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CIK: 0001911228
Total reported value
$180.5M
$180.5M
64 檔
21.5%
As reported in its official Q2 2025 Form 13F filing, Upper Left Wealth Management, LLC's tracked investment portfolio stood at $180.5M with 64 total positions.
Upper Left Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.70% | -1.36% | -6.32% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.18% | +0.45% | +13.17% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.11% | -0.90% | +4.50% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.97% | -0.41% | +3.57% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.92% | +0.06% | +0.11% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-Other | 3.55% | -0.37% | -0.74% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.54% | -0.72% | -5.87% | |
| 8 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 3.32% | -0.52% | -0.91% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 3.25% | -0.14% | -1.29% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.15% | +0.04% | +3.19% | |
| 11 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.11% | +0.06% | +19.21% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.09% | +0.36% | -0.85% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 3.07% | +0.25% | -3.26% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.03% | -0.03% | +8.99% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.00% | +0.44% | -3.72% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.75% | -0.02% | +1.92% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.74% | +0.01% | -0.53% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.69% | -0.04% | -0.27% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.52% | -0.08% | +0.03% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.47% | +0.02% | +0.27% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.33% | -8.55% | |
| 22 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.86% | +0.12% | -0.80% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.84% | +0.23% | -15.98% | |
| 24 | CTA | Simplify Managed Futures St | ETF-Other | 1.78% | -0.56% | -18.86% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | +0.16% | -3.95% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.45% | +0.04% | -11.50% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.38% | +0.19% | -6.39% | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.19% | -0.11% | +4.19% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.17% | +31.12% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.97% | -0.17% | -13.99% | |
| 31 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.90% | — | +23.53% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.14% | -10.58% | |
| 33 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.77% | +0.10% | -7.34% | |
| 34 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.70% | +0.08% | +31.59% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | +0.01% | +25.87% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | +0.19% | +15.79% | |
| 37 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.62% | +0.09% | +5.12% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.05% | -0.96% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.55% | -0.07% | -7.15% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | +0.16% | +8.34% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.52% | — | -10.27% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.02% | +17.39% | |
| 44 | IGOV | Ishares International Treasu | ETF-Other | 0.41% | +0.29% | -11.93% | |
| 45 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.39% | +0.09% | +8.35% | |
| 46 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.37% | +0.07% | -3.08% | |
| 47 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.37% | -0.10% | -32.29% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.03% | +7.00% | |
| 49 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.36% | -0.01% | +6.43% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.36% | +0.36% | -15.96% |
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 64 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYM, BCI) accounted for 21.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
VOO
市值: $680.5K
Top Position Liquidated / Trimmed
IFGL
前期市值: $421.7K
During Q2 2025, Upper Left Wealth Management, LLC's top holdings by market value included IAU (8.7%)、SPYM (5.2%)、BCI (4.1%). The largest single position, IAU, represented 8.7% of total portfolio value.
In Q2 2025, Upper Left Wealth Management, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 1 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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