Upper Left Wealth Management, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$169.4M

Reporting period: 2026-03-31 · Number of holdings: 68

Upper Left Wealth Management, LLC disclosed 68 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $169.4M and a quarterly turnover rate of 9.3%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "U"

Personality snowflake

Concentration: 12.91
Portfolio Stability: 9.34
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 88.99

Recent moves

Add BCI
+16.6%　$2.8M
Trim IAU
-14.5%　-$1.1M
Trim SPYM
+0.1%　-$435.3K
Trim GLDM
-14.8%　-$477.7K
Add BWX
+17.1%　$847.7K
Add CTA
+11.7%　$772.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IAU	Ishares Gold Trust	ETF-Commodities	8.28%	-0.92%	-14.45%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	5.45%	-0.44%	+0.09%
3	BCI	Abrdn Bloomberg All Commodit	ETF-Other	5.30%	+1.52%	+16.57%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	4.24%	+0.26%	+10.54%
5	BWX	State Street Spdr Bloomberg	ETF-Other	4.05%	+0.39%	+17.12%
6	DBMF	Imgp Dbi Managed Futures Str	ETF-Other	3.56%	+0.21%	+2.16%
7	SCHH	Schwab US Reit ETF	ETF-Other	3.53%	+0.24%	+7.95%
8	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	3.46%	-0.40%	-14.84%
9	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	3.43%	+0.01%	+34.07%
10	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	3.12%	-0.13%	+5.93%
11	SCHF	Schwab Intl Equity ETF	ETF-Other	3.10%	-0.05%	-1.35%
12	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	2.97%	+0.07%	+5.27%
13	SCHA	Schwab US Small-cap ETF	ETF-Other	2.79%	—	-1.50%
14	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	2.70%	-0.27%	-3.18%
15	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.63%	—	-2.95%
16	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	2.63%	-0.32%	-8.56%
17	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.59%	+0.05%	+4.79%
18	SCHR	Schwab Intermediate-term US	ETF-Other	2.59%	+0.04%	+5.47%
19	CTA	Simplify Managed Futures St	ETF-Other	2.37%	+0.39%	+11.68%
20	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	2.36%	-0.19%	-1.90%
21	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	2.11%	-0.19%	-7.30%
22	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.97%	+0.01%	+3.32%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.85%	—	+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%	+0.04%	+2.71%
26	VXUS	Vanguard Total Intl Stock	ETF-Other	1.64%	+0.12%	+8.80%
27	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.53%	+0.05%	+5.05%
28	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.15%	+0.03%	+10.99%
29	GLD	Spdr Gold Shares	ETF-Commodities	0.84%	-0.16%	-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%	-0.06%	-7.35%
32	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.68%	+0.07%	+9.86%
33	VB	Vanguard Small-cap ETF	ETF-Other	0.66%	-0.06%	-6.90%
34	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.62%	-0.05%	-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%	-0.27%	-8.09%
37	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.55%	+0.03%	+9.20%
38	BTC	Grayscale Bitcoin Mini ETF	ETF-Crypto	0.53%	—	+29.24%
39	VNQ	Vanguard Real Estate ETF	ETF-Other	0.51%	—	-0.18%
40	FBTC	Fidelity Wise Origin Bitcoin	ETF-Crypto	0.46%	—	+35.32%
41	IGOV	Ishares International Treasu	ETF-Other	0.45%	+0.03%	+13.42%
42	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.45%	+0.12%	+39.99%
43	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.41%	-0.05%	-1.68%
44	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.41%	-0.08%	-15.88%
45	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.41%	+0.06%	+16.83%
46	EZU	Ishares Msci Eurozone ETF	ETF-Other	0.40%	+0.03%	+15.19%
47	PDBC	Invesco Optimum Yield Divers	ETF-Other	0.40%	+0.06%	-6.93%
48	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.36%	-0.04%	-9.30%
49	EBND	State Street Spdr Bloomberg	ETF-Other	0.34%	—	+10.63%
50	BITB	Bitwise Bitcoin ETF	ETF-Crypto	0.34%	+0.18%	+175.26%

