Upper Left Wealth Management, LLC
Q3 2026 13F filing
Updated 5 days ago68 disclosed positions worth $192.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $34.1M | 380.2K | 17.71% | Added(+213.9%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $22.3M | 315.4K | 11.56% | Added(+566.0%) |
| 3 | I ISHARES GOLD TR | $9.3M | 118.8K | 4.81% | Trimmed(-28.2%) |
| 4 | S SCHWAB STRATEGIC TR | $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 | I ISHARES BITCOIN TRUST ETF | $6.8M | 143.9K | 3.54% | Trimmed(-12.0%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $6.3M | 106.7K | 3.28% | Added(+60.2%) |
| 8 | V VANGUARD INDEX FDS | $5.8M | 8.3K | 3.03% | Added(+609.8%) |
| 9 | S SCHWAB STRATEGIC TR | $5.4M | 164.0K | 2.78% | Added(+1.6%) |
| 10 | V VANGUARD CHARLOTTE FDS | $5.2M | 110.1K | 2.68% | Trimmed(-31.3%) |
| 11 | S SCHWAB STRATEGIC TR | $5M | 182.1K | 2.60% | Trimmed(-19.2%) |
| 12 | G WORLD GOLD TR | $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 | E ISHARES TR | $3.9M | 5.1K | 2.01% | Trimmed(-3.6%) |
| 15 | S SCHWAB STRATEGIC TR | $3.8M | 105.6K | 2.00% | Trimmed(-20.5%) |
| 16 | E ISHARES TR | $3.8M | 49.3K | 1.99% | — |
| 17 | S SCHWAB STRATEGIC TR | $3.8M | 159.6K | 1.96% | Trimmed(-16.4%) |
| 18 | S SCHWAB STRATEGIC TR | $3.8M | 171.0K | 1.96% | Trimmed(-40.7%) |
| 19 | V VANGUARD STAR FDS | $3.5M | 41.4K | 1.82% | Added(+7.2%) |
| 20 | S SPDR SERIES TRUST | $3.2M | 149.5K | 1.64% | Trimmed(-51.3%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $3M | 3.9K | 1.55% | Added(+23.3%) |
| 22 | V VANGUARD MALVERN FDS | $1.8M | 37.4K | 0.95% | — |
| 23 | S SPDR SERIES TRUST | $1.8M | 19.6K | 0.93% | Trimmed(-66.3%) |
| 24 | B ISHARES TR | $1.8M | 17.0K | 0.92% | Added(+191.4%) |
| 25 | E ISHARES TR | $1.7M | 33.4K | 0.90% | Trimmed(-63.7%) |
| 26 | S SCHWAB STRATEGIC TR | $1.7M | 33.9K | 0.87% | Trimmed(-65.2%) |
| 27 | M SPDR INDEX SHS FDS | $1.6M | 35.1K | 0.83% | Trimmed(-0.4%) |
| 28 | B GRAYSCALE BITCOIN MINI TR ET | $1.4M | 38.2K | 0.73% | Trimmed(-11.8%) |
| 29 | G SPDR GOLD TR | $1.3M | 3.5K | 0.69% | Added(+7.5%) |
| 30 | V VANGUARD INDEX FDS | $1.3M | 4.6K | 0.68% | Trimmed(-2.6%) |
| 31 | ? N/A ISHARES TR | $1.3M | 13.7K | 0.67% | Trimmed(-1.7%) |
| 32 | S SCHWAB STRATEGIC TR | $1.2M | 51.4K | 0.64% | — |
| 33 | G GRAYSCALE BITCOIN TRUST ETF | $1.2M | 18.9K | 0.63% | Trimmed(-1.7%) |
| 34 | E ISHARES INC | $1.2M | 14.5K | 0.61% | Trimmed(-23.5%) |
| 35 | S SPDR INDEX SHS FDS | $1.1M | 21.5K | 0.58% | Trimmed(-1.8%) |
| 36 | S SPDR INDEX SHS FDS | $963K | 14.3K | 0.50% | Trimmed(-71.2%) |
| 37 | S ETFS GOLD TR | $952K | 24.1K | 0.49% | Trimmed(-24.2%) |
| 38 | V VANGUARD INTL EQUITY INDEX F | $945K | 11.4K | 0.49% | Trimmed(-75.1%) |
| 39 | F FIDELITY WISE ORIGIN BITCOIN | $939K | 12.9K | 0.49% | Trimmed(-6.2%) |
| 40 | V VANGUARD INDEX FDS | $877K | 9.8K | 0.46% | Trimmed(-21.8%) |
| 41 | E ISHARES TR | $851K | 6.3K | 0.44% | Added(+17.2%) |
| 42 | S SPDR INDEX SHS FDS | $847K | 33.4K | 0.44% | Trimmed(-26.6%) |
| 43 | E ISHARES INC | $846K | 12.6K | 0.44% | Trimmed(-0.9%) |
| 44 | S SPDR INDEX SHS FDS | $745K | 14.8K | 0.39% | Unchanged |
| 45 | V VANGUARD INTL EQUITY INDEX F | $703K | 16.5K | 0.36% | Trimmed(-84.0%) |
| 46 | E ISHARES TR | $690K | 6.1K | 0.36% | Trimmed(-20.1%) |
| 47 | E ISHARES TR | $632K | 2.3K | 0.33% | Trimmed(-0.7%) |
| 48 | V VANGUARD INTL EQUITY INDEX F | $632K | 4.1K | 0.33% | Trimmed(-77.8%) |
| 49 | ? N/A SCHWAB STRATEGIC TR | $574K | 11.5K | 0.30% | Trimmed(-1.4%) |
| 50 | Q INVESCO QQQ TR | $559K | 756 | 0.29% | Unchanged |