares
39,287
-22%
Micron TechnologyMU
Share
0.6%
Value
$2m
Shares
1,685
-30%
Vaneck ETF TrustGDX
Share
0.6%
Value
$2m
Shares
25,402
+6%
Palo Alto NetworksPANW
Share
0.5%
Value
$2m
Shares
5,426
+6%
SoFi TechnologiesSOFI
Share
0.5%
Value
$2m
Shares
100,000
Held
Eli LillyLLY
Share
0.5%
Value
$2m
Shares
1,486
+15%
Ishares Silver TRSLV
Share
0.5%
Value
$2m
Shares
31,210
+8%
UnitedHealth GroupUNH
Share
0.5%
Value
$2m
Shares
4,000
Held
Quanta ServicesPWR
Share
0.5%
Value
$2m
Shares
2,304
-5%
General ElectricGE
Share
0.5%
Value
$2m
Shares
4,381
Held
Spdr Series TrustBIL
Share
0.4%
Value
$1m
Shares
16,163
Held
Spdr Gold TRGLD
Share
0.4%
Value
$1m
Shares
3,649
Held
Vanguard Index FDSVOO
Share
0.4%
Value
$1m
Shares
1,920
Held
Ishares TRIWY
Share
0.4%
Value
$1m
Shares
4,068
-76%
Advanced Micro DevicesAMD
Share
0.3%
Value
$1m
Shares
1,959
Held
Ssga Active ETF TRULST
Share
0.3%
Value
$1m
Shares
27,767
Held
Meta PlatformsMETA
Share
0.3%
Value
$1m
Shares
1,983
+5%
Ishares TRIYC
Share
0.3%
Value
$1m
Shares
11,000
Held
Ishares TRITA
Share
0.3%
Value
$1m
Shares
4,210
Held
IntelINTC
Share
0.3%
Value
$1m
Shares
7,300
Held
Ishares Gold TRIAU
Share
0.3%
Value
$943,875
Shares
12,500
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$943,201
Shares
1,975
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$905,223
Shares
6,621
Held
Interactive Brokers GroupIBKR
Share
0.2%
Value
$813,998
Shares
9,352
Held
GE VernovaGEV
Share
0.2%
Value
$716,665
Shares
610
Held
BoeingBA
Share
0.2%
Value
$703,528
Shares
3,250
Held
Costco WholesaleCOST
Share
0.2%
Value
$674,474
Shares
721
+19%
Berkshire HathawayBRK-B
Share
0.2%
Value
$660,515
Shares
1,320
Held
MarinemaxHZO
Share
0.2%
Value
$644,512
Shares
17,600
Held
Ishares TRFLOT
Share
0.2%
Value
$623,320
Shares
12,210
Held
Ishares TRIJH
Share
0.2%
Value
$615,492
Shares
7,982
Held
Rio TintoRIO
Share
0.2%
Value
$615,146
Shares
6,480
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.2%
Value
$569,958
Shares
17,121
Held
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$564,724
Shares
740
Held
Intuitive SurgicalISRG
Share
0.2%
Value
$561,922
Shares
1,413
+38%
Select Sector Spdr TRXLF
Share
0.2%
Value
$536,100
Shares
10,000
Held
OracleORCL
Share
0.2%
Value
$531,830
Shares
3,629
+2%
ProgressivePGR
Share
0.2%
Value
$512,047
Shares
2,344
+67%
Walt DisneyDIS
Share
0.1%
Value
$487,314
Shares
5,063
Held
ChevronCVX
Share
0.1%
Value
$484,516
Shares
2,923
Held
RTXRTX
Share
0.1%
Value
$477,550
Shares
2,517
+627%
Vanguard Scottsdale FDSVCIT
Share
0.1%
Value
$466,972
Shares
5,650
+27%
Constellation EnergyCEG
Share
0.1%
Value
$457,498
Shares
1,842
+514%
Vanguard Intl Equity Index FVWO
Share
0.1%
Value
$453,644
Shares
7,600
Held
Barclays BankATMP
Share
0.1%
Value
$439,770
Shares
12,707
-3%
O'Reilly AutomotiveORLY
Share
0.1%
Value
$439,269
Shares
4,770
New
Amplify ETF TRHACK
Share
0.1%
Value
$419,720
Shares
4,000
Held
