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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, SPLG, BCI, IBIT, BNDX, and represent 26.60% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPLG, BWX, BIL, CTA, BNDX, DBMF, SCHH, BCI, SCHR, SCHP.
Reduced shares in these 10 stocks: VEU, IAU, SCHA, SCHC, SCHE, GLDM, MCHI, VB, IWM, EMLC.
Upper Left Wealth Management was a net seller of stock by $-802k.
Upper Left Wealth Management has $159M in assets under management (AUM), dropping by 6.29%.
Central Index Key (CIK): 0001911228

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Positions held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.3	$15M	-3%	203k	72.77	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	5.5	$8.8M	+4%	112k	78.34	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	4.1	$6.5M		302k	21.54	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)	3.9	$6.3M		97k	65.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.8	$6.1M	+3%	123k	49.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.8	$6.0M	-2%	79k	76.45	View chart
Ishares Tr Msci China Etf (MCHI)	3.6	$5.8M	-2%	88k	65.85	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	3.5	$5.5M	+5%	239k	23.00	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.2	$5.1M	+3%	188k	27.31	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.1	$5.0M		105k	47.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.1	$5.0M	-5%	149k	33.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.0	$4.8M		208k	23.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.0	$4.8M	+2%	224k	21.57	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.9	$4.6M	-6%	100k	45.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.9	$4.5M	-8%	163k	27.90	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.8	$4.4M	+6%	48k	91.75	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.5	$4.0M		157k	25.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.5	$3.9M	+2%	145k	26.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.4	$3.9M	-10%	55k	71.37	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.4	$3.8M	+2%	152k	25.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$3.1M		4.6k	669.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$3.1M		57k	54.18	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	1.9	$3.0M	+8%	108k	27.97	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	1.8	$2.9M		47k	62.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$2.6M		43k	59.92	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.4	$2.3M		16k	142.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$2.2M	+2%	30k	73.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.2	$1.9M		21k	89.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.8M	-2%	2.7k	666.18	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.6M	-3%	4.6k	355.47	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.9	$1.4M		14k	97.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.2M	-9%	4.8k	254.28	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.8	$1.2M	-2%	30k	40.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$1.1M	-2%	24k	46.81	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.7	$1.0M	-2%	38k	27.81	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.6	$1.0M	+4%	20k	50.63	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.0M	-3%	16k	65.92	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$866k		8.7k	99.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$865k		7.2k	119.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$802k		8.8k	91.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$801k	-2%	19k	42.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$728k		1.2k	612.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$683k	-8%	2.8k	241.96	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.4	$602k		14k	42.60	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$595k		9.6k	61.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$576k	-3%	4.8k	118.83	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$572k		43k	13.43	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$571k	-8%	16k	36.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$552k	-2%	12k	44.51	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.3	$546k	-2%	26k	21.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$544k	+5%	11k	51.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$475k		4.3k	111.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$382k		636.00	600.37	View chart
Pegasystems (PEGA)	0.2	$345k		6.0k	57.50	View chart
Ishares Msci Hong Kg Etf (EWH)	0.2	$338k	+11%	16k	21.55	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$328k	-2%	3.3k	100.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$286k	-3%	3.3k	87.31	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$281k		4.8k	58.72	View chart
Vanguard World Health Car Etf (VHT)	0.2	$273k		1.1k	259.60	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$256k	-11%	6.2k	41.14	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$254k	+4%	3.3k	76.72	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$247k		3.1k	79.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$226k		2.4k	95.19	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$215k		8.4k	25.56	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 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
Upper Left Wealth Management 2021 Q4 filed Feb. 15, 2022

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