Ameliora Wealth Management Ltd.

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CIK 1910168

13F portfolio (2026-Q1)

$314M

Positions

232

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

232

Top 5

35.9%

Top 10

52.0%

Effective N

26.9

HHI

0.037

This quarter

13 new · 0 exit →

By sector

Unclassified72.3%

Information Technology9.5%

Financials6.9%

Consumer Discretionary4.2%

Communication Services2.8%

Industrials2.3%

Energy0.6%

Health Care0.6%

Other0.7%

By market cap

Unknown72.8%

Mega (>$200B)21.1%

Large ($10–200B)5.9%

Small ($300M–2B)0.2%

Mid ($2–10B)0.1%

By region

Other72.3%

North America27.2%

Europe0.2%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	72.52%	87
Semiconductors & Semiconductor Equipment	4.79%	8
Specialty Retail	4.00%	9
Banks	3.41%	8
Commercial Services & Supplies	3.05%	6
Software & IT Services	2.41%	4
Technology Hardware & Equipment	2.23%	11
Software	1.91%	16
Capital Markets	1.13%	9
Oil, Gas & Consumable Fuels	0.63%	6
Electrical Equipment & Components	0.56%	2
Pharmaceuticals & Biotechnology	0.46%	6
Insurance	0.44%	3
Construction & Engineering	0.44%	2
Aerospace & Defense	0.35%	7
Metals & Mining	0.22%	4
Media & Entertainment	0.19%	2
Health Care Equipment & Supplies	0.19%	4
Entertainment	0.16%	1
Chemicals	0.13%	4
Equity Real Estate Investment Trusts (REITs)	0.11%	3
Utilities	0.09%	7
Machinery	0.09%	3
Beverages	0.08%	2
Automobiles & Components	0.07%	1
Diversified Telecommunication Services	0.07%	4
Distributors	0.05%	1
Transportation Infrastructure	0.03%	1
Food & Staples Retailing	0.03%	1
Tobacco	0.03%	1
Communications Equipment	0.02%	1
Construction Materials	0.02%	2
Agricultural Products	0.02%	1
Hotels, Restaurants & Leisure	0.02%	2
Household Durables	0.01%	1
Life Sciences Tools & Services	0.01%	1
Airlines	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IGIB	ISHARES TR	Unclassified	7.63%
2	IGSB	ISHARES TR	Unclassified	7.37%
3	FLRN	SPDR SERIES TRUST	Unclassified	7.22%
4	IVV	ISHARES TR	Unclassified	6.98%
5	SGOL	ETFS GOLD TR	Unclassified	6.70%
6	IGEB	ISHARES TR	Unclassified	6.10%
7	VGK	VANGUARD INTL EQUITY INDEX F	Unclassified	2.86%
8	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.43%
9	NVDA	NVIDIA CORP	Information Technology	2.42%
10	GRID	FIRST TR EXCHANGE TRADED FD	Unclassified	2.32%

146/232 names classified · sector 27.7% of weight · industry 27.5% · mkt cap 27.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, ADBE · other

Consumer DiscretionaryWMT, COST, AMZN, HD, TGT · other

Communication ServicesTMUS, GOOG, GOOGL, META, DIS · other

FinancialsJPM, V, UNH, APO, C · other

Health CareREGN, LLY, BMY, IQV, ISRG · other

IndustrialsWM, J, PWR, BA, MMM · other

EnergyCVX, XOM, OXY, SHEL, SUN · other

MaterialsNKE, GPK, RIO, MOS, FCX · other

Consumer StaplesPEP, CTVA, HRL, KO, KR · other

UtilitiesNEE, DUK, KMI, CEG, CWEN · other

Real EstateIRM, MAA, DLR, SPG, WPC · other

UnclassifiedVT, IGEB, AGG, IVOL, GLD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 27.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 27% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (127 classified)Ameliora Wealth Management Ltd. centroid (Large Growth)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesIndustrialsHealth CareEnergyMaterialsConsumer StaplesReal EstateUtilities

Style box summary for Ameliora Wealth Management Ltd.: centroid Large Growth. Heaviest cells: Large Growth 18.5%, Large Core 3.9%, Large Value 2.9%.

