account_balance

Investment manager · 13F filer · SEC CIK 1911228

Upper Left Wealth Management, LLC

Reported value$193Mas of Sep 30, 2026
Positions68 6 new, 11 sold out
Top 10 weight58.0%SPYM alone is 18%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 17.7% Added +214%
VEA Vanguard Tax-Managed FDS 11.6% Added +566%
IAU iShares Gold Trust 4.8% Trimmed −28%
SCHP Schwab Strategic Tr 4.7% Added +112%
DBMF Im Global Partner Funds 3.9% Added +9%
IBIT iShares Bitcoin Trust ETF 3.5% Trimmed −12%
VWO Vanguard Intl Equity Index F 3.3% Added +60%
VOO Vanguard Index FDS 3.0% Added +610%
SCHA Schwab Strategic Tr 2.8% Held
BNDX Vanguard Charlotte FDS 2.7% Trimmed −31%
SCHF Schwab Strategic Tr 2.6% Trimmed −19%
GLDM World Gold Trust 2.3% Trimmed −12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • TLT $3.83M
  • VTIP $1.84M
  • SCHO $1.23M
  • HGER $240K
arrow_upwardAdded
  • VOO +610%
  • VEA +566%
  • SPYM +214%
  • TIP +191%
arrow_downwardTrimmed
  • VNQI −84%
  • VSS −78%
  • VEU −75%
  • FEZ −71%
remove_circleSold out
  • EMLC $4.18M
  • IAUM $881K
  • EBND $734K
  • IAGG $657K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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