Upper Left Wealth Management, LLC Top Holdings and 13F Report (2026) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $169.36 million in total holdings as of March 31, 2026.Upper Left Wealth Management, LLC owns shares of 68 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.90% of the portfolio was purchased this quarter.About 3.81% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 66 new stocks and bought additional shares in 34 stocks.Upper Left Wealth Management, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Gold Trust $14,024,493SPDR Portfolio S&P 500 ETF $9,226,668abrdn Bloomberg All Commodity Strategy K-1 Free ETF $8,983,730Vanguard Total International Bond ETF $7,177,661SPDR Bloomberg International Treasury Bond ETF $6,859,288 Largest New Holdings this Quarter 040919102 - ARK 21SHARES BITCOIN ETF $308,743 Holding06738C778 - iPath Bloomberg Commodity Index Total Return ETN $299,383 Holding464288489 - iShares International Developed Real Estate ETF $241,243 Holding037833100 - Apple $203,698 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 38,466 shares (about $1.48M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 52,584 shares (about $1.28M)SPDR Bloomberg International Treasury Bond ETF 45,670 shares (about $1.00M)Vanguard Total International Bond ETF 14,247 shares (about $684.57K)Schwab U.S. REIT ETF 20,524 shares (about $441.06K) Largest Sales this Quarter iShares Gold Trust 26,876 shares (about $2.37M)SPDR Gold MiniShares Trust 11,015 shares (about $1.02M)Schwab Emerging Markets Equity ETF 12,650 shares (about $416.82K)SPDR Gold Shares 828 shares (about $356.28K)Vanguard FTSE All-World ex-US ETF 3,748 shares (about $281.47K) 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$14,024,493$2,369,388 ▼-14.5%159,0808.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$9,226,668$7,960 ▲0.1%120,5475.4%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$8,983,730$1,277,265 ▲16.6%369,8535.3%ETFBNDXVanguard Total International Bond ETF$7,177,661$684,568 ▲10.5%149,3794.2%ETFBWXSPDR Bloomberg International Treasury Bond ETF$6,859,288$1,002,457 ▲17.1%312,4964.1%FinanceDBMFiMGP DBi Managed Futures Strategy ETF$6,035,247$127,565 ▲2.2%200,1743.6%ETFSCHHSchwab U.S. REIT ETF$5,986,685$441,061 ▲8.0%278,5803.5%ETFGLDMSPDR Gold MiniShares Trust$5,858,008$1,020,980 ▼-14.8%63,2003.5%FinanceISHARES BITCOIN TRUST ETF$5,815,790$1,477,864 ▲34.1%151,3743.4%SHS BEN INTMCHIiShares MSCI China ETF$5,276,538$295,619 ▲5.9%93,9223.1%ETFSCHFSchwab International Equity ETF$5,248,758$71,775 ▼-1.3%212,0713.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,028,471$251,735 ▲5.3%54,8723.0%ETFSCHASchwab US Small-Cap ETF$4,728,787$71,769 ▼-1.5%162,6132.8%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,579,684$150,197 ▼-3.2%103,0302.7%ETFSCHCSchwab International Small-Cap Equity ETF$4,461,380$135,593 ▼-2.9%95,4512.6%ETFSCHESchwab Emerging Markets Equity ETF$4,451,414$416,818 ▼-8.6%135,0962.6%ETFSCHPSchwab U.S. TIPS ETF$4,386,739$200,373 ▲4.8%164,8532.6%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,381,221$227,055 ▲5.5%175,8822.6%ETFCTASimplify Managed Futures Strategy ETF$4,018,958$420,451 ▲11.7%132,9902.4%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$3,996,885$77,289 ▼-1.9%159,1752.4%ETFVEUVanguard FTSE All-World ex-US ETF$3,571,832$281,475 ▼-7.3%47,5612.1%ETFVWOVanguard FTSE Emerging Markets ETF$3,342,777$107,505 ▲3.3%61,8462.0%ETFIVViShares Core S&P 500 ETF$3,124,957$176,367 ▲6.0%4,7841.8%ETFFEZSPDR EURO STOXX 50 ETF$2,998,216$2,545 ▲0.1%48,2961.8%ETFVEAVanguard FTSE Developed Markets ETF$2,894,879$76,255 ▲2.7%45,1761.7%ETFVXUSVanguard Total International Stock ETF$2,769,560$224,082 ▲8.8%35,9171.