Upper Left Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Upper Left Wealth Management, Llc disclosed 68 stock positions valued at approximately $192.72M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, VANGUARD TAX-MANAGED FDS, and ISHARES GOLD TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $192.72M
Holdings by Sector
Upper Left Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 17.71% | 380,177 | +259,057 | +213.88% | $34,124,695 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 11.56% | 315,423 | +268,066 | +566.05% | $22,272,019 |
| ISHARES GOLD TR | IAU | Other | 4.81% | 118,799 | -46,699 | -28.22% | $9,278,202 |
| SCHWAB STRATEGIC TR | SCHP | Other | 4.72% | 362,207 | +191,506 | +112.19% | $9,102,262 |
| IM GLOBAL PARTNER FUNDS | DBMF | Other | 3.93% | 232,932 | +19,759 | +9.27% | $7,577,278 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.54% | 143,923 | -19,627 | -12.00% | $6,813,315 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.28% | 106,703 | +40,113 | +60.24% | $6,328,555 |
| VANGUARD INDEX FDS | VOO | Other | 3.03% | 8,319 | +7,147 | +609.81% | $5,830,455 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.78% | 164,047 | +2,592 | +1.61% | $5,352,854 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.68% | 110,108 | -50,124 | -31.28% | $5,160,762 |
| SCHWAB STRATEGIC TR | SCHF | Other | 2.60% | 182,091 | -43,318 | -19.22% | $5,002,040 |
| WORLD GOLD TR | GLDM | Other | 2.33% | 54,543 | -7,632 | -12.28% | $4,482,344 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 2.32% | 155,195 | +29,410 | +23.38% | $4,475,824 |
| ISHARES TR | IVV | Other | 2.01% | 5,056 | -191 | -3.64% | $3,872,138 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.00% | 105,556 | -27,152 | -20.46% | $3,847,517 |
| ISHARES TR | TLT | Other | 1.99% | 49,301 | +49,301 | +100.00% | $3,834,632 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.96% | 159,588 | -31,219 | -16.36% | $3,782,236 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.96% | 171,016 | -117,240 | -40.67% | $3,769,193 |
| VANGUARD STAR FDS | VXUS | Other | 1.82% | 41,371 | +2,764 | +7.16% | $3,514,881 |
| SPDR SERIES TRUST | BWX | Other | 1.64% | 149,456 | -157,262 | -51.27% | $3,165,479 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.55% | 3,917 | +739 | +23.25% | $2,987,222 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.95% | 37,392 | +37,392 | +100.00% | $1,840,435 |
| SPDR SERIES TRUST | BIL | Other | 0.93% | 19,619 | -38,562 | -66.28% | $1,797,886 |
| ISHARES TR | TIP | Other | 0.92% | 16,974 | +11,150 | +191.45% | $1,765,975 |
| ISHARES TR | MCHI | Other | 0.90% | 33,396 | -58,627 | -63.71% | $1,742,938 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.87% | 33,894 | -63,596 | -65.23% | $1,685,888 |
| SPDR INDEX SHS FDS | GWX | Other | 0.83% | 35,088 | -141 | -0.40% | $1,598,961 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.73% | 38,227 | -5,088 | -11.75% | $1,412,488 |
| SPDR GOLD TR | GLD | Other | 0.69% | 3,516 | +244 | +7.46% | $1,339,034 |
| VANGUARD INDEX FDS | VB | Other | 0.68% | 4,630 | -126 | -2.65% | $1,317,189 |
Showing 30 of 68 holdings in the latest reporting period.