Sponsored

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

Currently, Upper Left Wealth Management, LLC holds 68 types of securities in its portfolio with a total value $169.4M. In the most recent quarter, they have increased their positions in IBIT (+39.3K shares, valued at $1.5M), BCI (+52.6K shares, valued at $1.3M), BWX (+45.7K shares, valued at $1.0M); decreased their positions in N/A (-26.9K shares, valued at $2.4M), GLDM (-11.0K shares, valued at $1.0M), SCHE (-12.7K shares, valued at $416.8K); initiated new positions in ARKB (+13.7K shares, valued at $308.7K), DJP (+6.2K shares, valued at $299.4K), IFGL (+10.8K shares, valued at $241.2K).

1M P&L

+967.0K+0.64%

3M P&L

+3.0M+2.01%

HY P&L

+7.7M+5.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.6M

99.9%

2Consumer Electronics203.7K

0.1%

Top Industries by Stock Count

1N/A62 stocks

98.4%

2Consumer Electronics1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR159.1K shares-14.45%2026-03-312026-04-16

SPYM SPDR SERIES TRUST120.5K shares0.09%2026-03-312026-04-16

BCI ABRDN ETFS369.9K shares16.57%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS149.4K shares10.54%2026-03-312026-04-16

BWX SPDR SERIES TRUST312.5K shares17.12%2026-03-312026-04-16

DBMF LITMAN GREGORY FDS TR200.2K shares2.16%2026-03-312026-04-16

SCHH SCHWAB STRATEGIC TR278.6K shares7.95%2026-03-312026-04-16

GLDM WORLD GOLD TR63.2K shares-14.84%2026-03-312026-04-16

Sponsored

IBIT ISHARES BITCOIN TRUST ETF151.4K shares35.03%2026-03-312026-04-16

MCHI ISHARES TR93.9K shares5.94%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR212.1K shares-1.35%2026-03-312026-04-16

BIL SPDR SERIES TRUST54.9K shares5.27%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR162.6K shares-1.50%2026-03-312026-04-16

VNQI VANGUARD INTL EQUITY INDEX F103.0K shares-3.18%2026-03-312026-04-16

SCHC SCHWAB STRATEGIC TR95.5K shares-2.95%2026-03-312026-04-16

SCHE SCHWAB STRATEGIC TR135.1K shares-8.56%2026-03-312026-04-16

Sponsored

SCHP SCHWAB STRATEGIC TR164.9K shares4.79%2026-03-312026-04-16

SCHR SCHWAB STRATEGIC TR175.9K shares5.47%2026-03-312026-04-16

CTA SIMPLIFY EXCHANGE TRADED FUN133.0K shares11.68%2026-03-312026-04-16

EMLC VANECK ETF TRUST159.2K shares-1.90%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F47.6K shares-7.30%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F61.8K shares3.32%2026-03-312026-04-16

IVV ISHARES TR4.8K shares5.98%2026-03-312026-04-16

FEZ SPDR INDEX SHS FDS48.3K shares0.08%2026-03-312026-04-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS45.2K shares2.71%2026-03-312026-04-16

VXUS VANGUARD STAR FDS35.9K shares8.80%2026-03-312026-04-16

VSS VANGUARD INTL EQUITY INDEX F17.8K shares5.05%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T3.0K shares10.99%2026-03-312026-04-16

GLD SPDR GOLD TR3.3K shares-20.06%2026-03-312026-04-16

IYR ISHARES TR14.1K shares-1.22%2026-03-312026-04-16

GWX SPDR INDEX SHS FDS30.1K shares-7.35%2026-03-312026-04-16

IEMG ISHARES INC16.4K shares9.86%2026-03-312026-04-16

Sponsored

VB VANGUARD INDEX FDS4.2K shares-6.90%2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS22.3K shares-4.80%2026-03-312026-04-16

RWX SPDR INDEX SHS FDS38.2K shares-3.68%2026-03-312026-04-16

GBTC GRAYSCALE BITCOIN TRUST ETF19.3K shares-8.09%2026-03-312026-04-16

IEI ISHARES TR7.8K shares9.20%2026-03-312026-04-16

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET30.1K shares29.24%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS9.7K shares-0.18%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN13.1K shares35.32%2026-03-312026-04-16