1–50 of 68

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	68	$169.4M	9	1IAU 2SPYM 3BCI Top holdings2026-03-31 1.IAU 2.SPYM 3.BCI 4.BNDX 5.BWX 6.DBMF 7.SCHH 8.GLDM 9.IBIT 10.MCHI
2025-12-31	67	$164.1M	6	1IAU 2SPYM 3BNDX Top holdings2025-12-31 1.IAU 2.SPYM 3.BNDX 4.GLDM 5.BCI 6.BWX 7.IBIT 8.DBMF 9.SCHH 10.MCHI
2025-09-30	65	$159.3M	15	1IAU 2SPYM 3BCI Top holdings2025-09-30 1.IAU 2.SPYM 3.BCI 4.IBIT 5.BNDX 6.GLDM 7.MCHI 8.BWX 9.DBMF 10.VNQI
2025-06-30	65	$149.9M	0	1IAU 2SPYM 3BCI Top holdings2025-06-30 1.IAU 2.SPYM 3.BCI 4.IBIT 5.BNDX 6.BWX 7.GLDM 8.MCHI 9.VNQI 10.SCHE
2025-03-31	62	$139.5M	0	1IAU 2SPYM 3BCI Top holdings2025-03-31 1.IAU 2.SPYM 3.BCI 4.BNDX 5.GLDM 6.BWX 7.MCHI 8.SCHH 9.IBIT 10.VNQI
2024-12-31	57	$116.9M	0	1IAU 2SCHE 3BCI Top holdings2024-12-31 1.IAU 2.SCHE 3.BCI 4.SPYM 5.SCHA 6.IBIT 7.GLDM 8.VNQI 9.SCHH 10.VEU
2024-09-30	59	$114.4M	0	1IAU 2SCHE 3BCI Top holdings2024-09-30 1.IAU 2.SCHE 3.BCI 4.VNQI 5.SCHA 6.SPYM 7.SCHH 8.VEU 9.SCHF 10.GLDM
2024-06-30	61	$110.7M	0	1IAU 2SCHE 3BCI Top holdings2024-06-30 1.IAU 2.SCHE 3.BCI 4.SPYM 5.WIP 6.VEU 7.BIL 8.SCHF 9.VNQI 10.SCHH
2024-03-31	57	$107.9M	0	1IAU 2SCHE 3BCI Top holdings2024-03-31 1.IAU 2.SCHE 3.BCI 4.VEU 5.WIP 6.SPYM 7.BIL 8.VNQI 9.SCHA 10.EMLC
2023-12-31	61	$102.1M	0	1IAU 2SCHE 3SCHR Top holdings2023-12-31 1.IAU 2.SCHE 3.SCHR 4.VEU 5.WIP 6.VNQI 7.SCHA 8.EMLC 9.SPYM 10.SCHH
2023-09-30	60	$96.1M	0	1IAU 2SCHR 3SCHE Top holdings2023-09-30 1.IAU 2.SCHR 3.SCHE 4.BCI 5.SCHA 6.VEU 7.EMLC 8.WIP 9.SPYM 10.SCHP
2023-06-30	56	$90.0M	0	1IAU 2SCHE 3WIP Top holdings2023-06-30 1.IAU 2.SCHE 3.WIP 4.SCHF 5.VEU 6.FXE 7.EMLC 8.SCHP 9.SCHH 10.IVW
2023-03-31	53	$88.1M	0	1IAU 2PDBC 3SCHE Top holdings2023-03-31 1.IAU 2.PDBC 3.SCHE 4.WIP 5.SCHF 6.VEU 7.FXE 8.EMLC 9.SCHP 10.SCHH
2022-12-31	53	$84.6M	0	1IAU 2SCHE 3WIP Top holdings2022-12-31 1.IAU 2.SCHE 3.WIP 4.PDBC 5.SCHF 6.FXE 7.EMLC 8.SCHP 9.VEU 10.VNQI
2022-09-30	49	$77.0M	0	1IAU 2PDBC 3SCHE Top holdings2022-09-30 1.IAU 2.PDBC 3.SCHE 4.FXE 5.SCHP 6.VEU 7.SCHF 8.SCHH 9.EMLC 10.GLDM
2022-06-30	50	$86.4M	0	1IAU 2PDBC 3SCHP Top holdings2022-06-30 1.IAU 2.PDBC 3.SCHP 4.SCHE 5.WIP 6.SCHF 7.FXE 8.VNQI 9.EMLC 10.SCHC
2022-03-31	52	$96.5M	0	1PDBC 2SCHP 3SCHE Top holdings2022-03-31 1.PDBC 2.SCHP 3.SCHE 4.WIP 5.VNQI 6.SCHC 7.VEU 8.FXE 9.SCHF 10.SCHH
2021-12-31	50	$100.2M	0	1IAU 2SCHP 3SCHE Top holdings2021-12-31 1.IAU 2.SCHP 3.SCHE 4.PDBC 5.SCHF 6.SCHC 7.WIP 8.EMLC 9.SPY 10.SCHH

Holding changes this quarter

Upper Left Wealth Management, LLC's most significant position changes for 2026-03-31: Sold out: Pegasystems INC (PEGA); New buy: Ark 21shares Bitcoin ETF (ARKB); New buy: Ipath Bloomberg Commodity In (DJP); Sold out: Micron Technology INC (MU); New buy: Ishares International Develo (IFGL).

