Upper Left Wealth Management

Upper Left Wealth Management as of Sept. 30, 2026

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 68 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 17.7 $34M 380k 89.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.6 $22M 315k 70.61
Ishares Gold Tr Ishares New (IAU) 4.8 $9.3M 119k 78.10
Schwab Strategic Tr Us Tips Etf (SCHP) 4.7 $9.1M 362k 25.13
Im Global Partner Funds Imgp Dbi Man Etf (DBMF) 3.9 $7.6M 233k 32.53
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 3.5 $6.8M 144k 47.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $6.3M 107k 59.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $5.8M 8.3k 700.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $5.4M 164k 32.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $5.2M 110k 46.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $5.0M 182k 27.47
World Gold Tr Spdr Gld Minis (GLDM) 2.3 $4.5M 55k 82.18
Simplify Exchange Traded Fun Managed Futures (CTA) 2.3 $4.5M 155k 28.84
Ishares Tr Core S&p500 Etf (IVV) 2.0 $3.9M 5.1k 765.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.8M 106k 36.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $3.8M 49k 77.78
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.0 $3.8M 160k 23.70
Schwab Strategic Tr Us Reit Etf (SCHH) 2.0 $3.8M 171k 22.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $3.5M 41k 84.96
Spdr Series Trust St Intl Bbg Etf (BWX) 1.6 $3.2M 150k 21.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.6 $3.0M 3.9k 762.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $1.8M 37k 49.22
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.9 $1.8M 20k 91.64
Ishares Tr Tips Bd Etf (TIP) 0.9 $1.8M 17k 104.04
Ishares Tr Msci China Etf (MCHI) 0.9 $1.7M 33k 52.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $1.7M 34k 49.74
Spdr Index Shs Fds St Intl Cap Etf (GWX) 0.8 $1.6M 35k 45.57
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.7 $1.4M 38k 36.95
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.3M 3.5k 380.84
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.7 $1.3M 4.6k 284.49
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $1.3M 14k 95.04
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.2M 51k 23.86
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.6 $1.2M 19k 64.59
Ishares Core Msci Emkt (IEMG) 0.6 $1.2M 15k 81.16
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.6 $1.1M 22k 51.76
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) 0.5 $963k 14k 67.31
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $952k 24k 39.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $945k 11k 82.97
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $939k 13k 72.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $878k 9.8k 89.63
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $851k 6.3k 136.04
Spdr Index Shs Fds St Dow Intl Etf (RWX) 0.4 $847k 33k 25.37
Ishares Msci Eurzone Etf (EZU) 0.4 $846k 13k 67.33
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.4 $745k 15k 50.21
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $703k 17k 42.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $690k 6.1k 113.44
Ishares Tr Russell 2000 Etf (IWM) 0.3 $632k 2.3k 277.89
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $632k 4.1k 155.25
Schwab Strategic Tr Fundamental Intl (FNDC) 0.3 $574k 12k 49.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $559k 756.00 739.77
Ishares Tr China Lg-cap Etf (FXI) 0.3 $552k 16k 34.02
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $471k 4.7k 100.11
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $460k 12k 39.77
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $422k 6.9k 61.58
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.2 $378k 14k 27.69
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $359k 7.9k 45.36
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $356k 14k 25.87
Vanguard World Health Car Etf (VHT) 0.2 $332k 1.1k 316.08
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $325k 3.8k 84.42
Micron Technology (MU) 0.2 $320k 300.00 1065.11
Ishares Tr Core Msci Eafe (IEFA) 0.1 $268k 2.8k 96.88
Apple (AAPL) 0.1 $267k 803.00 332.86
Ishares Msci Hong Kg Etf (EWH) 0.1 $249k 11k 22.11
Harbor Etf Trust Comm All Wea Etf (HGER) 0.1 $240k 6.8k 35.26
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $228k 2.6k 86.80
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $210k 4.1k 51.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $207k 1.5k 142.26
Amazon (AMZN) 0.1 $205k 822.00 249.15