Classified: 26.6% of book weight (127/232 names) · unclassified 73.4%: IGIB, IGSB, FLRN, IVV, SGOL, IGEB, VGK, SPY, GRID, SDVY +95 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 232 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IGIBISHARES TR	449,962	$24M	7.6%	ADD 19%
2	IGSBISHARES TR	439,688	$23M	7.4%	ADD 109%
3	FLRNSPDR SERIES TRUST	736,152	$23M	7.2%	ADD 16%
4	IVVISHARES TR	33,542	$22M	7.0%	TRIM −3%
5	SGOLETFS GOLD TR	471,014	$21M	6.7%	TRIM −20%
6	IGEBISHARES TR	424,623	$19M	6.1%	TRIM −25%
7	VGKVANGUARD INTL EQUITY INDEX F	108,871	$9M	2.9%	ADD 16%
8	SPYSTATE STR SPDR S&P 500 ETF T	11,699	$8M	2.4%	TRIM −4%
9	NVDANVIDIA CORPORATION	43,505	$8M	2.4%	HOLD
10	GRIDFIRST TR EXCHANGE TRADED FD	44,520	$7M	2.3%	HOLD
11	SDVYFIRST TR EXCHANGE TRADED FD	175,394	$7M	2.2%	ADD 8353%
12	AGGISHARES TR	64,790	$6M	2.1%	TRIM −54%
13	QQQINVESCO QQQ TR	10,361	$6M	1.9%	TRIM −5%
14	DBJPDBX ETF TR	55,876	$6M	1.8%	ADD 3%
15	AVGOBROADCOM INC	16,813	$5M	1.7%	TRIM −3%
16	AAPLAPPLE INC	20,310	$5M	1.6%	HOLD
17	EWGISHARES INC MSCI GERMANY ETF	124,387	$5M	1.6%	ADD 16%
18	GOOGLALPHABET INC	15,200	$4M	1.4%	TRIM −4%
19	IWYISHARES TR	17,244	$4M	1.4%	TRIM −54%
20	SHLDGLOBAL X FDS	60,151	$4M	1.4%	ADD 3%
21	MSFTMICROSOFT CORP	11,337	$4M	1.3%	TRIM −5%
22	CCITIGROUP INC	36,160	$4M	1.3%	HOLD
23	JPMJPMORGAN CHASE & CO	13,832	$4M	1.3%	TRIM −2%
24	WMTWALMART INC	31,925	$4M	1.3%	TRIM −19%
25	EUFNISHARES TR MSCI EURO FL ETF	107,572	$4M	1.2%	ADD 50%
26	WMWASTE MGMT INC DEL	15,830	$4M	1.2%	TRIM −4%
27	TJXTJX COS INC NEW	22,373	$4M	1.1%	TRIM −4%
28	VTVANGUARD INTL EQUITY INDEX F	24,569	$3M	1.1%	TRIM −15%
29	VVISA INC	10,759	$3M	1.0%	TRIM −4%
30	AMZNAMAZON COM INC	14,609	$3M	1.0%	HOLD
31	NEARISHARES U S ETF TR	50,237	$3M	0.8%	HOLD
32	GSGOLDMAN SACHS GROUP INC	3,014	$3M	0.8%	TRIM −3%
33	GDXVANECK ETF TRUST GOLD MINERS ETF	23,933	$2M	0.7%	HOLD
34	MAMASTERCARD INCORPORATED	4,215	$2M	0.7%	HOLD
35	GOOGALPHABET INC	7,078	$2M	0.6%	TRIM −19%
36	SLVISHARES SILVER TR	28,907	$2M	0.6%	TRIM −67%
37	EWLISHARES INC	29,501	$2M	0.6%	ADD 3%
38	SOFISoFi Technologies, Ince	100,000	$2M	0.5%	NEW
39	GLDSPDR GOLD TR	3,632	$2M	0.5%	ADD 16%
40	BILSPDR SERIES TRUST	16,163	$1M	0.5%	HOLD
41	PWRQUANTA SVCS INC	2,428	$1M	0.4%	HOLD
