Upper Left Wealth Management, LLC Portfolio Holdings by Sector
Upper Left Wealth Management, LLC
- $151 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SPLG BCI BNDX GLDM MCHI BWX DBMF 58 stocks |
$148,854
98.63% of portfolio
|
17
|
39
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,387
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PEGA 1 stocks |
$345
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EWH 1 stocks |
$338
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|