§ 13F · FUND PROFILE
Upper Left Wealth Management, LLC.
AUM · $180M (13F)Positions · 73Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 165K | $12M | 6.9% | +4% |
| 2 | SPYM | SPDR SERIES TRUST | 121K | $11M | 5.9% | ±0% |
| 3 | BCI | ABRDN ETFS | 355K | $8M | 4.4% | −4% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 160K | $8M | 4.3% | +7% |
| 5 | SCHH | SCHWAB STRATEGIC TR | 288K | $7M | 3.8% | +3% |
| 6 | BWX | SPDR SERIES TRUST | 307K | $7M | 3.7% | −2% |
| 7 | DBMF | LITMAN GREGORY FDS TR | 213K | $7M | 3.6% | +6% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 225K | $6M | 3.5% | +6% |
| 9 | SCHA | SCHWAB STRATEGIC TR | 161K | $6M | 3.2% | −1% |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | 164K | $5M | 3.0% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UPPER SIGNAL
AC read
Upper Left Wealth Management, LLC is a Other fund managing $180 million in assets. The fund runs a portfolio of 73 positions.
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