Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares Gold TRISHARES NEW | ISHARES NEW | $12.5M | 6.9% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $10.6M | 5.9% |
| Abrdn ETFSBBRG ALL COMD K1 | BBRG ALL COMD K1 | $7.93M | 4.4% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $7.76M | 4.3% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $6.83M | 3.8% |
| SPDR Series TrustST INTL BBG ETF | ST INTL BBG ETF | $6.65M | 3.7% |
| Litman Gregory Fds TRIMGP DBI MAN ETF | IMGP DBI MAN ETF | $6.53M | 3.6% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $6.24M | 3.5% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $5.83M | 3.2% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $5.44M | 3.0% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $5.33M | 3.0% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $4.94M | 2.7% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $4.81M | 2.7% |
| Schwab Strategic TRINT-TRM U.S TRES | INT-TRM U.S TRES | $4.71M | 2.6% |
| iShares TRMSCI CHINA ETF | MSCI CHINA ETF | $4.7M | 2.6% |
| Schwab Strategic TRINTL SCEQT ETF | INTL SCEQT ETF | $4.69M | 2.6% |
| Vanguard Intl Equity Index FGLB EX US ETF | GLB EX US ETF | $4.63M | 2.6% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $4.52M | 2.5% |
| Vaneck ETF TrustJP MRGAN EM LOC | JP MRGAN EM LOC | $4.18M | 2.3% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $3.97M | 2.2% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.93M | 2.2% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $3.83M | 2.1% |
| SPDR Index Shs FdsST STR EU 50 ETF | ST STR EU 50 ETF | $3.41M | 1.9% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $3.37M | 1.9% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $3.3M | 1.8% |
| Simplify Exchange Traded FunMANAGED FUTURES | MANAGED FUTURES | $3.26M | 1.8% |
| Vanguard Intl Equity Index FFTSE SMCAP ETF | FTSE SMCAP ETF | $2.82M | 1.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.37M | 1.3% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $1.57M | 0.9% |
| SPDR Index Shs FdsST INTL CAP ETF | ST INTL CAP ETF | $1.54M | 0.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $1.44M | 0.8% |
| iShares TRU.S. REAL ES ETF | U.S. REAL ES ETF | $1.42M | 0.8% |
| iShares TRINTL TREA BD ETF | INTL TREA BD ETF | $1.34M | 0.7% |
| SPDR Index Shs FdsST DOW INTL ETF | ST DOW INTL ETF | $1.23M | 0.7% |
| ETFS Gold TRPHYSCL GOLD SHS | PHYSCL GOLD SHS | $1.21M | 0.7% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $1.21M | 0.7% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $1.21M | 0.7% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $1.14M | 0.6% |
| Grayscale Bitcoin Mini TR ETSHS NEW | SHS NEW | $1.12M | 0.6% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $894K | 0.5% |
| iShares Inc.MSCI EURZONE ETF | MSCI EURZONE ETF | $882K | 0.5% |
| iShares Gold Trust MicroSHS REPSTG UN TR | SHS REPSTG UN TR | $881K | 0.5% |
| Grayscale Bitcoin Trust ETFSHS REP COM UT | SHS REP COM UT | $877K | 0.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $805K | 0.4% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $791K | 0.4% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $748K | 0.4% |
| SPDR Series TrustSST SPDR BLOOMBE | SST SPDR BLOOMBE | $734K | 0.4% |
| Fidelity Wise Origin BitcoinSHS | SHS | $703K | 0.4% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $688K | 0.4% |
| iShares TRCORE INTL AGGR | CORE INTL AGGR | $657K | 0.4% |
iShares Gold TRISHARES NEW$12.5M
- Class
- ISHARES NEW
- Share
- 6.9%
SPDR Series TrustST STR P500ETF$10.6M
- Class
- ST STR P500ETF
- Share
- 5.9%
Abrdn ETFSBBRG ALL COMD K1$7.93M
- Class
- BBRG ALL COMD K1
- Share
- 4.4%
Vanguard Charlotte FdsTOTAL INT BD ETF$7.76M
- Class
- TOTAL INT BD ETF
- Share
- 4.3%
Schwab Strategic TRUS REIT ETF$6.83M
- Class
- US REIT ETF
- Share
- 3.8%
SPDR Series TrustST INTL BBG ETF$6.65M
- Class
- ST INTL BBG ETF
- Share
- 3.7%
Litman Gregory Fds TRIMGP DBI MAN ETF$6.53M
- Class
- IMGP DBI MAN ETF
- Share
- 3.6%
Schwab Strategic TRINTL EQTY ETF$6.24M
- Class
- INTL EQTY ETF
- Share
- 3.5%
Schwab Strategic TRUS SML CAP ETF$5.83M
- Class
- US SML CAP ETF
- Share
- 3.2%
iShares Bitcoin Trust ETFSHS BEN INT$5.44M
- Class
- SHS BEN INT
- Share
