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CIK: 0001911228
Total reported value
$192.7M
$192.7M
73 檔
23.7%
At the close of Q2 2026, Upper Left Wealth Management, LLC disclosed equity holdings valued at approximately $192.7M, spread across 73 reported holdings.
In Q2 2026, Upper Left Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.92% | -2.11% | +4.03% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.90% | +11.81% | +0.48% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.40% | -4.22% | -3.99% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.30% | -1.62% | +7.27% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-Other | 3.78% | -1.82% | +3.47% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-Other | 3.68% | -2.04% | -1.85% | |
| 7 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.62% | +0.31% | +6.49% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.46% | -0.86% | +6.29% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.23% | -0.45% | -0.71% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.02% | +0.52% | +8.04% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.95% | -2.02% | +6.03% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.74% | -0.41% | -1.62% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.67% | -0.67% | -1.77% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.61% | -0.65% | +8.49% | |
| 15 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 2.60% | -1.70% | -2.02% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.60% | -1.73% | +2.14% | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.56% | -2.20% | +0.10% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.51% | +2.21% | +3.55% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.32% | -2.32% | EXIT | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.20% | +1.08% | +7.67% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.18% | -0.17% | +9.68% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.12% | -1.63% | -3.91% | |
| 23 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.89% | -1.39% | +2.83% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.87% | +9.69% | +4.83% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.83% | -0.01% | +7.49% | |
| 26 | CTA | Simplify Managed Futures St | ETF-Other | 1.81% | +0.51% | -5.42% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.57% | -1.24% | +2.75% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.23% | +6.32% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.87% | -0.26% | +15.26% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.85% | -0.02% | +17.03% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | -0.12% | +12.20% | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.79% | -0.12% | -1.29% | |
| 33 | IGOV | Ishares International Treasu | ETF-Other | 0.74% | -0.50% | +74.79% | |
| 34 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.68% | -0.24% | +19.13% | |
| 35 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.67% | -0.18% | +166.57% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.21% | +29.46% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | +0.02% | -0.82% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | -0.05% | -1.40% | |
| 39 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.62% | +0.11% | +43.92% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.14% | -2.99% | |
| 41 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.49% | -0.05% | +15.84% | |
| 42 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.49% | -0.49% | EXIT | |
| 43 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.49% | +0.14% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +2.58% | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | — | -3.54% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | -0.02% | -2.38% | |
| 47 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.41% | -0.41% | EXIT | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.39% | +0.10% | +5.30% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.05% | -6.45% | |
| 50 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.36% | -0.36% | EXIT |
According to official SEC Form 13F filings, Upper Left Wealth Management, LLC reported a total U.S. public equity portfolio value of $192.7M across 73 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYM, BCI) accounted for 23.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
IAUM
市值: $881.1K
Top Position Liquidated / Trimmed
BCI
前期市值: $9.0M
During Q2 2026, Upper Left Wealth Management, LLC's top holdings by market value included IAU (6.9%)、SPYM (5.9%)、BCI (4.4%). The largest single position, IAU, represented 6.9% of total portfolio value.
In Q2 2026, Upper Left Wealth Management, LLC made 69 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 24 holdings, and fully liquidating 0 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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