Upper Left Wealth Management, LLC

Est. AUM

$169.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES GOLD TR	ISHARES NEW	$14.0M	159080	8.28%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$9.2M	120547	5.45%	SOLE
3	ABRDN ETFS	BBRG ALL COMD K1	$9.0M	369853	5.30%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$7.2M	149379	4.24%	SOLE
5	SPDR SERIES TRUST	BLOOMBERG INTL T	$6.9M	312496	4.05%	SOLE
6	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$6.0M	200174	3.56%	SOLE
7	SCHWAB STRATEGIC TR	US REIT ETF	$6.0M	278580	3.54%	SOLE
8	WORLD GOLD TR	SPDR GLD MINIS	$5.9M	63200	3.46%	SOLE
9	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$5.8M	151374	3.43%	SOLE
10	ISHARES TR	MSCI CHINA ETF	$5.3M	93922	3.12%	SOLE
11	SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.2M	212071	3.10%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	54872	2.97%	SOLE
13	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.7M	162613	2.79%	SOLE
14	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$4.6M	103030	2.70%	SOLE
15	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$4.5M	95451	2.63%	SOLE
16	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.5M	135096	2.63%	SOLE
17	SCHWAB STRATEGIC TR	US TIPS ETF	$4.4M	164853	2.59%	SOLE
18	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$4.4M	175882	2.59%	SOLE
19	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$4.0M	132990	2.37%	SOLE
20	VANECK ETF TRUST	JP MRGAN EM LOC	$4.0M	159175	2.36%	SOLE
21	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.6M	47561	2.11%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.3M	61846	1.97%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$3.1M	4784	1.85%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$3.0M	48296	1.77%	SOLE
25	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	45176	1.71%	SOLE
26	VANGUARD STAR FDS	VG TL INTL STK F	$2.8M	35917	1.64%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.6M	17818	1.53%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2989	1.15%	SOLE
29	SPDR GOLD TR	GOLD SHS	$1.4M	3299	0.84%	SOLE
30	ISHARES TR	U.S. REAL ES ETF	$1.3M	14080	0.79%	SOLE
31	SPDR INDEX SHS FDS	STATE STREET SPD	$1.3M	30103	0.75%	SOLE
32	ISHARES INC	CORE MSCI EMKT	$1.1M	16446	0.68%	SOLE
33	VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	4239	0.66%	SOLE
34	SPDR INDEX SHS FDS	STATE STREET SPD	$1.0M	22250	0.62%	SOLE
35	SPDR INDEX SHS FDS	STATE STREET SPD	$1.0M	38205	0.60%	SOLE
36	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.0M	19261	0.60%	SOLE
37	ISHARES TR	3 7 YR TREAS BD	$931K	7847	0.55%	SOLE
38	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$903K	30097	0.53%	SOLE
39	VANGUARD INDEX FDS	REAL ESTATE ETF	$858K	9672	0.51%	SOLE
40	FIDELITY WISE ORIGIN BITCOIN	SHS	$772K	13081	0.46%	SOLE
41	ISHARES TR	INTL TREA BD ETF	$769K	18728	0.45%	SOLE
42	ISHARES TR	CORE INTL AGGR	$756K	15101	0.45%	SOLE
43	VANGUARD INDEX FDS	S&P 500 ETF SHS	$700K	1172	0.41%	SOLE
44	SPDR INDEX SHS FDS	STATE STREET SPD	$694K	15198	0.41%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$688K	5532	0.41%	SOLE
46	ISHARES INC	MSCI EURZONE ETF	$686K	10950	0.41%	SOLE
47	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$672K	38819	0.40%	SOLE
48	ISHARES TR	RUSSELL 2000 ETF	$607K	2448	0.36%	SOLE
49	SPDR SERIES TRUST	BLOOMBERG EMERGI	$578K	28028	0.34%	SOLE
50	BITWISE BITCOIN ETF TR	SHS BEN INT	$570K	15489	0.34%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.