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Upper Left Wealth Management

Latest statistics and disclosures from Upper Left Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, SCHE, BCI, VNQI, SCHA, and represent 27.17% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IAGG, IBIT, VWO, IAU, SCHA, SCHC, GLDM, FEZ, VXUS, VNQI.
Started 4 new stock positions in PEGA, GXC, IAGG, FBTC.
Reduced shares in these 10 stocks: WIP, EMLC, BIL, SCHP, SCHR, FXE, BWX, AIA, IEI, EMB.
Sold out of its positions in EWH, EMB, AIA, STIP, VWOB, VPL.
Upper Left Wealth Management was a net seller of stock by $-1.1M.
Upper Left Wealth Management has $114M in assets under management (AUM), dropping by 3.37%.
Central Index Key (CIK): 0001911228

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Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 58 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.4	$11M	+8%	228k	47.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	4.9	$5.6M		204k	27.20	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	4.4	$5.1M	+5%	260k	19.54	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.2	$4.8M	+9%	109k	44.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.2	$4.8M	+18%	94k	51.12	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.2	$4.8M		72k	66.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	4.0	$4.6M	+5%	203k	22.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.9	$4.5M		73k	61.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.7	$4.3M	-2%	104k	40.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.7	$4.2M	+16%	85k	49.59	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.3	$3.8M	+22%	100k	37.71	View chart
Ishares Tr Msci China Etf (MCHI)	3.1	$3.6M	-4%	86k	41.83	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.8	$3.2M	-24%	35k	91.82	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	2.6	$2.9M	-20%	129k	22.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.5	$2.9M	+67%	85k	33.37	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$2.6M	-23%	52k	50.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.3	$2.6M	-26%	49k	52.93	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.2	$2.6M	-32%	104k	24.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$2.4M	+65%	54k	44.72	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	2.1	$2.4M	+32%	45k	52.53	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	1.9	$2.2M	-27%	21k	102.19	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.8	$2.1M	NEW	41k	51.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$1.9M	+18%	36k	52.39	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	1.4	$1.6M	-64%	41k	39.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.5M	+9%	6.2k	233.42	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$1.4M	-2%	12k	123.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$1.4M	-2%	2.5k	563.68	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.4M		6.0k	231.29	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	1.2	$1.3M	+7%	49k	27.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.2M	+59%	19k	63.37	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.1	$1.2M	-2%	12k	99.53	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.0	$1.1M	+2%	34k	33.29	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.8	$915k	-29%	7.7k	118.72	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$889k	+2%	16k	54.46	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.8	$889k		19k	46.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$867k	-8%	1.5k	566.75	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$865k		22k	38.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$821k	-2%	22k	37.16	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.6	$723k	+10%	54k	13.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$652k	-2%	3.0k	220.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$600k		6.3k	95.13	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.5	$583k	-26%	14k	41.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$581k	+25%	12k	49.76	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.4	$511k	-30%	25k	20.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$495k	-32%	4.5k	108.87	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$466k	+29%	20k	23.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.4	$453k		12k	37.21	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$406k	+27%	7.9k	51.37	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$390k	NEW	7.6k	51.23	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.3	$379k	-5%	17k	22.19	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$375k	-11%	3.7k	100.23	View chart
Proshares Tr Bitcoin Etf (BITO)	0.3	$329k	-2%	17k	19.00	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$311k	-12%	12k	26.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$299k		2.6k	116.50	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$293k		4.8k	60.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$279k	+11%	3.9k	70.93	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	0.2	$252k	NEW	3.7k	67.23	View chart
Pegasystems (PEGA)	0.2	$213k	NEW	3.0k	70.88	View chart

Past Filings by Upper Left Wealth Management

SEC 13F filings are viewable for Upper Left Wealth Management going back to 2021

Upper Left Wealth Management 2024 Q3 filed Nov. 13, 2024
Upper Left Wealth Management 2024 Q2 filed July 25, 2024
Upper Left Wealth Management 2024 Q1 filed April 23, 2024
Upper Left Wealth Management 2023 Q4 filed Jan. 23, 2024
Upper Left Wealth Management 2023 Q3 filed Oct. 25, 2023
Upper Left Wealth Management 2023 Q2 filed July 25, 2023
Upper Left Wealth Management 2023 Q1 filed April 25, 2023
Upper Left Wealth Management 2022 Q4 filed Jan. 17, 2023
Upper Left Wealth Management 2022 Q3 filed Nov. 1, 2022
Upper Left Wealth Management 2022 Q2 filed July 8, 2022
Upper Left Wealth Management 2022 Q1 filed April 18, 2022
Upper Left Wealth Management 2021 Q4 filed Feb. 15, 2022

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