Upper Left Wealth Management, LLC
CIK 1911228 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $180.5M
- Posisi
- 73
- Per tanggal
- 30 Juni 2026
#6.808 dari 9.443 berdasarkan nilai 13F · top 72.1%
Nilai portofolio QoQ: +6.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 42,31%
- Bobot 25 kepemilikan teratas
- 77,95%
- Posisi di atas 1%
- 28
- Jumlah posisi efektif
- 33,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,98% Perkiraan pembelian $10.507.552 · penjualan $1.714.589
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 94,8% masih dipegang
- Posisi baru
- 5
- Meningkat
- 40
- Menurun
- 24
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,3%
Industrials
0,3%
Lainnya/Tidak terpetakan
99,4%
Portofolio lengkap 73 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IAU | $12.496.754 | 6,92% | 165.498 | $-1.527.739 | Naik ×1 | ||
| SPYM | $10.644.026 | 5,90% | 121.120 | $1.417.358 | Naik ×6 | ||
| BCI | $7.932.845 | 4,40% | 355.096 | $-1.050.885 | Turun ×1 | ||
| BNDX Vanguard Total International Bond ETF | $7.760.036 | 4,30% | 160.232 | $582.375 | Naik ×6 | ||
| SCHH | $6.825.903 | 3,78% | 288.256 | $839.218 | Naik ×4 | ||
| BWX | $6.649.647 | 3,68% | 306.718 | $-209.641 | Turun ×1 | ||
| DBMF | $6.525.226 | 3,62% | 213.173 | $489.979 | Naik ×5 | ||
| SCHF | $6.243.830 | 3,46% | 225.409 | $995.072 | Naik ×1 | ||
| SCHA | $5.833.370 | 3,23% | 161.455 | $1.104.583 | Turun ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $5.444.580 | 3,02% | 163.550 | $-371.210 | Naik ×3 | ||
| BIL | $5.331.707 | 2,95% | 58.181 | $303.236 | Naik ×6 | ||
| GLDM | $4.937.939 | 2,74% | 62.175 | $-920.069 | Turun ×5 | ||
| SCHE | $4.811.993 | 2,67% | 132.708 | $360.579 | Turun ×4 | ||
| SCHR | $4.705.301 | 2,61% | 190.807 | $324.080 | Naik ×6 | ||
| MCHI iShares MSCI China ETF | $4.695.475 | 2,60% | 92.023 | $-581.063 | Turun ×1 | ||
| SCHC | $4.691.219 | 2,60% | 97.490 | $229.839 | Naik ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $4.625.605 | 2,56% | 103.135 | $45.921 | Naik ×1 | ||
| SCHP | $4.523.577 | 2,51% | 170.701 | $136.838 | Naik ×6 | ||
| EMLC | $4.179.112 | 2,32% | 163.502 | $182.227 | Naik ×1 | ||
| VWO | $3.974.758 | 2,20% | 66.590 | $631.981 | Naik ×4 | ||
| IVV | $3.929.426 | 2,18% | 5.247 | $804.469 | Naik ×2 | ||
| VEU | $3.827.627 | 2,12% | 45.703 | $255.795 | Turun ×6 | ||
| FEZ | $3.410.993 | 1,89% | 49.665 | $412.777 | Naik ×3 | ||
| VEA | $3.374.187 | 1,87% | 47.357 | $479.308 | Naik ×4 | ||
| VXUS Vanguard Total International Stock ETF | $3.300.513 | 1,83% | 38.607 | $530.953 | Naik ×4 | ||
| CTA | $3.262.863 | 1,81% | 125.785 | $-756.095 | Turun ×1 | ||
| VSS | $2.824.742 | 1,57% | 18.308 | $227.055 | Naik ×3 | ||
| SPY SPY | $2.373.530 | 1,32% | 3.178 | $429.663 | Naik ×2 | ||
| IEMG | $1.570.233 | 0,87% | 18.955 | $423.124 | Naik ×2 | ||
| GWX | $1.541.622 | 0,85% | 35.229 | $270.372 | Naik ×1 | ||
| VB | $1.441.639 | 0,80% | 4.756 | $331.360 | Naik ×1 | ||
| IYR | $1.421.173 | 0,79% | 13.899 | $89.768 | Turun ×4 | ||
| IGOV iShares International Treasury Bond ETF | $1.343.077 | 0,74% | 32.734 | $574.105 | Naik ×3 | ||
| RWX | $1.229.334 | 0,68% | 45.514 | $212.316 | Naik ×1 | ||
| SGOL | $1.213.421 | 0,67% | 31.740 | $682.130 | Naik ×1 | ||
| VNQ | $1.207.401 | 0,67% | 12.521 | $349.494 | Naik ×1 | ||
| GLD | $1.205.340 | 0,67% | 3.272 | $-214.187 | Turun ×6 | ||
| SPEM | $1.136.002 | 0,63% | 21.939 | $92.254 | Turun ×4 | ||
| BTC | $1.124.025 | 0,62% | 43.315 | $221.415 | Naik ×5 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $894.030 | 0,50% | 7.612 | $-36.625 | Turun ×1 | ||
| EZU | $881.538 | 0,49% | 12.684 | $195.630 | Naik ×2 | ||
| IAUM | $881.061 | 0,49% | 22.021 | Naik ×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 | Turun ×1 | ||
| SPDW | $747.637 | 0,41% | 14.837 | $53.848 | Turun ×6 | ||
| EBND | $734.418 | 0,41% | 35.106 | $155.920 | Naik ×2 | ||
| FBTC | $703.163 | 0,39% | 13.774 | $-69.009 | Naik ×3 | ||
| IWM | $688.031 | 0,38% | 2.290 | $80.927 | Turun ×4 | ||
| IAGG | $657.092 | 0,36% | 12.986 | $-98.563 | Turun ×1 | ||
| TIP | $637.321 | 0,35% | 5.824 | $106.379 | Naik ×1 | ||
| FNDC | $566.599 | 0,31% | 11.668 | $19.504 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $556.719 | 0,31% | 756 | $122.102 | Naik ×3 | ||
| FXI | $541.264 | 0,30% | 17.134 | $224.338 | Naik ×3 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $536.824 | 0,30% | 33.805 | $-135.522 | Turun ×6 | ||
| USRT | $455.582 | 0,25% | 6.856 | $40.245 | Turun ×2 | ||
| DJP | $366.072 | 0,20% | 8.375 | $66.689 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $365.910 | 0,20% | 317 | ||||
| EWH | $345.076 | 0,19% | 16.495 | $-45.099 | Turun ×1 | ||
| GXC | $343.571 | 0,19% | 3.971 | Naik ×1 | |||
| VHT | $313.961 | 0,17% | 1.050 | $28.014 | |||
| BITB | $312.834 | 0,17% | 9.819 | $-257.317 | Turun ×1 | ||
| DE Deere & Company Common Stock | $296.233 | 0,16% | 467 | Naik ×1 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $287.781 | 0,16% | 3.498 | $16.325 | Naik ×1 | ||
| GBIL | $287.259 | 0,16% | 2.868 | $-15.015 | Turun ×6 | ||
| ARKB | $274.289 | 0,15% | 14.095 | $-34.454 | Naik ×1 | ||
| REET | $267.721 | 0,15% | 9.693 | $28.569 | Naik ×4 | ||
| IEFA | $267.527 | 0,15% | 2.770 | $-10.672 | Turun ×2 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $248.237 | 0,14% | 2.574 | $22.992 | Naik ×2 | ||
| TT Trane Technologies plc | $245.580 | 0,14% | 500 | Naik ×1 | |||
| IFGL iShares International Developed Real Estate ETF | $244.921 | 0,14% | 10.983 | $3.678 | Naik ×1 | ||
| VGK | $239.855 | 0,13% | 2.709 | $10.534 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $232.248 | 0,13% | 803 | $28.550 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $10.644.026 | 5,90% | naik ×6 |
| BNDX | $7.760.036 | 4,30% | naik ×6 |
| SCHH | $6.825.903 | 3,78% | naik ×4 |
| DBMF | $6.525.226 | 3,62% | naik ×5 |
| IBIT | $5.444.580 | 3,02% | naik ×3 |
| BIL | $5.331.707 | 2,95% | naik ×6 |
| SCHR | $4.705.301 | 2,61% | naik ×6 |
| SCHP | $4.523.577 | 2,51% | naik ×6 |
| VWO | $3.974.758 | 2,20% | naik ×4 |
| FEZ | $3.410.993 | 1,89% | naik ×3 |
| VEA | $3.374.187 | 1,87% | naik ×4 |
| VXUS | $3.300.513 | 1,83% | naik ×4 |
| VSS | $2.824.742 | 1,57% | naik ×3 |
| IGOV | $1.343.077 | 0,74% | naik ×3 |
| BTC | $1.124.025 | 0,62% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IAU | Beli lebih banyak | +6K | -$1.5M |
| SPYM | Beli lebih banyak | +573 | +$1.4M |
| SCHA | Dipangkas | -1K | +$1.1M |
| BCI | Dipangkas | -15K | -$1.1M |
| SCHF | Beli lebih banyak | +13K | +$995K |
| GLDM | Dipangkas | -1K | -$920K |
| SCHH | Beli lebih banyak | +10K | +$839K |
| IVV | Beli lebih banyak | +463 | +$804K |
| CTA | Dipangkas | -7K | -$756K |
| SGOL | Beli lebih banyak | +20K | +$682K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FXE | 31 Maret 2025 | 18.691 | $1.787.982 | Tidak lagi dilacak |
| WIP | 31 Maret 2025 | 36.040 | $1.303.928 | Tidak lagi dilacak |
| IFGL | 30 Juni 2025 | 21.372 | $421.670 | |
| PEGA | 31 Maret 2026 | 6.000 | $358.320 | -21,0% |
| SCZ | 31 Maret 2025 | 5.024 | $305.208 | |
| MU | 31 Maret 2026 | 933 | $266.288 | 174,5% |