Upper Left Wealth Management

Upper Left Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.2 $15M 186k 81.17
Spdr Series Trust State Street Spd (SPYM) 5.9 $9.7M 120k 80.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.0 $6.5M 135k 48.32
World Gold Tr Spdr Gld Minis (GLDM) 3.9 $6.3M 74k 85.37
Abrdn Etfs Bbrg All Comd K1 (BCI) 3.8 $6.2M 317k 19.53
Spdr Series Trust Bloomberg Intl T (BWX) 3.7 $6.0M 267k 22.53
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 3.4 $5.6M 113k 49.65
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 3.4 $5.5M 196k 28.06
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $5.4M 258k 20.89
Ishares Tr Msci China Etf (MCHI) 3.2 $5.3M 89k 60.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $5.2M 215k 24.04
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.0 $4.9M 106k 45.84
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.9 $4.8M 148k 32.75
Spdr Series Trust State Street Spd (BIL) 2.9 $4.8M 52k 91.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $4.7M 165k 28.48
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.7 $4.5M 98k 45.53
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.6 $4.2M 162k 25.82
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.5 $4.2M 167k 25.08
Schwab Strategic Tr Us Tips Etf (SCHP) 2.5 $4.2M 157k 26.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.3 $3.8M 51k 73.56
Simplify Exchange Traded Fun Managed Futures (CTA) 2.0 $3.2M 119k 27.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $3.2M 60k 53.76
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $3.1M 48k 64.39
Ishares Tr Core S&p500 Etf (IVV) 1.9 $3.1M 4.5k 684.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $2.7M 44k 62.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $2.5M 33k 75.44
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $2.4M 17k 143.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.8M 2.7k 681.92
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.6M 4.1k 396.31
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.9 $1.4M 21k 68.36
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $1.3M 14k 93.89
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.8 $1.3M 33k 40.86
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.2M 4.6k 257.95
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.7 $1.1M 40k 28.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $1.1M 23k 46.81
Ishares Core Msci Emkt (IEMG) 0.6 $1.0M 15k 67.22
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $902k 23k 38.73
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $858k 7.2k 119.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $857k 9.7k 88.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $802k 18k 44.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $748k 1.2k 627.13
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $737k 9.7k 76.23
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $688k 17k 41.66
Ishares Tr Russell 2000 Etf (IWM) 0.4 $664k 2.7k 246.16
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $619k 15k 41.08
Ishares Msci Eurzone Etf (EZU) 0.4 $609k 9.5k 64.10
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $569k 4.7k 120.18
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $553k 42k 13.25
Schwab Strategic Tr Fundamental Intl (FNDC) 0.3 $553k 12k 44.55
Spdr Series Trust Bloomberg Emergi (EBND) 0.3 $541k 25k 21.37
Ishares Tr Core Intl Aggr (IAGG) 0.3 $540k 11k 50.01
Ishares Tr Tips Bd Etf (TIP) 0.3 $535k 4.9k 109.91
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $401k 7.0k 56.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $398k 648.00 614.31
Pegasystems (PEGA) 0.2 $358k 6.0k 59.72
Ishares Msci Hong Kg Etf (EWH) 0.2 $338k 16k 21.25
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $315k 3.1k 99.94
Ishares Tr China Lg-cap Etf (FXI) 0.2 $308k 8.1k 38.29
Vanguard World Health Car Etf (VHT) 0.2 $302k 1.1k 287.85
Ishares Tr Core Msci Eafe (IEFA) 0.2 $293k 3.3k 89.46
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $275k 3.6k 77.53
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $268k 5.6k 47.56
Micron Technology (MU) 0.2 $266k 933.00 285.41
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $253k 3.0k 83.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $227k 2.4k 96.28
Ishares Tr Global Reit Etf (REET) 0.1 $226k 9.0k 24.95