Ameliora Wealth Management Ltd. logo

Ameliora Wealth Management Ltd.

RIA/Wealth

Ameliora Wealth Management Ltd. is a RIA/Wealth based in Clayton, MO led by Stefan Thomas Demuth, reporting $877.7M in AUM as of Q3 2025 with 57% ETF concentration and 51% concentrated in top 10 holdings.

CEOStefan Thomas Demuth
Portfolio Value
$300.1M
Positions
220
Top Holding
IGEB at 8.32%
Last Reported
Q3 2025
Address8301 Maryland Ave, Suite 300, Clayton, MO, 63105, United States

Top Holdings

Largest long holdings in Ameliora Wealth Management Ltd.'s portfolio (51% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$25.0M
8.32%
-$269.1K
Sold
542.6K shares
ETF
ETF
$20.1M
6.69%
+$3.6M
Bought
30.0K shares
ETF
ETF
$18.8M
6.27%
-$1.3M
Sold
610.0K shares
Unknown
Unknown
$18.7M
6.23%
-$203.1K
Sold
508.1K shares
ETF
ETF
$18.3M
6.09%
-$619.9K
Sold
337.8K shares
Telecommunications Services
Communication Services
$14.4M
4.79%
+$10.5K
Bought
0.01%
60.0K shares
ETF
ETF
$12.4M
4.12%
-$4.3M
Sold
123.5K shares
ETF
ETF
$9.3M
3.11%
+$5.0M
Bought
34.1K shares
9
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$8.2M
2.73%
+$589.2K
Bought
0.00%
43.9K shares
ETF
ETF
$8.1M
2.69%
-$80.6K
Sold
12.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ameliora Wealth Management Ltd.'s latest filing

See all changes
Market Value
$300.1M
Prior: $279.4M
Q/Q Change
+7.41%
+$20.7M
Net Flows % of MV
+1.34%
Turnover Ratio
9.52%
New Purchases
19 stocks
$6.9M
Added To
47 stocks
+$25.5M
Sold Out Of
17 stocks
$3.2M
Reduced Holdings
33 stocks
-$25.1M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Ameliora Wealth Management Ltd.

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Sector Allocation

ETF: 56.60%ETFTechnology: 10.10%TechnologyCommunication Services: 7.60%Financial Services: 7.40%Consumer Cyclical: 2.70%Industrials: 2.30%Consumer Defensive: 1.60%Healthcare: 1.20%Energy: 0.40%Real Estate: 0.30%Utilities: 0.20%Basic Materials: 0.10%
ETF
56.60%
Technology
10.10%
Communication Services
7.60%
Financial Services
7.40%
Consumer Cyclical
2.70%
Industrials
2.30%
Consumer Defensive
1.60%
Healthcare
1.20%
Energy
0.40%
Real Estate
0.30%
Utilities
0.20%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 25.10%Mega Cap (> $200B)Large Cap ($10B - $200B): 8.48%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.09%Small Cap ($300M - $2B): 0.15%N/A (ETF or Unknown): 66.19%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.10%
Large Cap ($10B - $200B)
8.48%
Mid Cap ($2B - $10B)
0.09%
Small Cap ($300M - $2B)
0.15%
N/A (ETF or Unknown)
66.19%

Portfolio Concentration

Top 10 Holdings %
51.04%
Top 20 Holdings %
69.17%
Top 50 Holdings %
89.91%
Top 100 Holdings %
97.59%

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