Upper Left Wealth Management, LLC
CIK 1911228 · View on SEC EDGAR ↗
- Portfolio value
- $180.5M
- Positions
- 73
- As of
- June 30, 2026
#6,808 of 9,443 by 13F value · top 72.1%
Portfolio value QoQ: +6.6% 13F does not disclose cash
- Top 10 holdings weight
- 42.31%
- Top 25 holdings weight
- 77.95%
- Positions above 1%
- 28
- Effective number of positions
- 33.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.98% Est. buys $10,507,552 · sells $1,714,589
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 94.8% still held
- New positions
- 5
- Increased
- 40
- Decreased
- 24
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.3%
Industrials
0.3%
Other/Unmapped
99.4%
Full portfolio 73 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IAU | $12,496,754 | 6.92% | 165,498 | $-1,527,739 | Up ×1 | ||
| SPYM | $10,644,026 | 5.90% | 121,120 | $1,417,358 | Up ×6 | ||
| BCI | $7,932,845 | 4.40% | 355,096 | $-1,050,885 | Down ×1 | ||
| BNDX Vanguard Total International Bond ETF | $7,760,036 | 4.30% | 160,232 | $582,375 | Up ×6 | ||
| SCHH | $6,825,903 | 3.78% | 288,256 | $839,218 | Up ×4 | ||
| BWX | $6,649,647 | 3.68% | 306,718 | $-209,641 | Down ×1 | ||
| DBMF | $6,525,226 | 3.62% | 213,173 | $489,979 | Up ×5 | ||
| SCHF | $6,243,830 | 3.46% | 225,409 | $995,072 | Up ×1 | ||
| SCHA | $5,833,370 | 3.23% | 161,455 | $1,104,583 | Down ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $5,444,580 | 3.02% | 163,550 | $-371,210 | Up ×3 | ||
| BIL | $5,331,707 | 2.95% | 58,181 | $303,236 | Up ×6 | ||
| GLDM | $4,937,939 | 2.74% | 62,175 | $-920,069 | Down ×5 | ||
| SCHE | $4,811,993 | 2.67% | 132,708 | $360,579 | Down ×4 | ||
| SCHR | $4,705,301 | 2.61% | 190,807 | $324,080 | Up ×6 | ||
| MCHI iShares MSCI China ETF | $4,695,475 | 2.60% | 92,023 | $-581,063 | Down ×1 | ||
| SCHC | $4,691,219 | 2.60% | 97,490 | $229,839 | Up ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $4,625,605 | 2.56% | 103,135 | $45,921 | Up ×1 | ||
| SCHP | $4,523,577 | 2.51% | 170,701 | $136,838 | Up ×6 | ||
| EMLC | $4,179,112 | 2.32% | 163,502 | $182,227 | Up ×1 | ||
| VWO | $3,974,758 | 2.20% | 66,590 | $631,981 | Up ×4 | ||
| IVV | $3,929,426 | 2.18% | 5,247 | $804,469 | Up ×2 | ||
| VEU | $3,827,627 | 2.12% | 45,703 | $255,795 | Down ×6 | ||
| FEZ | $3,410,993 | 1.89% | 49,665 | $412,777 | Up ×3 | ||
| VEA | $3,374,187 | 1.87% | 47,357 | $479,308 | Up ×4 | ||
| VXUS Vanguard Total International Stock ETF | $3,300,513 | 1.83% | 38,607 | $530,953 | Up ×4 | ||
| CTA | $3,262,863 | 1.81% | 125,785 | $-756,095 | Down ×1 | ||
| VSS | $2,824,742 | 1.57% | 18,308 | $227,055 | Up ×3 | ||
| SPY SPY | $2,373,530 | 1.32% | 3,178 | $429,663 | Up ×2 | ||
| IEMG | $1,570,233 | 0.87% | 18,955 | $423,124 | Up ×2 | ||
| GWX | $1,541,622 | 0.85% | 35,229 | $270,372 | Up ×1 | ||
| VB | $1,441,639 | 0.80% | 4,756 | $331,360 | Up ×1 | ||
| IYR | $1,421,173 | 0.79% | 13,899 | $89,768 | Down ×4 | ||
| IGOV iShares International Treasury Bond ETF | $1,343,077 | 0.74% | 32,734 | $574,105 | Up ×3 | ||
| RWX | $1,229,334 | 0.68% | 45,514 | $212,316 | Up ×1 | ||
| SGOL | $1,213,421 | 0.67% | 31,740 | $682,130 | Up ×1 | ||
| VNQ | $1,207,401 | 0.67% | 12,521 | $349,494 | Up ×1 | ||
| GLD | $1,205,340 | 0.67% | 3,272 | $-214,187 | Down ×6 | ||
| SPEM | $1,136,002 | 0.63% | 21,939 | $92,254 | Down ×4 | ||
| BTC | $1,124,025 | 0.62% | 43,315 | $221,415 | Up ×5 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $894,030 | 0.50% | 7,612 | $-36,625 | Down ×1 | ||