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$417,029
Shares
1,960
+10%
S&P GlobalSPGI
Share
0.1%
Value
$414,591
Shares
1,018
Held
NetflixNFLX
Share
0.1%
Value
$409,836
Shares
5,740
Held
Ishares TRAQLT
Share
0.1%
Value
$409,732
Shares
12,997
Held
Ishares TRINDA
Share
0.1%
Value
$401,541
Shares
8,130
Held
Bank of AmericaBAC
Share
0.1%
Value
$371,339
Shares
6,517
-3%
CaterpillarCAT
Share
0.1%
Value
$364,196
Shares
342
Held
Wells Fargo & CompanyWFC
Share
0.1%
Value
$354,856
Shares
4,294
Held
Vanguard Index FDSVOE
Share
0.1%
Value
$345,800
Shares
1,750
Held
Carrier GlobalCARR
Share
<0.1%
Value
$319,513
Shares
4,356
New
Ishares TROEF
Share
<0.1%
Value
$289,690
Shares
792
Held
CloudflareNET
Share
<0.1%
Value
$284,525
Shares
1,160
-3%
MercadoLibreMELI
Share
<0.1%
Value
$276,675
Shares
163
+159%
DatadogDDOG
Share
<0.1%
Value
$274,680
Shares
1,055
Held
Vertiv HoldingsVRT
Share
<0.1%
Value
$269,195
Shares
804
New
US BancorpUSB
Share
<0.1%
Value
$265,760
Shares
4,400
Held
Iron MountainIRM
Share
<0.1%
Value
$265,251
Shares
2,100
-32%
FortinetFTNT
Share
<0.1%
Value
$263,458
Shares
1,715
Held
Spdr Index SHS FDSFEZ
Share
<0.1%
Value
$256,176
Shares
3,730
Held
TeslaTSLA
Share
<0.1%
Value
$254,463
Shares
605
Held
Global X FDSCOPX
Share
<0.1%
Value
$250,152
Shares
3,250
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIGIB	8.2%	$28m	520,969	+16%
Ishares TRIVV	7.3%	$24m	32,682	-3%
Ishares TRIGSB	6.8%	$23m	437,075	Held
Spdr Series TrustFLRN	6.8%	$23m	742,057	Held
Ishares TRIGEB	5.8%	$19m	429,861	Held
Etfs Gold TRSGOL	5.2%	$18m	460,484	-2%
First TR Exchange-Traded FDGRID	3.0%	$10m	53,168	+19%
Vanguard Intl Equity Index FVGK	2.8%	$9m	106,153	-3%
NvidiaNVDA	2.6%	$9m	43,464	Held
State STR Spdr S&P 500 ETF TSPY	2.5%	$8m	11,184	-4%
DBX ETF TRDBJP	2.3%	$8m	68,108	+22%
First TR Exchange Traded FDSDVY	2.3%	$8m	177,466	Held
Invesco QQQ TRQQQ	1.9%	$6m	8,788	-15%
Ishares TRAGG	1.9%	$6m	64,790	Held
BroadcomAVGO	1.9%	$6m	16,533	Held
AppleAAPL	1.7%	$6m	20,218	Held
AlphabetGOOGL	1.6%	$6m	15,438	Held
IsharesEWL	1.6%	$5m	84,395	+186%
Global X FDSSHLD	1.5%	$5m	85,039	+41%
CitigroupC	1.5%	$5m	36,160	Held
IsharesEWG	1.5%	$5m	122,203	Held
JPMorgan ChaseJPM	1.3%	$4m	13,586	Held
MicrosoftMSFT	1.3%	$4m	11,334	Held
Ishares TREUFN	1.2%	$4m	106,150	Held
Amazon.comAMZN	1.1%	$4m	15,411	+5%
VisaV	1.1%	$4m	10,604	Held
Vanguard Intl Equity Index FVT	1.1%	$4m	23,111	-6%
WalmartWMT	1.0%	$4m	30,997	-3%
TJX CompaniesTJX	1.0%	$3m	22,173	Held
Goldman Sachs GroupGS	0.9%	$3m	2,959	Held
AlphabetGOOG	0.7%	$2m	6,896	-3%
MastercardMA	0.6%	$2m	4,215	Held
Ishares U S ETF TRNEAR	0.6%	$2m	39,287	-22%
Micron TechnologyMU	0.6%	$2m	1,685	-30%
Vaneck ETF TrustGDX	0.6%	$2m	25,402	+6%
Palo Alto NetworksPANW	0.5%	$2m	5,426	+6%
SoFi TechnologiesSOFI	0.5%	$2m	100,000	Held
Eli LillyLLY	0.5%	$2m	1,486	+15%
Ishares Silver TRSLV	0.5%	$2m	31,210	+8%
UnitedHealth GroupUNH	0.5%	$2m	4,000	Held
Quanta ServicesPWR	0.5%	$2m	2,304	-5%
