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Upper Left Wealth Management, LLC Top Holdings and 13F Report (2026)

About Upper Left Wealth Management, LLC

Investment Activity

  • Upper Left Wealth Management, LLC has $180.46 million in total holdings as of June 30, 2026.
  • Upper Left Wealth Management, LLC owns shares of 73 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 5.82% of the portfolio was purchased this quarter.
  • About 0.95% of the portfolio was sold this quarter.
  • This quarter, Upper Left Wealth Management, LLC has purchased 68 new stocks and bought additional shares in 40 stocks.
  • Upper Left Wealth Management, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

46436F103 - iShares Gold Trust Micro
$881,061 Holding
595112103 - Micron Technology
$365,910 Holding
78463X400 - SPDR S&P China ETF
$343,571 Holding
244199105 - Deere & Company
$296,233 Holding
G8994E103 - Trane Technologies
$245,580 Holding

Largest Purchases this Quarter

iShares Gold Trust Micro
22,021 shares (about $881.06K)
abrdn Physical Gold Shares ETF
19,833 shares (about $758.22K)
iShares International Treasury Bond ETF
14,006 shares (about $574.67K)
Vanguard Total International Bond ETF
10,853 shares (about $525.61K)
iShares Gold Trust
6,418 shares (about $484.62K)

Largest Sales this Quarter

Simplify Managed Futures Strategy ETF
7,205 shares (about $186.90K)
BITWISE BITCOIN ETF TR
5,670 shares (about $180.65K)
Vanguard FTSE All-World ex-US ETF
1,858 shares (about $155.61K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUpper Left Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$12,496,754$484,623 â–²4.0%165,4986.9%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$10,644,026$50,355 â–²0.5%121,1205.9%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$7,932,845$329,671 â–¼-4.0%355,0964.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$7,760,036$525,611 â–²7.3%160,2324.3%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$6,825,903$229,128 â–²3.5%288,2563.8%ETF
SPDR Bloomberg International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg International Treasury Bond ETF
$6,649,647$125,267 â–¼-1.8%306,7183.7%Finance
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$6,525,226$397,899 â–²6.5%213,1733.6%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,243,830$369,463 â–²6.3%225,4093.5%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,833,370$41,839 â–¼-0.7%161,4553.2%ETF
ISHARES BITCOIN TRUST ETF
$5,444,580$405,339 â–²8.0%163,5503.0%SHS BEN INT
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$5,331,707$303,237 â–²6.0%58,1813.0%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$4,937,939$81,406 â–¼-1.6%62,1752.7%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$4,811,993$86,589 â–¼-1.8%132,7082.7%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$4,705,301$368,051 â–²8.5%190,8072.6%ETF
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$4,695,475$96,897 â–¼-2.0%92,0232.6%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$4,691,219$98,117 â–²2.1%97,4902.6%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$4,625,605$4,709 â–²0.1%103,1352.6%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$4,523,577$154,972 â–²3.5%170,7012.5%ETF
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$4,179,112$110,598 â–²2.7%163,5022.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,974,758$283,169 â–²7.7%66,5902.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,929,426$346,736 â–²9.7%5,2472.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$3,827,627$155,608 â–¼-3.9%45,7032.1%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$3,410,993$94,023 â–²2.8%49,6651.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,374,187$155,396 â–²4.8%47,3571.9%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,300,513$229,968 â–²7.5%38,6071.8%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$3,262,863$186,898 â–¼-5.4%125,7851.8%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$2,824,742$75,602 â–²2.8%18,3081.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,373,530$141,157 â–²6.3%3,1781.3%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,570,233$207,846 â–²15.3%18,9550.9%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$1,541,622$224,314 â–²17.0%35,2290.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,441,639$156,713 â–²12.2%4,7560.8%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,421,173$18,507 â–¼-1.3%13,8990.8%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$1,343,077$574,667 â–²74.8%32,7340.7%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$1,229,334$197,416 â–²19.1%45,5140.7%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$1,213,421$758,216 â–²166.6%31,7400.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,207,401$274,729 â–²29.5%12,5210.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,205,340$9,946 â–¼-0.8%3,2720.7%Finance
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,136,002$16,104 â–¼-1.4%21,9390.6%ETF
GRAYSCALE BITCOIN MINI TR ET
$1,124,025$343,007 â–²43.9%43,3150.6%SHS NEW
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$894,030$27,601 â–¼-3.0%7,6120.5%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$881,538$120,513 â–²15.8%12,6840.5%ETF
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$881,061$881,061 â–²New Holding22,0210.5%Finance
GRAYSCALE BITCOIN TRUST ETF
$876,7610.0%19,2610.5%SHS REP COM UT
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$804,9420.0%1,1720.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$791,383$29,069 â–¼-3.5%5,3360.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$747,637$18,191 â–¼-2.4%14,8370.4%ETF
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$734,418$148,072 â–²25.3%35,1060.4%ETF
FIDELITY WISE ORIGIN BITCOIN
$703,163$35,378 â–²5.3%13,7740.4%SHS
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$688,031$47,471 â–¼-6.5%2,2900.4%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$657,092$107,019 â–¼-14.0%12,9860.4%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$637,321$110,853 â–²21.1%5,8240.4%ETF
Schwab Fundamental International Small Equity ETF stock logo
FNDC
Schwab Fundamental International Small Equity ETF
$566,599$6,458 â–¼-1.1%11,6680.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$556,719$2,209 â–²0.4%7560.3%Finance
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$541,264$262,387 â–²94.1%17,1340.3%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$536,824$79,622 â–¼-12.9%33,8050.3%Manufacturing
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$455,582$10,698 â–¼-2.3%6,8560.3%ETF
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$366,072$94,239 â–²34.7%8,3750.2%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$365,910$365,910 â–²New Holding3170.2%Computer and Technology
iShares MSCI Hong Kong ETF stock logo
EWH
iShares MSCI Hong Kong ETF
$345,076$8,431 â–¼-2.4%16,4950.2%Finance
SPDR S&P China ETF stock logo
GXC
SPDR S&P China ETF
$343,571$343,571 â–²New Holding3,9710.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$313,9610.0%1,0500.2%ETF
BITWISE BITCOIN ETF TR
$312,834$180,647 â–¼-36.6%9,8190.2%SHS BEN INT
Deere & Company stock logo
DE
Deere & Company
$296,233$296,233 â–²New Holding4670.2%Industrials
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$287,781$2,962 â–²1.0%3,4980.2%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$287,259$14,924 â–¼-4.9%2,8680.2%ETF
ARK 21SHARES BITCOIN ETF
$274,289$7,142 â–²2.7%14,0950.2%SHS BEN INT
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$267,721$5,082 â–²1.9%9,6930.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$267,527$29,264 â–¼-9.9%2,7700.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$248,237$16,973 â–²7.3%2,5740.1%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$245,580$245,580 â–²New Holding5000.1%Construction
iShares International Developed Real Estate ETF stock logo
IFGL
iShares International Developed Real Estate ETF
$244,921$4,326 â–²1.8%10,9830.1%Manufacturing
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$239,855$6,463 â–¼-2.6%2,7090.1%ETF
Apple Inc. stock logo
AAPL
Apple
$232,2480.0%8030.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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