Position changes disclosed by Upper Left Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BCI	Abrdn Bloomberg All Commodit	+1.5%	+16.57%	Add
2	BWX	State Street Spdr Bloomberg	+0.4%	+17.12%	Add
3	CTA	Simplify Managed Futures St	+0.4%	+11.68%	Add
4	BNDX	Vanguard Total Intl Bond ETF	+0.3%	+10.54%	Add
5	SCHH	Schwab US Reit ETF	+0.2%	+7.95%	Add
6	DBMF	Imgp Dbi Managed Futures Str	+0.2%	+2.16%	Add
7	BITB	Bitwise Bitcoin ETF	+0.2%	+175.26%	Add
8	VXUS	Vanguard Total Intl Stock	+0.1%	+8.80%	Add
9	IAGG	Ishares Intl Aggregate Bond	+0.1%	+39.99%	Add
10	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.1%	+5.27%	Add
11	IEMG	Ishares Core Msci Emerging	+0.1%	+9.86%	Add
12	PDBC	Invesco Optimum Yield Divers	+0.1%	-6.93%	Trim
13	IJR	Ishares Core S&p Small-cap E	+0.1%	+16.83%	Add
14	SCHP	Schwab U.s. Tips ETF	+0.1%	+4.79%	Add
15	VSS	Vanguard Ftse All Wo X-us Sc	+0.1%	+5.05%	Add
16	SCHR	Schwab Intermediate-term US	0%	+5.47%	Add
17	VEA	Vanguard Ftse Developed ETF	0%	+2.71%	Add
18	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+10.99%	Add
19	IGOV	Ishares International Treasu	0%	+13.42%	Add
20	EZU	Ishares Msci Eurozone ETF	0%	+15.19%	Add
21	IEI	Ishares 3-7 Year Treasury Bo	0%	+9.20%	Add
22	EWH	Ishares Msci Hong Kong ETF	0%	+6.30%	Add
23	IBIT	Ishares Bitcoin Trust ETF	0%	+34.07%	Add
24	VWO	Vanguard Ftse Emerging Marke	0%	+3.32%	Add
25	IWM	Ishares Russell 2000 ETF	0%	-9.30%	Trim
26	SCHF	Schwab Intl Equity ETF	-0.1%	-1.35%	Trim
27	SPEM	State Street Sp Ptf Em ETF	-0.1%	-4.80%	Trim
28	VOO	Vanguard S&p 500 ETF	-0.1%	-1.68%	Trim
29	VB	Vanguard Small-cap ETF	-0.1%	-6.90%	Trim
30	GWX	State Street Spdr S&p Intern	-0.1%	-7.35%	Trim
31	SGOL	Abrdn Physical Gold Shares	-0.1%	-20.96%	Trim
32	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.1%	-15.88%	Trim
33	RWX	State Street Spdr Dow Jones	-0.1%	-3.68%	Trim
34	FEZ	State Street Spdr Euro Stoxx	-0.1%	+0.09%	Add
35	MCHI	Ishares Msci China ETF	-0.1%	+5.93%	Add
36	GLD	Spdr Gold Shares	-0.2%	-20.06%	Trim
37	VEU	Vanguard Ftse All-world Ex-u	-0.2%	-7.30%	Trim
38	EMLC	Vaneck JPM Em Local Curr Bnd	-0.2%	-1.90%	Trim
39	GBTC	Grayscale Bitcoin Trust ETF	-0.3%	-8.09%	Trim
40	VNQI	Vanguard Glbl Ex-us Real Est	-0.3%	-3.18%	Trim
41	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.3%	-8.56%	Trim
42	GLDM	Spdr Gold Minishares Trust	-0.4%	-14.84%	Trim
43	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.4%	+0.09%	Add
44	IAU	Ishares Gold Trust	-0.9%	-14.45%	Trim
45	PEGA	Pegasystems INC	—	EXIT	Sold out
46	ARKB	Ark 21shares Bitcoin ETF	—	NEW	New buy
47	DJP	Ipath Bloomberg Commodity In	—	NEW	New buy
48	MU	Micron Technology INC	—	EXIT	Sold out
49	IFGL	Ishares International Develo	—	NEW	New buy
50	AAPL	Apple INC	—	NEW	New buy

FAQ

What is Upper Left Wealth Management, LLC and what type of investor is it?

Upper Left Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $169.4M, spread across 68 disclosed positions.

What are Upper Left Wealth Management, LLC's largest equity positions?

Based on the latest 13F filing, Upper Left Wealth Management, LLC's top holdings by market value are: 1. Ishares Gold Trust (IAU) — $14.0M (8.3%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $9.2M (5.5%) 3. Abrdn Bloomberg All Commodit (BCI) — $9.0M (5.3%) 4. Vanguard Total Intl Bond ETF (BNDX) — $7.2M (4.2%) 5. State Street Spdr Bloomberg (BWX) — $6.9M (4.0%)

What changes did Upper Left Wealth Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Upper Left Wealth Management, LLC made 50 notable position adjustments: 4 new positions were initiated, 26 existing holdings were added to, 18 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Pegasystems INC (PEGA); New buy: Ark 21shares Bitcoin ETF (ARKB); New buy: Ipath Bloomberg Commodity In (DJP); Sold out: Micron Technology INC (MU); New buy: Ishares International Develo (IFGL)

What sectors does Upper Left Wealth Management, LLC focus on?

Upper Left Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%