Back to funds
View filing
Upper Left Wealth Management, LLC
hedge fundUpdated 5 days agoManaged by Upper Left Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$192.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $159.3M |
| Q4 2025 | $164.1M |
| Q1 2026 | $169.4M |
| Q2 2026 | $180.5M |
| Q3 2026 | $192.7M |
Top holdings
68 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $34.1M | 380.2K | 17.71% | Added(+213.9%) | |
| 2 | $22.3M | 315.4K | 11.56% | Added(+566.0%) | |
| 3 | $9.3M | 118.8K | 4.81% | Trimmed(-28.2%) | |
| 4 | $9.1M | 362.2K | 4.72% | Added(+112.2%) | |
| 5 | ? N/A IM GLOBAL PARTNER FUNDS | $7.6M | 232.9K | 3.93% | Added(+9.3%) |
| 6 | $6.8M | 143.9K | 3.54% | Trimmed(-12.0%) | |
| 7 | $6.3M | 106.7K | 3.28% | Added(+60.2%) | |
| 8 | $5.8M | 8.3K | 3.03% | Added(+609.8%) | |
| 9 | $5.4M | 164.0K | 2.78% | Added(+1.6%) | |
| 10 | $5.2M | 110.1K | 2.68% | Trimmed(-31.3%) | |
| 11 | $5M | 182.1K | 2.60% | Trimmed(-19.2%) | |
| 12 | $4.5M | 54.5K | 2.33% | Trimmed(-12.3%) | |
| 13 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $4.5M | 155.2K | 2.32% | Added(+23.4%) |
| 14 | $3.9M | 5.1K | 2.01% | Trimmed(-3.6%) | |
| 15 | $3.8M | 105.6K | 2.00% | Trimmed(-20.5%) | |
| 16 | $3.8M | 49.3K | 1.99% | — | |
| 17 | $3.8M | 159.6K | 1.96% | Trimmed(-16.4%) | |
| 18 | $3.8M | 171.0K | 1.96% | Trimmed(-40.7%) | |
| 19 | $3.5M | 41.4K | 1.82% | Added(+7.2%) | |
| 20 | $3.2M | 149.5K | 1.64% | Trimmed(-51.3%) |