Upper Left Wealth Management, Llc Portfolio Stock Holdings
Upper Left Wealth Management, Llc disclosed 68 stock positions valued at approximately $169.4 million in its latest SEC 13F filing. The largest holdings include ISHARES GOLD TR, SPDR SERIES TRUST, and ABRDN ETFS. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 68
- Portfolio Value
- $169.4M
Holdings by Sector
Upper Left Wealth Management, Llc Portfolio Holdings in Q1 2026
68 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | IAU | Other | 8.28% | 159,080 | -26,876 | -14.45% | $14,024,493 |
| SPDR SERIES TRUST | SPLG | Other | 5.45% | 120,547 | +104 | +0.09% | $9,226,668 |
| ABRDN ETFS | BCI | Other | 5.30% | 369,853 | +52,584 | +16.57% | $8,983,730 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.24% | 149,379 | +14,247 | +10.54% | $7,177,661 |
| SPDR SERIES TRUST | BWX | Other | 4.05% | 312,496 | +45,670 | +17.12% | $6,859,288 |
| LITMAN GREGORY FDS TR | DBMF | Other | 3.56% | 200,174 | +4,231 | +2.16% | $6,035,247 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.53% | 278,580 | +20,524 | +7.95% | $5,986,685 |
| WORLD GOLD TR | GLDM | Other | 3.46% | 63,200 | -11,015 | -14.84% | $5,858,008 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.43% | 151,374 | +39,266 | +35.03% | $5,815,790 |
| ISHARES TR | MCHI | Other | 3.12% | 93,922 | +5,262 | +5.94% | $5,276,538 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.10% | 212,071 | -2,900 | -1.35% | $5,248,758 |
| SPDR SERIES TRUST | BIL | Other | 2.97% | 54,872 | +2,747 | +5.27% | $5,028,471 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.79% | 162,613 | -2,468 | -1.50% | $4,728,787 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 2.70% | 103,030 | -3,379 | -3.18% | $4,579,684 |
| SCHWAB STRATEGIC TR | SCHC | Other | 2.63% | 95,451 | -2,901 | -2.95% | $4,461,380 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.63% | 135,096 | -12,650 | -8.56% | $4,451,414 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.59% | 164,853 | +7,530 | +4.79% | $4,386,739 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.59% | 175,882 | +9,115 | +5.47% | $4,381,221 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 2.37% | 132,990 | +13,913 | +11.68% | $4,018,958 |
| VANECK ETF TRUST | EMLC | Other | 2.36% | 159,175 | -3,078 | -1.90% | $3,996,885 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.11% | 47,561 | -3,748 | -7.30% | $3,571,832 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.97% | 61,846 | +1,989 | +3.32% | $3,342,777 |
| ISHARES TR | IVV | Other | 1.85% | 4,784 | +270 | +5.98% | $3,124,957 |
| SPDR INDEX SHS FDS | FEZ | Other | 1.77% | 48,296 | +41 | +0.08% | $2,998,216 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.71% | 45,176 | +1,190 | +2.71% | $2,894,879 |
| VANGUARD STAR FDS | VXUS | Other | 1.64% | 35,917 | +2,906 | +8.80% | $2,769,560 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.53% | 17,818 | +857 | +5.05% | $2,597,687 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.15% | 2,989 | +296 | +10.99% | $1,943,867 |
| SPDR GOLD TR | GLD | Other | 0.84% | 3,299 | -828 | -20.06% | $1,419,527 |
| ISHARES TR | IYR | Other | 0.79% | 14,080 | -174 | -1.22% | $1,331,405 |
| SPDR INDEX SHS FDS | GWX | Other | 0.75% | 30,103 | -2,387 | -7.35% | $1,271,250 |
| ISHARES INC | IEMG | Other | 0.68% | 16,446 | +1,476 | +9.86% | $1,147,109 |
| VANGUARD INDEX FDS | VB | Other | 0.66% | 4,239 | -314 | -6.90% | $1,110,279 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.62% | 22,250 | -1,122 | -4.80% | $1,043,748 |
| SPDR INDEX SHS FDS | RWX | Other | 0.60% | 38,205 | -1,459 | -3.68% | $1,017,018 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.60% | 19,261 | -1,696 | -8.09% | $1,016,211 |
| ISHARES TR | IEI | Other | 0.55% | 7,847 | +661 | +9.20% | $930,655 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.53% | 30,097 | +6,810 | +29.24% | $902,610 |
| VANGUARD INDEX FDS | VNQ | Other | 0.51% | 9,672 | -17 | -0.18% | $857,907 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.46% | 13,081 | +3,414 | +35.32% | $772,172 |
| ISHARES TR | IGOV | Other | 0.45% | 18,728 | +2,216 | +13.42% | $768,972 |
| ISHARES TR | IAGG | Other | 0.45% | 15,101 | +4,314 | +39.99% | $755,655 |
| VANGUARD INDEX FDS | VOO | Other | 0.41% | 1,172 | -20 | -1.68% | $700,329 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.41% | 15,198 | -2,870 | -15.88% | $693,789 |
| ISHARES TR | IJR | Other | 0.41% | 5,532 | +797 | +16.83% | $687,683 |
| ISHARES INC | EZU | Other | 0.40% | 10,950 | +1,444 | +15.19% | $685,908 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.40% | 38,819 | -2,889 | -6.93% | $672,346 |
| ISHARES TR | IWM | Other | 0.36% | 2,448 | -251 | -9.30% | $607,104 |
| SPDR SERIES TRUST | EBND | Other | 0.34% | 28,028 | +2,694 | +10.63% | $578,498 |
| BITWISE BITCOIN ETF TR | BITB | Other | 0.34% | 15,489 | +9,862 | +175.26% | $570,151 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.32% | 11,801 | -602 | -4.85% | $547,095 |
| ETFS GOLD TR | SGOL | Other | 0.31% | 11,907 | -3,158 | -20.96% | $531,291 |
| ISHARES TR | TIP | Other | 0.31% | 4,811 | -60 | -1.23% | $530,942 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 753 | +105 | +16.20% | $434,617 |
| ISHARES TR | USRT | Other | 0.25% | 7,017 | -28 | -0.40% | $415,337 |
| ISHARES INC | EWH | Other | 0.23% | 16,898 | +1,002 | +6.30% | $390,175 |
| ISHARES TR | FXI | Other | 0.19% | 8,828 | +776 | +9.64% | $316,926 |
| ARK 21SHARES BITCOIN ETF | ARKB | Other | 0.18% | 13,728 | +13,728 | +100.00% | $308,743 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.18% | 3,017 | -131 | -4.16% | $302,274 |
| BARCLAYS BANK PLC | DJP | Other | 0.18% | 6,219 | +6,219 | +100.00% | $299,383 |
| VANGUARD WORLD FD | VHT | Other | 0.17% | 1,050 | - | - | $285,947 |
| ISHARES TR | IEFA | Other | 0.16% | 3,073 | -201 | -6.14% | $278,199 |
| ISHARES TR | SCZ | Other | 0.16% | 3,462 | -89 | -2.51% | $271,456 |
| ISHARES TR | IFGL | Other | 0.14% | 10,789 | +10,789 | +100.00% | $241,243 |
| ISHARES TR | REET | Other | 0.14% | 9,509 | +470 | +5.20% | $239,152 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.14% | 2,782 | -242 | -8.00% | $229,321 |
| ISHARES TR | EMB | Other | 0.13% | 2,398 | +42 | +1.78% | $225,245 |
| APPLE INC | AAPL | Technology | 0.12% | 803 | +803 | +100.00% | $203,698 |