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% | 71.5 |
| 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 | 86.2 |
| 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 | 55.4 |
| 64 | — | ISHARES TR - EAFE SML CP ETF | $287,781 | 0.2% | +1% | — |
| 65 |  $GS | GOLDMAN SACHS GROUP INC | $287,259 | 0.2% | -5% | 73.5 |
| 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% | 76.4 |
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