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Stefan Demuth

Ameliora Wealth Management Ltd.

Assets Managed
$313.686M
Holdings
232
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-4.44%(2Q avg: 2.43%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameliora Wealth Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Ameliora Wealth Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 313.686M in assets, with a quarterly growth rate of -4.44% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by Stefan Demuth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 18.54%
7.64%
$23.947M
449,962 shares@ $53.23 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 109.2%
7.37%
$23.11M
439,688 shares@ $52.56 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 16.28%
7.23%
$22.659M
736,152 shares@ $30.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.61%
6.99%
$21.91M
33,542 shares@ $653.22 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -19.92%
6.7%
$21.016M
471,014 shares@ $44.62 avg price
IGEB
Ishares Investment Grade Sys
Recent Activity
Decreased -25.39%
6.1%
$19.134M
424,623 shares@ $45.07 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 15.89%
2.87%
$8.974M
108,871 shares@ $82.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.52%
2.43%
$7.608M
11,699 shares@ $650.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.32%
2.42%
$7.587M
43,505 shares@ $174.4 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Decreased -1.04%
2.33%
$7.283M
44,520 shares@ $163.59 avg price

1-10 of 232