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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.9B
$14.7 Million 9.77% of portfolio
202,668
Q3 2025 Reduced 3.05%
$0
$8.78 Million 5.82% of portfolio
112,079
Q3 2025 Added 4.92%
$0
$6.5 Million 4.31% of portfolio
301,849
Q3 2025 Added 1.77%
$0
$6.07 Million 4.02% of portfolio
122,714
Q3 2025 Added 3.49%
$11.6B
$6.03 Million 3.99% of portfolio
78,811
Q3 2025 Reduced 2.73%
$0
$5.77 Million 3.83% of portfolio
87,694
Q3 2025 Reduced 2.82%
$0
$5.5 Million 3.64% of portfolio
239,206
Q3 2025 Added 5.67%
$0
$5.12 Million 3.39% of portfolio
187,599
Q3 2025 Added 3.61%
$0
$5.01 Million 3.32% of portfolio
104,861
Q3 2025 Reduced 0.78%
$0
$4.96 Million 3.28% of portfolio
148,508
Q3 2025 Reduced 5.07%
$0
$4.84 Million 3.21% of portfolio
208,103
Q3 2025 Reduced 0.57%
$0
$4.83 Million 3.2% of portfolio
224,057
Q3 2025 Added 2.89%
$0
$4.56 Million 3.02% of portfolio
100,211
Q3 2025 Reduced 6.05%
$0
$4.54 Million 3.01% of portfolio
162,817
Q3 2025 Reduced 8.42%
$0
$4.41 Million 2.92% of portfolio
48,023
Q3 2025 Added 6.85%
$0
$4 Million 2.65% of portfolio
156,990
Q3 2025 Reduced 1.42%
$0
$3.89 Million 2.58% of portfolio
54,572
Q3 2025 Reduced 10.67%
$0
$3.82 Million 2.53% of portfolio
151,900
Q3 2025 Added 2.82%
$0
$3.07 Million 2.03% of portfolio
4,580
Q3 2025 Reduced 0.65%
$0
$3.07 Million 2.03% of portfolio
56,573
Q3 2025 Added 1.55%
$0
$3.03 Million 2.0% of portfolio
108,215
Q3 2025 Added 8.5%
$0
$2.9 Million 1.92% of portfolio
46,662
Q3 2025 Reduced 0.08%
$0
$2.59 Million 1.72% of portfolio
43,250
Q3 2025 Added 0.43%
$0
$2.29 Million 1.52% of portfolio
16,066
Q3 2025 Reduced 0.73%
$0
$2.24 Million 1.48% of portfolio
30,445
Q3 2025 Added 2.04%
$0
$1.82 Million 1.2% of portfolio
2,730
Q3 2025 Reduced 2.57%
$127B
$1.64 Million 1.09% of portfolio
4,613
Q3 2025 Reduced 3.33%
$0
$1.39 Million 0.92% of portfolio
14,294
Q3 2025 Reduced 0.07%
$0
$1.22 Million 0.81% of portfolio
4,785
Q3 2025 Reduced 9.41%
$0
$1.22 Million 0.81% of portfolio
30,262
Q3 2025 Reduced 2.31%
$0
$1.1 Million 0.73% of portfolio
23,507
Q3 2025 Reduced 2.05%
$0
$1.04 Million 0.69% of portfolio
37,489
Q3 2025 Reduced 2.33%
$0
$864,000 0.57% of portfolio
7,235
Q3 2025 Reduced 0.92%
$0
$837,000 0.55% of portfolio
15,605
Q3 2025 Reduced 3.58%
$0
$801,000 0.53% of portfolio
8,772
Q3 2025 Reduced 0.53%
$0
$800,000 0.53% of portfolio
18,712
Q3 2025 Reduced 2.51%
$0
$727,000 0.48% of portfolio
1,188
Q3 2025 Reduced 0.83%
$0
$682,000 0.45% of portfolio
2,822
Q3 2025 Reduced 8.32%
$0
$601,000 0.4% of portfolio
14,122
Q3 2025 Reduced 0.66%
$0
$594,000 0.39% of portfolio
9,604
Q3 2025 Reduced 1.07%
$0
$575,000 0.38% of portfolio
4,844
Q3 2025 Reduced 3.74%
$0
$571,000 0.38% of portfolio
42,579
Q3 2025 Reduced 0.84%
$5.53B
$571,000 0.38% of portfolio
15,519
Q3 2025 Reduced 8.17%
$0
$552,000 0.37% of portfolio
12,403
Q3 2025 Reduced 2.42%
$0
$546,000 0.36% of portfolio
25,571
Q3 2025 Reduced 2.37%
$0
$543,000 0.36% of portfolio
10,614
Q3 2025 Added 5.26%
$0
$475,000 0.31% of portfolio
4,271
Q3 2025 Reduced 1.66%
$0
$381,000 0.25% of portfolio
636
Q1 2025 New
$0
$338,000 0.22% of portfolio
15,685
Q3 2025 Added 11.51%

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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