General ElectricGE	0.5%	$2m	4,381	Held
Spdr Series TrustBIL	0.4%	$1m	16,163	Held
Spdr Gold TRGLD	0.4%	$1m	3,649	Held
Vanguard Index FDSVOO	0.4%	$1m	1,920	Held
Ishares TRIWY	0.4%	$1m	4,068	-76%
Advanced Micro DevicesAMD	0.3%	$1m	1,959	Held
Ssga Active ETF TRULST	0.3%	$1m	27,767	Held
Meta PlatformsMETA	0.3%	$1m	1,983	+5%
Ishares TRIYC	0.3%	$1m	11,000	Held
Ishares TRITA	0.3%	$1m	4,210	Held
IntelINTC	0.3%	$1m	7,300	Held
Ishares Gold TRIAU	0.3%	$943,875	12,500	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$943,201	1,975	Held
ExxonMobil HoldingsXOM	0.3%	$905,223	6,621	Held
Interactive Brokers GroupIBKR	0.2%	$813,998	9,352	Held
GE VernovaGEV	0.2%	$716,665	610	Held
BoeingBA	0.2%	$703,528	3,250	Held
Costco WholesaleCOST	0.2%	$674,474	721	+19%
Berkshire HathawayBRK-B	0.2%	$660,515	1,320	Held
MarinemaxHZO	0.2%	$644,512	17,600	Held
Ishares TRFLOT	0.2%	$623,320	12,210	Held
Ishares TRIJH	0.2%	$615,492	7,982	Held
Rio TintoRIO	0.2%	$615,146	6,480	Held
Ishares Bitcoin Trust ETFIBIT	0.2%	$569,958	17,121	Held
CrowdStrike HoldingsCRWD	0.2%	$564,724	740	Held
Intuitive SurgicalISRG	0.2%	$561,922	1,413	+38%
Select Sector Spdr TRXLF	0.2%	$536,100	10,000	Held
OracleORCL	0.2%	$531,830	3,629	+2%
ProgressivePGR	0.2%	$512,047	2,344	+67%
Walt DisneyDIS	0.1%	$487,314	5,063	Held
ChevronCVX	0.1%	$484,516	2,923	Held
RTXRTX	0.1%	$477,550	2,517	+627%
Vanguard Scottsdale FDSVCIT	0.1%	$466,972	5,650	+27%
Constellation EnergyCEG	0.1%	$457,498	1,842	+514%
Vanguard Intl Equity Index FVWO	0.1%	$453,644	7,600	Held
Barclays BankATMP	0.1%	$439,770	12,707	-3%
O'Reilly AutomotiveORLY	0.1%	$439,269	4,770	New
Amplify ETF TRHACK	0.1%	$419,720	4,000	Held
Invesco Exchange Traded FD TRSP	0.1%	$417,029	1,960	+10%
S&P GlobalSPGI	0.1%	$414,591	1,018	Held
NetflixNFLX	0.1%	$409,836	5,740	Held
Ishares TRAQLT	0.1%	$409,732	12,997	Held
Ishares TRINDA	0.1%	$401,541	8,130	Held
Bank of AmericaBAC	0.1%	$371,339	6,517	-3%
CaterpillarCAT	0.1%	$364,196	342	Held
Wells Fargo & CompanyWFC	0.1%	$354,856	4,294	Held
Vanguard Index FDSVOE	0.1%	$345,800	1,750	Held
Carrier GlobalCARR	<0.1%	$319,513	4,356	New
Ishares TROEF	<0.1%	$289,690	792	Held
CloudflareNET	<0.1%	$284,525	1,160	-3%
MercadoLibreMELI	<0.1%	$276,675	163	+159%
DatadogDDOG	<0.1%	$274,680	1,055	Held
Vertiv HoldingsVRT	<0.1%	$269,195	804	New
US BancorpUSB	<0.1%	$265,760	4,400	Held
Iron MountainIRM	<0.1%	$265,251	2,100	-32%
FortinetFTNT	<0.1%	$263,458	1,715	Held
Spdr Index SHS FDSFEZ	<0.1%	$256,176	3,730	Held
TeslaTSLA	<0.1%	$254,463	605	Held
Global X FDSCOPX	<0.1%	$250,152	3,250	Held

Showing the largest 100 of 229.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.5% since 30 June 2025.

Where the money is

Technology10.6%

Financial services7.1%

Media & telecom3.0%

Retail & consumer2.6%

Industrials2.0%

Health care1.4%

Everyday goods1.4%

Energy0.4%

Materials0.3%

Utilities0.2%

Real estate0.1%

Other70.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.