The Analysis of Upper Left Wealth Management, LLC's Holdings


Currently, Upper Left Wealth Management, LLC holds 64 types of securities in its portfolio with a total value $159.3M. In the most recent quarter, they have increased their positions in SPYM (+5.3K shares, valued at $411.4K), BWX (+12.8K shares, valued at $295.0K), BIL (+3.1K shares, valued at $282.3K); decreased their positions in VEU (-6.5K shares, valued at $465.3K), IAU (-6.4K shares, valued at $464.1K), SCHA (-15.0K shares, valued at $417.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IAU ISHARES GOLD TR202.7K shares-3.05%2025-09-302025-10-22history
SPYM SPDR SERIES TRUST112.1K shares4.92%2025-09-302025-10-22history
BCI ABRDN ETFS301.8K shares1.77%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF95.8K shares-0.74%2025-09-302025-10-22history
BNDX VANGUARD CHARLOTTE FDS122.7K shares3.49%2025-09-302025-10-22history
GLDM WORLD GOLD TR78.8K shares-2.73%2025-09-302025-10-22history
MCHI ISHARES TR87.7K shares-2.82%2025-09-302025-10-22history
BWX SPDR SERIES TRUST239.2K shares5.67%2025-09-302025-10-22history
Sponsored
DBMF LITMAN GREGORY FDS TR187.6K shares3.61%2025-09-302025-10-22history
VNQI VANGUARD INTL EQUITY INDEX F104.9K shares-0.78%2025-09-302025-10-22history
SCHE SCHWAB STRATEGIC TR148.5K shares-5.07%2025-09-302025-10-22history
SCHF SCHWAB STRATEGIC TR208.1K shares-0.57%2025-09-302025-10-22history
SCHH SCHWAB STRATEGIC TR224.1K shares2.89%2025-09-302025-10-22history
SCHC SCHWAB STRATEGIC TR100.2K shares-6.05%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR162.8K shares-8.42%2025-09-302025-10-22history
BIL SPDR SERIES TRUST48.0K shares6.85%2025-09-302025-10-22history
Sponsored
EMLC VANECK ETF TRUST157.0K shares-1.42%2025-09-302025-10-22history
SCHP SCHWAB STRATEGIC TR145.3K shares2.71%2025-09-302025-10-22history
VEU VANGUARD INTL EQUITY INDEX F54.6K shares-10.67%2025-09-302025-10-22history
SCHR SCHWAB STRATEGIC TR151.9K shares2.82%2025-09-302025-10-22history
IVV ISHARES TR4.6K shares-0.65%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F56.6K shares1.55%2025-09-302025-10-22history
CTA SIMPLIFY EXCHANGE TRADED FUN108.2K shares8.50%2025-09-302025-10-22history
FEZ SPDR INDEX SHS FDS46.7K shares-0.08%2025-09-302025-10-22history
Sponsored
VEA VANGUARD TAX-MANAGED FDS43.3K shares0.43%2025-09-302025-10-22history
VSS VANGUARD INTL EQUITY INDEX F16.1K shares-0.73%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS30.4K shares2.04%2025-09-302025-10-22history
GBTC GRAYSCALE BITCOIN TRUST ETF20.9K shares-0.43%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR2.7K shares-2.57%2025-09-302025-10-22history
GLD SPDR GOLD TR4.6K shares-3.33%2025-09-302025-10-22history
IYR ISHARES TR14.3K shares-0.07%2025-09-302025-10-22history
VB VANGUARD INDEX FDS4.8K shares-9.41%2025-09-302025-10-22history
Sponsored
GWX SPDR INDEX SHS FDS30.3K shares-2.31%2025-09-302025-10-22history
SPEM SPDR INDEX SHS FDS23.5K shares-2.05%2025-09-302025-10-22history
RWX SPDR INDEX SHS FDS37.5K shares-2.33%2025-09-302025-10-22history
BTC GRAYSCALE BITCOIN MINI TR ET20.4K shares4.40%2025-09-302025-10-22history
IEMG ISHARES INC15.6K shares-3.58%2025-09-302025-10-22history
FBTC FIDELITY WISE ORIGIN BITCOIN8.7K shares-0.34%2025-09-302025-10-22history
IEI ISHARES TR7.2K shares-0.92%2025-09-302025-10-22history
VNQ VANGUARD INDEX FDS8.8K shares-0.53%2025-09-302025-10-22history
Sponsored
SPDW SPDR INDEX SHS FDS18.7K shares-2.51%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS1.2K shares-0.83%2025-09-302025-10-22history
IWM ISHARES TR2.8K shares-8.32%2025-09-302025-10-22history
IGOV ISHARES TR14.1K shares-0.66%2025-09-302025-10-22history
EZU ISHARES INC9.6K shares-1.07%2025-09-302025-10-22history
IJR ISHARES TR4.8K shares-3.74%2025-09-302025-10-22history
PDBC INVESCO ACTVELY MNGD ETC FD42.6K shares-0.84%2025-09-302025-10-22history
SGOL ETFS GOLD TR15.5K shares-8.17%2025-09-302025-10-22history
Sponsored
FNDC SCHWAB STRATEGIC TR12.4K shares-2.42%2025-09-302025-10-22history
EBND SPDR SERIES TRUST25.6K shares-2.37%2025-09-302025-10-22history
IAGG ISHARES TR10.6K shares5.26%2025-09-302025-10-22history
TIP ISHARES TR4.3K shares-1.66%2025-09-302025-10-22history
QQQ INVESCO QQQ TR636 shares0.00%2025-09-302025-10-22history
PEGA PEGASYSTEMS INC6.0K shares0.00%2025-09-302025-10-22history
EWH ISHARES INC15.7K shares11.51%2025-09-302025-10-22history
GBIL GOLDMAN SACHS ETF TR3.3K shares-2.48%2025-09-302025-10-22history
Sponsored
IEFA ISHARES TR3.3K shares-3.82%2025-09-302025-10-22history
USRT ISHARES TR4.8K shares-0.15%2025-09-302025-10-22history
VHT VANGUARD WORLD FD1.1K shares0.00%2025-09-302025-10-22history
FXI ISHARES TR6.2K shares-11.09%2025-09-302025-10-22history
SCZ ISHARES TR3.3K shares4.10%2025-09-302025-10-22history
VGK VANGUARD INTL EQUITY INDEX F3.1K shares-1.28%2025-09-302025-10-22history
EMB ISHARES TR2.4K shares0.81%2025-09-302025-10-22history
REET ISHARES TR8.4K shares0.92%2025-09-302025-10-22history
Sponsored

Call Option Holdings
IBIT Call CallISHARES BITCOIN TRUST ETF800 shares0.00%2025-09-302025-10-22history

Put Option Holdings
No put option holdings data available