Upper Left Wealth Management

Upper Left Wealth Management as of March 31, 2026

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