Upper Left Wealth Management, LLC
13F Reported Value
ⓘ$180.5M
Holdings
73
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Upper Left Wealth Management, LLC disclosed 73 positions worth $180.5M in its Form 13F-HR for Q2 2026, led by $IAU (ISHARES GOLD TRUST) at 6.9% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $IAUM. The portfolio is most concentrated in Other (80.5% of disclosed assets). All figures are sourced directly from Upper Left Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1911228.
AI Fund Analysis
Diversifying
$IAUSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$12.5M165,498 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$10.6M121,120 shABRDN ETFS - BBRG ALL COMD K1
—Quality
$7.9M355,096 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$7.8M160,232 shSCHWAB STRATEGIC TR - US REIT ETF
—Quality
$6.8M288,256 shSPDR SERIES TRUST - ST INTL BBG ETF
—Quality
$6.6M306,718 shLITMAN GREGORY FDS TR - IMGP DBI MAN ETF
—Quality
$6.5M213,173 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$6.2M225,409 shSCHWAB STRATEGIC TR - US SML CAP ETF
—Quality
$5.8M161,455 sh- —
Quality
$5.4M163,550 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES GOLD TRUST$IAU | — | $12.5M | 165,498 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $10.6M | 121,120 |
| ABRDN ETFS - BBRG ALL COMD K1 | — | $7.9M | 355,096 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $7.8M | 160,232 |
| SCHWAB STRATEGIC TR - US REIT ETF | — | $6.8M | 288,256 |
| SPDR SERIES TRUST - ST INTL BBG ETF | — | $6.6M | 306,718 |
| LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $6.5M | 213,173 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $6.2M | 225,409 |
| SCHWAB STRATEGIC TR - US SML CAP ETF | — | $5.8M | 161,455 |
 iShares Bitcoin Trust ETF$IBIT | — | $5.4M | 163,550 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Upper Left Wealth Management, LLC's 73 positions.
Showing top 10 of 73 holdings.
Sector Allocation
Other
$145.3M
Financials
$34.1M
Technology
$843,738
Industrials
$296,233
Full Holdings — Upper Left Wealth Management, LLC (Q2 2026)
All 73 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IAU | ISHARES GOLD TRUST | $12.5M | 6.9% | +4% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500ETF | $10.6M | 5.9% | +0% | — |
| 3 | — | ABRDN ETFS - BBRG ALL COMD K1 | $7.9M | 4.4% | -4% | — |
| 4 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $7.8M | 4.3% | +7% | — |
| 5 | — | SCHWAB STRATEGIC TR - US REIT ETF | $6.8M | 3.8% | +3% | — |
| 6 | — | SPDR SERIES TRUST - ST INTL BBG ETF | $6.6M | 3.7% | -2% | — |
| 7 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $6.5M | 3.6% | +6% | — |
| 8 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $6.2M | 3.5% | +6% | — |
| 9 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $5.8M | 3.2% | -1% | — |
| 10 | $IBIT | iShares Bitcoin Trust ETF | $5.4M | 3.0% | +8% | — |
| 11 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $5.3M | 3.0% | +6% | — |
| 12 |  $GLDM | World Gold Trust | $4.9M | 2.7% | -2% | — |
| 13 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $4.8M | 2.7% | -2% | — |
| 14 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $4.7M | 2.6% | +8% | — |
| 15 | — | ISHARES TR - MSCI CHINA ETF | $4.7M | 2.6% | -2% | — |
| 16 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $4.7M | 2.6% | +2% | — |
| 17 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $4.6M | 2.6% | +0% | — |
| 18 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $4.5M | 2.5% | +4% | — |
| 19 | — | VANECK ETF TRUST - JP MRGAN EM LOC | $4.2M | 2.3% | +3% | — |
| 20 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $4.0M | 2.2% | +8% | — |
| 21 | — | ISHARES TR - CORE S&P500 ETF | $3.9M | 2.2% | +10% | — |
| 22 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $3.8M | 2.1% | -4% | — |
| 23 |  $STT | STATE STREET CORP | $3.4M | 1.9% | +3% | 61.5 |
| 24 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.4M | 1.9% | +5% | — |
| 25 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.3M | 1.8% | +7% | — |
