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CIK: 0001911228
Total reported value
$180.5M
$180.5M
60 檔
15.9%
The Q2 2024 SEC filing reveals that Upper Left Wealth Management, LLC held a total portfolio value of $180.5M, covering 60 public equity positions.
During Q2 2024, Upper Left Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.38% | -1.36% | -0.21% | |
| 2 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.97% | +0.04% | -2.81% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.55% | -0.90% | +3.27% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.45% | +0.79% | |
| 5 | WIP | State Street Spdr Ftse Inter | ETF-Other | 3.99% | — | +4.35% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.87% | +0.01% | -4.15% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.84% | -0.02% | -1.14% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.73% | +0.36% | +8.43% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 3.65% | -0.14% | +2.24% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-Other | 3.46% | +0.25% | +6.04% | |
| 11 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 3.41% | -0.52% | +2.33% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.39% | +0.44% | -3.37% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 3.28% | -0.04% | -3.22% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.12% | -0.08% | +0.14% | |
| 15 | BWX | State Street Spdr Bloomberg | ETF-Other | 3.12% | -0.37% | -4.05% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.03% | -0.72% | -2.05% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.02% | +0.02% | -1.35% | |
| 18 | FXE | Invesco Currencyshares Euro | ETF-Other | 2.63% | — | -1.78% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.61% | -0.03% | +6.68% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.58% | -0.41% | +5.21% | |
| 21 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.53% | +0.12% | +6.55% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.34% | +0.16% | +12.44% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.28% | +0.23% | +24.15% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.27% | +0.04% | -3.68% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.17% | +0.43% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.17% | -0.17% | +16.35% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.14% | -0.05% | -1.87% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.14% | +3.65% | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.99% | — | +6.47% | |
| 30 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.98% | +0.08% | +5.37% | |
| 31 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.96% | +0.10% | -4.60% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.93% | -0.11% | +15.09% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.33% | +20.54% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | +0.19% | +8.33% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.76% | +0.01% | +9.95% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.71% | — | +10.57% | |
| 37 | IGOV | Ishares International Treasu | ETF-Other | 0.67% | +0.29% | +33.45% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.66% | +0.19% | -5.19% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.65% | +0.04% | -6.62% | |
| 40 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.63% | +0.07% | +9.75% | |
| 41 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.62% | -0.10% | +9.29% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.02% | +13.36% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | +0.16% | -0.02% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.41% | +0.06% | -5.80% | |
| 45 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.38% | -0.01% | +39.38% | |
| 46 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.38% | -0.02% | -8.77% | |
| 47 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.36% | — | — | |
| 48 | AIA | Ishares Asia 50 ETF | ETF-Other | 0.35% | — | +5.27% | |
| 49 | IFGL | Ishares International Develo | ETF-Other | 0.32% | — | +37.64% | |
| 50 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.31% | +0.11% | +1.23% |
According to official SEC Form 13F filings, Upper Left Wealth Management, LLC reported a total U.S. public equity portfolio value of $180.5M across 60 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHE, BCI) accounted for 15.9% of total reported equity market value during Q2 2024.
During Q2 2024, Upper Left Wealth Management, LLC's top holdings by market value included IAU (8.4%)、SCHE (5.0%)、BCI (4.5%). The largest single position, IAU, represented 8.4% of total portfolio value.
In Q2 2024, Upper Left Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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