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,597,687$124,942 ▲5.1%17,8181.5%ETFSPYSPDR S&P 500 ETF Trust$1,943,867$192,501 ▲11.0%2,9891.1%FinanceGLDSPDR Gold Shares$1,419,527$356,280 ▼-20.1%3,2990.8%FinanceIYRiShares U.S. Real Estate ETF$1,331,405$16,453 ▼-1.2%14,0800.8%ETFGWXSPDR S&P International Small Cap ETF$1,271,250$100,803 ▼-7.3%30,1030.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,147,109$102,951 ▲9.9%16,4460.7%ETFVBVanguard Small-Cap ETF$1,110,279$82,243 ▼-6.9%4,2390.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,043,748$52,633 ▼-4.8%22,2500.6%ETFRWXSPDR Dow Jones International Real Estate ETF$1,017,018$38,839 ▼-3.7%38,2050.6%ETFGRAYSCALE BITCOIN TRUST ETF$1,016,211$89,481 ▼-8.1%19,2610.6%SHS REP COM UTIEIiShares 3-7 Year Treasury Bond ETF$930,655$78,395 ▲9.2%7,8470.5%ETFGRAYSCALE BITCOIN MINI TR ET$902,610$204,232 ▲29.2%30,0970.5%SHS NEWVNQVanguard Real Estate ETF$857,907$1,508 ▼-0.2%9,6720.5%ETFFIDELITY WISE ORIGIN BITCOIN$772,172$201,529 ▲35.3%13,0810.5%SHSIGOViShares International Treasury Bond ETF$768,972$90,989 ▲13.4%18,7280.5%ETFIAGGiShares Core International Aggregate Bond ETF$755,655$215,873 ▲40.0%15,1010.4%ETFVOOVanguard S&P 500 ETF$700,329$11,951 ▼-1.7%1,1720.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$693,789$131,016 ▼-15.9%15,1980.4%ETFIJRiShares Core S&P Small-Cap ETF$687,683$99,075 ▲16.8%5,5320.4%ETFEZUiShares MSCI Eurozone ETF$685,908$90,452 ▲15.2%10,9500.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$672,346$50,038 ▼-6.9%38,8190.4%ManufacturingIWMiShares Russell 2000 ETF$607,104$62,248 ▼-9.3%2,4480.4%FinanceEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$578,498$55,604 ▲10.6%28,0280.3%ETFBITWISE BITCOIN ETF TR$570,151$363,021 ▲175.3%15,4890.3%SHS BEN INTFNDCSchwab Fundamental International Small Equity ETF$547,095$27,909 ▼-4.9%11,8010.3%ETFSGOLabrdn Physical Gold Shares ETF$531,291$140,910 ▼-21.0%11,9070.3%ETFTIPiShares TIPS Bond ETF$530,942$6,622 ▼-1.2%4,8110.3%ETFQQQInvesco QQQ$434,617$60,604 ▲16.2%7530.3%FinanceUSRTiShares Core U.S. REIT ETF$415,337$1,657 ▼-0.4%7,0170.2%ETFEWHiShares MSCI Hong Kong ETF$390,175$23,136 ▲6.3%16,8980.2%FinanceFXIiShares China Large-Cap ETF$316,926$27,858 ▲9.6%8,8280.2%ETFARK 21SHARES BITCOIN ETF$308,743$308,743 ▲New Holding13,7280.2%SHS BEN INTGBILGoldman Sachs Access Treasury 0-1 Year ETF$302,274$13,125 ▼-4.2%3,0170.2%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$299,383$299,383 ▲New Holding6,2190.2%FinanceVHTVanguard Health Care ETF$285,9470.0%1,0500.2%ETFIEFAiShares Core MSCI EAFE ETF$278,199$18,197 ▼-6.1%3,0730.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$271,456$6,979 ▼-2.5%3,4620.2%ETFIFGLiShares International Developed Real Estate ETF$241,243$241,243 ▲New Holding10,7890.1%ManufacturingREETiShares Global REIT ETF$239,152$11,821 ▲5.2%9,5090.1%ETFVGKVanguard FTSE Europe ETF$229,321$19,948 ▼-8.0%2,7820.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$225,245$3,945 ▲1.8%2,3980.1%ETFAAPLApple$203,698$203,698 ▲New Holding8030.1%Computer and TechnologyPEGAPegasystems$0$358,320 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$266,288 ▼-100.0%00.0%Computer and TechnologyShowing 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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