Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

$151 Million
Q3 2025

Upper Left Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $14.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.78M, Abrdn Etfs Abrdn Bloomberg All with a value of $6.5M, Vanguard Total International B with a value of $6.07M, and World Gold Trust with a value of $6.03M.

Examining the 13F form we can see an increase of $8.88M in the current position value, from $142M to 151M.

Below you can find more details about Upper Left Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Million

ETFs: $151 Million

Technology: $345,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IAU Ishares Gold Trust ETFs	$64.1B	$14.7 Million 9.77% of portfolio	202,668	Q3 2025 Reduced 3.05%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$8.78 Million 5.82% of portfolio	112,079	Q3 2025 Added 4.92%
BCI Abrdn Etfs Abrdn Bloomberg All ETFs	$0	$6.5 Million 4.31% of portfolio	301,849	Q3 2025 Added 1.77%
BNDX Vanguard Total International B ETFs	$0	$6.07 Million 4.02% of portfolio	122,714	Q3 2025 Added 3.49%
GLDM World Gold Trust ETFs	$11.6B	$6.03 Million 3.99% of portfolio	78,811	Q3 2025 Reduced 2.73%
MCHI Ishares Msci China ETF ETFs	$0	$5.77 Million 3.83% of portfolio	87,694	Q3 2025 Reduced 2.82%
BWX Spdr Bloomberg International T ETFs	$0	$5.5 Million 3.64% of portfolio	239,206	Q3 2025 Added 5.67%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$5.12 Million 3.39% of portfolio	187,599	Q3 2025 Added 3.61%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$5.01 Million 3.32% of portfolio	104,861	Q3 2025 Reduced 0.78%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$4.96 Million 3.28% of portfolio	148,508	Q3 2025 Reduced 5.07%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$4.84 Million 3.21% of portfolio	208,103	Q3 2025 Reduced 0.57%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$4.83 Million 3.2% of portfolio	224,057	Q3 2025 Added 2.89%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$4.56 Million 3.02% of portfolio	100,211	Q3 2025 Reduced 6.05%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.54 Million 3.01% of portfolio	162,817	Q3 2025 Reduced 8.42%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$4.41 Million 2.92% of portfolio	48,023	Q3 2025 Added 6.85%
EMLC Vaneck ETF Tr J.P. Morgan Em L ETFs	$0	$4 Million 2.65% of portfolio	156,990	Q3 2025 Reduced 1.42%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$3.92 Million 2.59% of portfolio	145,315	Q3 2025 Added 2.71%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$3.89 Million 2.58% of portfolio	54,572	Q3 2025 Reduced 10.67%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$3.82 Million 2.53% of portfolio	151,900	Q3 2025 Added 2.82%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.07 Million 2.03% of portfolio	4,580	Q3 2025 Reduced 0.65%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.07 Million 2.03% of portfolio	56,573	Q3 2025 Added 1.55%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$3.03 Million 2.0% of portfolio	108,215	Q3 2025 Added 8.5%
FEZ Spdr Euro Stoxx 50 ETF ETFs	$0	$2.9 Million 1.92% of portfolio	46,662	Q3 2025 Reduced 0.08%
VEA Vanguard Ftse Developed Market ETFs	$0	$2.59 Million 1.72% of portfolio	43,250	Q3 2025 Added 0.43%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$2.29 Million 1.52% of portfolio	16,066	Q3 2025 Reduced 0.73%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.24 Million 1.48% of portfolio	30,445	Q3 2025 Added 2.04%
GBTC Grayscale Bitcoin Trust (Btc) ETFs	$59.6B	$1.88 Million 1.24% of portfolio	20,931	Q3 2025 Reduced 0.43%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.82 Million 1.2% of portfolio	2,730	Q3 2025 Reduced 2.57%
GLD Spdr Gold Trust ETFs	$127B	$1.64 Million 1.09% of portfolio	4,613	Q3 2025 Reduced 3.33%
IYR Ishares Tr ETFs	$0	$1.39 Million 0.92% of portfolio	14,294	Q3 2025 Reduced 0.07%
VB Vanguard Small Cap ETF ETFs	$0	$1.22 Million 0.81% of portfolio	4,785	Q3 2025 Reduced 9.41%
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$1.22 Million 0.81% of portfolio	30,262	Q3 2025 Reduced 2.31%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.1 Million 0.73% of portfolio	23,507	Q3 2025 Reduced 2.05%
RWX Spdr Dow Jones International R ETFs	$0	$1.04 Million 0.69% of portfolio	37,489	Q3 2025 Reduced 2.33%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$864,000 0.57% of portfolio	7,235	Q3 2025 Reduced 0.92%
IEMG Ishares Inc ETFs	$0	$837,000 0.55% of portfolio	15,605	Q3 2025 Reduced 3.58%
VNQ Vanguard Specialized Funds Van ETFs	$0	$801,000 0.53% of portfolio	8,772	Q3 2025 Reduced 0.53%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$800,000 0.53% of portfolio	18,712	Q3 2025 Reduced 2.51%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$727,000 0.48% of portfolio	1,188	Q3 2025 Reduced 0.83%
IWM Ishares Russell 2000 ETF ETFs	$0	$682,000 0.45% of portfolio	2,822	Q3 2025 Reduced 8.32%
IGOV Ishares 1 3 International Trea ETFs	$0	$601,000 0.4% of portfolio	14,122	Q3 2025 Reduced 0.66%
EZU Ishares Inc Msci Eurozone ETF ETFs	$0	$594,000 0.39% of portfolio	9,604	Q3 2025 Reduced 1.07%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$575,000 0.38% of portfolio	4,844	Q3 2025 Reduced 3.74%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$571,000 0.38% of portfolio	42,579	Q3 2025 Reduced 0.84%
SGOL Abrdn Gold ETF Trust ETFs	$5.53B	$571,000 0.38% of portfolio	15,519	Q3 2025 Reduced 8.17%
FNDC Schwab Fundamental Intl Small ETFs	$0	$552,000 0.37% of portfolio	12,403	Q3 2025 Reduced 2.42%
EBND Spdr Bloomberg Emerging Market ETFs	$0	$546,000 0.36% of portfolio	25,571	Q3 2025 Reduced 2.37%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$543,000 0.36% of portfolio	10,614	Q3 2025 Added 5.26%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$475,000 0.31% of portfolio	4,271	Q3 2025 Reduced 1.66%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$381,000 0.25% of portfolio	636	Q1 2025 New

Summary

Portfolio
No. of Stocks 65
Current Value $151 Million
Prior Value $142 Million
Filing
Period Q3 2025
Filing Date October 22, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 19 stocks
Sold out of 0 stocks
Reduced holdings in 42 stocks

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Upper Left Wealth Management, LLC Portfolio Holdings