Sponsored

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

Currently, Upper Left Wealth Management, LLC holds 73 types of securities in its portfolio with a total value $180.5M. In the most recent quarter, they have increased their positions in IAUM (+22.0K shares, valued at $881.1K), N/A (+19.8K shares, valued at $758.2K), IGOV (+14.0K shares, valued at $574.7K); decreased their positions in BCI (-14.8K shares, valued at $329.7K), CTA (-7.2K shares, valued at $186.9K), BITB (-5.7K shares, valued at $180.6K); initiated new positions in IAUM (+22.0K shares, valued at $881.1K), MU (+317 shares, valued at $365.9K), GXC (+4.0K shares, valued at $343.6K).

1M P&L

+3.5M+2.49%

3M P&L

+6.2M+4.47%

HY P&L

+7.3M+5.29%

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/A156.0M

99.3%

2Semiconductors365.9K

0.2%

3Farm & Heavy Construction Machinery296.2K

0.2%

Top Industries by Stock Count

1N/A63 stocks

94.0%

2Consumer Electronics1 stocks

1.5%

3Farm & Heavy Construction Machinery1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IAU ISHARES GOLD TR165.5K shares4.03%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST121.1K shares0.48%2026-06-302026-07-14

BCI ABRDN ETFS355.1K shares-3.99%2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS160.2K shares7.27%2026-06-302026-07-14

SCHH SCHWAB STRATEGIC TR288.3K shares3.47%2026-06-302026-07-14

BWX SPDR SERIES TRUST306.7K shares-1.85%2026-06-302026-07-14

DBMF LITMAN GREGORY FDS TR213.2K shares6.49%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR225.4K shares6.29%2026-06-302026-07-14

Sponsored

SCHA SCHWAB STRATEGIC TR161.5K shares-0.71%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF163.6K shares8.04%2026-06-302026-07-14

BIL SPDR SERIES TRUST58.2K shares6.03%2026-06-302026-07-14

WORLD GOLD TR WORLD GOLD TR62.2K shares-1.62%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR132.7K shares-1.77%2026-06-302026-07-14

SCHR SCHWAB STRATEGIC TR190.8K shares8.49%2026-06-302026-07-14

MCHI ISHARES TR92.0K shares-2.02%2026-06-302026-07-14

SCHC SCHWAB STRATEGIC TR97.5K shares2.14%2026-06-302026-07-14

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F103.1K shares0.10%2026-06-302026-07-14

SCHP SCHWAB STRATEGIC TR170.7K shares3.55%2026-06-302026-07-14

EMLC VANECK ETF TRUST163.5K shares2.72%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F66.6K shares7.67%2026-06-302026-07-14

ISHARES TR ISHARES TR5.2K shares9.68%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F45.7K shares-3.91%2026-06-302026-07-14

FEZ SPDR INDEX SHS FDS49.7K shares2.83%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS47.4K shares4.83%2026-06-302026-07-14

Sponsored

VXUS VANGUARD STAR FDS38.6K shares7.49%2026-06-302026-07-14

CTA SIMPLIFY EXCHANGE TRADED FUN125.8K shares-5.42%2026-06-302026-07-14

VSS VANGUARD INTL EQUITY INDEX F18.3K shares2.75%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.2K shares6.32%2026-06-302026-07-14

IEMG ISHARES INC19.0K shares15.26%2026-06-302026-07-14

GWX SPDR INDEX SHS FDS35.2K shares17.03%2026-06-302026-07-14

VB VANGUARD INDEX FDS4.8K shares12.20%2026-06-302026-07-14

IYR ISHARES TR13.9K shares-1.29%2026-06-302026-07-14

Sponsored

IGOV ISHARES TR32.7K shares74.79%2026-06-302026-07-14

RWX SPDR INDEX SHS FDS45.5K shares19.13%2026-06-302026-07-14

ETFS GOLD TR ETFS GOLD TR31.7K shares166.57%2026-06-302026-07-14

VNQ VANGUARD INDEX FDS12.5K shares29.46%2026-06-302026-07-14

GLD SPDR GOLD TR3.3K shares-0.82%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS21.9K shares-1.40%2026-06-302026-07-14

