Ameliora Wealth Management Ltd.
- SEC CIK
- 0001910168
- Latest filing
- Jul 24, 2026
The latest 13F from Ameliora Wealth Management Ltd. covers Q2 2026 (filed Jul 24, 2026): 229 long positions worth $336.9M. The top 10 holdings make up 50.9% of the portfolio, and the largest is iShares Tr at 8.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$1.28M
- Added
- 31
- Est. +$14.9M
- Reduced
- 49
- Est. −$15.2M
- Sold out
- 16
- Est. −$690.1K
Top 5 holdings
Share of this quarter's portfolio value
- iShares Tr4642886388.2%$27.7M
- iShares Core S&P 500 ETF4642872007.3%$24.5M
- iShares Tr4642886466.8%$22.9M
- SPDR Series Trust78468R2006.8%$22.9M
- iShares Tr46435G2195.8%$19.4M
Share of portfolio
Top 5 holdings and the other 224 positions, by share of portfolio value
- iShares Tr8.2%
- iShares Core S&P 500 ETF7.3%
- iShares Tr6.8%
- SPDR Series Trust6.8%
- iShares Tr5.8%
- Other 224 positions65.2%
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr464288638+$3.78MAdded
- iShares Inc464286749+$3.45MAdded
- First Tr Exchange-Traded FD33737A108+$1.66MAdded
- Global X FDS37960A529+$1.49MAdded
- DBX ETF Tr233051507+$1.40MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Inc464286749+1.02 pp0.6% → 1.6%
- First Tr Exchange-Traded FD33737A108+0.70 pp2.3% → 3.0%
- iShares Tr464288638+0.59 pp7.6% → 8.2%
- DBX ETF Tr233051507+0.52 pp1.8% → 2.3%
- PANWPalo Alto Networks Inc
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $336.9M
- +$23.2M (+7.4%) vs. prior quarter
- Positions
- 229
- −3 vs. prior quarter
- Top 10 concentration
- 50.9%
- Top 10 as share of value
- Turnover
- 4.9%
- Q2 2026, one quarter
- Average holding period
- 14.1 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.
13F filings by quarter
19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $336.9M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 229 | $336.9M | iShares TriShares Core S&P 500 ETFiShares Tr | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 23, 2026 | 232 | $313.7M | iShares TriShares TrSPDR Series Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 21, 2026 | 227 | $328.3M | iShares TrSGOLiShares Core S&P 500 ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 221 | $300.3M | iShares TriShares Core S&P 500 ETFSPDR Series Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 23, 2025 | 214 | $279.6M | iShares TrSPDR Series TrustiShares Tr | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 15, 2025 | 238 | $265.9M | iShares TriShares Core U.S. Aggregate Bond ETFSPDR Series Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 28, 2025 | 238 | $266.5M | iShares TriShares Core U.S. Aggregate Bond ETFiShares Tr | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 11, 2024 | 163 | $239.9M | iShares TriShares Core U.S. Aggregate Bond ETFiShares Tr | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 16, 2024 | 182 | $220.3M | iShares Core U.S. Aggregate Bond ETFiShares TrSPDR Series Trust | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 16, 2024 | 195 | $220.6M | iShares Core U.S. Aggregate Bond ETFiShares TrSPDR Series Trust | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 10, 2024 | 184 | $201.5M | iShares TriShares Core U.S. Aggregate Bond ETFSPDR Series Trust | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 10, 2023 | 214 | $168.6M | Vanguard Total World Stock ETFSPDR Series TrustSGOL | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 10, 2023 | 193 | $161.9M | Vanguard Total World Stock ETFSPDR Series TrustTMUS | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 17, 2023 | 215 | $171.4M | Vanguard Total World Stock ETFTMUSSPDR Series Trust | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 6, 2023 | 230 | $187.0M | Vanguard Total World Stock ETFSPDR Series TrustTMUS | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 7, 2022 | 224 | $184.6M | Vanguard Total World Stock ETFSPDR Series TrustiShares Tr | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 9, 2022 | 39 | $84.4M | Kraneshares TrVanguard Total World Stock ETFVanguard Ftse Developed Markets ETF | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 26, 2022 | 35 | $152.1M | Kraneshares TrVanguard Total World Stock ETFWMT | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 9, 2022 | 31 | $109.3M | Vanguard Total World Stock ETFWMTGLD | – | SEC |