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 Holdings

iShares Gold Trust: $12,496,754
SPDR Portfolio S&P 500 ETF: $10,644,026
abrdn Bloomberg All Commodity Strategy K-1 Free ETF: $7,932,845
Vanguard Total International Bond ETF: $7,760,036
Schwab U.S. REIT ETF: $6,825,903

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

abrdn Bloomberg All Commodity Strategy K-1 Free ETF: 14,757 shares (about $329.67K)
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)
SPDR Bloomberg International Treasury Bond ETF: 5,778 shares (about $125.27K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IAU iShares Gold Trust	$12,496,754	$484,623 ▲	4.0%	165,498	6.9%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$10,644,026	$50,355 ▲	0.5%	121,120	5.9%	ETF
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$7,932,845	$329,671 ▼	-4.0%	355,096	4.4%	ETF
BNDX Vanguard Total International Bond ETF	$7,760,036	$525,611 ▲	7.3%	160,232	4.3%	ETF
SCHH Schwab U.S. REIT ETF	$6,825,903	$229,128 ▲	3.5%	288,256	3.8%	ETF
BWX SPDR Bloomberg International Treasury Bond ETF	$6,649,647	$125,267 ▼	-1.8%	306,718	3.7%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$6,525,226	$397,899 ▲	6.5%	213,173	3.6%	ETF
SCHF Schwab International Equity ETF	$6,243,830	$369,463 ▲	6.3%	225,409	3.5%	ETF
SCHA Schwab US Small-Cap ETF	$5,833,370	$41,839 ▼	-0.7%	161,455	3.2%	ETF
ISHARES BITCOIN TRUST ETF	$5,444,580	$405,339 ▲	8.0%	163,550	3.0%	SHS BEN INT
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$5,331,707	$303,237 ▲	6.0%	58,181	3.0%	ETF
GLDM SPDR Gold MiniShares Trust	$4,937,939	$81,406 ▼	-1.6%	62,175	2.7%	ETF
SCHE Schwab Emerging Markets Equity ETF	$4,811,993	$86,589 ▼	-1.8%	132,708	2.7%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$4,705,301	$368,051 ▲	8.5%	190,807	2.6%	ETF
MCHI iShares MSCI China ETF	$4,695,475	$96,897 ▼	-2.0%	92,023	2.6%	ETF
SCHC Schwab International Small-Cap Equity ETF	$4,691,219	$98,117 ▲	2.1%	97,490	2.6%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$4,625,605	$4,709 ▲	0.1%	103,135	2.6%	ETF
SCHP Schwab U.S. TIPS ETF	$4,523,577	$154,972 ▲	3.5%	170,701	2.5%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$4,179,112	$110,598 ▲	2.7%	163,502	2.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,974,758	$283,169 ▲	7.7%	66,590	2.2%	ETF
IVV iShares Core S&P 500 ETF	$3,929,426	$346,736 ▲	9.7%	5,247	2.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,827,627	$155,608 ▼	-3.9%	45,703	2.1%	ETF
FEZ SPDR EURO STOXX 50 ETF	$3,410,993	$94,023 ▲	2.8%	49,665	1.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$3,374,187	$155,396 ▲	4.8%	47,357	1.9%	ETF
VXUS Vanguard Total International Stock ETF	$3,300,513	$229,968 ▲	7.5%	38,607	1.8%	ETF
CTA Simplify Managed Futures Strategy ETF	$3,262,863	$186,898 ▼	-5.4%	125,785	1.8%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,824,742	$75,602 ▲	2.8%	18,308	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$2,373,530	$141,157 ▲	6.3%	3,178	1.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,570,233	$207,846 ▲	15.3%	18,955	0.9%	ETF
GWX SPDR S&P International Small Cap ETF	$1,541,622	$224,314 ▲	17.0%	35,229	0.9%	ETF
VB Vanguard Small-Cap ETF	$1,441,639	$156,713 ▲	12.2%	4,756	0.8%	ETF
IYR iShares U.S. Real Estate ETF	$1,421,173	$18,507 ▼	-1.3%	13,899	0.8%	ETF
IGOV iShares International Treasury Bond ETF	$1,343,077	$574,667 ▲	74.8%	32,734	0.7%	ETF
RWX SPDR Dow Jones International Real Estate ETF	$1,229,334	$197,416 ▲	19.1%	45,514	0.7%	ETF
SGOL abrdn Physical Gold Shares ETF	$1,213,421	$758,216 ▲	166.6%	31,740	0.7%	ETF
VNQ Vanguard Real Estate ETF	$1,207,401	$274,729 ▲	29.5%	12,521	0.7%	ETF
GLD SPDR Gold Shares	$1,205,340	$9,946 ▼	-0.8%	3,272	0.7%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,136,002	$16,104 ▼	-1.4%	21,939	0.6%	ETF
GRAYSCALE BITCOIN MINI TR ET	$1,124,025	$343,007 ▲	43.9%	43,315	0.6%	SHS NEW
IEI iShares 3-7 Year Treasury Bond ETF	$894,030	$27,601 ▼	-3.0%	7,612	0.5%	ETF
EZU iShares MSCI Eurozone ETF	$881,538	$120,513 ▲	15.8%	12,684	0.5%	ETF
IAUM iShares Gold Trust Micro	$881,061	$881,061 ▲	New Holding	22,021	0.5%	ETF
GRAYSCALE BITCOIN TRUST ETF	$876,761		0.0%	19,261	0.5%	SHS REP COM UT
VOO Vanguard S&P 500 ETF	$804,942		0.0%	1,172	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$791,383	$29,069 ▼	-3.5%	5,336	0.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$747,637	$18,191 ▼	-2.4%	14,837	0.4%	ETF
EBND SPDR Bloomberg Emerging Markets Local Bond ETF	$734,418	$148,072 ▲	25.3%	35,106	0.4%	ETF
FIDELITY WISE ORIGIN BITCOIN	$703,163	$35,378 ▲	5.3%	13,774	0.4%	SHS
IWM iShares Russell 2000 ETF	$688,031	$47,471 ▼	-6.5%	2,290	0.4%	ETF
IAGG iShares Core International Aggregate Bond ETF	$657,092	$107,019 ▼	-14.0%	12,986	0.4%	ETF
TIP iShares TIPS Bond ETF	$637,321	$110,853 ▲	21.1%	5,824	0.4%	ETF
FNDC Schwab Fundamental International Small Equity ETF	$566,599	$6,458 ▼	-1.1%	11,668	0.3%	ETF
QQQ Invesco QQQ	$556,719	$2,209 ▲	0.4%	756	0.3%	ETF
FXI iShares China Large-Cap ETF	$541,264	$262,387 ▲	94.1%	17,134	0.3%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$536,824	$79,622 ▼	-12.9%	33,805	0.3%	ETF
USRT iShares Core U.S. REIT ETF	$455,582	$10,698 ▼	-2.3%	6,856	0.3%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$366,072	$94,239 ▲	34.7%	8,375	0.2%	ETF
MU Micron Technology	$365,910	$365,910 ▲	New Holding	317	0.2%	Technology
EWH iShares MSCI Hong Kong ETF	$345,076	$8,431 ▼	-2.4%	16,495	0.2%	ETF
GXC SPDR S&P China ETF	$343,571	$343,571 ▲	New Holding	3,971	0.2%	ETF
VHT Vanguard Health Care ETF	$313,961		0.0%	1,050	0.2%	ETF
BITWISE BITCOIN ETF TR	$312,834	$180,647 ▼	-36.6%	9,819	0.2%	SHS BEN INT
DE Deere & Company	$296,233	$296,233 ▲	New Holding	467	0.2%	Industrials
SCZ iShares MSCI EAFE Small-Cap ETF	$287,781	$2,962 ▲	1.0%	3,498	0.2%	ETF
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$287,259	$14,924 ▼	-4.9%	2,868	0.2%	ETF
ARK 21SHARES BITCOIN ETF	$274,289	$7,142 ▲	2.7%	14,095	0.2%	SHS BEN INT
REET iShares Global REIT ETF	$267,721	$5,082 ▲	1.9%	9,693	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$267,527	$29,264 ▼	-9.9%	2,770	0.1%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$248,237	$16,973 ▲	7.3%	2,574	0.1%	ETF
TT Trane Technologies	$245,580	$245,580 ▲	New Holding	500	0.1%	Industrials
IFGL iShares International Developed Real Estate ETF	$244,921	$4,326 ▲	1.8%	10,983	0.1%	ETF
VGK Vanguard FTSE Europe ETF	$239,855	$6,463 ▼	-2.6%	2,709	0.1%	ETF
AAPL Apple	$232,248		0.0%	803	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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

About Upper Left Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Upper Left Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUpper Left Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools