Latest Upper Left Wealth Management, LLC Stock Portfolio
Upper Left Wealth Management, LLC Performance:
2026 Q1: 0.79%YTD: 0.79%2025: 17.55%
Performance for 2026 Q1 is 0.79%, and YTD is 0.79%, and 2025 is 17.55%.
About Upper Left Wealth Management, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Upper Left Wealth Management, LLC reported an equity portfolio of $169.4 Millions as of 31 Mar, 2026.
The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BCD. The fund has invested 8.3% of it's portfolio in ISHARES GOLD TR and 5.4% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off PEGASYSTEMS INC (PEGA) and MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in ETFS GOLD TR (SGOL), SPDR GOLD TR (GLD) and SPDR INDEX SHS FDS (CWI). Upper Left Wealth Management, LLC opened new stock positions in ARK 21SHARES BITCOIN ETF, BARCLAYS BANK PLC (OIL) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to BITWISE BITCOIN ETF TR, ISHARES TR (AGT) and SPDR SERIES TRUST (BIL).
The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BCD. The fund has invested 8.3% of it's portfolio in ISHARES GOLD TR and 5.4% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off PEGASYSTEMS INC (PEGA) and MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in ETFS GOLD TR (SGOL), SPDR GOLD TR (GLD) and SPDR INDEX SHS FDS (CWI). Upper Left Wealth Management, LLC opened new stock positions in ARK 21SHARES BITCOIN ETF, BARCLAYS BANK PLC (OIL) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to BITWISE BITCOIN ETF TR, ISHARES TR (AGT) and SPDR SERIES TRUST (BIL).
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 0.79% in the last quarter. In trailing 12 months, it's portfolio return was 14.4%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ark 21shares bitcoin etf | 308,743 |
| barclays bank plc | 299,383 |
| ishares tr | 241,243 |
| apple inc | 203,698 |
New stocks bought by Upper Left Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| bitwise bitcoin etf tr | 175 |
| ishares tr | 39.99 |
| fidelity wise origin bitcoin | 35.32 |
| ishares bitcoin trust etf | 35.03 |
| grayscale bitcoin mini tr et | 29.24 |
| spdr series trust | 17.12 |
| ishares tr | 16.83 |
| abrdn etfs | 16.57 |
Additions to existing portfolio by Upper Left Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| etfs gold tr | -20.96 |
| spdr gold tr | -20.06 |
| spdr index shs fds | -15.88 |
| world gold tr | -14.84 |
| ishares gold tr | -14.45 |
| ishares tr | -9.3 |
| schwab strategic tr | -8.56 |
| grayscale bitcoin trust etf | -8.09 |
Upper Left Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pegasystems inc | -358,320 |
| micron technology inc | -266,288 |
Upper Left Wealth Management, LLC got rid off the above stocks
Sector Distribution
Upper Left Wealth Management, LLC has about 96.8% of it's holdings in Others sector.
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 96.8 |
| Utilities | 3.1 |
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 | % |
|---|---|
| UNALLOCATED | 96.8 |
| MID-CAP | 3.1 |
Stocks belong to which Index?
About 3.1% of the stocks held by Upper Left Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 96.8 |
| RUSSELL 2000 | 3.1 |
| Top 5 Winners (%) | % | |
|---|---|---|
| PDBC | 29.6 % | |
| BCD | 22.3 % | |
| AGGH | 10.2 % | |
| ACWV | 8.4 % | |
| IAU | 8.0 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| BCD | 1.6 M | |
| IAU | 1.2 M | |
| GLDM | 0.5 M | |
| DBEH | 0.4 M | |
| AGGH | 0.4 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| -21.9 % | ||
| -20.5 % | ||
| -20.3 % | ||
| -20.2 % | ||
| -16.6 % | ||
| Top 5 Losers ($) | $ | |
|---|---|---|
| -1.5 M | ||
| BIL | -0.4 M | |
| AMPS | -0.4 M | |
| -0.3 M | ||
| -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 44.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. BCD was the most profitable stock for Upper Left Wealth Management, LLC last quarter.
Last Reported on: 16 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.12 | 803 | 203,698 | new | |||
| AAXJ | ishares tr | 0.55 | 7,847 | 930,655 | added | 9.2 | ||
| AAXJ | ishares tr | 0.45 | 18,728 | 768,972 | added | 13.42 | ||
| AAXJ | ishares tr | 0.24 | 7,017 | 415,337 | reduced | -0.4 | ||
| AAXJ | ishares tr | 0.16 | 3,462 | 271,456 | reduced | -2.51 | ||
| AAXJ | ishares tr | 0.14 | 10,789 | 241,243 | new | |||
| AAXJ | ishares tr | 0.13 | 2,398 | 225,245 | added | 1.78 | ||
| ACWF | ishares tr | 0.14 | 9,509 | 239,152 | added | 5.2 | ||
| ACWV | ishares inc | 0.41 | 10,950 | 685,908 | added | 15.19 | ||
| ACWV | ishares inc | 0.23 | 16,898 | 390,175 | added | 6.3 | ||
| AGGH | simplify exchange traded fun | 2.37 | 132,990 | 4,018,960 | added | 11.68 | ||
| AGT | ishares tr | 0.45 | 15,101 | 755,655 | added | 39.99 | ||
| AMPS | ishares tr | 3.12 | 93,922 | 5,276,540 | added | 5.94 | ||
| BCD | abrdn etfs | 5.30 | 369,853 | 8,983,730 | added | 16.57 | ||
| BIL | spdr series trust | 5.45 | 120,547 | 9,226,670 | added | 0.09 | ||
| BIL | spdr series trust | 4.05 | 312,496 | 6,859,290 | added | 17.12 | ||
| BIL | spdr series trust | 2.97 | 54,872 | 5,028,470 | added | 5.27 | ||
| BIL | spdr series trust | 0.34 | 28,028 | 578,498 | added | 10.63 | ||
| BNDX | vanguard charlotte fds | 4.24 | 149,379 | 7,177,660 | added | 10.54 | ||
| BUZZ | vaneck etf trust | 2.36 | 159,175 | 3,996,880 | reduced | -1.9 | ||