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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, SPYM, BNDX, GLDM, BCI, and represent 26.70% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBIT, SCHH, SPYM, BWX, BNDX, BIL, SCHR, SCHP, BCI, CTA.
Started 2 new stock positions in BITB, MU.
Reduced shares in these 10 stocks: IAU, GLDM, VEU, GLD, SCHC, VB, IVV, IEMG, IWM, SPDW.
Upper Left Wealth Management was a net buyer of stock by $5.2M.
Upper Left Wealth Management has $164M in assets under management (AUM), dropping by 2.99%.
Central Index Key (CIK): 0001911228

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Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.2	$15M	-8%	186k	81.17	View chart
Spdr Series Trust State Street Spd (SPYM)	5.9	$9.7M	+7%	120k	80.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.0	$6.5M	+10%	135k	48.32	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.9	$6.3M	-5%	74k	85.37	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	3.8	$6.2M	+5%	317k	19.53	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	3.7	$6.0M	+11%	267k	22.53	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.4	$5.6M	+16%	113k	49.65	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.4	$5.5M	+4%	196k	28.06	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.3	$5.4M	+15%	258k	20.89	View chart
Ishares Tr Msci China Etf (MCHI)	3.2	$5.3M		89k	60.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.1	$5.2M	+3%	215k	24.04	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.0	$4.9M		106k	45.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.9	$4.8M		148k	32.75	View chart
Spdr Series Trust State Street Spd (BIL)	2.9	$4.8M	+8%	52k	91.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.9	$4.7M		165k	28.48	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.7	$4.5M		98k	45.53	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.6	$4.2M	+3%	162k	25.82	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$4.2M	+9%	167k	25.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.5	$4.2M	+8%	157k	26.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.3	$3.8M	-5%	51k	73.56	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	2.0	$3.2M	+10%	119k	27.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$3.2M	+5%	60k	53.76	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	1.9	$3.1M	+3%	48k	64.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$3.1M		4.5k	684.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$2.7M		44k	62.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$2.5M	+8%	33k	75.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$2.4M	+5%	17k	143.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.8M		2.7k	681.92	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.6M	-10%	4.1k	396.31	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.9	$1.4M		21k	68.36	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.8	$1.3M		14k	93.89	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.8	$1.3M	+7%	33k	40.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.2M	-4%	4.6k	257.95	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.7	$1.1M	+5%	40k	28.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$1.1M		23k	46.81	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.0M	-4%	15k	67.22	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.5	$902k	+14%	23k	38.73	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$858k		7.2k	119.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$857k	+10%	9.7k	88.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$802k	-3%	18k	44.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$748k		1.2k	627.13	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$737k	+11%	9.7k	76.23	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.4	$688k	+16%	17k	41.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$664k	-4%	2.7k	246.16	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$619k	-2%	15k	41.08	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$609k		9.5k	64.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$569k	-2%	4.7k	120.18	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$553k	-2%	42k	13.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$553k		12k	44.55	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.3	$541k		25k	21.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$540k		11k	50.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$535k	+14%	4.9k	109.91	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$401k	+47%	7.0k	56.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$398k		648.00	614.31	View chart
Pegasystems (PEGA)	0.2	$358k		6.0k	59.72	View chart
Ishares Msci Hong Kg Etf (EWH)	0.2	$338k		16k	21.25	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$315k	-3%	3.1k	99.94	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$308k	+29%	8.1k	38.29	View chart
Vanguard World Health Car Etf (VHT)	0.2	$302k		1.1k	287.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$293k		3.3k	89.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$275k	+7%	3.6k	77.53	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$268k	NEW	5.6k	47.56	View chart
Micron Technology (MU)	0.2	$266k	NEW	933.00	285.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$253k	-2%	3.0k	83.61	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$227k		2.4k	96.28	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$226k	+7%	9.0k	24.95	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 2025 Q4 filed Jan. 22, 2026
Upper Left Wealth Management 2025 Q3 filed Oct. 22, 2025
Upper Left Wealth Management 2025 Q2 filed July 7, 2025
Upper Left Wealth Management 2025 Q1 filed April 14, 2025
Upper Left Wealth Management 2024 Q4 filed Jan. 23, 2025
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

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