Sponsored

IGOV ISHARES TR18.7K shares13.42%2026-03-312026-04-16

IAGG ISHARES TR15.1K shares39.99%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-1.68%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS15.2K shares-15.88%2026-03-312026-04-16

IJR ISHARES TR5.5K shares16.83%2026-03-312026-04-16

EZU ISHARES INC10.9K shares15.19%2026-03-312026-04-16

PDBC INVESCO ACTVELY MNGD ETC FD38.8K shares-6.93%2026-03-312026-04-16

IWM ISHARES TR2.4K shares-9.30%2026-03-312026-04-16

Sponsored

EBND SPDR SERIES TRUST28.0K shares10.63%2026-03-312026-04-16

BITB BITWISE BITCOIN ETF TR15.5K shares175.26%2026-03-312026-04-16

FNDC SCHWAB STRATEGIC TR11.8K shares-4.85%2026-03-312026-04-16

ETFS GOLD TR ETFS GOLD TR11.9K shares-20.96%2026-03-312026-04-16

TIP ISHARES TR4.8K shares-1.23%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR753 shares16.20%2026-03-312026-04-16

USRT ISHARES TR7.0K shares-0.40%2026-03-312026-04-16

EWH ISHARES INC16.9K shares6.30%2026-03-312026-04-16

Sponsored

FXI ISHARES TR8.8K shares9.64%2026-03-312026-04-16

ARKB ARK 21SHARES BITCOIN ETF13.7K sharesnew addition2026-03-312026-04-16

GBIL GOLDMAN SACHS ETF TR3.0K shares-4.16%2026-03-312026-04-16

DJP BARCLAYS BANK PLC6.2K sharesnew addition2026-03-312026-04-16

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-16

IEFA ISHARES TR3.1K shares-6.14%2026-03-312026-04-16

SCZ ISHARES TR3.5K shares-2.51%2026-03-312026-04-16

IFGL ISHARES TR10.8K sharesnew addition2026-03-312026-04-16

Sponsored

REET ISHARES TR9.5K shares5.20%2026-03-312026-04-16

VGK VANGUARD INTL EQUITY INDEX F2.8K shares-8.00%2026-03-312026-04-16

EMB ISHARES TR2.4K shares1.78%2026-03-312026-04-16

AAPL APPLE INC803 sharesnew addition2026-03-312026-04-16

ISHARES GOLD TR

-14.45%

Shares159.1K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

0.09%

Shares120.5K

Event2026-03-31

Filed2026-04-16

BCI

ABRDN ETFS

16.57%

Shares369.9K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

10.54%

Shares149.4K

Event2026-03-31

Filed2026-04-16

BWX

SPDR SERIES TRUST

17.12%

Shares312.5K

Event2026-03-31

Filed2026-04-16

DBMF

LITMAN GREGORY FDS TR

2.16%

Shares200.2K

Event2026-03-31

Filed2026-04-16

SCHH

SCHWAB STRATEGIC TR

7.95%

Shares278.6K

Event2026-03-31

Filed2026-04-16

GLDM

WORLD GOLD TR

-14.84%

Shares63.2K

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

35.03%

Shares151.4K

Event2026-03-31

Filed2026-04-16

MCHI

ISHARES TR

5.94%

Shares93.9K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

-1.35%

Shares212.1K

Event2026-03-31

Filed2026-04-16

BIL

SPDR SERIES TRUST

5.27%

Shares54.9K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

-1.50%

Shares162.6K

Event2026-03-31

Filed2026-04-16

VNQI

VANGUARD INTL EQUITY INDEX F

-3.18%

Shares103.0K

Event2026-03-31

Filed2026-04-16

SCHC

SCHWAB STRATEGIC TR

-2.95%

Shares95.5K

Event2026-03-31

Filed2026-04-16

SCHE

SCHWAB STRATEGIC TR

-8.56%

Shares135.1K

Event2026-03-31

Filed2026-04-16

SCHP

SCHWAB STRATEGIC TR

4.79%

Shares164.9K

Event2026-03-31

Filed2026-04-16

SCHR

SCHWAB STRATEGIC TR

5.47%

Shares175.9K

Event2026-03-31

Filed2026-04-16

CTA

SIMPLIFY EXCHANGE TRADED FUN

11.68%

Shares133.0K

Event2026-03-31

Filed2026-04-16

EMLC

VANECK ETF TRUST

-1.90%

Shares159.2K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

-7.30%

Shares47.6K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

3.32%

Shares61.8K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