BTC GRAYSCALE BITCOIN MINI TR ET43.3K shares43.92%2026-06-302026-07-14

IEI ISHARES TR7.6K shares-2.99%2026-06-302026-07-14

Sponsored

EZU ISHARES INC12.7K shares15.84%2026-06-302026-07-14

IAUM ISHARES GOLD TRUST MICRO22.0K sharesnew addition2026-06-302026-07-14

GBTC GRAYSCALE BITCOIN TRUST ETF19.3K shares0.00%2026-06-302026-07-14

VOO VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-14

IJR ISHARES TR5.3K shares-3.54%2026-06-302026-07-14

SPDW SPDR INDEX SHS FDS14.8K shares-2.38%2026-06-302026-07-14

EBND SPDR SERIES TRUST35.1K shares25.25%2026-06-302026-07-14

FBTC FIDELITY WISE ORIGIN BITCOIN13.8K shares5.30%2026-06-302026-07-14

Sponsored

IWM ISHARES TR2.3K shares-6.45%2026-06-302026-07-14

IAGG ISHARES TR13.0K shares-14.01%2026-06-302026-07-14

TIP ISHARES TR5.8K shares21.06%2026-06-302026-07-14

FNDC SCHWAB STRATEGIC TR11.7K shares-1.13%2026-06-302026-07-14

QQQ INVESCO QQQ TR756 shares0.40%2026-06-302026-07-14

FXI ISHARES TR17.1K shares94.09%2026-06-302026-07-14

PDBC INVESCO ACTVELY MNGD ETC FD33.8K shares-12.92%2026-06-302026-07-14

USRT ISHARES TR6.9K shares-2.29%2026-06-302026-07-14

Sponsored

DJP BARCLAYS BANK PLC8.4K shares34.67%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC317 sharesnew addition2026-06-302026-07-14