42	GEGE AEROSPACE	4,357	$1M	0.4%	TRIM −4%
43	LLYELI LILLY & CO	1,290	$1M	0.4%	TRIM −3%
44	VOOVANGUARD INDEX FDS	1,920	$1M	0.4%	TRIM −17%
45	ULSTSSGA ACTIVE ETF TR	27,767	$1M	0.4%	HOLD
46	XOMEXXON MOBIL CORP	6,563	$1M	0.4%	ADD 10%
47	IAUISHARES GOLD TR	12,500	$1M	0.4%	HOLD
48	METAMETA PLATFORMS INC	1,895	$1M	0.3%	TRIM −10%
49	UNHUNITEDHEALTH GROUP INC	4,000	$1M	0.3%	HOLD
50	IYCISHARES TR	11,000	$1M	0.3%	HOLD
51	ITAIShares U.S. Aerospace & Defense ETF	4,210	$920,700	0.3%	HOLD
52	PANWPALO ALTO NETWORKS INC	5,134	$823,083	0.3%	TRIM −4%
53	MUMICRON TECHNOLOGY INC	2,411	$814,532	0.3%	ADD 20%
54	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,975	$667,451	0.2%	HOLD
55	IBITISHARES BITCOIN TRUST ETF	17,337	$666,088	0.2%	HOLD
56	BABOEING CO	3,250	$646,848	0.2%	TRIM −28%
57	BRK.BBERKSHIRE HATHAWAY INC DEL	1,310	$627,752	0.2%	HOLD
58	FLOTISHARES TR	12,210	$622,100	0.2%	HOLD
59	IBKRINTERACTIVE BROKERS GROUP IN	9,252	$620,532	0.2%	TRIM −7%
60	COSTCOSTCO WHSL CORP NEW	608	$605,829	0.2%	TRIM −9%
61	CVXCHEVRON CORP NEW	2,923	$604,769	0.2%	ADD 34%
62	RIORIO TINTO PLC	6,480	$604,519	0.2%	HOLD
63	NFLXNETFLIX INC	5,765	$554,305	0.2%	TRIM −5%
64	IJHISHARES TR	7,982	$539,024	0.2%	HOLD
65	GEVGE VERNOVA INC	610	$532,469	0.2%	HOLD
66	ORCLORACLE CORP	3,549	$522,093	0.2%	TRIM −7%
67	XLFSELECT SECTOR SPDR TR	10,000	$493,700	0.2%	HOLD
68	DISDISNEY WALT CO	5,063	$487,972	0.2%	HOLD
69	HZOMARINEMAX INC	17,600	$476,256	0.2%	HOLD
70	EAGGISHARES TR	10,000	$475,500	0.2%	HOLD
71	ISRGINTUITIVE SURGICAL INC	1,025	$472,515	0.2%	TRIM −7%
72	TMOTHERMO FISHER SCIENTIFIC INC	958	$470,886	0.2%	TRIM −7%
73	ATMPBARCLAYS BANK PLC	13,159	$453,435	0.1%	TRIM −23%
74	LOWLOWES COS INC	1,834	$433,338	0.1%	ADD 3%
75	SPGIS&P GLOBAL INC	1,007	$428,317	0.1%	TRIM −8%
76	VWOVANGUARD INTL EQUITY INDEX F	7,600	$410,780	0.1%	ADD 52%
77	AMDADVANCED MICRO DEVICES INC	1,959	$398,519	0.1%	HOLD
78	HDHOME DEPOT INC	1,197	$393,681	0.1%	HOLD
79	INDAISHARES TR	8,130	$380,733	0.1%	HOLD
80	VCITVANGUARD SCOTTSDALE FDS	4,450	$368,238	0.1%	HOLD
81	AQLTISHARES TR	12,997	$359,231	0.1%	HOLD
82	RSPINVESCO EXCHANGE TRADED FD T	1,789	$343,345	0.1%	HOLD
83	WFCWELLS FARGO CO NEW	4,294	$341,845	0.1%	HOLD
84	BACBANK AMERICA CORP	6,717	$327,454	0.1%	TRIM −16%
