• 13F History

Ameliora Wealth Management Ltd.

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$266M
Signature - Title
Stefan Demuth - Chief Executive Officer
Location
Zurich, Switzerland
Summary
This page shows a list of all the recent 13F filings made by Ameliora Wealth Management Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ameliora Wealth Management Ltd. reported 238 stock holdings with total value $266M as of Q1 2025. Top holdings included IGEB, AGG, FLRN, IGIB, and TMUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 238 $266M +$15.4M -$13.1M +$2.3M IGEB, AGG, FLRN, IGIB, TMUS 13F-HR 4/15/2025, 07:31 AM
Q4 2024 238 $266M +$35.7M -$10.1M +$25.6M IGEB, AGG, IGIB, TMUS, FLRN 13F-HR 1/28/2025, 08:21 AM
Q3 2024 163 $240M +$35.2M -$21.7M +$13.5M IGEB, AGG, IGIB, SGOL, TMUS 13F-HR 10/11/2024, 08:25 AM
Q2 2024 182 $220M +$34.4M -$37.7M -$3.27M AGG, IGEB, FLRN, SGOL, TMUS 13F-HR 7/16/2024, 10:12 AM
Q1 2024 194 $221M +$15.1M -$4.57M +$10.6M AGG, IGEB, FLRN, SGOL, IGIB 13F-HR 4/16/2024, 07:39 AM
Q4 2023 183 $201M +$37.9M -$18.1M +$19.8M IGEB, AGG, FLRN, TMUS, SGOL 13F-HR 1/10/2024, 11:16 AM
Q3 2023 214 $169M +$18.1M -$7.87M +$10.2M VT, FLRN, SGOL, TMUS, RSP 13F-HR 10/10/2023, 09:17 AM
Q2 2023 193 $162M +$8.8M -$22.7M -$13.9M VT, FLRN, TMUS, RSP, NEAR 13F-HR 7/10/2023, 10:56 AM
Q1 2023 208 $171M +$33.2M -$50.4M -$17.2M VT, TMUS, FLRN, SGOL, RSP 13F-HR 4/17/2023, 07:57 AM
Q4 2022 226 $187M +$22.6M -$26.3M -$3.64M VT, FLRN, TMUS, SGOL, SPIP 13F-HR 2/6/2023, 11:19 AM
Q3 2022 215 $184M +$142M -$5.21M +$137M VT, SPIP, EEM, FLRN, TMUS 13F-HR 11/7/2022, 08:02 AM
Q2 2022 39 $84.4M +$4.03M -$64.4M -$60.4M IVOL, VT, VEA, WMT, GLD 13F-HR 8/9/2022, 10:57 AM
Q1 2022 35 $152M +$50.6M -$2.67M +$48M IVOL, VT, WMT, GLD, GOOG 13F-HR 4/26/2022, 09:52 AM
Q4 2021 31 $109M VT, WMT, GLD, GOOG, COST 13F-HR 2/9/2022, 08:47 AM