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Upper Left Wealth Management, LLC Portfolio
$192.7M across 68 positions as of 2026-09-30, with 58% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $34.1M | 17.7% | 380,177 |
| VEAVanguard FTSE Developed Markets ETF | $22.3M | 11.6% | 315,423 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $9.3M | 4.8% | 118,799 |
| SCHPSCHWAB STRATEGIC TR | $9.1M | 4.7% | 362,207 |
| IM GLOBAL PARTNER FUNDS | $7.6M | 3.9% | 232,932 |
| IBITiShares Bitcoin Trust ETF | $6.8M | 3.5% | 143,923 |
| VWOVanguard FTSE Emerging Markets ETF | $6.3M | 3.3% | 106,703 |
| VOOVanguard S&P 500 ETF | $5.8M | 3.0% | 8,319 |
| SCHASchwab U.S. Small-Cap ETF | $5.4M | 2.8% | 164,047 |
| BNDXVanguard Total International Bond ETF | $5.2M | 2.7% | 110,108 |
| SCHFSchwab International Equity ETF | $5M | 2.6% | 182,091 |
| GLDMSPDR Gold MiniShares Trust | $4.5M | 2.3% | 54,543 |
| SIMPLIFY EXCHANGE TRADED FUN | $4.5M | 2.3% | 155,195 |
| IVViShares Core S&P 500 ETF | $3.9M | 2.0% | 5,056 |
| SCHESchwab Emerging Markets Equity ETF | $3.8M | 2.0% | 105,556 |
| TLTiShares 20+ Year Treasury Bond ETF | $3.8M | 2.0% | 49,301 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $3.8M | 2.0% | 159,588 |
| SCHHSchwab U.S. REIT ETF | $3.8M | 2.0% | 171,016 |
| VXUSVanguard Total International Stock ETF | $3.5M | 1.8% | 41,371 |
| SPDR SERIES TRUST | $3.2M | 1.6% | 149,456 |
| SPYState Street SPDR S&P 500 ETF Trust | $3M | 1.6% | 3,917 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.8M | 1.0% | 37,392 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.8M | 0.9% | 19,619 |
| TIPiShares TIPS Bond ETF | $1.8M | 0.9% | 16,974 |
| MCHIISHARES TR | $1.7M | 0.9% | 33,396 |
| SCHCSchwab International Small-Cap Equity ETF | $1.7M | 0.9% | 33,894 |
| SPDR INDEX SHS FDS | $1.6M | 0.8% | 35,088 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $1.4M | 0.7% | 38,227 |
| GLDSPDR Gold Shares | $1.3M | 0.7% | 3,516 |
| VBVanguard Small-Cap ETF | $1.3M | 0.7% | 4,630 |
| IYRISHARES TR | $1.3M | 0.7% | 13,666 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $1.2M | 0.6% | 51,419 |
| GBTCGrayscale Bitcoin Trust (Btc) | $1.2M | 0.6% | 18,937 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.2M | 0.6% | 14,509 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $1.1M | 0.6% | 21,540 |
| SPDR INDEX SHS FDS | $963.1K | 0.5% | 14,309 |
| SGOLETFS GOLD TR | $951.8K | 0.5% | 24,060 |
| VEUVanguard FTSE All World Ex US ETF | $945.3K | 0.5% | 11,393 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $938.8K | 0.5% | 12,924 |
| VNQVanguard Real Estate ETF | $877.5K | 0.5% | 9,790 |
| IJRiShares Core S&P Small-Cap ETF | $850.5K | 0.4% | 6,252 |
| SPDR INDEX SHS FDS | $847.4K | 0.4% | 33,402 |
| EZUiShares MSCI Eurozone ETF | $845.9K | 0.4% | 12,563 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $745K | 0.4% | 14,837 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $703.4K | 0.4% | 16,542 |
| IEIiShares 3-7 Year Treasury Bond ETF | $690.2K | 0.4% | 6,084 |
| IWMiShares Russell 2000 Index Fund | $632.2K | 0.3% | 2,275 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $631.7K | 0.3% | 4,069 |
| FNDCSchwab Fundamental International Small Equity ETF | $573.6K | 0.3% | 11,511 |
| QQQInvesco QQQ Trust, Series 1 | $559.3K | 0.3% | 756 |
| FXIISHARES TR | $551.5K | 0.3% | 16,212 |
| GBILGOLDMAN SACHS ETF TR | $471.1K | 0.2% | 4,706 |
| ISHARES TR | $459.5K | 0.2% | 11,553 |
| ISHARES TR | $422.2K | 0.2% | 6,856 |
| ARK 21SHARES BITCOIN ETF | $377.6K | 0.2% | 13,635 |
| BITBBITWISE BITCOIN ETF TR | $359.3K | 0.2% | 7,922 |
| ABRDN ETFS | $355.6K | 0.2% | 13,746 |
| VHTVanguard Health Care ETF | $331.9K | 0.2% | 1,050 |
| SCZiShares MSCI EAFE Small-Cap ETF | $324.8K | 0.2% | 3,847 |
| MUMicron Technology Inc | $319.5K | 0.2% | 300 |
| IEFAiShares Core MSCI EAFE ETF | $268.4K | 0.1% | 2,770 |
| AAPLApple Inc | $267.3K | 0.1% | 803 |
| ISHARES INC | $248.7K | 0.1% | 11,246 |
| HARBOR ETF TRUST | $239.8K | 0.1% | 6,800 |
| VGKVanguard FTSEEuropean ETF | $227.8K | 0.1% | 2,624 |
| BARCLAYS BANK PLC | $210.1K | 0.1% | 4,078 |
| IVWiShares S&P 500 Growth ETF | $206.7K | 0.1% | 1,453 |
| AMZNAmazon.com Inc | $204.8K | 0.1% | 822 |
Quarter ending 2026-09-30.
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