Upper Left Wealth Management, LLC 13F Holdings · Q2 2026
Upper Left Wealth Management, LLC reported 73 securities worth $180.46M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IAU (6.92%), SPYM (5.90%), BCI (4.40%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $12.5M | 6.92% | 165,498 | Added |
| 2 | SPYM | SPDR SERIES TRUST | $10.6M | 5.90% | 121,120 | Added |
| 3 | BCI | ABRDN ETFS | $7.9M | 4.40% | 355,096 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $7.8M | 4.30% | 160,232 | Added |
| 5 | SCHH | SCHWAB STRATEGIC TR | $6.8M | 3.78% | 288,256 | Added |
| 6 | BWX | SPDR SERIES TRUST | $6.6M | 3.68% | 306,718 | Trimmed |
| 7 | DBMF | LITMAN GREGORY FDS TR | $6.5M | 3.62% | 213,173 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $6.2M | 3.46% | 225,409 | Added |
| 9 | SCHA | SCHWAB STRATEGIC TR | $5.8M | 3.23% | 161,455 | Trimmed |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $5.4M | 3.02% | 163,550 | Added |
| 11 | BIL | SPDR SERIES TRUST | $5.3M | 2.95% | 58,181 | Added |
| 12 | GLDM | WORLD GOLD TR | $4.9M | 2.74% | 62,175 | Trimmed |
| 13 | SCHE | SCHWAB STRATEGIC TR | $4.8M | 2.67% | 132,708 | Trimmed |
| 14 | SCHR | SCHWAB STRATEGIC TR | $4.7M | 2.61% | 190,807 | Added |
| 15 | MCHI | ISHARES TR | $4.7M | 2.60% | 92,023 | Trimmed |
| 16 | SCHC | SCHWAB STRATEGIC TR | $4.7M | 2.60% | 97,490 | Added |
| 17 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.6M | 2.56% | 103,135 | Added |
| 18 | SCHP | SCHWAB STRATEGIC TR | $4.5M | 2.51% | 170,701 | Added |
| 19 | EMLC | VANECK ETF TRUST | $4.2M | 2.32% | 163,502 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $4.0M | 2.20% | 66,590 | Added |
| 21 | IVV | ISHARES TR | $3.9M | 2.18% | 5,247 | Added |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $3.8M | 2.12% | 45,703 | Trimmed |
| 23 | FEZ | SPDR INDEX SHS FDS | $3.4M | 1.89% | 49,665 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $3.4M | 1.87% | 47,357 | Added |
| 25 | VXUS | VANGUARD STAR FDS | $3.3M | 1.83% | 38,607 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR