Upper Left Wealth Management, LLC 13F Holdings
CIK 0001911228
As of Sep 30, 2025, Upper Left Wealth Management, LLC reported 64 positions worth
CIK 0001911228
As of Sep 30, 2025, Upper Left Wealth Management, LLC reported 64 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES GOLD TRUST | IAU | — | 202,668 | 4.7M | 9.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 112,079 | $8.8M | 5.51% |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | BCI | — | 301,849 | $6.5M | 4.08% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 96,555 | $6.3M | 3.94% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 122,714 | $6.1M | 3.81% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 78,811 | $6.0M | 3.78% |
| ISHARES MSCI CHINA ETF | MCHI | — | 87,694 | $5.8M | 3.62% |
| SPDR SERIES TRUST | — | — | 239,206 | $5.5M | 3.45% |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | DBMF | — | 187,599 | $5.1M | 3.22% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 104,861 | $5.0M | 3.14% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 148,508 | $5.0M | 3.11% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 208,103 | $4.8M | 3.04% |
| SCHWAB US REIT ETF | SCHH | — | 224,057 | $4.8M | 3.03% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 100,211 | $4.6M | 2.86% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 162,817 | $4.5M | 2.85% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 48,023 | $4.4M | 2.77% |
| VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF | EMLC | — | 156,990 | $4.0M | 2.51% |
| SCHWAB US TIPS ETF | SCHP | — | 145,315 | $3.9M | 2.46% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 54,572 | $3.9M | 2.44% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 151,900 | $3.8M | 2.40% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,580 | $3.1M | 1.92% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 56,573 | $3.1M | 1.92% |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | CTA | — | 108,215 | $3.0M | 1.90% |
| SPDR(R) EURO STOXX 50(R) ETF | FEZ | — | 46,662 | $2.9M | 1.82% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 43,250 | $2.6M | 1.63% |