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CIK: 0001911228
Total reported value
$180.5M
$180.5M
58 檔
17.2%
In Q3 2024, Upper Left Wealth Management, LLC's U.S. equity holdings reached a combined market value of $180.5M, distributed across 58 disclosed stock positions.
Upper Left Wealth Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.44% | -1.36% | +8.20% | |
| 2 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.86% | +0.04% | -1.27% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.44% | -0.90% | +5.14% | |
| 4 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.23% | -0.14% | +9.13% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.20% | +0.44% | +18.80% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.16% | +0.45% | +1.32% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-Other | 4.00% | +0.25% | +5.67% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.91% | +0.01% | -0.86% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.72% | +0.36% | -2.95% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.68% | -0.72% | +16.59% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.28% | -0.03% | +22.56% | |
| 12 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 3.13% | -0.52% | -4.36% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.82% | -0.02% | -24.07% | |
| 14 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.58% | -0.37% | -20.11% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.49% | -0.41% | +67.25% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.29% | +0.02% | -23.97% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.26% | -0.08% | -26.56% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.24% | -0.04% | -32.22% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.09% | +0.23% | +65.58% | |
| 20 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.06% | +0.12% | +32.30% | |
| 21 | FXE | Invesco Currencyshares Euro | ETF-Other | 1.91% | — | -27.12% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.83% | -0.09% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.63% | +0.16% | +18.72% | |
| 24 | WIP | State Street Spdr Ftse Inter | ETF-Other | 1.43% | — | -64.06% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.28% | +0.14% | +9.46% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.26% | +0.04% | -2.33% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.17% | -2.55% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | -0.17% | -0.91% | |
| 29 | RWX | State Street Spdr Dow Jones | ETF-Other | 1.16% | +0.08% | +7.79% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.07% | +0.19% | +59.58% | |
| 31 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.05% | — | -2.92% | |
| 32 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.99% | +0.10% | +2.23% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.80% | -0.05% | -29.50% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.19% | +2.55% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.78% | -0.11% | -1.26% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.33% | -8.28% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.76% | +0.01% | — | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.72% | — | -2.00% | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.63% | -0.10% | +10.75% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.02% | -2.40% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | +0.16% | +0.25% | |
| 42 | IGOV | Ishares International Treasu | ETF-Other | 0.51% | +0.29% | -26.51% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.51% | +0.06% | +25.94% | |
| 44 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.45% | +0.07% | -30.02% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.43% | +0.04% | -32.67% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.41% | +0.36% | +29.67% | |
| 47 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.40% | -0.01% | — | |
| 48 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.36% | +0.09% | +27.31% | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.34% | -0.07% | — | |
| 50 | IFGL | Ishares International Develo | ETF-Other | 0.33% | — | -5.02% |
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 58 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHE, BCI) accounted for 17.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
IAGG
市值: $2.1M
Top Position Liquidated / Trimmed
AIA
前期市值: $391.6K
During Q3 2024, Upper Left Wealth Management, LLC's top holdings by market value included IAU (9.4%)、SCHE (4.9%)、BCI (4.4%). The largest single position, IAU, represented 9.4% of total portfolio value.
In Q3 2024, Upper Left Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 6 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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