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Latest Upper Left Wealth Management, LLC Stock Portfolio

$180Million | No. of Holdings #73

Upper Left Wealth Management, LLC Performance

2026 Q2+1.29%
YTD+2.09%
2025+17.55%

About Upper Left Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Upper Left Wealth Management, LLC reported an equity portfolio of $180.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BCD. The fund has invested 6.9% of it's portfolio in ISHARES GOLD TR and 5.9% of portfolio in SPDR SERIES TRUST. <br><br> They significantly reduced their stock positions in BITWISE BITCOIN ETF TR, ISHARES TR (AGT) and INVESCO ACTVELY MNGD ETC FD (PDBC). Upper Left Wealth Management, LLC opened new stock positions in ISHARES GOLD TRUST MICRO (IAUM), MICRON TECHNOLOGY INC (MU) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ETFS GOLD TR (SGOL), ISHARES TR (IJR) and ISHARES TR (AAXJ).
Upper Left Wealth Management, LLC Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$180Million
  as of Jul 14, 2026

Upper Left Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Upper Left Wealth Management, LLC made a return of 1.29% in the last quarter. In trailing 12 months, it's portfolio return was 8.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares gold trust micro881,061
micron technology inc365,910
spdr index shs fds343,571
deere & co296,233
trane technologies plc245,580
New stocks bought by Upper Left Wealth Management, LLC

Additions

Ticker% Inc.
etfs gold tr166
ishares tr94.09
ishares tr74.79
grayscale bitcoin mini tr et43.92
barclays bank plc34.67
vanguard index fds29.46
spdr series trust25.25
ishares tr21.06
Additions to existing portfolio by Upper Left Wealth Management, LLC

Reductions

Ticker% Reduced
bitwise bitcoin etf tr-36.61
ishares tr-14.01
invesco actvely mngd etc fd-12.92
ishares tr-9.86
ishares tr-6.45
simplify exchange traded fun-5.42
goldman sachs etf tr-4.94
abrdn etfs-3.99
Upper Left Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Upper Left Wealth Management, LLC

Sector Distribution

Upper Left Wealth Management, LLC has about 96.8% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others96.8
Utilities2.6

Market Cap. Distribution

Upper Left Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
Category%
UNALLOCATED96.8
MID-CAP2.6

Stocks belong to which Index?

About 2.6% of the stocks held by Upper Left Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others96.8
RUSSELL 20002.6
Top 5 Winners (%)%
QQQ
invesco qqq tr
27.5 %
FNDA
schwab strategic tr
24.2 %
IJR
ishares tr
20.5 %
IJR
ishares tr
19.0 %
EMGF
ishares inc
17.3 %
Top 5 Winners ($)$
BIL
spdr series trust
1.4 M
FNDA
schwab strategic tr
1.1 M
FNDA
schwab strategic tr
0.6 M
FNDA
schwab strategic tr
0.6 M
IJR
ishares tr
0.5 M
Top 5 Losers (%)%
GLD
spdr gold tr
-14.3 %
GLDM
world gold tr
-14.2 %
IAU
ishares gold tr
-14.1 %
AGGH
simplify exchange traded fun
-13.8 %
grayscale bitcoin trust etf
-13.7 %
Top 5 Losers ($)$
IAU
ishares gold tr
-2.1 M
GLDM
world gold tr
-0.8 M
ishares bitcoin trust etf
-0.8 M
BCD
abrdn etfs
-0.7 M
AGGH
simplify exchange traded fun
-0.6 M

Upper Left Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Upper Left Wealth Management, LLC

Upper Left Wealth Management, LLC has 73 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. IAU proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Upper Left Wealth Management, LLC last quarter.

$180.46MTotal Value
73.00Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Upper Left Wealth Management, LLC, last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.74%32,734
$1.34M
0.74%
increased 74.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.5%7,612
$894.0K
0.5%
decreased 2.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.25%6,856
$455.6K
0.25%
decreased 2.29 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.16%3,498
$287.8K
0.16%
increased 1.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.14%2,574
$248.2K
0.14%
increased 7.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.14%10,983
$244.9K
0.14%
increased 1.8 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.15%9,693
$267.7K
0.15%
increased 1.94 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Upper Left Wealth Management, LLC's holding in Ishares Inc over time
0.49%12,684
$881.5K
0.49%
increased 15.84 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Upper Left Wealth Management, LLC's holding in Ishares Inc over time
0.19%16,495
$345.1K
0.19%
decreased 2.38 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Upper Left Wealth Management, LLC's holding in Simplify Exchange Traded Fun over time
1.81%125,785
$3.26M
1.81%
decreased 5.42 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Upper Left Wealth Management, LLC's holding in Ishares Tr over time
0.36%12,986
$657.1K
0.36%
decreased 14.01 percentreduced
BCD
Abrdn Etfs

Abrdn Etfs

BCD
Upper Left Wealth Management, LLC's holding in Abrdn Etfs over time
4.4%355,096
$7.93M
4.4%
decreased 3.99 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Upper Left Wealth Management, LLC's holding in Spdr Series Trust over time
5.9%121,120
$10.64M
5.9%
increased 0.48 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Upper Left Wealth Management, LLC's holding in Spdr Series Trust over time
3.68%306,718
$6.65M
3.68%
decreased 1.85 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Upper Left Wealth Management, LLC's holding in Spdr Series Trust over time
2.95%58,181
$5.33M
2.95%
increased 6.03 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Upper Left Wealth Management, LLC's holding in Spdr Series Trust over time
0.41%35,106
$734.4K
0.41%
increased 25.25 percentadded
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Upper Left Wealth Management, LLC's holding in Vanguard Charlotte Fds over time
4.3%160,232
$7.76M
4.3%
increased 7.27 percentadded
BUZZ
Vaneck Etf Trust

Vaneck Etf Trust

BUZZ
Upper Left Wealth Management, LLC's holding in Vaneck Etf Trust over time
2.32%163,502
$4.18M
2.32%
increased 2.72 percentadded