| EZU | $881,538 | 0.49% | 12,684 | $195,630 | Up ×2 | ||
| IAUM | $881,061 | 0.49% | 22,021 | Up ×1 | |||
| GBTC | $876,761 | 0.49% | 19,261 | $-139,450 | |||
| VOO | $804,942 | 0.45% | 1,172 | $104,613 | |||
| IJR | $791,383 | 0.44% | 5,336 | $103,700 | Down ×1 | ||
| SPDW | $747,637 | 0.41% | 14,837 | $53,848 | Down ×6 | ||
| EBND | $734,418 | 0.41% | 35,106 | $155,920 | Up ×2 | ||
| FBTC | $703,163 | 0.39% | 13,774 | $-69,009 | Up ×3 | ||
| IWM | $688,031 | 0.38% | 2,290 | $80,927 | Down ×4 | ||
| IAGG | $657,092 | 0.36% | 12,986 | $-98,563 | Down ×1 | ||
| TIP | $637,321 | 0.35% | 5,824 | $106,379 | Up ×1 | ||
| FNDC | $566,599 | 0.31% | 11,668 | $19,504 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $556,719 | 0.31% | 756 | $122,102 | Up ×3 | ||
| FXI | $541,264 | 0.30% | 17,134 | $224,338 | Up ×3 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $536,824 | 0.30% | 33,805 | $-135,522 | Down ×6 | ||
| USRT | $455,582 | 0.25% | 6,856 | $40,245 | Down ×2 | ||
| DJP | $366,072 | 0.20% | 8,375 | $66,689 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $365,910 | 0.20% | 317 | ||||
| EWH | $345,076 | 0.19% | 16,495 | $-45,099 | Down ×1 | ||
| GXC | $343,571 | 0.19% | 3,971 | Up ×1 | |||
| VHT | $313,961 | 0.17% | 1,050 | $28,014 | |||
| BITB | $312,834 | 0.17% | 9,819 | $-257,317 | Down ×1 | ||
| DE Deere & Company Common Stock | $296,233 | 0.16% | 467 | Up ×1 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $287,781 | 0.16% | 3,498 | $16,325 | Up ×1 | ||
| GBIL | $287,259 | 0.16% | 2,868 | $-15,015 | Down ×6 | ||
| ARKB | $274,289 | 0.15% | 14,095 | $-34,454 | Up ×1 | ||
| REET | $267,721 | 0.15% | 9,693 | $28,569 | Up ×4 | ||
| IEFA | $267,527 | 0.15% | 2,770 | $-10,672 | Down ×2 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $248,237 | 0.14% | 2,574 | $22,992 | Up ×2 | ||
| TT Trane Technologies plc | $245,580 | 0.14% | 500 | Up ×1 | |||
| IFGL iShares International Developed Real Estate ETF | $244,921 | 0.14% | 10,983 | $3,678 | Up ×1 | ||
| VGK | $239,855 | 0.13% | 2,709 | $10,534 | Down ×6 | ||
| AAPL Apple Inc. - Common Stock | $232,248 | 0.13% | 803 | $28,550 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $10,644,026 | 5.90% | up ×6 |
| BNDX | $7,760,036 | 4.30% | up ×6 |
| SCHH | $6,825,903 | 3.78% | up ×4 |
| DBMF | $6,525,226 | 3.62% | up ×5 |
| IBIT | $5,444,580 | 3.02% | up ×3 |
| BIL | $5,331,707 | 2.95% | up ×6 |
| SCHR | $4,705,301 | 2.61% | up ×6 |
| SCHP | $4,523,577 | 2.51% | up ×6 |
| VWO | $3,974,758 | 2.20% | up ×4 |
| FEZ | $3,410,993 | 1.89% | up ×3 |
| VEA | $3,374,187 | 1.87% | up ×4 |
| VXUS | $3,300,513 | 1.83% | up ×4 |
| VSS | $2,824,742 | 1.57% | up ×3 |
| IGOV | $1,343,077 | 0.74% | up ×3 |
| BTC | $1,124,025 | 0.62% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IAU | Bought more | +6K | -$1.5M |
| SPYM | Bought more | +573 | +$1.4M |
| SCHA | Trimmed | -1K | +$1.1M |
| BCI | Trimmed | -15K | -$1.1M |
| SCHF | Bought more | +13K | +$995K |
| GLDM | Trimmed | -1K | -$920K |
| SCHH | Bought more | +10K | +$839K |
| IVV | Bought more | +463 | +$804K |
| CTA | Trimmed | -7K | -$756K |
| SGOL | Bought more | +20K | +$682K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FXE | March 31, 2025 | 18,691 | $1,787,982 | No longer tracked |
| WIP | March 31, 2025 | 36,040 | $1,303,928 | No longer tracked |
| IFGL | June 30, 2025 | 21,372 | $421,670 | |
| PEGA | March 31, 2026 | 6,000 | $358,320 | -21.0% |
| SCZ | March 31, 2025 | 5,024 | $305,208 | |
| MU | March 31, 2026 | 933 | $266,288 | 174.5% |