Upper Left Wealth Management, LLC Top Holdings and 13F Report (2024) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $149.90 million in total holdings as of September 30, 2024.Upper Left Wealth Management, LLC owns shares of 64 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 61 new stocks and bought additional shares in 25 stocks.Upper Left Wealth Management, LLC sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Gold Trust $13,036,109SPDR Portfolio S&P 500 ETF $7,765,328abrdn Bloomberg All Commodity Strategy K-1 Free ETF $6,160,092ISHARES BITCOIN TRUST ETF $5,954,081Vanguard Total International Bond ETF $5,870,797 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $680,500 Holding46432F842 - iShares Core MSCI EAFE ETF $284,166 Holding464288273 - iShares MSCI EAFE Small-Cap ETF $230,687 Holding46434V647 - iShares Global REIT ETF $205,776 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 12,435 shares (about $903.90K)iMGP DBi Managed Futures Strategy ETF 29,174 shares (about $750.65K)Vanguard S&P 500 ETF 1,198 shares (about $680.50K)SPDR S&P 500 ETF Trust 665 shares (about $410.87K)Schwab International Small-Cap Equity ETF 8,802 shares (about $374.88K) Largest Sales this Quarter iShares Gold Trust 14,105 shares (about $879.59K)Simplify Managed Futures Strategy ETF 23,189 shares (about $620.07K)Vanguard FTSE Emerging Markets ETF 10,598 shares (about $524.18K)SPDR Gold MiniShares Trust 5,048 shares (about $330.74K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,104 shares (about $282.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUpper Left Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$13,036,109$879,588 ▼-6.3%209,0468.7%FinanceSPLGSPDR Portfolio S&P 500 ETF$7,765,328$903,900 ▲13.2%106,8285.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$6,160,092$265,150 ▲4.5%296,5864.1%ETFISHARES BITCOIN TRUST ETF$5,954,081$205,115 ▲3.6%97,2734.0%SHS BEN INTBNDXVanguard Total International Bond ETF$5,870,797$6,733 ▲0.1%118,5783.9%ETFBWXSPDR Bloomberg International Treasury Bond ETF$5,317,620$39,440 ▼-0.7%226,3783.5%FinanceGLDMSPDR Gold MiniShares Trust$5,308,496$330,745 ▼-5.9%81,0213.5%FinanceMCHIiShares MSCI China ETF$4,972,224$45,898 ▼-0.9%90,2403.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,877,594$63,549 ▼-1.3%105,6903.3%ETFSCHESchwab Emerging Markets Equity ETF$4,715,102$145,968 ▲3.2%156,4403.1%ETFDBMFiMGP DBi Managed Futures Strategy ETF$4,658,571$750,647 ▲19.2%181,0563.1%ETFSCHFSchwab International Equity ETF$4,625,464$39,846 ▼-0.9%209,2973.1%ETFSCHHSchwab U.S. REIT ETF$4,607,760$155,039 ▼-3.3%217,7583.1%ETFSCHCSchwab International Small-Cap Equity ETF$4,542,820$374,877 ▲9.0%106,6643.0%ETFSCHASchwab US Small-Cap ETF$4,498,113$174,013 ▼-3.7%177,7913.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,122,897$77,604 ▲1.9%44,9462.8%ETFVEUVanguard FTSE All-World ex-US ETF$4,106,605$21,914 ▼-0.5%61,0922.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$4,037,191$10,951 ▼-0.3%159,2582.7%ETFSCHPSchwab U.S. TIPS ETF$3,774,553$1,307 ▲0.0%141,4752.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,697,833$9,812 ▲0.3%147,7362.5%ETFIVViShares Core S&P 500 ETF$2,862,349$267,608 ▼-8.5%4,6101.9%ETFFEZSPDR EURO STOXX 50 ETF$2,789,272$22,578 ▼-0.8%46,6981.