Upper Left Wealth Management

Upper Left Wealth Management as of Sept. 30, 2025

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