Latest Upper Left Wealth Management, LLC Stock Portfolio
About Upper Left Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Upper Left Wealth Management, LLC reported an equity portfolio of $159.3 Millions as of 30 Sep, 2025.
The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BCD. The fund has invested 9.3% of it's portfolio in ISHARES GOLD TR and 5.5% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and SPDR SERIES TRUST (BIL).
The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BCD. The fund has invested 9.3% of it's portfolio in ISHARES GOLD TR and 5.5% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and SPDR SERIES TRUST (BIL).
Upper Left Wealth Management, LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares inc | 11.51 |
| simplify exchange traded fun | 8.5 |
| spdr series trust | 6.85 |
| spdr series trust | 5.67 |
| ishares tr | 5.26 |
| spdr series trust | 4.92 |
| grayscale bitcoin mini tr et | 4.4 |
| ishares tr | 4.1 |
Additions to existing portfolio by Upper Left Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -11.09 |
| vanguard intl equity index f | -10.67 |
| vanguard index fds | -9.41 |
| schwab strategic tr | -8.42 |
| ishares tr | -8.32 |
| etfs gold tr | -8.17 |
| schwab strategic tr | -6.05 |
| schwab strategic tr | -5.07 |
Upper Left Wealth Management, LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 96.2 |
| Utilities | 3.6 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 96.2 |
| SMALL-CAP | 3.6 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 96.4 |
| RUSSELL 2000 | 3.6 |
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
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.54 | 7,235 | 864,655 | reduced | -0.92 | ||
| AAXJ | ishares tr | 0.38 | 14,122 | 601,598 | reduced | -0.66 | ||
| AAXJ | ishares tr | 0.18 | 4,779 | 280,623 | reduced | -0.15 | ||
| AAXJ | ishares tr | 0.16 | 3,304 | 253,483 | added | 4.1 | ||
| AAXJ | ishares tr | 0.14 | 2,373 | 225,886 | added | 0.81 | ||
| ACWF | ishares tr | 0.14 | 8,408 | 214,909 | added | 0.92 | ||
| ACWV | ishares inc | 0.37 | 9,604 | 594,872 | reduced | -1.07 | ||
| ACWV | ishares inc | 0.21 | 15,685 | 338,012 | added | 11.51 | ||
| AGGH | simplify exchange traded fun | 1.90 | 108,215 | 3,026,770 | added | 8.5 | ||
| AGT | ishares tr | 0.34 | 10,614 | 543,756 | added | 5.26 | ||
| AMPS | ishares tr | 3.62 | 87,694 | 5,774,650 | reduced | -2.82 | ||
| BCD | abrdn etfs | 4.08 | 301,849 | 6,501,830 | added | 1.77 | ||
| BIL | spdr series trust | 5.51 | 112,079 | 8,780,270 | added | 4.92 | ||
| BIL | spdr series trust | 3.45 | 239,206 | 5,501,740 | added | 5.67 | ||
| BIL | spdr series trust | 2.77 | 48,023 | 4,406,110 | added | 6.85 | ||
| BIL | spdr series trust | 0.34 | 25,571 | 546,197 | reduced | -2.37 | ||
| BNDX | vanguard charlotte fds | 3.81 | 122,714 | 6,069,440 | added | 3.49 | ||
| BUZZ | vaneck etf trust | 2.51 | 156,990 | 4,004,820 | reduced | -1.42 | ||
| CWI | spdr index shs fds | 1.82 | 46,662 | 2,898,640 | reduced | -0.08 | ||
| CWI | spdr index shs fds | 0.76 | 30,262 | 1,215,930 | reduced | -2.31 | ||