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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 $192.72 million in total holdings as of September 30, 2026.
  • Upper Left Wealth Management, LLC owns shares of 68 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 34.20% of the portfolio was purchased this quarter.
  • About 30.08% of the portfolio was sold this quarter.
  • This quarter, Upper Left Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 15 stocks.
  • Upper Left Wealth Management, LLC sold shares of 41 stocks and completely divested from 11 stocks this quarter.

Largest New Holdings this Quarter

464287432 - iShares 20+ Year Treasury Bond ETF
$3,834,632 Holding
808524862 - Schwab Short-Term U.S. Treasury ETF
$1,226,858 Holding
41151J505 - Harbor Commodity All-Weather Strategy ETF
$239,768 Holding
464287309 - iShares S&P 500 Growth ETF
$206,704 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
259,057 shares (about $23.25M)
Vanguard FTSE Developed Markets ETF
268,066 shares (about $18.93M)
Vanguard S&P 500 ETF
7,147 shares (about $5.01M)
Schwab U.S. TIPS ETF
191,506 shares (about $4.81M)
iShares 20+ Year Treasury Bond ETF
49,301 shares (about $3.83M)

Largest Sales this Quarter

Vanguard Global ex-U.S. Real Estate ETF
86,593 shares (about $3.68M)
iShares Gold Trust
46,699 shares (about $3.65M)
SPDR Bloomberg 1-3 Month T-Bill ETF
38,562 shares (about $3.53M)

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
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$34,124,695$23,252,961 ▲213.9%380,17717.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$22,272,019$18,928,141 ▲566.1%315,42311.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$9,278,202$3,647,192 ▼-28.2%118,7994.8%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$9,102,262$4,812,546 ▲112.2%362,2074.7%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$7,577,278$642,760 ▲9.3%232,9323.9%ETF
ISHARES BITCOIN TRUST ETF
$6,813,315$929,142 ▼-12.0%143,9233.5%SHS BEN INT
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,328,555$2,379,102 ▲60.2%106,7033.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,830,455$5,009,047 ▲609.8%8,3193.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,352,854$84,577 ▲1.6%164,0472.8%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$5,160,762$2,349,312 ▼-31.3%110,1082.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$5,002,040$1,189,946 ▼-19.2%182,0912.6%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$4,482,344$627,198 ▼-12.3%54,5432.3%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$4,475,824$848,184 ▲23.4%155,1952.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,872,138$146,277 ▼-3.6%5,0562.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,847,517$989,691 ▼-20.5%105,5562.0%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$3,834,632$3,834,632 ▲New Holding49,3012.0%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$3,782,236$739,890 ▼-16.4%159,5882.0%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$3,769,193$2,583,970 ▼-40.7%171,0162.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,514,881$234,829 ▲7.2%41,3711.8%ETF
SPDR Bloomberg International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg International Treasury Bond ETF
$3,165,479$3,330,810 ▼-51.3%149,4561.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,987,222$563,584 ▲23.3%3,9171.6%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$1,840,435$1,840,435 ▲New Holding37,3921.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,797,886$3,533,823 ▼-66.3%19,6190.9%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,765,975$1,160,046 ▲191.4%16,9740.9%ETF
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$1,742,938$3,059,744 ▼-63.7%33,3960.9%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$1,685,888$3,163,266 ▼-65.2%33,8940.9%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$1,598,961$6,425 ▼-0.4%35,0880.8%ETF
GRAYSCALE BITCOIN MINI TR ET
$1,412,488$188,002 ▼-11.7%38,2270.7%SHS NEW
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,339,034$92,925 ▲7.5%3,5160.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,317,189$35,846 ▼-2.6%4,6300.7%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,298,817$22,144 ▼-1.7%13,6660.7%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,226,858$1,226,858 ▲New Holding51,4190.6%ETF
GRAYSCALE BITCOIN TRUST ETF
$1,223,141$20,927 ▼-1.7%18,9370.6%SHS REP COM UT
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,177,551$360,838 ▼-23.5%14,5090.6%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,114,911$20,652 ▼-1.8%21,5400.6%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$963,139$2,379,813 ▼-71.2%14,3090.5%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$951,814$303,821 ▼-24.2%24,0600.5%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$945,278$2,846,703 ▼-75.1%11,3930.5%ETF
FIDELITY WISE ORIGIN BITCOIN
$938,800$61,744 ▼-6.2%12,9240.5%SHS
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$877,478$244,780 ▼-21.8%9,7900.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$850,523$124,613 ▲17.2%6,2520.4%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$847,409$307,282 ▼-26.6%33,4020.4%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$845,867$8,147 ▼-1.0%12,5630.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$744,9660.0%14,8370.4%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$703,366$3,681,935 ▼-84.0%16,5420.4%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$690,169$173,336 ▼-20.1%6,0840.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$632,200$4,168 ▼-0.7%2,2750.3%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$631,713$2,210,607 ▼-77.8%4,0690.3%ETF
Schwab Fundamental International Small Equity ETF stock logo
FNDC
Schwab Fundamental International Small Equity ETF
$573,594$7,823 ▼-1.3%11,5110.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$559,2670.0%7560.3%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$551,533$31,366 ▼-5.4%16,2120.3%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$471,118$184,002 ▲64.1%4,7060.2%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$459,463$842,369 ▼-64.7%11,5530.2%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$422,1930.0%6,8560.2%ETF
ARK 21SHARES BITCOIN ETF
$377,554$12,737 ▼-3.3%13,6350.2%SHS BEN INT
BITWISE BITCOIN ETF TR
$359,342$86,048 ▼-19.3%7,9220.2%SHS BEN INT
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$355,610$8,830,749 ▼-96.1%13,7460.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$331,8840.0%1,0500.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$324,764$29,463 ▲10.0%3,8470.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$319,533$18,107 ▼-5.4%3000.2%Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$268,3580.0%2,7700.1%ETF
Apple Inc. stock logo
AAPL
Apple
$267,2900.0%8030.1%Technology
iShares MSCI Hong Kong ETF stock logo
EWH
iShares MSCI Hong Kong ETF
$248,650$116,056 ▼-31.8%11,2460.1%ETF
HGER
Harbor Commodity All-Weather Strategy ETF
$239,768$239,768 ▲New Holding6,8000.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$227,764$7,378 ▼-3.1%2,6240.1%ETF
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$210,099$221,382 ▼-51.3%4,0780.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$206,704$206,704 ▲New Holding1,4530.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$204,802$204,802 ▲New Holding8220.1%Consumer Discretionary
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$0$4,179,112 ▼-100.0%00.0%ETF
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$0$881,061 ▼-100.0%00.0%ETF
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$0$734,418 ▼-100.0%00.0%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$0$657,092 ▼-100.0%00.0%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$0$536,824 ▼-100.0%00.0%ETF
SPDR S&P China ETF stock logo
GXC
SPDR S&P China ETF
$0$343,571 ▼-100.0%00.0%ETF
Deere & Company stock logo
DE
Deere & Company
$0$296,233 ▼-100.0%00.0%Industrials
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$0$267,721 ▼-100.0%00.0%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$0$248,237 ▼-100.0%00.0%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$0$245,580 ▼-100.0%00.0%Industrials
iShares International Developed Real Estate ETF stock logo
IFGL
iShares International Developed Real Estate ETF
$0$244,921 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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