5.98%

Shares4.8K

Event2026-03-31

Filed2026-04-16

FEZ

SPDR INDEX SHS FDS

0.08%

Shares48.3K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

2.71%

Shares45.2K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

8.80%

Shares35.9K

Event2026-03-31

Filed2026-04-16

VSS

VANGUARD INTL EQUITY INDEX F

5.05%

Shares17.8K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

10.99%

Shares3.0K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

-20.06%

Shares3.3K

Event2026-03-31

Filed2026-04-16

IYR

ISHARES TR

-1.22%

Shares14.1K

Event2026-03-31

Filed2026-04-16

GWX

SPDR INDEX SHS FDS

-7.35%

Shares30.1K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

9.86%

Shares16.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-6.90%

Shares4.2K

Event2026-03-31

Filed2026-04-16

SPEM

SPDR INDEX SHS FDS

-4.80%

Shares22.3K

Event2026-03-31

Filed2026-04-16

RWX

SPDR INDEX SHS FDS

-3.68%

Shares38.2K

Event2026-03-31

Filed2026-04-16

GBTC

GRAYSCALE BITCOIN TRUST ETF

-8.09%

Shares19.3K

Event2026-03-31

Filed2026-04-16

IEI

ISHARES TR

9.20%

Shares7.8K

Event2026-03-31

Filed2026-04-16

GRAYSCALE BITCOIN MINI TR ET

29.24%

Shares30.1K

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

-0.18%

Shares9.7K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

35.32%

Shares13.1K

Event2026-03-31

Filed2026-04-16

IGOV

ISHARES TR

13.42%

Shares18.7K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

39.99%

Shares15.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-1.68%

Shares1.2K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

-15.88%

Shares15.2K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

16.83%

Shares5.5K

Event2026-03-31

Filed2026-04-16

EZU

ISHARES INC

15.19%

Shares10.9K

Event2026-03-31

Filed2026-04-16

PDBC

INVESCO ACTVELY MNGD ETC FD

-6.93%

Shares38.8K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

-9.30%

Shares2.4K

Event2026-03-31

Filed2026-04-16

EBND

SPDR SERIES TRUST

10.63%

Shares28.0K

Event2026-03-31

Filed2026-04-16

BITB

BITWISE BITCOIN ETF TR

175.26%

Shares15.5K

Event2026-03-31

Filed2026-04-16

FNDC

SCHWAB STRATEGIC TR

-4.85%

Shares11.8K

Event2026-03-31

Filed2026-04-16

ETFS GOLD TR

-20.96%

Shares11.9K

Event2026-03-31

Filed2026-04-16

TIP

ISHARES TR

-1.23%

Shares4.8K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

16.20%

Shares753

Event2026-03-31

Filed2026-04-16

USRT

ISHARES TR

-0.40%

Shares7.0K

Event2026-03-31

Filed2026-04-16

EWH

ISHARES INC

6.30%

Shares16.9K

Event2026-03-31

Filed2026-04-16

FXI

ISHARES TR

9.64%

Shares8.8K

Event2026-03-31

Filed2026-04-16

ARKB

ARK 21SHARES BITCOIN ETF

New

Shares13.7K

Event2026-03-31

Filed2026-04-16

GBIL

GOLDMAN SACHS ETF TR

-4.16%

Shares3.0K

Event2026-03-31

Filed2026-04-16

DJP

BARCLAYS BANK PLC

New

Shares6.2K

Event2026-03-31

Filed2026-04-16

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-6.14%

Shares3.1K

Event2026-03-31

Filed2026-04-16

SCZ

ISHARES TR

-2.51%

Shares3.5K

Event2026-03-31

Filed2026-04-16

IFGL

ISHARES TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-16

REET

ISHARES TR

5.20%

Shares9.5K

Event2026-03-31

Filed2026-04-16

VGK

VANGUARD INTL EQUITY INDEX F

-8.00%

Shares2.8K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

1.78%

Shares2.4K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

New

Shares803

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available