§ 13F · FUND PROFILE
Upper Left Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 65Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 159K | $14M | 8.3% | −14% |
| 2 | SPYM | SPDR SERIES TRUST | 121K | $9M | 5.4% | ±0% |
| 3 | BCI | ABRDN ETFS | 370K | $9M | 5.3% | +17% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 149K | $7M | 4.2% | +11% |
| 5 | BWX | SPDR SERIES TRUST | 312K | $7M | 4.1% | +17% |
| 6 | DBMF | LITMAN GREGORY FDS TR | 200K | $6M | 3.6% | +2% |
| 7 | SCHH | SCHWAB STRATEGIC TR | 279K | $6M | 3.5% | +8% |
| 8 | GLDM | WORLD GOLD TR | 63K | $6M | 3.5% | −15% |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 151K | $6M | 3.4% | +34% |
| 10 | MCHI | ISHARES TR | 94K | $5M | 3.1% | +6% |
§ 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 $159 million in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed