Upper Left Wealth Management, LLC — Q1 2025 13F Holdings

Name: Upper Left Wealth Management, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001911228

Total reported value

$169.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IAU	Ishares Gold Trust	ETF-Commodities	9.43%	-0.92%	-3.00%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	4.45%	-0.44%	+23.98%
3	BCI	Abrdn Bloomberg All Commodit	ETF-Other	4.37%	+1.52%	+4.05%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	4.15%	+0.26%	+942.62%
5	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	3.82%	-0.40%	+0.10%
6	BWX	State Street Spdr Bloomberg	ETF-Other	3.57%	+0.39%	+71.09%
7	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	3.55%	-0.13%	+9.40%
8	SCHH	Schwab US Reit ETF	ETF-Other	3.47%	+0.24%	+10.38%
9	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	3.15%	+0.01%	+5.14%
10	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	3.11%	-0.27%	-3.08%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	3.10%	—	-2.65%
12	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	3.00%	-0.32%	-25.34%
13	SCHF	Schwab Intl Equity ETF	ETF-Other	2.99%	-0.05%	-1.17%
14	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	2.90%	+0.07%	+25.12%
15	DBMF	Imgp Dbi Managed Futures Str	ETF-Other	2.75%	+0.21%	—
16	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	2.73%	-0.19%	+50.28%
17	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.73%	+0.05%	+40.80%
18	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	2.67%	-0.19%	-14.47%
19	SCHR	Schwab Intermediate-term US	ETF-Other	2.63%	+0.04%	+37.22%
20	CTA	Simplify Managed Futures St	ETF-Other	2.61%	+0.39%	—
21	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.52%	—	-1.60%
22	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.15%	+0.01%	+8.90%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.03%	—	+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%	+0.04%	+24.15%
26	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.52%	+0.05%	+48.42%
27	VXUS	Vanguard Total Intl Stock	ETF-Other	1.42%	+0.12%	+11.93%
28	GLD	Spdr Gold Shares	ETF-Commodities	1.15%	-0.16%	-4.98%
29	GBTC	Grayscale Bitcoin Trust ETF	ETF-Crypto	0.94%	-0.27%	+0.81%
30	VB	Vanguard Small-cap ETF	ETF-Other	0.94%	-0.06%	-8.22%
31	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.86%	+0.03%	-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%	-0.06%	-1.74%
34	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.62%	+0.03%	-2.34%
35	PDBC	Invesco Optimum Yield Divers	ETF-Other	0.62%	+0.06%	-3.02%
36	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.56%	-0.08%	-3.19%
37	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.54%	+0.07%	-22.29%
38	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.54%	-0.05%	-14.49%
39	VNQ	Vanguard Real Estate ETF	ETF-Other	0.53%	—	+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%	—	—
42	FBTC	Fidelity Wise Origin Bitcoin	ETF-Crypto	0.48%	—	+46.90%
43	IGOV	Ishares International Treasu	ETF-Other	0.46%	+0.03%	+16.46%
44	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	0.43%	-0.07%	-9.04%
45	EBND	State Street Spdr Bloomberg	ETF-Other	0.39%	—	+6.66%
46	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.38%	-0.04%	-10.33%
47	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.36%	+0.12%	-75.57%
48	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.35%	+0.06%	+52.30%
49	TIP	Ishares Tips Bond ETF	ETF-Other	0.35%	—	-1.98%
50	EZU	Ishares Msci Eurozone ETF	ETF-Other	0.34%	+0.03%	-15.48%

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