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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 SPYM, VEA, IAU, SCHP, DBMF, and represent 42.73% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$23M), VEA (+$19M), VOO (+$5.0M), SCHP, TLT, VWO, VTIP, SCHO, TIP, CTA.
Started 6 new stock positions in IVW, TLT, HGER, SCHO, AMZN, VTIP.
Reduced shares in these 10 stocks: BCI (-$8.8M), EMLC, VNQI, IAU, BIL, BWX, SCHC, MCHI, VEU, SCHH.
Sold out of its positions in DE, PDBC, EMB, IFGL, REET, IAGG, IAUM, GXC, EBND, EMLC. TT.
Upper Left Wealth Management was a net buyer of stock by $7.9M.
Upper Left Wealth Management has $193M in assets under management (AUM), dropping by 6.79%.
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 68 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	17.7	$34M	+213%	380k	89.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.6	$22M	+566%	315k	70.61	View chart
Ishares Gold Tr Ishares New (IAU)	4.8	$9.3M	-28%	119k	78.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	4.7	$9.1M	+112%	362k	25.13	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	3.9	$7.6M	+9%	233k	32.53	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.5	$6.8M	-12%	144k	47.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$6.3M	+60%	107k	59.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$5.8M	+609%	8.3k	700.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.8	$5.4M		164k	32.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$5.2M	-31%	110k	46.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.6	$5.0M	-19%	182k	27.47	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.3	$4.5M	-12%	55k	82.18	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	2.3	$4.5M	+23%	155k	28.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$3.9M	-3%	5.1k	765.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$3.8M	-20%	106k	36.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.0	$3.8M	NEW	49k	77.78	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.0	$3.8M	-16%	160k	23.70	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.0	$3.8M	-40%	171k	22.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$3.5M	+7%	41k	84.96	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	1.6	$3.2M	-51%	150k	21.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$3.0M	+23%	3.9k	762.63	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$1.8M	NEW	37k	49.22	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.9	$1.8M	-66%	20k	91.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$1.8M	+191%	17k	104.04	View chart
Ishares Tr Msci China Etf (MCHI)	0.9	$1.7M	-63%	33k	52.19	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$1.7M	-65%	34k	49.74	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.8	$1.6M		35k	45.57	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.7	$1.4M	-11%	38k	36.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.3M	+7%	3.5k	380.84	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.7	$1.3M	-2%	4.6k	284.49	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.7	$1.3M		14k	95.04	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.2M	NEW	51k	23.86	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.6	$1.2M		19k	64.59	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.2M	-23%	15k	81.16	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.1M		22k	51.76	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.5	$963k	-71%	14k	67.31	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$952k	-24%	24k	39.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$945k	-75%	11k	82.97	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$939k	-6%	13k	72.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$878k	-21%	9.8k	89.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$851k	+17%	6.3k	136.04	View chart
Spdr Index Shs Fds St Dow Intl Etf (RWX)	0.4	$847k	-26%	33k	25.37	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$846k		13k	67.33	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$745k		15k	50.21	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$703k	-83%	17k	42.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$690k	-20%	6.1k	113.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$632k		2.3k	277.89	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$632k	-77%	4.1k	155.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$574k		12k	49.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$559k		756.00	739.77	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$552k	-5%	16k	34.02	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$471k	+64%	4.7k	100.11	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.2	$460k	-64%	12k	39.77	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$422k		6.9k	61.58	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.2	$378k	-3%	14k	27.69	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$359k	-19%	7.9k	45.36	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.2	$356k	-96%	14k	25.87	View chart
Vanguard World Health Car Etf (VHT)	0.2	$332k		1.1k	316.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$325k	+9%	3.8k	84.42	View chart
Micron Technology (MU)	0.2	$320k	-5%	300.00	1065.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$268k		2.8k	96.88	View chart
Apple (AAPL)	0.1	$267k		803.00	332.86	View chart
Ishares Msci Hong Kg Etf (EWH)	0.1	$249k	-31%	11k	22.11	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$240k	NEW	6.8k	35.26	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$228k	-3%	2.6k	86.80	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$210k	-51%	4.1k	51.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$207k	NEW	1.5k	142.26	View chart
Amazon (AMZN)	0.1	$205k	NEW	822.00	249.15	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 2026 Q3 filed Oct. 14, 2026
Upper Left Wealth Management 2026 Q2 filed July 14, 2026
Upper Left Wealth Management 2026 Q1 filed April 16, 2026
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

View all past filings

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