85	VOEVANGUARD INDEX FDS	1,750	$322,490	0.1%	HOLD
86	INTCINTEL CORP	7,300	$322,149	0.1%	HOLD
87	IRMIRON MTN INC DEL	3,100	$316,634	0.1%	TRIM −29%
88	HACKAMPLIFY ETF TR	4,000	$300,360	0.1%	HOLD
89	CRWDCROWDSTRIKE HLDGS INC	740	$288,903	0.1%	HOLD
90	PGRPROGRESSIVE CORP	1,404	$278,329	0.1%	ADD 3%
91	OEFISHARES TR	792	$251,911	0.1%	HOLD
92	PEPPEPSICO INC	1,614	$250,638	0.1%	HOLD
93	COPXGLOBAL X FDS	3,250	$248,138	0.1%	NEW
94	NETCLOUDFLARE INC	1,190	$245,545	0.1%	TRIM −13%
95	CATCATERPILLAR INC	342	$242,293	0.1%	HOLD
96	FEZSPDR INDEX SHS FDS	3,730	$231,558	0.1%	ADD 9%
97	USBUS BANCORP	4,400	$228,844	0.1%	HOLD
98	TSLATESLA INC	606	$225,280	0.1%	HOLD
99	ETHAISHARES ETHEREUM TR	14,101	$223,219	0.1%	NEW
100	PGPROCTER AND GAMBLE CO	1,460	$210,882	0.1%	HOLD
101	PAVEGLOBAL X FDS	4,000	$203,280	0.1%	HOLD
102	TDYTELEDYNE TECHNOLOGIES INC	310	$187,553	0.1%	HOLD
103	ECLECOLAB INC	700	$186,214	0.1%	HOLD
104	EWJISHARES INC	2,100	$177,324	0.1%	HOLD
105	DELLDELL TECHNOLOGIES INC	1,060	$173,978	0.1%	HOLD
106	JNJJOHNSON & JOHNSON	700	$171,108	0.1%	HOLD
107	LQDISHARES TR	1,475	$160,760	0.1%	HOLD
108	SHELSHELL PLC	1,720	$159,960	0.1%	HOLD
109	EAELECTRONIC ARTS INC	750	$152,902	0.0%	HOLD
110	MCKMCKESSON CORP	170	$147,111	0.0%	HOLD
111	SHYISHARES TR	1,730	$142,846	0.0%	HOLD
112	FTNTFORTINET INC	1,715	$140,150	0.0%	TRIM −14%
113	XLESELECT SECTOR SPDR TR	2,260	$138,448	0.0%	HOLD
114	ICLNISHARES TR	7,500	$137,175	0.0%	HOLD
115	EEMISHARES TR	2,256	$128,118	0.0%	HOLD
116	DDOGDATADOG INC	1,055	$124,543	0.0%	HOLD
117	MSMORGAN STANLEY	724	$119,149	0.0%	HOLD
118	KLACKLA CORP	95	$115,433	0.0%	HOLD
119	CHPYYIELDMAX SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF	2,000	$111,320	0.0%	NEW
120	MELIMERCADOLIBRE INC	63	$108,928	0.0%	TRIM −11%
121	MMM3M CO	750	$108,922	0.0%	HOLD
122	YLDELEGG MASON ETF INVT	2,000	$107,986	0.0%	HOLD
123	BNDVANGUARD BD INDEX FDS	1,443	$106,263	0.0%	HOLD
124	BKNGBOOKING HOLDINGS INC	25	$105,258	0.0%	HOLD
125	CVSCVS HEALTH CORP	1,440	$103,421	0.0%	HOLD
126	NEENEXTERA ENERGY INC	1,080	$100,310	0.0%	HOLD
127	TAT&T INC	3,308	$95,899	0.0%	HOLD
128	LPLALPL FINL HLDGS INC	265	$94,650	0.0%	HOLD
129	BOXBOX INC	4,000	$94,560	0.0%	HOLD
130	LMTLOCKHEED MARTIN CORP	150	$90,658	0.0%	NEW
