Upper Left Wealth Management, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $106 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $8.89M, Schwab Strategic Tr Us Emergin with a value of $5.38M, Abrdn Etfs Abrdn Bloomberg All with a value of $4.74M, Vanguard Ftse All World Ex Us with a value of $4.47M, and Spdr Ser Tr Ftse Intl Govt Inf with a value of $4.39M.

Examining the 13F form we can see an increase of $3.87M in the current position value, from $102M to 106M.

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

Portfolio value $106 Million
ETFs: $106 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 57
  • Current Value $106 Million
  • Prior Value $102 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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