Upper Left Wealth Management, LLC Top Holdings and 13F Report (2025) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $159.32 million in total holdings as of September 30, 2025.Upper Left Wealth Management, LLC owns shares of 64 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.44% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 19 stocks.Upper Left Wealth Management, LLC sold shares of 42 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Gold Trust $14,748,151SPDR Portfolio S&P 500 ETF $8,780,269abrdn Bloomberg All Commodity Strategy K-1 Free ETF $6,501,828ISHARES BITCOIN TRUST ETF $6,276,075Vanguard Total International Bond ETF $6,069,435 Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 5,251 shares (about $411.36K)SPDR Bloomberg International Treasury Bond ETF 12,828 shares (about $295.04K)SPDR Bloomberg 1-3 Month T-Bill ETF 3,077 shares (about $282.31K)Simplify Managed Futures Strategy ETF 8,480 shares (about $237.19K)Vanguard Total International Bond ETF 4,136 shares (about $204.57K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 6,520 shares (about $465.33K)iShares Gold Trust 6,378 shares (about $464.13K)Schwab US Small-Cap ETF 14,974 shares (about $417.77K)Schwab International Small-Cap Equity ETF 6,453 shares (about $293.68K)Schwab Emerging Markets Equity ETF 7,932 shares (about $264.69K) 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$14,748,151$464,127 ▼-3.1%202,6689.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$8,780,269$411,363 ▲4.9%112,0795.5%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$6,501,828$113,365 ▲1.8%301,8494.1%ETFISHARES BITCOIN TRUST ETF$6,276,075$46,670 ▼-0.7%96,5553.9%SHS BEN INTBNDXVanguard Total International Bond ETF$6,069,435$204,567 ▲3.5%122,7143.8%ETFGLDMSPDR Gold MiniShares Trust$6,025,101$168,955 ▼-2.7%78,8113.8%FinanceMCHIiShares MSCI China ETF$5,774,650$167,654 ▼-2.8%87,6943.6%ETFBWXSPDR Bloomberg International Treasury Bond ETF$5,501,738$295,044 ▲5.7%239,2063.5%FinanceDBMFiMGP DBi Managed Futures Strategy ETF$5,123,329$178,689 ▲3.6%187,5993.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$5,006,065$39,576 ▼-0.8%104,8613.1%ETFSCHESchwab Emerging Markets Equity ETF$4,955,712$264,691 ▼-5.1%148,5083.1%ETFSCHFSchwab International Equity ETF$4,844,638$27,796 ▼-0.6%208,1033.0%ETFSCHHSchwab U.S. REIT ETF$4,832,910$135,869 ▲2.9%224,0573.0%ETFSCHCSchwab International Small-Cap Equity ETF$4,560,603$293,676 ▼-6.0%100,2112.9%ETFSCHASchwab US Small-Cap ETF$4,542,595$417,775 ▼-8.4%162,8172.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,406,111$282,315 ▲6.8%48,0232.8%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$4,004,815$57,857 ▼-1.4%156,9902.5%ETFSCHPSchwab U.S. TIPS ETF$3,916,240$103,488 ▲2.7%145,3152.5%ETFVEUVanguard FTSE All-World ex-US ETF$3,894,804$465,332 ▼-10.7%54,5722.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,817,247$104,641 ▲2.8%151,9002.4%ETFIVViShares Core S&P 500 ETF$3,065,394$20,079 ▼-0.7%4,5801.9%ETFVWOVanguard FTSE Emerging Markets ETF$3,065,126$46,866 ▲1.6%56,5731.9%ETFCTASimplify Managed Futures Strategy ETF$3,026,774$237,186 ▲8.5%108,2151.9%ETFFEZSPDR EURO STOXX 50 ETF$2,898,644$2,236 ▼-0.1%46,6621.8%ETFVEAVanguard FTSE Developed Markets ETF$2,591,540$11,205 ▲0.4%43,2501.