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 Market Cap. of $50 Millions to $300 Millions

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

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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