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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.6B
$1.78 Million 1.26% of portfolio
21,021
Q2 2025 Added 4.19%
$4.18B
$324,000 0.23% of portfolio
6,000
Q2 2025 Added 100.0%

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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