ETF Holders

Ameliora Wealth Management Ltd. ETF holdings

Zurich, Switzerland

Reported $238.2M in 78 ETFs in its Form 13F for June 30, 2026.

ETF value
$238.2M
ETFs held
78
Change from prior quarter
+5.1%
With price moves
ETFs as a share of its 13F
70.7%
of $336.9M

Top 10 of 78 ETF holdings

TickerFundValueSharesChange
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$27.7M520,969+71,007 shares
IVViShares Core S&P 500 ETF$24.5M32,682−860 shares
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$22.9M437,075−2,613 shares
FLRNState Street SPDR Bloomberg Investment Grade Floating Rate ETF$22.9M742,057+5,905 shares
IGEBiShares Investment Grade Systematic Bond ETF$19.4M429,861+5,238 shares
SGOLabrdn Physical Gold Shares ETF$17.6M460,484−10,530 shares
GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$10.2M53,168+8,648 shares
VGKVanguard FTSE Europe ETF$9.4M106,153−2,718 shares
SPYState Street SPDR S&P 500 ETF Trust$8.4M11,184−515 shares
DBJPXtrackers MSCI Japan Hedged Equity ETF$7.8M68,108+12,232 shares
68 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910168. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Ameliora Wealth Management Ltd. own?

Ameliora Wealth Management Ltd. reported 78 ETF positions worth $238.2M in its Form 13F for June 30, 2026. The largest was IGIB, at $27.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.