EWH ISHARES INC16.5K shares-2.38%2026-06-302026-07-14

GXC SPDR INDEX SHS FDS4.0K sharesnew addition2026-06-302026-07-14

VHT VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-07-14

BITB BITWISE BITCOIN ETF TR9.8K shares-36.61%2026-06-302026-07-14

DE DEERE & CO467 sharesnew addition2026-06-302026-07-14

SCZ ISHARES TR3.5K shares1.04%2026-06-302026-07-14

Sponsored

GBIL GOLDMAN SACHS ETF TR2.9K shares-4.94%2026-06-302026-07-14

ARKB ARK 21SHARES BITCOIN ETF14.1K shares2.67%2026-06-302026-07-14

REET ISHARES TR9.7K shares1.94%2026-06-302026-07-14

ISHARES TR ISHARES TR2.8K shares-9.86%2026-06-302026-07-14

EMB ISHARES TR2.6K shares7.34%2026-06-302026-07-14

TT TRANE TECHNOLOGIES PLC500 sharesnew addition2026-06-302026-07-14

IFGL ISHARES TR11.0K shares1.80%2026-06-302026-07-14

VGK VANGUARD INTL EQUITY INDEX F2.7K shares-2.62%2026-06-302026-07-14

Sponsored

AAPL APPLE INC803 shares0.00%2026-06-302026-07-14

IAU

ISHARES GOLD TR

4.03%

Shares165.5K

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

0.48%

Shares121.1K

Event2026-06-30

Filed2026-07-14

BCI

ABRDN ETFS

-3.99%

Shares355.1K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

7.27%

Shares160.2K

Event2026-06-30

Filed2026-07-14

SCHH

SCHWAB STRATEGIC TR

3.47%

Shares288.3K

Event2026-06-30

Filed2026-07-14

BWX

SPDR SERIES TRUST

-1.85%

Shares306.7K

Event2026-06-30

Filed2026-07-14

DBMF

LITMAN GREGORY FDS TR

6.49%

Shares213.2K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

6.29%

Shares225.4K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

-0.71%

Shares161.5K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

8.04%

Shares163.6K

Event2026-06-30

Filed2026-07-14

BIL

SPDR SERIES TRUST

6.03%

Shares58.2K

Event2026-06-30

Filed2026-07-14

WORLD GOLD TR

-1.62%

Shares62.2K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

-1.77%

Shares132.7K

Event2026-06-30

Filed2026-07-14

SCHR

SCHWAB STRATEGIC TR

8.49%

Shares190.8K

Event2026-06-30

Filed2026-07-14

MCHI

ISHARES TR

-2.02%

Shares92.0K

Event2026-06-30

Filed2026-07-14

SCHC

SCHWAB STRATEGIC TR

2.14%

Shares97.5K

Event2026-06-30

Filed2026-07-14

VNQI

VANGUARD INTL EQUITY INDEX F

0.10%

Shares103.1K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB STRATEGIC TR

3.55%

Shares170.7K

Event2026-06-30

Filed2026-07-14

EMLC

VANECK ETF TRUST

2.72%

Shares163.5K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

7.67%

Shares66.6K

Event2026-06-30

Filed2026-07-14

ISHARES TR

9.68%

Shares5.2K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-3.91%

Shares45.7K

Event2026-06-30

Filed2026-07-14

FEZ

SPDR INDEX SHS FDS

2.83%

Shares49.7K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

4.83%

Shares47.4K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

7.49%

Shares38.6K

Event2026-06-30

Filed2026-07-14

CTA

SIMPLIFY EXCHANGE TRADED FUN

-5.42%

Shares125.8K

Event2026-06-30

Filed2026-07-14

VSS

VANGUARD INTL EQUITY INDEX F

2.75%

Shares18.3K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

6.32%

Shares3.2K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

15.26%

Shares19.0K

Event2026-06-30

Filed2026-07-14

GWX

SPDR INDEX SHS FDS

17.03%

Shares35.2K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

12.20%

Shares4.8K

Event2026-06-30

Filed2026-07-14

IYR

ISHARES TR

-1.29%

Shares13.9K

Event2026-06-30

Filed2026-07-14

IGOV

ISHARES TR

74.79%

Shares32.7K

Event2026-06-30

Filed2026-07-14

RWX

SPDR INDEX SHS FDS

19.13%

Shares45.5K

Event2026-06-30

Filed2026-07-14

ETFS GOLD TR

166.57%

Shares31.7K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

29.46%

Shares12.5K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-0.82%

Shares3.3K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

-1.40%

Shares21.9K

Event2026-06-30

Filed2026-07-14

BTC

GRAYSCALE BITCOIN MINI TR ET

43.92%

Shares43.3K

Event2026-06-30

Filed2026-07-14

IEI

ISHARES TR

-2.99%

Shares7.6K

Event2026-06-30

Filed2026-07-14

EZU

ISHARES INC

15.84%

Shares12.7K

Event2026-06-30

Filed2026-07-14

IAUM

ISHARES GOLD TRUST MICRO

New

Shares22.0K

Event2026-06-30

Filed2026-07-14

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-3.54%

Shares5.3K

Event2026-06-30

Filed2026-07-14

SPDW

SPDR INDEX SHS FDS

-2.38%

Shares14.8K

Event2026-06-30

Filed2026-07-14

EBND

SPDR SERIES TRUST

25.25%

Shares35.1K

Event2026-06-30

Filed2026-07-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

5.30%

Shares13.8K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-6.45%

Shares2.3K

Event2026-06-30

Filed2026-07-14

IAGG

ISHARES TR

-14.01%

Shares13.0K

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

21.06%

Shares5.8K

Event2026-06-30

Filed2026-07-14

FNDC

SCHWAB STRATEGIC TR

-1.13%

Shares11.7K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

0.40%

Shares756

Event2026-06-30

Filed2026-07-14

FXI

ISHARES TR

94.09%

Shares17.1K

Event2026-06-30

Filed2026-07-14

PDBC

INVESCO ACTVELY MNGD ETC FD

-12.92%

Shares33.8K

Event2026-06-30

Filed2026-07-14

USRT

ISHARES TR

-2.29%

Shares6.9K

Event2026-06-30

Filed2026-07-14

DJP

BARCLAYS BANK PLC

34.67%

Shares8.4K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

New

Shares317

Event2026-06-30

Filed2026-07-14

EWH

ISHARES INC

-2.38%

Shares16.5K

Event2026-06-30

Filed2026-07-14

GXC

SPDR INDEX SHS FDS

New

Shares4.0K

Event2026-06-30

Filed2026-07-14

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

BITB

BITWISE BITCOIN ETF TR

-36.61%

Shares9.8K

Event2026-06-30

Filed2026-07-14

DEERE & CO

New

Shares467

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

1.04%

Shares3.5K

Event2026-06-30

Filed2026-07-14

GBIL

GOLDMAN SACHS ETF TR

-4.94%

Shares2.9K

Event2026-06-30

Filed2026-07-14

ARKB

ARK 21SHARES BITCOIN ETF

2.67%

Shares14.1K

Event2026-06-30

Filed2026-07-14

REET

ISHARES TR

1.94%

Shares9.7K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-9.86%

Shares2.8K

Event2026-06-30

Filed2026-07-14

EMB

ISHARES TR

7.34%

Shares2.6K

Event2026-06-30

Filed2026-07-14

TRANE TECHNOLOGIES PLC

New

Shares500

Event2026-06-30

Filed2026-07-14

IFGL

ISHARES TR

1.80%

Shares11.0K

Event2026-06-30

Filed2026-07-14

VGK

VANGUARD INTL EQUITY INDEX F

-2.62%

Shares2.7K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

0.00%

Shares803

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available