Upper Left Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Upper Left Wealth Management, LLC held in its portfolio 65 assets valued at $164,081,079 (i.e. $164.08M).
The most valuable assets in the portfolio included: ISHARES GOLD TR ($15.09M), SPDR SERIES TRUST ($14.43M), and VANGUARD CHARLOTTE FDS ($6.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Upper Left Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TR | 185956 | 15094049 | ISHARES NEW |
| SPDR SERIES TRUST | 172568 | 14425121 | STATE STREET SPD |
| VANGUARD CHARLOTTE FDS | 135132 | 6529579 | TOTAL INT BD ETF |
| WORLD GOLD TR | 74215 | 6335735 | SPDR GLD MINIS |
| ABRDN ETFS | 317269 | 6196264 | BBRG ALL COMD K1 |
| SPDR SERIES TRUST | 266826 | 6011590 | BLOOMBERG INTL T |
| ISHARES BITCOIN TRUST ETF | 112908 | 5605883 | SHS BEN INT |
| LITMAN GREGORY FDS TR | 195943 | 5498161 | IMGP DBI MANAGED |
| SCHWAB STRATEGIC TR | 258056 | 5390790 | US REIT ETF |
| ISHARES TR | 88660 | 5325807 | MSCI CHINA ETF |
| SCHWAB STRATEGIC TR | 214971 | 5167903 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 106409 | 4877789 | GLB EX US ETF |
| SCHWAB STRATEGIC TR | 147746 | 4838682 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 165081 | 4701507 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 98352 | 4477967 | INTL SCEQT ETF |
| VANECK ETF TRUST | 162253 | 4189373 | JP MRGAN EM LOC |
| SCHWAB STRATEGIC TR | 166767 | 4182517 | INT-TRM U.S TRES |
| SCHWAB STRATEGIC TR | 157323 | 4167487 | US TIPS ETF |
| VANGUARD INTL EQUITY INDEX F | 51309 | 3774291 | ALLWRLD EX US |
| SIMPLIFY EXCHANGE TRADED FUN | 119077 | 3246040 | MANAGED FUTURES |
| VANGUARD INTL EQUITY INDEX F | 59857 | 3217913 | FTSE EMR MKT ETF |
| SPDR INDEX SHS FDS | 48255 | 3107140 | EURO STOXX 50 |
| ISHARES TR | 4514 | 3091820 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 43986 | 2747806 | VAN FTSE DEV MKT |
| VANGUARD STAR FDS | 33011 | 2490350 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 16961 | 2431021 | FTSE SMCAP ETF |
| SPDR S&P 500 ETF TR | 2693 | 1836411 | TR UNIT |
| SPDR GOLD TR | 4127 | 1635572 | GOLD SHS |
| GRAYSCALE BITCOIN TRUST ETF | 20957 | 1432621 | SHS REP COM UT |
| ISHARES TR | 14254 | 1338309 | U.S. REAL ES ETF |
| SPDR INDEX SHS FDS | 32490 | 1327542 | S&P INTL SMLCP |
| VANGUARD INDEX FDS | 4553 | 1174447 | SMALL CP ETF |
| SPDR INDEX SHS FDS | 39664 | 1110592 | DJ INTL RL ETF |
| SPDR INDEX SHS FDS | 23372 | 1094044 | PORTFOLIO EMG MK |
| ISHARES INC | 14970 | 1006284 | CORE MSCI EMKT |
| GRAYSCALE BITCOIN MINI TR ET | 23287 | 901906 | SHS NEW |
| ISHARES TR | 7186 | 857650 | 3 7 YR TREAS BD |
| VANGUARD INDEX FDS | 9689 | 857380 | REAL ESTATE ETF |
| SPDR INDEX SHS FDS | 18068 | 802400 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 1192 | 747539 | S&P 500 ETF SHS |
| FIDELITY WISE ORIGIN BITCOIN | 9667 | 736916 | SHS |
| ISHARES TR | 16512 | 687890 | INTL TREA BD ETF |
| ISHARES TR | 2699 | 664386 | RUSSELL 2000 ETF |
| ETFS GOLD TR | 15065 | 618871 | PHYSCL GOLD SHS |
| ISHARES INC | 9506 | 609335 | MSCI EURZONE ETF |
| ISHARES TR | 4735 | 569053 | CORE S&P SCP ETF |
| INVESCO ACTVELY MNGD ETC FD | 41708 | 552631 | OPTIMUM YIELD |
| SCHWAB STRATEGIC TR | 12403 | 552554 | FUNDAMENTAL INTL |
| SPDR SERIES TRUST | 25334 | 541388 | BLOOMBERG EMERGI |
| ISHARES TR | 10787 | 539458 | CORE INTL AGGR |
| ISHARES TR | 4871 | 535372 | TIPS BD ETF |
| ISHARES TR | 7045 | 401284 | CRE U S REIT ETF |
| INVESCO QQQ TR | 648 | 398073 | UNIT SER 1 |
| PEGASYSTEMS INC | 6000 | 358320 | COM |
| ISHARES INC | 15896 | 337790 | MSCI HONG KG ETF |
| GOLDMAN SACHS ETF TR | 3148 | 314612 | ACCES TREASURY |
| ISHARES TR | 8052 | 308312 | CHINA LG-CAP ETF |
| VANGUARD WORLD FD | 1050 | 302243 | HEALTH CAR ETF |
| ISHARES TR | 3274 | 292893 | CORE MSCI EAFE |
| ISHARES TR | 3551 | 275310 | EAFE SML CP ETF |
| BITWISE BITCOIN ETF TR | 5627 | 267621 | SHS BEN INT |
| MICRON TECHNOLOGY INC | 933 | 266288 | COM |
| VANGUARD INTL EQUITY INDEX F | 3024 | 252837 | FTSE EUROPE ETF |
| ISHARES TR | 2356 | 226836 | JPMORGAN USD EMG |
| ISHARES TR | 9039 | 225524 | GLOBAL REIT ETF |
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