Latest Upper Left Wealth Management, LLC Stock Portfolio
Upper Left Wealth Management, LLC Performance:
2025 Q4: -0.45%YTD: 17.55%2024: -3.01%
Performance for 2025 Q4 is -0.45%, and YTD is 17.55%, and 2024 is -3.01%.
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 $164.1 Millions as of 31 Dec, 2025.
The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BNDX. The fund has invested 9.2% of it's portfolio in ISHARES GOLD TR and 5.9% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES GOLD TR (IAU) and VANGUARD INTL EQUITY INDEX F (VEU). Upper Left Wealth Management, LLC opened new stock positions in BITWISE BITCOIN ETF TR and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), ISHARES TR (IJR) and ISHARES BITCOIN TRUST ETF.
The top stock holdings of Upper Left Wealth Management, LLC are IAU, BIL, BNDX. The fund has invested 9.2% of it's portfolio in ISHARES GOLD TR and 5.9% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES GOLD TR (IAU) and VANGUARD INTL EQUITY INDEX F (VEU). Upper Left Wealth Management, LLC opened new stock positions in BITWISE BITCOIN ETF TR and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), ISHARES TR (IJR) and ISHARES BITCOIN TRUST ETF.
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 -0.45% in the last quarter. In trailing 12 months, it's portfolio return was 17.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| bitwise bitcoin etf tr | 267,621 |
| micron technology inc | 266,288 |
New stocks bought by Upper Left Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 47.42 |
| ishares tr | 29.25 |
| ishares bitcoin trust etf | 17.08 |
| ishares tr | 16.92 |
| schwab strategic tr | 15.17 |
| grayscale bitcoin mini tr et | 14.24 |
| ishares tr | 14.05 |
| spdr series trust | 11.55 |
Additions to existing portfolio by Upper Left Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr gold tr | -10.54 |
| ishares gold tr | -8.25 |
| vanguard intl equity index f | -5.98 |
| world gold tr | -5.83 |
| vanguard index fds | -4.85 |
| ishares tr | -4.36 |
| ishares inc | -4.07 |
| goldman sachs etf tr | -3.73 |
Upper Left Wealth Management, LLC reduced stake in above stock
Sold off
Sector Distribution
Upper Left Wealth Management, LLC has about 96.4% of it's holdings in Others sector.
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 96.4 |
| Utilities | 3.2 |
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
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.4 |
| SMALL-CAP | 3.2 |
Stocks belong to which Index?
About 3.2% 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 | 96.6 |
| RUSSELL 2000 | 3.2 |
| Top 5 Winners (%) | % | |
|---|---|---|
| SGOL | 11.4 % | |
| GLDM | 11.3 % | |
| IAU | 11.1 % | |
| VAW | 10.9 % | |
| GLD | 10.9 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IAU | 1.6 M | |
| GLDM | 0.7 M | |
| BIL | 0.2 M | |
| GLD | 0.2 M | |
| FNDA | 0.2 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| -23.8 % | ||
| -22.7 % | ||
| -22.4 % | ||
| -22.3 % | ||
| BCD | -9.1 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| -1.6 M | ||
| BCD | -0.6 M | |
| AMPS | -0.5 M | |
| -0.4 M | ||
| -0.3 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 66 stocks in it's portfolio. About 43.6% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Upper Left Wealth Management, LLC last quarter.
Last Reported on: 22 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.52 | 7,186 | 857,650 | reduced | -0.68 | ||
| AAXJ | ishares tr | 0.42 | 16,512 | 687,890 | added | 16.92 | ||
| AAXJ | ishares tr | 0.24 | 7,045 | 401,284 | added | 47.42 | ||
| AAXJ | ishares tr | 0.17 | 3,551 | 275,310 | added | 7.48 | ||
| AAXJ | ishares tr | 0.14 | 2,356 | 226,836 | reduced | -0.72 | ||
| ACWF | ishares tr | 0.14 | 9,039 | 225,524 | added | 7.5 | ||
| ACWV | ishares inc | 0.37 | 9,506 | 609,335 | reduced | -1.02 | ||
| ACWV | ishares inc | 0.21 | 15,896 | 337,790 | added | 1.35 | ||
| AGGH | simplify exchange traded fun | 1.98 | 119,077 | 3,246,040 | added | 10.04 | ||
| AGT | ishares tr | 0.33 | 10,787 | 539,458 | added | 1.63 | ||
| AMPS | ishares tr | 3.25 | 88,660 | 5,325,810 | added | 1.1 | ||
| BCD | abrdn etfs | 3.78 | 317,269 | 6,196,260 | added | 5.11 | ||
| BIL | spdr series trust | 5.89 | 120,443 | 9,661,940 | added | 7.46 | ||
| BIL | spdr series trust | 3.66 | 266,826 | 6,011,590 | added | 11.55 | ||
| BIL | spdr series trust | 2.90 | 52,125 | 4,763,180 | added | 8.54 | ||
| BIL | spdr series trust | 0.33 | 25,334 | 541,388 | reduced | -0.93 | ||
| BNDX | vanguard charlotte fds | 3.98 | 135,132 | 6,529,580 | added | 10.12 | ||
| BUZZ | vaneck etf trust | 2.55 | 162,253 | 4,189,370 | added | 3.35 | ||
| CWI | spdr index shs fds | 1.89 | 48,255 | 3,107,140 | added | 3.41 | ||
| CWI | spdr index shs fds | 0.81 | 32,490 | 1,327,540 | added | 7.36 | ||