131	TDSTELEPHONE & DATA SYS INC	2,145	$90,304	0.0%	NEW
132	SNOWSNOWFLAKE INC	591	$89,135	0.0%	HOLD
133	CEGCONSTELLATION ENERGY CORP	300	$83,775	0.0%	HOLD
134	ZSZSCALER INC	595	$83,473	0.0%	TRIM −18%
135	PMPHILIP MORRIS INTL INC	500	$82,670	0.0%	HOLD
136	NOWSERVICENOW INC	710	$74,230	0.0%	HOLD
137	SMHVANECK ETF TRUST	190	$72,846	0.0%	NEW
138	QCOMQUALCOMM INC	550	$70,829	0.0%	TRIM −30%
139	CTVACORTEVA INC	830	$69,479	0.0%	HOLD
140	RTXRTX CORPORATION	346	$66,743	0.0%	HOLD
141	XYZBLOCK INC	973	$58,555	0.0%	HOLD
142	ICEINTERCONTINENTAL EXCHANGE IN	364	$57,250	0.0%	HOLD
143	ROKUROKU INC	567	$53,650	0.0%	HOLD
144	IHIISHARES TR	1,000	$53,350	0.0%	NEW
145	HWMHOWMET AEROSPACE INC	225	$51,854	0.0%	HOLD
146	EQTEQT CORP	810	$51,548	0.0%	HOLD
147	SONYSONY GROUP CORP	2,200	$45,540	0.0%	HOLD
148	ADBEADOBE INC	184	$44,727	0.0%	HOLD
149	BLKBLACKROCK INC	45	$43,277	0.0%	TRIM −12%
150	HONHONEYWELL INTL INC	191	$43,172	0.0%	HOLD
151	EWZISHARES INC MSCI BRAZIL ETF	1,120	$42,997	0.0%	TRIM −86%
152	AWKAMERICAN WTR WKS CO INC NEW	297	$40,419	0.0%	HOLD
153	IWMISHARES TR	160	$39,386	0.0%	HOLD
154	MCDMCDONALDS CORP	126	$39,160	0.0%	ADD 25%
155	MLMMARTIN MARIETTA MATLS INC	66	$38,853	0.0%	HOLD
156	CSCOCISCO SYS INC	482	$37,398	0.0%	HOLD
157	PYPLPAYPAL HLDGS INC	815	$36,862	0.0%	TRIM −17%
158	KTOSKRATOS DEFENSE & SEC SOLUTIO	515	$36,313	0.0%	HOLD
159	DGDOLLAR GEN CORP	300	$35,619	0.0%	HOLD
160	SMDVPROSHARES TR	500	$34,395	0.0%	HOLD
161	USSGDBX ETF TR	576	$34,376	0.0%	HOLD
162	ROPROPER TECHNOLOGIES INC	95	$33,617	0.0%	TRIM −34%
163	HLHECLA MNG CO	1,700	$31,671	0.0%	TRIM −66%
164	MTZMASTEC INC	145	$31,519	0.0%	HOLD
165	RABROOKFIELD REAL ASSETS INCOM	2,380	$30,607	0.0%	HOLD
166	CMECME GROUP INC	103	$30,421	0.0%	HOLD
167	ULTAULTA BEAUTY INC	50	$30,250	0.0%	HOLD
168	TEVATEVA PHARMACEUTICAL INDS LTD	1,000	$30,120	0.0%	TRIM −67%
169	ADIANALOG DEVICES INC	94	$29,905	0.0%	HOLD
170	PBRPETROLEO BRASILEIRO S A	1,400	$29,050	0.0%	TRIM −65%
171	ANETARISTA NETWORKS INC	230	$28,239	0.0%	HOLD
172	LNGCheniere Energy, Inc	98	$27,808	0.0%	HOLD
173	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	645	$27,409	0.0%	HOLD
174	IWPISHARES TR	200	$27,388	0.0%	HOLD
175	RFREGIONS FINANCIAL CORP NEW	1,000	$27,100	0.0%	HOLD