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,290,209$16,821 ▼-0.7%16,0661.4%ETFVXUSVanguard Total International Stock ETF$2,236,490$44,811 ▲2.0%30,4451.4%ETFGRAYSCALE BITCOIN TRUST ETF$1,878,976$8,079 ▼-0.4%20,9311.2%SHS REP COM UTSPYSPDR S&P 500 ETF Trust$1,818,672$47,965 ▼-2.6%2,7301.1%FinanceGLDSPDR Gold Shares$1,639,784$56,520 ▼-3.3%4,6131.0%FinanceIYRiShares U.S. Real Estate ETF$1,387,662$971 ▼-0.1%14,2940.9%ETFVBVanguard Small-Cap ETF$1,216,730$126,377 ▼-9.4%4,7850.8%ETFGWXSPDR S&P International Small Cap ETF$1,215,928$28,769 ▼-2.3%30,2620.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,100,363$23,031 ▼-2.1%23,5070.7%ETFRWXSPDR Dow Jones International Real Estate ETF$1,042,570$24,862 ▼-2.3%37,4890.7%ETFGRAYSCALE BITCOIN MINI TR ET$1,032,042$43,542 ▲4.4%20,3840.6%SHS NEWIEMGiShares Core MSCI Emerging Markets ETF$1,028,682$38,168 ▼-3.6%15,6050.6%ETFFIDELITY WISE ORIGIN BITCOIN$865,852$2,994 ▼-0.3%8,6750.5%SHSIEIiShares 3-7 Year Treasury Bond ETF$864,655$8,007 ▼-0.9%7,2350.5%ETFVNQVanguard Real Estate ETF$801,937$4,297 ▼-0.5%8,7720.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$800,687$20,625 ▼-2.5%18,7120.5%ETFVOOVanguard S&P 500 ETF$727,508$6,124 ▼-0.8%1,1880.5%ETFIWMiShares Russell 2000 ETF$682,812$61,942 ▼-8.3%2,8220.4%FinanceIGOViShares International Treasury Bond ETF$601,598$4,004 ▼-0.7%14,1220.4%ETFEZUiShares MSCI Eurozone ETF$594,872$6,442 ▼-1.1%9,6040.4%ETFIJRiShares Core S&P Small-Cap ETF$575,613$22,340 ▼-3.7%4,8440.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$571,836$4,862 ▼-0.8%42,5790.4%ManufacturingSGOLabrdn Physical Gold Shares ETF$571,255$50,835 ▼-8.2%15,5190.4%ETFFNDCSchwab Fundamental International Small Equity ETF$552,058$13,665 ▼-2.4%12,4030.3%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$546,197$13,265 ▼-2.4%25,5710.3%ETFIAGGiShares Core International Aggregate Bond ETF$543,756$27,152 ▲5.3%10,6140.3%ETFTIPiShares TIPS Bond ETF$475,021$8,008 ▼-1.7%4,2710.3%ETFQQQInvesco QQQ$381,8360.0%6360.2%FinancePEGAPegasystems$345,0000.0%6,0000.2%Computer and TechnologyEWHiShares MSCI Hong Kong ETF$338,012$34,889 ▲11.5%15,6850.2%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$327,753$8,319 ▼-2.5%3,2700.2%ETFIEFAiShares Core MSCI EAFE ETF$285,853$11,350 ▼-3.8%3,2740.2%ETFUSRTiShares Core U.S. REIT ETF$280,623$411 ▼-0.1%4,7790.2%ETFVHTVanguard Health Care ETF$272,5800.0%1,0500.2%ETFFXIiShares China Large-Cap ETF$256,303$31,966 ▼-11.1%6,2300.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$253,483$9,974 ▲4.1%3,3040.2%ETFVGKVanguard FTSE Europe ETF$246,902$3,192 ▼-1.3%3,0940.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$225,886$1,809 ▲0.8%2,3730.1%ETFREETiShares Global REIT ETF$214,909$1,968 ▲0.9%8,4080.1%ETFShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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