Upper Left Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1911228 · latest 13F-HR filed 2026-07-14
Upper Left Wealth Management, LLC manages $180.5M in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IAU (6.92%), SPYM (5.90%), BCI (4.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 0, added to 44, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
TAMPA, FL 33629
$180.5M
Long-equity book
73
Distinct positions
2026-06-30
Filed 2026-07-14
+5 / −0 / ↑44 / ↓14
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$1.4M +15.4%
- SCHWAB STRATEGIC TR$1.1M +23.4%
- SCHWAB STRATEGIC TR$995.1K +19.0%
- SCHWAB STRATEGIC TR$839.2K +14.0%
- ISHARES TR$804.5K +25.7%
Top Trims
- ISHARES GOLD TR-$1.5M -10.9%
- ABRDN ETFS-$1.1M -11.7%
- WORLD GOLD TR-$920.1K -15.7%
- SIMPLIFY EXCHANGE TRADED FUN-$756.1K -18.8%
- ISHARES TR-$581.1K -11.0%
New Positions
- ISHARES GOLD TRUST MICRO$881.1K
- MICRON TECHNOLOGY INC$365.9K
- SPDR INDEX SHS FDS$343.6K
- DEERE & CO$296.2K
- TRANE TECHNOLOGIES PLC$245.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 464285204 | $12.5M | 6.92% | 165,498 | SH |
| 2 | SPDR SERIES TRUST | SPYM | 78464A854 | $10.6M | 5.90% | 121,120 | SH |
| 3 | ABRDN ETFS | BCI | 003261104 | $7.9M | 4.40% | 355,096 | SH |
| 4 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $7.8M | 4.30% | 160,232 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $6.8M | 3.78% | 288,256 | SH |
| 6 | SPDR SERIES TRUST | BWX | 78464A516 | $6.6M | 3.68% | 306,718 | SH |
| 7 | LITMAN GREGORY FDS TR | DBMF | 53700T827 | $6.5M | 3.62% | 213,173 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $6.2M | 3.46% | 225,409 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $5.8M | 3.23% | 161,455 | SH |
| 10 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $5.4M | 3.02% | 163,550 | SH |
| 11 | SPDR SERIES TRUST | BIL | 78468R663 | $5.3M | 2.95% | 58,181 | SH |
| 12 | WORLD GOLD TR | GLDM | 98149E303 | $4.9M | 2.74% | 62,175 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $4.8M | 2.67% | 132,708 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $4.7M | 2.61% | 190,807 | SH |
| 15 | ISHARES TR | MCHI | 46429B671 | $4.7M | 2.60% | 92,023 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $4.7M | 2.60% | 97,490 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $4.6M | 2.56% | 103,135 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $4.5M | 2.51% | 170,701 | SH |
| 19 | VANECK ETF TRUST | EMLC | 92189H300 | $4.2M | 2.32% | 163,502 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $4.0M | 2.20% | 66,590 | SH |
| 21 | ISHARES TR | IVV | 464287200 | $3.9M | 2.18% | 5,247 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $3.8M | 2.12% | 45,703 | SH |
| 23 | SPDR INDEX SHS FDS | FEZ | 78463X202 | $3.4M | 1.89% | 49,665 | SH |
| 24 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.4M | 1.87% | 47,357 | SH |
| 25 | VANGUARD STAR FDS | VXUS | 921909768 | $3.3M | 1.83% | 38,607 | SH |
| 26 | SIMPLIFY EXCHANGE TRADED FUN | CTA | 82889N699 | $3.3M | 1.81% | 125,785 | SH |
| 27 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $2.8M | 1.57% | 18,308 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.4M | 1.32% | 3,178 | SH |
| 29 | ISHARES INC | IEMG | 46434G103 | $1.6M | 0.87% | 18,955 | SH |
| 30 | SPDR INDEX SHS FDS | GWX | 78463X871 | $1.5M | 0.85% | 35,229 | SH |
| 31 | VANGUARD INDEX FDS | VB | 922908751 | $1.4M | 0.80% | 4,756 | SH |
| 32 | ISHARES TR | IYR | 464287739 | $1.4M | 0.79% | 13,899 | SH |
| 33 | ISHARES TR | IGOV | 464288117 | $1.3M | 0.74% | 32,734 | SH |
| 34 | SPDR INDEX SHS FDS | RWX | 78463X863 | $1.2M | 0.68% | 45,514 | SH |
| 35 | ETFS GOLD TR | SGOL | 00326A104 | $1.2M | 0.67% | 31,740 | SH |
| 36 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.2M | 0.67% | 12,521 | SH |
| 37 | SPDR GOLD TR | GLD | 78463V107 | $1.2M | 0.67% | 3,272 | SH |
| 38 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $1.1M | 0.63% | 21,939 | SH |
| 39 | GRAYSCALE BITCOIN MINI TR ET | BTC | 389930207 | $1.1M | 0.62% | 43,315 | SH |
| 40 | ISHARES TR | IEI | 464288661 | $894.0K | 0.50% | 7,612 | SH |
| 41 | ISHARES INC | EZU | 464286608 | $881.5K | 0.49% | 12,684 | SH |
| 42 | ISHARES GOLD TRUST MICRO | IAUM | 46436F103 | $881.1K | 0.49% | 22,021 | SH |
| 43 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $876.8K | 0.49% | 19,261 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $804.9K | 0.45% | 1,172 | SH |
| 45 | ISHARES TR | IJR | 464287804 | $791.4K | 0.44% | 5,336 | SH |
| 46 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $747.6K | 0.41% | 14,837 | SH |
| 47 | SPDR SERIES TRUST | EBND | 78464A391 | $734.4K | 0.41% | 35,106 | SH |
| 48 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $703.2K | 0.39% | 13,774 | SH |
| 49 | ISHARES TR | IWM | 464287655 | $688.0K | 0.38% | 2,290 | SH |
| 50 | ISHARES TR | IAGG | 46435G672 | $657.1K | 0.36% | 12,986 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | $180.5M | 73 | 0002085853-26-000723 |
| 2026-03-31 | 2026-04-16 | $169.4M | 68 | 0002085853-26-000397 |
| 2025-12-31 | 2026-01-22 | $164.1M | 67 | 0002085853-26-000065 |