176	CRMSALESFORCE INC	100	$26,491	0.0%	HOLD
177	REGNREGENERON PHARMACEUTICALS	34	$26,270	0.0%	HOLD
178	IBNICICI BANK LIMITED	1,000	$25,900	0.0%	TRIM −64%
179	FPEFirst Trust Preferred Secs & Inc ETF	1,431	$25,400	0.0%	HOLD
180	MPMP MATERIALS CORP	500	$25,260	0.0%	HOLD
181	TGSTRANSPORTADORA DE GAS SUR	714	$24,712	0.0%	HOLD
182	AGCOAGCO CORP	213	$24,680	0.0%	HOLD
183	CFGCITIZENS FINL GROUP INC	420	$24,532	0.0%	HOLD
184	URTHISHARES INC	136	$24,483	0.0%	TRIM −32%
185	HLIHOULIHAN LOKEY INC	169	$24,272	0.0%	HOLD
186	VISTVISTA ENERGY S.A.B. DE C.V.	319	$24,075	0.0%	HOLD
187	BMYBRISTOL-MYERS SQUIBB CO	395	$23,957	0.0%	HOLD
188	EMBISHARES TR	250	$23,482	0.0%	HOLD
189	SYLDCAMBRIA ETF TR	303	$22,849	0.0%	HOLD
190	CMDYISHARES U S ETF TR	342	$20,322	0.0%	HOLD
191	SGOVISHARES TR	200	$20,132	0.0%	NEW
192	HLTHILTON WORLDWIDE HLDGS INC	70	$20,108	0.0%	HOLD
193	CIBRFIRST TR EXCHANGE-TRADED FD	319	$19,995	0.0%	HOLD
194	PLTRPALANTIR TECHNOLOGIES INC	110	$19,552	0.0%	HOLD
195	IQVIQVIA HLDGS INC	111	$18,930	0.0%	HOLD
196	PGXINVESCO EXCH TRADED FD TR II	1,714	$18,648	0.0%	NEW
197	VGSHVANGUARD SHORT-TERM TREASURY ETF	300	$17,562	0.0%	NEW
198	ABBVABBVIE INC	78	$16,964	0.0%	NEW
199	ZBRAZEBRA TECHNOLOGIES CORPORATI	80	$16,726	0.0%	TRIM −27%
200	APOAPOLLO GLOBAL MGMT INC	150	$16,713	0.0%	TRIM −99%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IGIBISHARES TR

327K

344K

349K

338K

380K

450K

$24M

IGSBISHARES TR

119K

120K

210K

440K

$23M

FLRNSPDR SERIES TRUST

369K

613K

651K

610K

633K

736K

$23M

IVVISHARES TR

18K

25K

30K

34K

$22M

SGOLETFS GOLD TR

425K

432K

514K

508K

588K

471K

$21M

IGEBISHARES TR

498K

522K

548K

543K

569K

425K

$19M

VGKVANGUARD INTL EQUITY INDEX F

31K

77K

88K

94K

109K

$9M

SPYSTATE STR SPDR S&P 500 ETF T

15K

12K

$8M

NVDANVIDIA CORPORATION

43K

41K

44K

$8M

GRIDFIRST TR EXCHANGE TRADED FD

32K

31K

23K

40K

45K

$7M

SDVYFIRST TR EXCHANGE TRADED FD

—

370

175K

$7M

AGGISHARES TR

216K

223K

166K

123K

140K

65K

$6M

QQQINVESCO QQQ TR

15K

11K

10K

$6M

DBJPDBX ETF TR

57K

58K

40K

49K

54K

56K

$6M

AVGOBROADCOM INC

31K

22K

19K

16K

17K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Ameliora Wealth Management Ltd.