Upper Left Wealth Management, LLC
CIK: 0001911228SEC EDGAR →
Portfolio Value
$164.1M
Holdings
66
As of
Q4 2025
New Positions
66
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 185,956 | $15.1M | 9.20% |
| 2 | SPDR SERIES TRUST | 120,443 | $9.7M | 5.89% |
| 3 | VANGUARD CHARLOTTE FDS | 135,132 | $6.5M | 3.98% |
| 4 | WORLD GOLD TR | 74,215 | $6.3M | 3.86% |
| 5 | ABRDN ETFS | 317,269 | $6.2M | 3.78% |
| 6 | SPDR SERIES TRUST | 266,826 | $6.0M | 3.66% |
| 7 | IBITCall ISHARES BITCOIN TRUST ETF | 112,908 | $5.6M | 3.42% |
| 8 | LITMAN GREGORY FDS TR | 195,943 | $5.5M | 3.35% |
| 9 | SCHWAB STRATEGIC TR | 258,056 | $5.4M | 3.28% |
| 10 | ISHARES TR | 88,660 | $5.3M | 3.25% |
Quarterly Changes
New Positions (66)
$15.1M · 186K shares
$9.7M · 120K shares
$6.5M · 135K shares
$6.3M · 74K shares
$6.2M · 317K shares
$6.0M · 267K shares
$5.6M · 113K shares
$5.5M · 196K shares
$5.4M · 258K shares
$5.3M · 89K shares
$5.2M · 215K shares
$4.9M · 106K shares
$4.8M · 148K shares
$4.8M · 52K shares
$4.7M · 165K shares
$4.5M · 98K shares
$4.2M · 162K shares
$4.2M · 167K shares
$4.2M · 157K shares
$3.8M · 51K shares
$3.2M · 119K shares
$3.2M · 60K shares
$3.1M · 48K shares
$3.1M · 5K shares
$2.7M · 44K shares
$2.5M · 33K shares
$2.4M · 17K shares
$1.8M · 3K shares
$1.6M · 4K shares
$1.4M · 21K shares
$1.3M · 14K shares
$1.3M · 32K shares
$1.2M · 5K shares
$1.1M · 40K shares
$1.1M · 23K shares
$1.0M · 15K shares
$901K · 23K shares
$857K · 10K shares
$857K · 7K shares
$802K · 18K shares
$747K · 1K shares
$736K · 10K shares
$687K · 17K shares
$664K · 3K shares
$618K · 15K shares
$609K · 10K shares
$569K · 5K shares
$552K · 12K shares
$552K · 42K shares
$541K · 25K shares
$539K · 11K shares
$535K · 5K shares
$401K · 7K shares
$398K · 648 shares
$358K · 6K shares
$337K · 16K shares
$314K · 3K shares
$308K · 8K shares
$302K · 1K shares
$292K · 3K shares
$275K · 4K shares
$267K · 6K shares
$266K · 933 shares
$252K · 3K shares
$226K · 2K shares
$225K · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $137.1M | 83.6% |
| Unknown | 4 | $17.4M | 10.6% |
| Technology | 6 | $9.6M | 5.8% |