Upper Left Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Upper Left Wealth Management, Llc disclosed 73 stock positions valued at approximately $180.46M as of quarter-end June 30, 2026. The largest holdings include ISHARES GOLD TR, SPDR SERIES TRUST, and ABRDN ETFS.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $180.46M
Holdings by Sector
Upper Left Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | IAU | Other | 6.92% | 165,498 | +6,418 | +4.03% | $12,496,754 |
| SPDR SERIES TRUST | SPLG | Other | 5.90% | 121,120 | +573 | +0.48% | $10,644,026 |
| ABRDN ETFS | BCI | Other | 4.40% | 355,096 | -14,757 | -3.99% | $7,932,845 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.30% | 160,232 | +10,853 | +7.27% | $7,760,036 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.78% | 288,256 | +9,676 | +3.47% | $6,825,903 |
| SPDR SERIES TRUST | BWX | Other | 3.68% | 306,718 | -5,778 | -1.85% | $6,649,647 |
| LITMAN GREGORY FDS TR | DBMF | Other | 3.62% | 213,173 | +12,999 | +6.49% | $6,525,226 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.46% | 225,409 | +13,338 | +6.29% | $6,243,830 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.23% | 161,455 | -1,158 | -0.71% | $5,833,370 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.02% | 163,550 | +12,176 | +8.04% | $5,444,580 |
| SPDR SERIES TRUST | BIL | Other | 2.95% | 58,181 | +3,309 | +6.03% | $5,331,707 |
| WORLD GOLD TR | GLDM | Other | 2.74% | 62,175 | -1,025 | -1.62% | $4,937,939 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.67% | 132,708 | -2,388 | -1.77% | $4,811,993 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.61% | 190,807 | +14,925 | +8.49% | $4,705,301 |
| ISHARES TR | MCHI | Other | 2.60% | 92,023 | -1,899 | -2.02% | $4,695,475 |
| SCHWAB STRATEGIC TR | SCHC | Other | 2.60% | 97,490 | +2,039 | +2.14% | $4,691,219 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 2.56% | 103,135 | +105 | +0.10% | $4,625,605 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.51% | 170,701 | +5,848 | +3.55% | $4,523,577 |
| VANECK ETF TRUST | EMLC | Other | 2.32% | 163,502 | +4,327 | +2.72% | $4,179,112 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.20% | 66,590 | +4,744 | +7.67% | $3,974,758 |
| ISHARES TR | IVV | Other | 2.18% | 5,247 | +463 | +9.68% | $3,929,426 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.12% | 45,703 | -1,858 | -3.91% | $3,827,627 |
| SPDR INDEX SHS FDS | FEZ | Other | 1.89% | 49,665 | +1,369 | +2.83% | $3,410,993 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.87% | 47,357 | +2,181 | +4.83% | $3,374,187 |
| VANGUARD STAR FDS | VXUS | Other | 1.83% | 38,607 | +2,690 | +7.49% | $3,300,513 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 1.81% | 125,785 | -7,205 | -5.42% | $3,262,863 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.57% | 18,308 | +490 | +2.75% | $2,824,742 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.32% | 3,178 | +189 | +6.32% | $2,373,530 |
| ISHARES INC | IEMG | Other | 0.87% | 18,955 | +2,509 | +15.26% | $1,570,233 |
| SPDR INDEX SHS FDS | GWX | Other | 0.85% | 35,229 | +5,126 | +17.03% | $1,541,622 |
Showing 30 of 73 holdings in the latest reporting period.