Upper Left Wealth Management

Upper Left Wealth Management as of June 30, 2026

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