| 26 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $3.3M | 1.8% | -5% | — |
| 27 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $2.8M | 1.6% | +3% | — |
| 28 |  $SPY | SPDR S&P 500 ETF TRUST | $2.4M | 1.3% | +6% | — |
| 29 | — | ISHARES INC - CORE MSCI EMKT | $1.6M | 0.9% | +15% | — |
| 30 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $1.5M | 0.8% | +17% | — |
| 31 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.4M | 0.8% | +12% | — |
| 32 | — | ISHARES TR - U.S. REAL ES ETF | $1.4M | 0.8% | -1% | — |
| 33 | — | ISHARES TR - INTL TREA BD ETF | $1.3M | 0.7% | +75% | — |
| 34 | — | SPDR INDEX SHS FDS - ST DOW INTL ETF | $1.2M | 0.7% | +19% | — |
| 35 |  $SGOL | abrdn Gold ETF Trust | $1.2M | 0.7% | +167% | — |
| 36 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.2M | 0.7% | +29% | — |
| 37 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.7% | -1% | — |
| 38 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.1M | 0.6% | -1% | — |
| 39 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1.1M | 0.6% | +44% | — |
| 40 | — | ISHARES TR - 3 7 YR TREAS BD | $894,030 | 0.5% | -3% | — |
| 41 | — | ISHARES INC - MSCI EURZONE ETF | $881,538 | 0.5% | +16% | — |
| 42 |  $IAUM | iShares Gold Trust Micro | $881,061 | 0.5% | NEW | — |
| 43 |  $GBTC | Grayscale Bitcoin Trust ETF | $876,761 | 0.5% | +0% | — |
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $804,942 | 0.5% | +0% | — |
| 45 | — | ISHARES TR - CORE S&P SCP ETF | $791,383 | 0.4% | -4% | — |
| 46 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $747,637 | 0.4% | -2% | — |
| 47 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $734,418 | 0.4% | +25% | — |
| 48 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $703,163 | 0.4% | +5% | — |
| 49 | — | ISHARES TR - RUSSELL 2000 ETF | $688,031 | 0.4% | -6% | — |
| 50 | — | ISHARES TR - CORE INTL AGGR | $657,092 | 0.4% | -14% | — |
| 51 | — | ISHARES TR - TIPS BD ETF | $637,321 | 0.3% | +21% | — |
| 52 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $566,599 | 0.3% | -1% | — |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $556,719 | 0.3% | +0% | — |
| 54 | — | ISHARES TR - CHINA LG-CAP ETF | $541,264 | 0.3% | +94% | — |
| 55 |  $IVZ | Invesco Ltd. | $536,824 | 0.3% | -13% | — |
| 56 | — | ISHARES TR - CRE U S REIT ETF | $455,582 | 0.3% | -2% | — |
| 57 |  $DJP | BARCLAYS BANK PLC | $366,072 | 0.2% | +35% | — |
| 58 |  $MU | MICRON TECHNOLOGY INC | $365,910 | 0.2% | NEW | 88.4 |
| 59 | — | ISHARES INC - MSCI HONG KG ETF | $345,076 | 0.2% | -2% | — |
| 60 | — | SPDR INDEX SHS FDS - SP CHINA ETF | $343,571 | 0.2% | NEW | — |
| 61 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $313,961 | 0.2% | +0% | — |
| 62 |  $BITB | Bitwise Bitcoin ETF | $312,834 | 0.2% | -37% | — |
| 63 |  $DE | DEERE & CO | $296,233 | 0.2% | NEW | 57.4 |
| 64 | — | ISHARES TR - EAFE SML CP ETF | $287,781 | 0.2% | +1% | — |
| 65 |  $GS | GOLDMAN SACHS GROUP INC | $287,259 | 0.2% | -5% | — |
| 66 |  $ARKB | Ark 21Shares Bitcoin ETF | $274,289 | 0.1% | +3% | — |
| 67 | — | ISHARES TR - GLOBAL REIT ETF | $267,721 | 0.1% | +2% | — |
| 68 | — | ISHARES TR - CORE MSCI EAFE | $267,527 | 0.1% | -10% | — |
| 69 | — | ISHARES TR - JPMORGAN USD EMG | $248,237 | 0.1% | +7% | — |
| 70 |  $TT | Trane Technologies plc | $245,580 | 0.1% | NEW | — |
| 71 | — | ISHARES TR - INTL DEV RE ETF | $244,921 | 0.1% | +2% | — |
| 72 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $239,855 | 0.1% | -3% | — |
| 73 |  $AAPL | Apple Inc. | $232,248 | 0.1% | +0% | 76.1 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Upper Left Wealth Management, LLC including:
Track Upper Left Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Upper Left Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Upper Left Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Upper Left Wealth Management, LLC (SEC CIK: 1911228), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Upper Left Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.