§ 13F · FUND PROFILE
Upper Left Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $149.9T (13F)Positions · 65Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$533.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 186K | $15.1T | 9.2% | −8% |
| 2 | SPYM | SPDR SERIES TRUST | 120K | $9.7T | 5.9% | +7% |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 135K | $6.5T | 4.0% | +10% |
| 4 | GLDM | WORLD GOLD TR | 74K | $6.3T | 3.9% | −6% |
| 5 | BCI | ABRDN ETFS | 317K | $6.2T | 3.8% | +5% |
| 6 | BWX | SPDR SERIES TRUST | 267K | $6.0T | 3.7% | +12% |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | 112K | $5.6T | 3.4% | — |
| 8 | DBMF | LITMAN GREGORY FDS TR | 196K | $5.5T | 3.4% | +4% |
| 9 | SCHH | SCHWAB STRATEGIC TR | 258K | $5.4T | 3.3% | +15% |
| 10 | MCHI | ISHARES TR | 89K | $5.3T | 3.2% | +1% |
§ 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 $149901.0 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed