# Upper Left Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1911228. Source: https://holderbook.com/funds/1911228-upper-left-wealth-management-llc/

- Reported value: $180.5M
- Positions: 73
- Weight of the ten largest: 42.3%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $12.5M | 165,498 | 6.9% | 17 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $10.6M | 121,120 | 5.9% | 19 |
| ABRDN ETFS | [BCI](https://holderbook.com/stocks/BCI/) | $7.9M | 355,096 | 4.4% | 13 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $7.8M | 160,232 | 4.3% | 14 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $6.8M | 288,256 | 3.8% | 19 |
| SPDR SERIES TRUST | [BWX](https://holderbook.com/stocks/BWX/) | $6.6M | 306,718 | 3.7% | 19 |
| LITMAN GREGORY FDS TR | [DBMF](https://holderbook.com/stocks/DBMF/) | $6.5M | 213,173 | 3.6% | 6 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $6.2M | 225,409 | 3.5% | 19 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $5.8M | 161,455 | 3.2% | 19 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $5.4M | 163,550 | 3.0% | 10 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $5.3M | 58,181 | 3.0% | 10 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $4.9M | 62,175 | 2.7% | 16 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $4.8M | 132,708 | 2.7% | 19 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $4.7M | 190,807 | 2.6% | 12 |
| ISHARES TR | [MCHI](https://holderbook.com/stocks/MCHI/) | $4.7M | 92,023 | 2.6% | 19 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $4.7M | 97,490 | 2.6% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $4.6M | 103,135 | 2.6% | 19 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $4.5M | 170,701 | 2.5% | 19 |
| VANECK ETF TRUST | [EMLC](https://holderbook.com/stocks/EMLC/) | $4.2M | 163,502 | 2.3% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $4.0M | 66,590 | 2.2% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.9M | 5,247 | 2.2% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $3.8M | 45,703 | 2.1% | 19 |
| SPDR INDEX SHS FDS | [FEZ](https://holderbook.com/stocks/FEZ/) | $3.4M | 49,665 | 1.9% | 19 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $3.4M | 47,357 | 1.9% | 19 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $3.3M | 38,607 | 1.8% | 19 |
| SIMPLIFY EXCHANGE TRADED FUN | [CTA](https://holderbook.com/stocks/CTA/) | $3.3M | 125,785 | 1.8% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $2.8M | 18,308 | 1.6% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.4M | 3,178 | 1.3% | 19 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.6M | 18,955 | 0.9% | 19 |
| SPDR INDEX SHS FDS | [GWX](https://holderbook.com/stocks/GWX/) | $1.5M | 35,229 | 0.9% | 19 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.4M | 4,756 | 0.8% | 14 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $1.4M | 13,899 | 0.8% | 19 |
| ISHARES TR | [IGOV](https://holderbook.com/stocks/IGOV/) | $1.3M | 32,734 | 0.7% | 17 |
| SPDR INDEX SHS FDS | [RWX](https://holderbook.com/stocks/RWX/) | $1.2M | 45,514 | 0.7% | 19 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $1.2M | 31,740 | 0.7% | 15 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.2M | 12,521 | 0.7% | 19 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.2M | 3,272 | 0.7% | 19 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $1.1M | 21,939 | 0.6% | 15 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $1.1M | 43,315 | 0.6% | 6 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $894.0K | 7,612 | 0.5% | 11 |
| ISHARES INC | [EZU](https://holderbook.com/stocks/EZU/) | $881.5K | 12,684 | 0.5% | 19 |
| ISHARES GOLD TRUST MICRO | [IAUM](https://holderbook.com/stocks/IAUM/) | $881.1K | 22,021 | 0.5% | 1 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $876.8K | 19,261 | 0.5% | 10 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $804.9K | 1,172 | 0.4% | 5 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $791.4K | 5,336 | 0.4% | 19 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $747.6K | 14,837 | 0.4% | 19 |
| SPDR SERIES TRUST | [EBND](https://holderbook.com/stocks/EBND/) | $734.4K | 35,106 | 0.4% | 19 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $703.2K | 13,774 | 0.4% | 8 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $688.0K | 2,290 | 0.4% | 19 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $657.1K | 12,986 | 0.4% | 8 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $637.3K | 5,824 | 0.4% | 17 |
| SCHWAB STRATEGIC TR | [FNDC](https://holderbook.com/stocks/FNDC/) | $566.6K | 11,668 | 0.3% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $556.7K | 756 | 0.3% | 6 |
| ISHARES TR | [FXI](https://holderbook.com/stocks/FXI/) | $541.3K | 17,134 | 0.3% | 15 |
| INVESCO ACTVELY MNGD ETC FD | [PDBC](https://holderbook.com/stocks/PDBC/) | $536.8K | 33,805 | 0.3% | 19 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $455.6K | 6,856 | 0.3% | 12 |
| BARCLAYS BANK PLC | [DJP](https://holderbook.com/stocks/DJP/) | $366.1K | 8,375 | 0.2% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $365.9K | 317 | 0.2% | 1 |
| ISHARES INC | [EWH](https://holderbook.com/stocks/EWH/) | $345.1K | 16,495 | 0.2% | 6 |
| SPDR INDEX SHS FDS | [GXC](https://holderbook.com/stocks/GXC/) | $343.6K | 3,971 | 0.2% | 1 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $314.0K | 1,050 | 0.2% | 6 |
| BITWISE BITCOIN ETF TR | [BITB](https://holderbook.com/stocks/BITB/) | $312.8K | 9,819 | 0.2% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $296.2K | 467 | 0.2% | 1 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $287.8K | 3,498 | 0.2% | 5 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $287.3K | 2,868 | 0.2% | 15 |
| ARK 21SHARES BITCOIN ETF | [ARKB](https://holderbook.com/stocks/ARKB/) | $274.3K | 14,095 | 0.2% | 2 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $267.7K | 9,693 | 0.1% | 5 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $267.5K | 2,770 | 0.1% | 5 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $248.2K | 2,574 | 0.1% | 6 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $245.6K | 500 | 0.1% | 1 |
| ISHARES TR | [IFGL](https://holderbook.com/stocks/IFGL/) | $244.9K | 10,983 | 0.1% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $239.9K | 2,709 | 0.1% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $232.2K | 803 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +1.4% | +14.8% | -13.5% | 100% |
| Q1 2026 | +1.0% | -4.6% | +5.7% | 100% |
| Q4 2025 | -0.3% | +2.4% | -2.6% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +7.2% | +10.5% | -3.3% | 100% |
| Q1 2025 | +4.4% | -4.6% | +9.0% | 100% |
| Q4 2024 | -3.7% | +2.1% | -5.8% | 104% |
| Q3 2024 | +8.2% | +5.4% | +2.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $180.5M | 73 |
| Q1 2026 | $169.4M | 68 |
| Q4 2025 | $164.1M | 66 |
| Q3 2025 | $159.3M | 64 |
| Q2 2025 | $149.9M | 64 |
| Q1 2025 | $139.5M | 61 |
| Q4 2024 | $116.9M | 57 |
| Q3 2024 | $114.4M | 58 |
| Q2 2024 | $110.7M | 60 |
| Q1 2024 | $107.9M | 57 |
| Q4 2023 | $102.1M | 61 |
| Q3 2023 | $96.1M | 60 |