Upper Left Wealth Management, LLC Reduced Holdings in Q3 2025

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.52K
- 10.67%
$66.38 - $71.68 $433K - $467K
54.6K $3.89M
VB
Vanguard Small Cap ETF

ETFs
-497
- 9.41%
$237.58 - $259.17 $118K - $129K
4.79K $1.22M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-2.27K
- 1.42%
$24.87 - $25.69 $56.4K - $58.3K
157K $4M
IEMG
Ishares Inc

ETFs
-579
- 3.58%
N/A
15.6K $837K
IGOV
Ishares 1 3 International Trea

ETFs
-94
- 0.66%
$41.44 - $43.19 $3.9K - $4.06K
14.1K $601K
EBND
Spdr Bloomberg Emerging Market

ETFs
-621
- 2.37%
$20.95 - $21.57 $13K - $13.4K
25.6K $546K
RWX
Spdr Dow Jones International R

ETFs
-894
- 2.33%
$26.58 - $28.39 $23.8K - $25.4K
37.5K $1.04M
GBIL
Goldman Sachs Access Treasury

ETFs
-83
- 2.48%
$99.82 - $100.23 $8.29K - $8.32K
3.27K $327K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-67
- 0.92%
$117.65 - $120.08 $7.88K - $8.05K
7.24K $864K
TIP
Ishares Tr Tips Bd ETF

ETFs
-72
- 1.66%
$109.11 - $111.88 $7.86K - $8.06K
4.27K $475K
Ishares Bitcoin Trust ETF
-718
- 0.74%
N/A
95.8K $0
Fidelity Wise Origin Bitcoin
-30
- 0.34%
N/A
8.68K $0
IEFA
Ishares Tr

ETFs
-130
- 3.82%
$81.7 - $87.53 $10.6K - $11.4K
3.27K $285K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-40
- 1.28%
$75.26 - $80.19 $3.01K - $3.21K
3.09K $246K
USRT
Ishares Core U.S. Reit ETF

ETFs
-7
- 0.15%
$55.64 - $59.37 $389 - $416
4.78K $280K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-362
- 0.84%
$12.9 - $13.59 $4.67K - $4.92K
42.6K $571K
VNQ
Vanguard Specialized Funds Van

ETFs
-47
- 0.53%
$88.47 - $93.24 $4.16K - $4.38K
8.77K $801K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-104
- 1.07%
$57.5 - $61.94 $5.98K - $6.44K
9.6K $594K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-6.45K
- 6.05%
$42.28 - $45.71 $273K - $295K
100K $4.56M
IWM
Ishares Russell 2000 ETF

ETFs
-256
- 8.32%
$214.92 - $244.84 $55K - $62.7K
2.82K $682K
FNDC
Schwab Fundamental Intl Small

ETFs
-307
- 2.42%
$41.81 - $45.21 $12.8K - $13.9K
12.4K $552K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-482
- 2.51%
$39.8 - $42.86 $19.2K - $20.7K
18.7K $800K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-188
- 3.74%
$108.46 - $120.63 $20.4K - $22.7K
4.84K $575K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.38K
- 8.17%
$31.18 - $36.81 $43.1K - $50.8K
15.5K $571K
IYR
Ishares Tr

ETFs
-10
- 0.07%
$94.16 - $98.46 $942 - $985
14.3K $1.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-15K
- 8.42%
$25.29 - $28.33 $379K - $424K
163K $4.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.83%
$567.77 - $614.76 $5.68K - $6.15K
1.19K $727K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-716
- 2.31%
$36.93 - $40.55 $26.4K - $29K
30.3K $1.22M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-492
- 2.05%
$42.67 - $46.91 $21K - $23.1K
23.5K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-72
- 2.57%
$617.65 - $666.84 $44.5K - $48K
2.73K $1.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-90
- 0.43%
$82.96 - $95.7 $7.47K - $8.61K
20.9K $1.88M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-36
- 0.08%
$57.15 - $62.12 $2.06K - $2.24K
46.7K $2.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-118
- 0.73%
$133.48 - $144.38 $15.8K - $17K
16.1K $2.29M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-829
- 0.78%
$45.22 - $48.34 $37.5K - $40.1K
105K $5.01M
GLD
Spdr Gold Trust

ETFs
-159
- 3.33%
$300.96 - $355.47 $47.9K - $56.5K
4.61K $1.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 0.65%
$620.67 - $670.08 $18.6K - $20.1K
4.58K $3.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.19K
- 0.57%
$21.69 - $23.34 $25.9K - $27.9K
208K $4.84M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.93K
- 5.07%
$30.13 - $33.37 $239K - $265K
149K $4.96M
GLDM
World Gold Trust

ETFs
-2.21K
- 2.73%
$64.73 - $76.45 $143K - $169K
78.8K $6.03M
MCHI
Ishares Msci China ETF

ETFs
-2.55K
- 2.82%
$54.58 - $65.85 $139K - $168K
87.7K $5.77M
IAU
Ishares Gold Trust

ETFs
-6.38K
- 3.05%
$61.62 - $72.77 $393K - $464K
203K $14.7M
Activity Summary
Buys All Purchases 19 New Holdings 0 Increased Positions 19 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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