Upper Left Wealth Management

Upper Left Wealth Management as of June 30, 2025

Portfolio Holdings for Upper Left Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.7 $13M 209k 62.36
Spdr Series Trust Portfolio S&p500 (SPYM) 5.2 $7.8M 107k 72.69
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.1 $6.2M 297k 20.77
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 4.0 $6.0M 97k 61.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.9 $5.9M 119k 49.51
Spdr Series Trust Bloomberg Intl T (BWX) 3.5 $5.3M 226k 23.49
World Gold Tr Spdr Gld Minis (GLDM) 3.5 $5.3M 81k 65.52
Ishares Tr Msci China Etf (MCHI) 3.3 $5.0M 90k 55.10
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $4.9M 106k 46.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $4.7M 156k 30.14
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 3.1 $4.7M 181k 25.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $4.6M 209k 22.10
Schwab Strategic Tr Us Reit Etf (SCHH) 3.1 $4.6M 218k 21.16
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.0 $4.5M 107k 42.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $4.5M 178k 25.30
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.8 $4.1M 45k 91.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $4.1M 61k 67.22
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.7 $4.0M 159k 25.35
Schwab Strategic Tr Us Tips Etf (SCHP) 2.5 $3.8M 142k 26.68
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.5 $3.7M 148k 25.03
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.9M 4.6k 620.90
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $2.8M 47k 59.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $2.8M 56k 49.46
Simplify Exchange Traded Fun Managed Futures (CTA) 1.8 $2.7M 100k 26.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $2.5M 43k 57.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $2.2M 16k 134.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $2.1M 30k 69.09
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.2 $1.8M 21k 84.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.7M 2.8k 617.85
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.5M 4.8k 304.83
Ishares Tr U.s. Real Es Etf (IYR) 0.9 $1.4M 14k 94.77
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.3M 5.3k 236.98
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.8 $1.2M 31k 37.18
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.7 $1.1M 38k 27.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $1.0M 24k 42.74
Ishares Core Msci Emkt (IEMG) 0.6 $972k 16k 60.03
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.6 $932k 20k 47.75
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $870k 7.3k 119.09
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $818k 8.7k 93.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $785k 8.8k 89.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $777k 19k 40.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $681k 1.2k 568.03
Ishares Tr Russell 2000 Etf (IWM) 0.4 $664k 3.1k 215.79
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $613k 14k 43.10
Ishares Msci Eurzone Etf (EZU) 0.4 $577k 9.7k 59.45
Spdr Series Trust Bloomberg Emergi (EBND) 0.4 $561k 26k 21.40
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $560k 43k 13.04
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $550k 5.0k 109.29
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $535k 13k 42.05
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $533k 17k 31.54
Ishares Tr Core Intl Aggr (IAGG) 0.3 $515k 10k 51.09
Ishares Tr Tips Bd Etf (TIP) 0.3 $478k 4.3k 110.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $351k 636.00 551.64
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $336k 3.4k 100.15
Pegasystems (PEGA) 0.2 $325k 6.0k 54.13
Ishares Tr Core Msci Eafe (IEFA) 0.2 $284k 3.4k 83.48
Ishares Msci Hong Kg Etf (EWH) 0.2 $279k 14k 19.86
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $271k 4.8k 56.56
Vanguard World Health Car Etf (VHT) 0.2 $261k 1.1k 248.34
Ishares Tr China Lg-cap Etf (FXI) 0.2 $258k 7.0k 36.76
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $243k 3.1k 77.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $231k 3.2k 72.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $218k 2.4k 92.62
Ishares Tr Global Reit Etf (REET) 0.1 $206k 8.3k 24.70