13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911228
Total reported value
$180.5M
$180.5M
68 檔
25.6%
According to the latest 13F quarterly dataset, Upper Left Wealth Management, LLC managed an equity portfolio of $180.5M at the end of Q1 2026, spanning 68 distinct U.S. exchange-listed positions.
Upper Left Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 2 holdings and trimming 29 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.28% | -1.36% | -14.45% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.45% | +0.45% | +0.09% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 5.30% | -0.90% | +16.57% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.24% | +0.06% | +10.54% | |
| 5 | BWX | State Street Spdr Bloomberg | ETF-Other | 4.05% | -0.37% | +17.12% | |
| 6 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.56% | +0.06% | +2.16% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-Other | 3.53% | +0.25% | +7.95% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.46% | -0.72% | -14.84% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.43% | -0.41% | +34.07% | |
| 10 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 3.12% | -0.52% | +5.93% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.10% | +0.36% | -1.35% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.97% | -0.02% | +5.27% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.79% | +0.44% | -1.50% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.70% | -0.14% | -3.18% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.63% | -0.03% | -2.95% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.63% | +0.04% | -8.56% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.59% | -0.08% | +4.79% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.59% | +0.02% | +5.47% | |
| 19 | CTA | Simplify Managed Futures St | ETF-Other | 2.37% | -0.56% | +11.68% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.36% | -0.04% | -1.90% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.11% | +0.01% | -7.30% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.97% | +0.23% | +3.32% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +0.33% | +5.98% | |
| 24 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.77% | +0.12% | +0.09% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.71% | +0.16% | +2.71% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.64% | +0.19% | +8.80% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.53% | +0.04% | +5.05% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.17% | +10.99% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.17% | -20.06% | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.79% | — | -1.22% | |
| 31 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.75% | +0.10% | -7.35% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.19% | +9.86% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | +0.14% | -6.90% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.62% | +0.01% | -4.80% | |
| 35 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.60% | +0.08% | -3.68% | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.60% | -0.11% | -8.09% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.05% | +9.20% | |
| 38 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.53% | +0.09% | +29.24% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | +0.16% | -0.18% | |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.46% | -0.07% | +35.32% | |
| 41 | IGOV | Ishares International Treasu | ETF-Other | 0.45% | +0.29% | +13.42% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.45% | -0.09% | +39.99% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.04% | -1.68% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | — | -15.88% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.03% | +16.83% | |
| 46 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.40% | +0.09% | +15.19% | |
| 47 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.40% | -0.10% | -6.93% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.02% | -9.30% | |
| 49 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.34% | +0.07% | +10.63% | |
| 50 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.34% | -0.17% | +175.26% |
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 68 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYM, BCI) accounted for 25.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
ARKB
市值: $308.7K
Top Position Liquidated / Trimmed
PEGA
前期市值: $358.3K
During Q1 2026, Upper Left Wealth Management, LLC's top holdings by market value included IAU (8.3%)、SPYM (5.5%)、BCI (5.3%). The largest single position, IAU, represented 8.3% of total portfolio value.
In Q1 2026, Upper Left Wealth Management, LLC made 69 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 29 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.