Latest Upper Left Wealth Management, LLC Stock Portfolio
$192Million | No. of Holdings #68
Upper Left Wealth Management, LLC Performance
2026 Q3+1.61%
YTD+3.73%
2025+17.55%
About Upper Left Wealth Management, LLC and 13F Hedge Fund Stock Holdings
On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Upper Left Wealth Management, LLC reported an equity portfolio of $192.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Upper Left Wealth Management, LLC are BIL, VEA, IAU. The fund has invested 17.7% of it's portfolio in SPDR SERIES TRUST and 11.6% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off VANECK ETF TRUST (BUZZ), ISHARES GOLD TRUST MICRO (IAUM) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in ABRDN ETFS (BCD), VANGUARD INTL EQUITY INDEX F (VEU) and SPDR INDEX SHS FDS (CWI). Upper Left Wealth Management, LLC opened new stock positions in ISHARES TR (IJR), VANGUARD MALVERN FDS (VTIP) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD TAX-MANAGED FDS (VEA) and SPDR SERIES TRUST (BIL).
Upper Left Wealth Management, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$192Million
as of Oct 14, 2026Upper 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 1.61% in the last quarter. In trailing 12 months, it's portfolio return was 3.27%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 3,834,630 |
| vanguard malvern fds | 1,840,440 |
| schwab strategic tr | 1,226,860 |
| harbor etf trust | 239,768 |
| ishares tr | 206,704 |
| amazon com inc | 204,802 |
New stocks bought by Upper Left Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 609 |
| vanguard tax-managed fds | 566 |
| spdr series trust | 213 |
| ishares tr | 191 |
| schwab strategic tr | 112 |
| goldman sachs etf tr | 64.09 |
| vanguard intl equity index f | 60.24 |
| simplify exchange traded fun | 23.38 |
Additions to existing portfolio by Upper Left Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| abrdn etfs | -96.13 |
| vanguard intl equity index f | -83.96 |
| vanguard intl equity index f | -77.77 |
| vanguard intl equity index f | -75.07 |
| spdr index shs fds | -71.19 |
| spdr series trust | -66.28 |
| schwab strategic tr | -65.23 |
| ishares tr | -64.71 |
Upper Left Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vaneck etf trust | -4,179,110 |
| spdr series trust | -734,418 |
| invesco actvely mngd etc fd | -536,824 |
| ishares gold trust micro | -881,061 |
| ishares tr | -657,092 |
| ishares tr | -244,921 |
| ishares tr | -267,721 |
| spdr index shs fds | -343,571 |
Upper Left Wealth Management, LLC got rid off the above stocks
Sector Distribution
Upper Left Wealth Management, LLC has about 98.7% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.7 |
Market Cap. Distribution
Upper Left Wealth Management, LLC has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 98.7 |
| MEGA-CAP | 1.3 |
Stocks belong to which Index?
About 0% of the stocks held by Upper Left Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 98.7 |
| Top 5 Winners (%) | % | |
|---|---|---|
ark 21shares bitcoin etf | 41.6 % | |
grayscale bitcoin trust etf | 41.5 % | |
fidelity wise origin bitcoin | 41.0 % | |
grayscale bitcoin mini tr et | 39.9 % | |
ishares bitcoin trust etf | 39.7 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
ishares bitcoin trust etf | 2.2 M | |
| BCD | abrdn etfs | 0.7 M |
| BIL | spdr series trust | 0.5 M |
grayscale bitcoin mini tr et | 0.4 M | |
| DBEH | im global partner funds | 0.4 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| FNDA | schwab strategic tr | -9.6 % |
| IJR | ishares tr | -7.7 % |
| MU | micron technology inc | -7.5 % |
| IJR | ishares tr | -7.5 % |
| AAXJ | ishares tr | -7.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | -0.6 M |
| FNDA | schwab strategic tr | -0.4 M |
| FNDA | schwab strategic tr | -0.4 M |
| BNDX | vanguard charlotte fds | -0.2 M |
| FNDA | schwab strategic tr | -0.2 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 68 stocks in it's portfolio. About 58% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. was the most profitable stock for Upper Left Wealth Management, LLC last quarter.
$192.72MTotal Value
79.00Positions
14 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.14% | 803 | $267.3K 0.14% | 0%unchanged 0 percentunchanged | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.36% | 6,084 | $690.2K 0.36% | 20.07%decreased 20.07 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.24% | 11,553 | $459.5K 0.24% | 64.71%decreased 64.71 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 6,856 | $422.2K 0.22% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.17% | 3,847 | $324.8K 0.17% | 9.98%increased 9.98 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 0.44% | 12,563 | $845.9K 0.44% | 0.95%decreased 0.95 percentreduced | |
ACWV Ishares IncIshares IncACWV | 0.13% | 11,246 | $248.7K 0.13% | 31.82%decreased 31.82 percentreduced | |
 AGGH Simplify Exchange Traded FunSimplify Exchange Traded FunAGGH | 2.32% | 155,195 | $4.48M 2.32% | 23.38%increased 23.38 percentadded | |
 AGT Ishares TrIshares TrAGT | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Ishares Tr Ishares TrAMPS Upper Left Wealth Management, LLC's holding in Ishares Tr over time | 0.9% | 33,396 | $1.74M 0.9% | 63.71%decreased 63.71 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN Upper Left Wealth Management, LLC's holding in Amazon Com Inc over time | 0.11% | 822 | $204.8K 0.11% | Newnew position | |
 BCD Abrdn EtfsAbrdn EtfsBCD | 0.18% | 13,746 | $355.6K 0.18% | 96.13%decreased 96.13 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 17.71% | 380,177 | $34.12M 17.71% | 213.88%increased 213.88 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 1.64% | 149,456 | $3.17M 1.64% | 51.27%decreased 51.27 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.93% | 19,619 | $1.80M 0.93% | 66.28%decreased 66.28 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BNDX Vanguard Charlotte FdsVanguard Charlotte FdsBNDX | 2.68% | 110,108 | $5.16M 2.68% | 31.28%decreased 31.28 percentreduced | |
