Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

Upper Left Wealth Management, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $142 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 $13M, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.77M, Abrdn Etfs Abrdn Bloomberg All with a value of $6.16M, Vanguard Total International B with a value of $5.87M, and World Gold Trust with a value of $5.31M.

Examining the 13F form we can see an increase of $8.42M in the current position value, from $134M to 142M.

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

Portfolio value $142 Million

ETFs: $142 Million

Technology: $324,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IAU Ishares Gold Trust ETFs	$53B	$13 Million 9.18% of portfolio	209,046	Q2 2025 Reduced 6.32%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$7.77 Million 5.47% of portfolio	106,828	Q2 2025 Added 13.17%
BCI Abrdn Etfs Abrdn Bloomberg All ETFs	$0	$6.16 Million 4.34% of portfolio	296,586	Q2 2025 Added 4.5%
BNDX Vanguard Total International B ETFs	$0	$5.87 Million 4.13% of portfolio	118,578	Q2 2025 Added 0.11%
GLDM World Gold Trust ETFs	$9.7B	$5.31 Million 3.74% of portfolio	81,021	Q2 2025 Reduced 5.87%
BWX Spdr Bloomberg International T ETFs	$0	$5.32 Million 3.74% of portfolio	226,378	Q2 2025 Reduced 0.74%
MCHI Ishares Msci China ETF ETFs	$0	$4.97 Million 3.5% of portfolio	90,240	Q2 2025 Reduced 0.91%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$4.88 Million 3.43% of portfolio	105,690	Q2 2025 Reduced 1.29%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$4.72 Million 3.32% of portfolio	156,440	Q2 2025 Added 3.19%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$4.66 Million 3.28% of portfolio	181,056	Q2 2025 Added 19.21%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$4.63 Million 3.26% of portfolio	209,297	Q2 2025 Reduced 0.85%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$4.61 Million 3.24% of portfolio	217,758	Q2 2025 Reduced 3.26%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$4.54 Million 3.2% of portfolio	106,664	Q2 2025 Added 8.99%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.5 Million 3.17% of portfolio	177,791	Q2 2025 Reduced 3.72%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$4.12 Million 2.9% of portfolio	44,946	Q2 2025 Added 1.92%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$4.11 Million 2.89% of portfolio	61,092	Q2 2025 Reduced 0.53%
EMLC Vaneck ETF Tr J.P. Morgan Em L ETFs	$0	$4.04 Million 2.84% of portfolio	159,258	Q2 2025 Reduced 0.27%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$3.77 Million 2.66% of portfolio	141,475	Q2 2025 Added 0.03%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$3.7 Million 2.6% of portfolio	147,736	Q2 2025 Added 0.27%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.86 Million 2.01% of portfolio	4,610	Q2 2025 Reduced 8.55%
FEZ Spdr Euro Stoxx 50 ETF ETFs	$0	$2.79 Million 1.96% of portfolio	46,698	Q2 2025 Reduced 0.8%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.76 Million 1.94% of portfolio	55,708	Q2 2025 Reduced 15.98%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$2.67 Million 1.88% of portfolio	99,735	Q2 2025 Reduced 18.86%
VEA Vanguard Ftse Developed Market ETFs	$0	$2.46 Million 1.73% of portfolio	43,063	Q2 2025 Reduced 3.95%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$2.17 Million 1.53% of portfolio	16,184	Q2 2025 Reduced 11.5%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.06 Million 1.45% of portfolio	29,835	Q2 2025 Reduced 6.39%
GBTC Grayscale Bitcoin Trust (Btc) ETFs	$59.6B	$1.78 Million 1.26% of portfolio	21,021	Q2 2025 Added 4.19%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.73 Million 1.22% of portfolio	2,802	Q2 2025 Added 31.12%
GLD Spdr Gold Trust ETFs	$105B	$1.45 Million 1.02% of portfolio	4,772	Q2 2025 Reduced 13.99%
IYR Ishares Tr ETFs	$0	$1.35 Million 0.95% of portfolio	14,304	Q2 2025 Added 23.53%
VB Vanguard Small Cap ETF ETFs	$0	$1.25 Million 0.88% of portfolio	5,282	Q2 2025 Reduced 10.58%
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$1.15 Million 0.81% of portfolio	30,978	Q2 2025 Reduced 7.34%
RWX Spdr Dow Jones International R ETFs	$0	$1.05 Million 0.74% of portfolio	38,383	Q2 2025 Added 31.59%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.03 Million 0.72% of portfolio	23,999	Q2 2025 Added 25.87%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$869,000 0.61% of portfolio	7,302	Q2 2025 Reduced 0.96%
IEMG Ishares Inc ETFs	$0	$868,000 0.61% of portfolio	16,184	Q2 2025 Added 15.79%
VNQ Vanguard Specialized Funds Van ETFs	$0	$785,000 0.55% of portfolio	8,819	Q2 2025 Added 8.34%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$777,000 0.55% of portfolio	19,194	Q2 2025 Reduced 10.27%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$680,000 0.48% of portfolio	1,198	Q2 2025 New
IWM Ishares Russell 2000 ETF ETFs	$0	$664,000 0.47% of portfolio	3,078	Q2 2025 Added 17.39%
IGOV Ishares 1 3 International Trea ETFs	$0	$612,000 0.43% of portfolio	14,216	Q2 2025 Reduced 11.93%
EZU Ishares Inc Msci Eurozone ETF ETFs	$0	$577,000 0.41% of portfolio	9,708	Q2 2025 Added 8.35%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$549,000 0.39% of portfolio	5,032	Q2 2025 Added 7.0%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$559,000 0.39% of portfolio	42,941	Q2 2025 Reduced 32.29%
EBND Spdr Bloomberg Emerging Market ETFs	$0	$556,000 0.39% of portfolio	26,192	Q2 2025 Reduced 3.08%
SGOL Abrdn Gold ETF Trust ETFs	$4.61B	$533,000 0.38% of portfolio	16,900	Q2 2025 Reduced 15.96%
FNDC Schwab Fundamental Intl Small ETFs	$0	$534,000 0.38% of portfolio	12,710	Q2 2025 Added 6.43%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$515,000 0.36% of portfolio	10,084	Q2 2025 Added 0.1%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$477,000 0.34% of portfolio	4,343	Q2 2025 Reduced 0.09%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$350,000 0.25% of portfolio	636	Q1 2025 New

Summary

Portfolio
No. of Stocks 65
Current Value $142 Million
Prior Value $134 Million
Filing
Period Q2 2025
Filing Date July 07, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 4 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 32 stocks

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Upper Left Wealth Management, LLC Portfolio Holdings