Holders — by stockHoldings — by fund
Upper Left Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911228
$180.5M
disclosed book value
73
positions
6.9%
largest position share
Positions, as of 2026-06-30
top 73 of 73 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IAUISHARES GOLD TR | 165,498 | $12.5M | 6.9% |
| 2 | SPYMSPDR SERIES TRUST | 121,120 | $10.6M | 5.9% |
| 3 | BCIABRDN ETFS | 355,096 | $7.9M | 4.4% |
| 4 | BNDXVANGUARD CHARLOTTE FDS | 160,232 | $7.8M | 4.3% |
| 5 | SCHHSCHWAB STRATEGIC TR | 288,256 | $6.8M | 3.8% |
| 6 | BWXSPDR SERIES TRUST | 306,718 | $6.6M | 3.7% |
| 7 | DBMFLITMAN GREGORY FDS TR | 213,173 | $6.5M | 3.6% |
| 8 | SCHFSCHWAB STRATEGIC TR | 225,409 | $6.2M | 3.5% |
| 9 | SCHASCHWAB STRATEGIC TR | 161,455 | $5.8M | 3.2% |
| 10 | IBITISHARES BITCOIN TRUST ETF | 163,550 | $5.4M | 3% |
| 11 | BILSPDR SERIES TRUST | 58,181 | $5.3M | 3% |
| 12 | GLDMWORLD GOLD TR | 62,175 | $4.9M | 2.7% |
| 13 | SCHESCHWAB STRATEGIC TR | 132,708 | $4.8M | 2.7% |
| 14 | SCHRSCHWAB STRATEGIC TR | 190,807 | $4.7M | 2.6% |
| 15 | MCHIISHARES TR | 92,023 | $4.7M | 2.6% |
| 16 | SCHCSCHWAB STRATEGIC TR | 97,490 | $4.7M | 2.6% |
| 17 | VNQIVANGUARD INTL EQUITY INDEX F | 103,135 | $4.6M | 2.6% |
| 18 | SCHPSCHWAB STRATEGIC TR | 170,701 | $4.5M | 2.5% |
| 19 | EMLCVANECK ETF TRUST | 163,502 | $4.2M | 2.3% |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 66,590 | $4.0M | 2.2% |
| 21 | IVVISHARES TR | 5,247 | $3.9M | 2.2% |
| 22 | VEUVANGUARD INTL EQUITY INDEX F | 45,703 | $3.8M | 2.1% |
| 23 | FEZSPDR INDEX SHS FDS | 49,665 | $3.4M | 1.9% |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 47,357 | $3.4M | 1.9% |
| 25 | VXUSVANGUARD STAR FDS | 38,607 | $3.3M | 1.8% |
| 26 | CTASIMPLIFY EXCHANGE TRADED FUN | 125,785 | $3.3M | 1.8% |
| 27 | VSSVANGUARD INTL EQUITY INDEX F | 18,308 | $2.8M | 1.6% |
| 28 | SPYSTATE STR SPDR S&P 500 ETF T | 3,178 | $2.4M | 1.3% |
| 29 | IEMGISHARES INC | 18,955 | $1.6M | 0.9% |
| 30 | GWXSPDR INDEX SHS FDS | 35,229 | $1.5M | 0.9% |
| 31 | VBVANGUARD INDEX FDS | 4,756 | $1.4M | 0.8% |
| 32 | IYRISHARES TR | 13,899 | $1.4M | 0.8% |
| 33 | IGOVISHARES TR | 32,734 | $1.3M | 0.7% |
| 34 | RWXSPDR INDEX SHS FDS | 45,514 | $1.2M | 0.7% |
| 35 | SGOLETFS GOLD TR | 31,740 | $1.2M | 0.7% |
| 36 | VNQVANGUARD INDEX FDS | 12,521 | $1.2M | 0.7% |
| 37 | GLDSPDR GOLD TR | 3,272 | $1.2M | 0.7% |
| 38 | SPEMSPDR INDEX SHS FDS | 21,939 | $1.1M | 0.6% |
| 39 | BTCGRAYSCALE BITCOIN MINI TR ET | 43,315 | $1.1M | 0.6% |
| 40 | IEIISHARES TR | 7,612 | $894,030 | 0.5% |
| 41 | EZUISHARES INC | 12,684 | $881,538 | 0.5% |
| 42 | IAUMISHARES GOLD TRUST MICRO | 22,021 | $881,061 | 0.5% |
| 43 | GBTCGRAYSCALE BITCOIN TRUST ETF | 19,261 | $876,761 | 0.5% |
| 44 | VOOVANGUARD INDEX FDS | 1,172 | $804,942 | 0.4% |
| 45 | IJRISHARES TR | 5,336 | $791,383 | 0.4% |
| 46 | SPDWSPDR INDEX SHS FDS | 14,837 | $747,637 | 0.4% |
| 47 | EBNDSPDR SERIES TRUST | 35,106 | $734,418 | 0.4% |
| 48 | FBTCFIDELITY WISE ORIGIN BITCOIN | 13,774 | $703,163 | 0.4% |
| 49 | IWMISHARES TR | 2,290 | $688,031 | 0.4% |
| 50 | IAGGISHARES TR | 12,986 | $657,092 | 0.4% |
| 51 | TIPISHARES TR | 5,824 | $637,321 | 0.4% |
| 52 | FNDCSCHWAB STRATEGIC TR | 11,668 | $566,599 | 0.3% |
| 53 | QQQINVESCO QQQ TR | 756 | $556,719 | 0.3% |
| 54 | FXIISHARES TR | 17,134 | $541,264 | 0.3% |
| 55 | PDBCINVESCO ACTVELY MNGD ETC FD | 33,805 | $536,824 | 0.3% |
| 56 | USRTISHARES TR | 6,856 | $455,582 | 0.3% |
| 57 | DJPBARCLAYS BANK PLC | 8,375 | $366,072 | 0.2% |
| 58 | MUMICRON TECHNOLOGY INC | 317 | $365,910 | 0.2% |
| 59 | EWHISHARES INC | 16,495 | $345,076 | 0.2% |
| 60 | GXCSPDR INDEX SHS FDS | 3,971 | $343,571 | 0.2% |
| 61 | VHTVANGUARD WORLD FD | 1,050 | $313,961 | 0.2% |
| 62 | BITBBITWISE BITCOIN ETF TR | 9,819 | $312,834 | 0.2% |
| 63 | DEDEERE & CO | 467 | $296,233 | 0.2% |
| 64 | SCZISHARES TR | 3,498 | $287,781 | 0.2% |
| 65 | GBILGOLDMAN SACHS ETF TR | 2,868 | $287,259 | 0.2% |
| 66 | ARKBARK 21SHARES BITCOIN ETF | 14,095 | $274,289 | 0.2% |
| 67 | REETISHARES TR | 9,693 | $267,721 | 0.1% |
| 68 | IEFAISHARES TR | 2,770 | $267,527 | 0.1% |
| 69 | EMBISHARES TR | 2,574 | $248,237 | 0.1% |
| 70 | TTTRANE TECHNOLOGIES PLC | 500 | $245,580 | 0.1% |
| 71 | IFGLISHARES TR | 10,983 | $244,921 | 0.1% |
| 72 | VGKVANGUARD INTL EQUITY INDEX F | 2,709 | $239,855 | 0.1% |
| 73 | AAPLAPPLE INC | 803 | $232,248 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.