Upper Left Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$169.4M
Q ending 2026-03-31
Prior quarter
$164.1M
Q ending 2025-12-31
Change
+3.2% QoQ · +21.4% YoY
Positions
68
reported holdings
Largest positions
All 68 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Gold Tr | IAU | Shares | $14.0M | 159K |
| Spdr Series Trust | SPYM | Shares | $9.2M | 121K |
| Abrdn Etfs | BCI | Shares | $9.0M | 370K |
| Vanguard Charlotte Fds | BNDX | Shares | $7.2M | 149K |
| Spdr Series Trust | BWX | Shares | $6.9M | 312K |
| Litman Gregory Fds Tr | DBMF | Shares | $6.0M | 200K |
| Schwab Strategic Tr | SCHH | Shares | $6.0M | 279K |
| World Gold Tr | GLDM | Shares | $5.9M | 63K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $5.8M | 151K |
| Ishares Tr | MCHI | Shares | $5.3M | 94K |
| Schwab Strategic Tr | SCHF | Shares | $5.2M | 212K |
| Spdr Series Trust | BIL | Shares | $5.0M | 55K |
| Schwab Strategic Tr | SCHA | Shares | $4.7M | 163K |
| Vanguard Intl Equity Index F | VNQI | Shares | $4.6M | 103K |
| Schwab Strategic Tr | SCHC | Shares | $4.5M | 95K |
| Schwab Strategic Tr | SCHE | Shares | $4.5M | 135K |
| Schwab Strategic Tr | SCHP | Shares | $4.4M | 165K |
| Schwab Strategic Tr | SCHR | Shares | $4.4M | 176K |
| Simplify Exchange Traded Fun | CTA | Shares | $4.0M | 133K |
| Vaneck Etf Trust | EMLC | Shares | $4.0M | 159K |
| Vanguard Intl Equity Index F | VEU | Shares | $3.6M | 48K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.3M | 62K |
| Ishares Tr | IVV | Shares | $3.1M | 5K |
| Spdr Index Shs Fds | FEZ | Shares | $3.0M | 48K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.9M | 45K |
| Vanguard Star Fds | VXUS | Shares | $2.8M | 36K |
| Vanguard Intl Equity Index F | VSS | Shares | $2.6M | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.9M | 3K |
| Spdr Gold Tr | GLD | Shares | $1.4M | 3K |
| Ishares Tr | IYR | Shares | $1.3M | 14K |
| Spdr Index Shs Fds | GWX | Shares | $1.3M | 30K |
| Ishares Inc | IEMG | Shares | $1.1M | 16K |
| Vanguard Index Fds | VB | Shares | $1.1M | 4K |
| Spdr Index Shs Fds | SPEM | Shares | $1.0M | 22K |
| Spdr Index Shs Fds | RWX | Shares | $1.0M | 38K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $1.0M | 19K |
| Ishares Tr | IEI | Shares | $931K | 8K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $903K | 30K |
| Vanguard Index Fds | VNQ | Shares | $858K | 10K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $772K | 13K |
| Ishares Tr | IGOV | Shares | $769K | 19K |
| Ishares Tr | IAGG | Shares | $756K | 15K |
| Vanguard Index Fds | VOO | Shares | $700K | 1K |
| Spdr Index Shs Fds | SPDW | Shares | $694K | 15K |
| Ishares Tr | IJR | Shares | $688K | 6K |
| Ishares Inc | EZU | Shares | $686K | 11K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $672K | 39K |
| Ishares Tr | IWM | Shares | $607K | 2K |
| Spdr Series Trust | EBND | Shares | $578K | 28K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $570K | 15K |
| Schwab Strategic Tr | FNDC | Shares | $547K | 12K |
| Etfs Gold Tr | SGOL | Shares | $531K | 12K |
| Ishares Tr | TIP | Shares | $531K | 5K |
| Invesco Qqq Tr | QQQ | Shares | $435K | 753 |
| Ishares Tr | USRT | Shares | $415K | 7K |
| Ishares Inc | EWH | Shares | $390K | 17K |
| Ishares Tr | FXI | Shares | $317K | 9K |
| Ark 21Shares Bitcoin Etf | ARKB | Shares | $309K | 14K |
| Goldman Sachs Etf Tr | GBIL | Shares | $302K | 3K |
| Barclays Bank Plc | DJP | Shares | $299K | 6K |
| Vanguard World Fd | VHT | Shares | $286K | 1K |
| Ishares Tr | IEFA | Shares | $278K | 3K |
| Ishares Tr | SCZ | Shares | $271K | 3K |
| Ishares Tr | IFGL | Shares | $241K | 11K |
| Ishares Tr | REET | Shares | $239K | 10K |
| Vanguard Intl Equity Index F | VGK | Shares | $229K | 3K |
| Ishares Tr | EMB | Shares | $225K | 2K |
| Apple Inc | AAPL | Shares | $204K | 803 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.