- 3.0%
SPDR Series TrustST STR BLO 1 ETF$5.33M
- Class
- ST STR BLO 1 ETF
- Share
- 3.0%
World Gold TRSPDR GLD MINIS$4.94M
- Class
- SPDR GLD MINIS
- Share
- 2.7%
Schwab Strategic TREMRG MKTEQ ETF$4.81M
- Class
- EMRG MKTEQ ETF
- Share
- 2.7%
Schwab Strategic TRINT-TRM U.S TRES$4.71M
- Class
- INT-TRM U.S TRES
- Share
- 2.6%
iShares TRMSCI CHINA ETF$4.7M
- Class
- MSCI CHINA ETF
- Share
- 2.6%
Schwab Strategic TRINTL SCEQT ETF$4.69M
- Class
- INTL SCEQT ETF
- Share
- 2.6%
Vanguard Intl Equity Index FGLB EX US ETF$4.63M
- Class
- GLB EX US ETF
- Share
- 2.6%
Schwab Strategic TRUS TIPS ETF$4.52M
- Class
- US TIPS ETF
- Share
- 2.5%
Vaneck ETF TrustJP MRGAN EM LOC$4.18M
- Class
- JP MRGAN EM LOC
- Share
- 2.3%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$3.97M
- Class
- FTSE EMR MKT ETF
- Share
- 2.2%
iShares TRCORE S&P500 ETF$3.93M
- Class
- CORE S&P500 ETF
- Share
- 2.2%
Vanguard Intl Equity Index FALLWRLD EX US$3.83M
- Class
- ALLWRLD EX US
- Share
- 2.1%
SPDR Index Shs FdsST STR EU 50 ETF$3.41M
- Class
- ST STR EU 50 ETF
- Share
- 1.9%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$3.37M
- Class
- VAN FTSE DEV MKT
- Share
- 1.9%
Vanguard Star FdsVG TL INTL STK F$3.3M
- Class
- VG TL INTL STK F
- Share
- 1.8%
Simplify Exchange Traded FunMANAGED FUTURES$3.26M
- Class
- MANAGED FUTURES
- Share
- 1.8%
Vanguard Intl Equity Index FFTSE SMCAP ETF$2.82M
- Class
- FTSE SMCAP ETF
- Share
- 1.6%
State Str SPDR S&P 500 ETF TTR UNIT$2.37M
- Class
- TR UNIT
- Share
- 1.3%
iShares Inc.CORE MSCI EMKT$1.57M
- Class
- CORE MSCI EMKT
- Share
- 0.9%
SPDR Index Shs FdsST INTL CAP ETF$1.54M
- Class
- ST INTL CAP ETF
- Share
- 0.9%
Vanguard Index FdsSMALL CP ETF$1.44M
- Class
- SMALL CP ETF
- Share
- 0.8%
iShares TRU.S. REAL ES ETF$1.42M
- Class
- U.S. REAL ES ETF
- Share
- 0.8%
iShares TRINTL TREA BD ETF$1.34M
- Class
- INTL TREA BD ETF
- Share
- 0.7%
SPDR Index Shs FdsST DOW INTL ETF$1.23M
- Class
- ST DOW INTL ETF
- Share
- 0.7%
ETFS Gold TRPHYSCL GOLD SHS$1.21M
- Class
- PHYSCL GOLD SHS
- Share
- 0.7%
Vanguard Index FdsREAL ESTATE ETF$1.21M
- Class
- REAL ESTATE ETF
- Share
- 0.7%
SPDR Gold TRGOLD SHS$1.21M
- Class
- GOLD SHS
- Share
- 0.7%
SPDR Index Shs FdsST PORT MARK ETF$1.14M
- Class
- ST PORT MARK ETF
- Share
- 0.6%
Grayscale Bitcoin Mini TR ETSHS NEW$1.12M
- Class
- SHS NEW
- Share
- 0.6%
iShares TR3 7 YR TREAS BD$894K
- Class
- 3 7 YR TREAS BD
- Share
- 0.5%
iShares Inc.MSCI EURZONE ETF$882K
- Class
- MSCI EURZONE ETF
- Share
- 0.5%
iShares Gold Trust MicroSHS REPSTG UN TR$881K
- Class
- SHS REPSTG UN TR
- Share
- 0.5%
Grayscale Bitcoin Trust ETFSHS REP COM UT$877K
- Class
- SHS REP COM UT
- Share
- 0.5%
Vanguard Index FdsS&P 500 ETF SHS$805K
- Class
- S&P 500 ETF SHS
- Share
- 0.4%
iShares TRCORE S&P SCP ETF$791K
- Class
- CORE S&P SCP ETF
- Share
- 0.4%
SPDR Index Shs FdsST STR PO EX ETF$748K
- Class
- ST STR PO EX ETF
- Share
- 0.4%
SPDR Series TrustSST SPDR BLOOMBE$734K
- Class
- SST SPDR BLOOMBE
- Share
- 0.4%
Fidelity Wise Origin BitcoinSHS$703K
- Class
- SHS
- Share
- 0.4%
iShares TRRUSSELL 2000 ETF$688K
- Class
- RUSSELL 2000 ETF
- Share
- 0.4%
iShares TRCORE INTL AGGR$657K
- Class
- CORE INTL AGGR
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 73 positions by value, with holdings of the same security combined. The 73 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1911228
- File number
- 028-22226
- Options
- 0 call, 0 put
- In the 25 largest
- 78.0%
- Prior quarter
- $169M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 0
Common questions
What are Upper Left Wealth Management’s 13F holdings worth?
$180 million across 73 positions for the quarter ended 30 June 2026.
What is Upper Left Wealth Management’s largest 13F holding?
ISHARES GOLD TR (ISHARES NEW) was the largest position at $12.5 million, or 6.9% of reported 13F value, as of 30 June 2026.
How concentrated is Upper Left Wealth Management’s 13F portfolio?
The ten largest positions accounted for 42.3% of reported value and the twenty-five largest for 78.0%, across 73 positions as of 30 June 2026.
Does Form 13F show everything Upper Left Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Upper Left Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.