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,755,318$524,177 ▼-16.0%55,7081.8%ETFCTASimplify Managed Futures Strategy ETF$2,666,914$620,074 ▼-18.9%99,7351.8%ETFVEAVanguard FTSE Developed Markets ETF$2,455,022$100,965 ▼-4.0%43,0631.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,174,968$282,757 ▼-11.5%16,1841.5%ETFVXUSVanguard Total International Stock ETF$2,061,301$140,598 ▼-6.4%29,8351.4%ETFGRAYSCALE BITCOIN TRUST ETF$1,783,212$71,681 ▲4.2%21,0211.2%SHS REP COM UTSPYSPDR S&P 500 ETF Trust$1,731,216$410,870 ▲31.1%2,8021.2%FinanceGLDSPDR Gold Shares$1,454,649$236,548 ▼-14.0%4,7721.0%FinanceIYRiShares U.S. Real Estate ETF$1,355,591$258,248 ▲23.5%14,3040.9%ETFVBVanguard Small-Cap ETF$1,251,729$148,113 ▼-10.6%5,2820.8%ETFGWXSPDR S&P International Small Cap ETF$1,151,763$91,277 ▼-7.3%30,9780.8%ETFRWXSPDR Dow Jones International Real Estate ETF$1,051,695$252,464 ▲31.6%38,3830.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,025,718$210,794 ▲25.9%23,9990.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$971,526$132,486 ▲15.8%16,1840.6%ETFGRAYSCALE BITCOIN MINI TR ET$932,271$45,410 ▲5.1%19,5240.6%SHS NEWIEIiShares 3-7 Year Treasury Bond ETF$869,596$8,455 ▼-1.0%7,3020.6%ETFFIDELITY WISE ORIGIN BITCOIN$818,183$62,973 ▼-7.1%8,7050.5%SHSVNQVanguard Real Estate ETF$785,421$60,472 ▲8.3%8,8190.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$777,166$88,997 ▼-10.3%19,1940.5%ETFVOOVanguard S&P 500 ETF$680,500$680,500 ▲New Holding1,1980.5%ETFIWMiShares Russell 2000 ETF$664,202$98,400 ▲17.4%3,0780.4%FinanceIGOViShares International Treasury Bond ETF$612,710$83,011 ▼-11.9%14,2160.4%ETFEZUiShares MSCI Eurozone ETF$577,141$44,469 ▲8.3%9,7080.4%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$560,509$17,805 ▼-3.1%26,1920.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$559,951$267,007 ▼-32.3%42,9410.4%ManufacturingIJRiShares Core S&P Small-Cap ETF$549,948$35,956 ▲7.0%5,0320.4%ETFFNDCSchwab Fundamental International Small Equity ETF$534,456$32,294 ▲6.4%12,7100.4%ETFSGOLabrdn Physical Gold Shares ETF$533,026$101,212 ▼-16.0%16,9000.4%ETFIAGGiShares Core International Aggregate Bond ETF$515,192$511 ▲0.1%10,0840.3%ETFTIPiShares TIPS Bond ETF$477,904$440 ▼-0.1%4,3430.3%ETFQQQInvesco QQQ$350,8440.0%6360.2%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$335,803$10,015 ▼-2.9%3,3530.2%ETFPEGAPegasystems$324,780$162,390 ▲100.0%6,0000.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$284,166$284,166 ▲New Holding3,4040.2%ETFEWHiShares MSCI Hong Kong ETF$279,351$6,951 ▲2.6%14,0660.2%FinanceUSRTiShares Core U.S. REIT ETF$270,6970.0%4,7860.2%ETFVHTVanguard Health Care ETF$260,7570.0%1,0500.2%ETFFXIiShares China Large-Cap ETF$257,578$18,123 ▼-6.6%7,0070.2%ETFVGKVanguard FTSE Europe ETF$242,885$19,143 ▼-7.3%3,1340.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$230,687$230,687 ▲New Holding3,1740.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$218,028$1,945 ▼-0.9%2,3540.1%ETFREETiShares Global REIT ETF$205,776$205,776 ▲New Holding8,3310.1%ETFIFGLiShares International Developed Real Estate ETF$0$421,670 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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