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CIK: 0001911228
Total reported value
$180.5M
$180.5M
61 檔
20.3%
During the Q1 2025 filing period, Upper Left Wealth Management, LLC (CIK: 0001911228) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $180.5M across 61 reported positions.
In Q1 2025, Upper Left Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYM, BCI) accounted for 20.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
DBMF
市值: $3.8M
Top Position Liquidated / Trimmed
FXE
前期市值: $1.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.43% | -1.36% | -3.00% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.45% | +0.45% | +23.98% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.37% | -0.90% | +4.05% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.15% | +0.06% | +942.62% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.82% | -0.72% | +0.10% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-Other | 3.57% | -0.37% | +71.09% | |
| 7 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 3.55% | -0.52% | +9.40% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-Other | 3.47% | +0.25% | +10.38% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.15% | -0.41% | +5.14% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 3.11% | -0.14% | -3.08% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.10% | +0.44% | -2.65% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.00% | +0.04% | -25.34% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.99% | +0.36% | -1.17% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.90% | -0.02% | +25.12% | |
| 15 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.75% | +0.06% | — | |
| 16 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.73% | -0.04% | +50.28% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.73% | -0.08% | +40.80% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.67% | +0.01% | -14.47% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.63% | +0.02% | +37.22% | |
| 20 | CTA | Simplify Managed Futures St | ETF-Other | 2.61% | -0.56% | — | |
| 21 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.52% | -0.03% | -1.60% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.15% | +0.23% | +8.90% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.33% | +123.65% | |
| 24 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.84% | +0.12% | +0.21% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.63% | +0.16% | +24.15% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.52% | +0.04% | +48.42% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.42% | +0.19% | +11.93% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.15% | -0.17% | -4.98% | |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.94% | -0.11% | +0.81% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.94% | +0.14% | -8.22% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | +0.17% | -13.09% | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.80% | — | -1.59% | |
| 33 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.77% | +0.10% | -1.74% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.05% | -2.34% | |
| 35 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.62% | -0.10% | -3.02% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | — | -3.19% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.19% | -22.29% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | +0.01% | -14.49% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | +0.16% | +0.05% | |
| 40 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.51% | +0.08% | -39.37% | |
| 41 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.49% | +0.09% | — | |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.48% | -0.07% | +46.90% | |
| 43 | IGOV | Ishares International Treasu | ETF-Other | 0.46% | +0.29% | +16.46% | |
| 44 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.43% | +0.36% | -9.04% | |
| 45 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.39% | +0.07% | +6.66% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.02% | -10.33% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.36% | -0.09% | -75.57% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.03% | +52.30% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.35% | +0.04% | -1.98% | |
| 50 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.34% | +0.09% | -15.48% |
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 61 disclosed positions in Q1 2025.
During Q1 2025, Upper Left Wealth Management, LLC's top holdings by market value included IAU (9.4%)、SPYM (4.5%)、BCI (4.4%). The largest single position, IAU, represented 9.4% of total portfolio value.
In Q1 2025, Upper Left Wealth Management, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 3 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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