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Stefan Demuth

Ameliora Wealth Management Ltd.

Assets Managed
$336.861M
Holdings
229
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
7.39%(2Q avg: 1.48%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameliora Wealth Management Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 229 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 336.861M in assets, with a quarterly growth rate of 7.39% and a 2-quarter average growth rate of 1.48%. The portfolio is managed by Stefan Demuth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 15.79%
8.23%
$27.7M
520,969 shares@ $53.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.56%
7.27%
$24.475M
32,682 shares@ $748.9 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Decreased -0.59%
6.81%
$22.907M
437,075 shares@ $52.42 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 0.81%
6.8%
$22.892M
742,057 shares@ $30.85 avg price
IGEB
Ishares Investment Grade Sys
Recent Activity
Increased 1.24%
5.76%
$19.391M
429,861 shares@ $45.12 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -2.23%
5.23%
$17.604M
460,484 shares@ $38.23 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Increased 19.43%
3.03%
$10.195M
53,168 shares@ $191.75 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -2.49%
2.8%
$9.399M
106,153 shares@ $88.55 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.09%
2.59%
$8.697M
43,464 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -4.4%
2.48%
$8.352M
11,184 shares@ $746.78 avg price

1-10 of 229