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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, BCI, BNDX, BWX, and represent 27.32% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBIT, BCI, BWX, BNDX, SCHH, CTA, BITB, ARKB, DJP, MCHI.
Started 4 new stock positions in DJP, IFGL, AAPL, ARKB.
Reduced shares in these 10 stocks: IAU, GLDM, SCHE, PEGA, GLD, VEU, MU, VNQI, SGOL, SCHC.
Sold out of its positions in MU, PEGA.
Upper Left Wealth Management was a net buyer of stock by $3.6M.
Upper Left Wealth Management has $169M in assets under management (AUM), dropping by 3.22%.
Central Index Key (CIK): 0001911228

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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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	8.3	$14M	-14%	159k	88.16	View chart
Spdr Series Trust State Street Spd (SPYM)	5.4	$9.2M		121k	76.54	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	5.3	$9.0M	+16%	370k	24.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.2	$7.2M	+10%	149k	48.05	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	4.1	$6.9M	+17%	313k	21.95	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.6	$6.0M	+2%	200k	30.15	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.5	$6.0M	+7%	279k	21.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.5	$5.9M	-14%	63k	92.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.4	$5.8M	+34%	151k	38.42	View chart
Ishares Tr Msci China Etf (MCHI)	3.1	$5.3M	+5%	94k	56.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.1	$5.2M		212k	24.75	View chart
Spdr Series Trust State Street Spd (BIL)	3.0	$5.0M	+5%	55k	91.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.8	$4.7M		163k	29.08	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	2.7	$4.6M	-3%	103k	44.45	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.6	$4.5M	-2%	96k	46.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.6	$4.5M	-8%	135k	32.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.6	$4.4M	+4%	165k	26.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.6	$4.4M	+5%	176k	24.91	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	2.4	$4.0M	+11%	133k	30.22	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.4	$4.0M		159k	25.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.1	$3.6M	-7%	48k	75.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$3.3M	+3%	62k	54.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$3.1M	+5%	4.8k	653.21	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	1.8	$3.0M		48k	62.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$2.9M	+2%	45k	64.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.6	$2.8M	+8%	36k	77.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$2.6M	+5%	18k	145.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$1.9M	+10%	3.0k	650.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.4M	-20%	3.3k	430.29	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.8	$1.3M		14k	94.56	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.8	$1.3M	-7%	30k	42.23	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.1M	+9%	16k	69.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.1M	-6%	4.2k	261.92	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.6	$1.0M	-4%	22k	46.91	View chart
Spdr Index Shs Fds State Street Spd (RWX)	0.6	$1.0M	-3%	38k	26.62	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.6	$1.0M	-8%	19k	52.76	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$931k	+9%	7.8k	118.60	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.5	$903k	+29%	30k	29.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$858k		9.7k	88.70	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$772k	+35%	13k	59.03	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.5	$769k	+13%	19k	41.06	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$756k	+39%	15k	50.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$700k		1.2k	597.55	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$694k	-15%	15k	45.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$688k	+16%	5.5k	124.31	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$686k	+15%	11k	62.64	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$672k	-6%	39k	17.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$607k	-9%	2.4k	248.00	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.3	$579k	+10%	28k	20.64	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$570k	+175%	16k	36.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$547k	-4%	12k	46.36	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$531k	-20%	12k	44.62	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$531k		4.8k	110.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$435k	+16%	753.00	577.18	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$415k		7.0k	59.19	View chart
Ishares Msci Hong Kg Etf (EWH)	0.2	$390k	+6%	17k	23.09	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$317k	+9%	8.8k	35.90	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.2	$309k	NEW	14k	22.49	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$302k	-4%	3.0k	100.19	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.2	$299k	NEW	6.2k	48.14	View chart
Vanguard World Health Car Etf (VHT)	0.2	$286k		1.1k	272.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$278k	-6%	3.1k	90.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$272k	-2%	3.5k	78.41	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.1	$241k	NEW	11k	22.36	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$239k	+5%	9.5k	25.15	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$229k	-8%	2.8k	82.43	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$225k		2.4k	93.93	View chart
Apple (AAPL)	0.1	$204k	NEW	803.00	253.67	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 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
Upper Left Wealth Management 2022 Q3 filed Nov. 1, 2022
Upper Left Wealth Management 2022 Q2 filed July 8, 2022

View all past filings

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