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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, SCHH, and represent 25.30% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IAUM, SGOL, IGOV, BNDX, IAU, IBIT, DBMF, SCHF, SCHR, MU.
Started 5 new stock positions in MU, TT, GXC, DE, IAUM.
Reduced shares in these 10 stocks: BCI, CTA, BITB, VEU, BWX, IAGG, MCHI, SCHE, GLDM, PDBC.
Upper Left Wealth Management was a net buyer of stock by $8.8M.
Upper Left Wealth Management has $181M in assets under management (AUM), dropping by 6.56%.
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 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	6.9	$13M	+4%	166k	75.51	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.9	$11M		121k	87.88	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	4.4	$7.9M	-3%	355k	22.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.3	$7.8M	+7%	160k	48.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.8	$6.8M	+3%	288k	23.68	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	3.7	$6.6M		307k	21.68	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	3.6	$6.5M	+6%	213k	30.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.5	$6.2M	+6%	225k	27.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$5.8M		162k	36.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.0	$5.4M	+8%	164k	33.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	3.0	$5.3M	+6%	58k	91.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.7	$4.9M		62k	79.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.7	$4.8M		133k	36.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.6	$4.7M	+8%	191k	24.66	View chart
Ishares Tr Msci China Etf (MCHI)	2.6	$4.7M	-2%	92k	51.02	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.6	$4.7M	+2%	98k	48.12	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	2.6	$4.6M		103k	44.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.5	$4.5M	+3%	171k	26.50	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.3	$4.2M	+2%	164k	25.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$4.0M	+7%	67k	59.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$3.9M	+9%	5.2k	748.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.1	$3.8M	-3%	46k	83.75	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	1.9	$3.4M	+2%	50k	68.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$3.4M	+4%	47k	71.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$3.3M	+7%	39k	85.49	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	1.8	$3.3M	-5%	126k	25.94	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$2.8M	+2%	18k	154.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.4M	+6%	3.2k	746.86	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.6M	+15%	19k	82.84	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.9	$1.5M	+17%	35k	43.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.4M	+12%	4.8k	303.12	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.8	$1.4M		14k	102.25	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.7	$1.3M	+74%	33k	41.03	View chart
Spdr Index Shs Fds St Dow Intl Etf (RWX)	0.7	$1.2M	+19%	46k	27.01	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.7	$1.2M	+166%	32k	38.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.2M	+29%	13k	96.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.2M		3.3k	368.38	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.1M		22k	51.78	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.6	$1.1M	+43%	43k	25.95	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$894k	-2%	7.6k	117.45	View chart
Ishares Msci Eurzone Etf (EZU)	0.5	$882k	+15%	13k	69.50	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.5	$881k	NEW	22k	40.01	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.5	$877k		19k	45.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$805k		1.2k	686.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$791k	-3%	5.3k	148.31	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$748k	-2%	15k	50.39	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.4	$734k	+25%	35k	20.92	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$703k	+5%	14k	51.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$688k	-6%	2.3k	300.45	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$657k	-14%	13k	50.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$637k	+21%	5.8k	109.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$567k		12k	48.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$557k		756.00	736.40	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$541k	+94%	17k	31.59	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$537k	-12%	34k	15.88	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$456k	-2%	6.9k	66.45	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.2	$366k	+34%	8.4k	43.71	View chart
Micron Technology (MU)	0.2	$366k	NEW	317.00	1154.29	View chart
Ishares Msci Hong Kg Etf (EWH)	0.2	$345k	-2%	17k	20.92	View chart
Spdr Index Shs Fds Sp China Etf (GXC)	0.2	$344k	NEW	4.0k	86.52	View chart
Vanguard World Health Car Etf (VHT)	0.2	$314k		1.1k	299.01	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$313k	-36%	9.8k	31.86	View chart
Deere & Company (DE)	0.2	$296k	NEW	467.00	634.33	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$288k		3.5k	82.27	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$287k	-4%	2.9k	100.16	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.2	$274k	+2%	14k	19.46	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$268k		9.7k	27.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$268k	-9%	2.8k	96.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$248k	+7%	2.6k	96.44	View chart
Trane Technologies SHS (TT)	0.1	$246k	NEW	500.00	491.16	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.1	$245k		11k	22.30	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$240k	-2%	2.7k	88.54	View chart
Apple (AAPL)	0.1	$232k		803.00	289.23	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 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
Upper Left Wealth Management 2022 Q3 filed Nov. 1, 2022

View all past filings

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