Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

Upper Left Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $13.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.17M, Abrdn Etfs Abrdn Bloomberg All with a value of $6.05M, Vanguard Total International B with a value of $5.78M, and World Gold Trust with a value of $5.25M.

Examining the 13F form we can see an increase of $22M in the current position value, from $112M to 134M.

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

Portfolio value $134 Million
ETFs: $133 Million
Technology: $208,000

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 62
  • Current Value $134 Million
  • Prior Value $112 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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