Upper Left Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Upper Left Wealth Management, LLC reported 73 stock positions worth $180.5 million. Its top holding was iShares Gold Trust (IAU) at 6.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.9%) and Abrdn Bloomberg All Commodit (BCI, 4.4%). Compared with Q1 2026, it opened 5 new positions, added to 40 and reduced 24. The biggest buy was a new position in iShares Gold Trust Micro (IAUM) and the biggest sale Abrdn Bloomberg All Commodit (BCI, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $180.5M (Q2 2026)
- SEC Filing
- 0002085853-26-000723 ↗ filed Jul 14, 2026
Holdings Value
Holdings 73 stocks · $180.5M
| IAU iShares Gold Trust | 6.92% | 165,498 | $12.5M | Add +4.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.90% | 121,120 | $10.6M | Add +0.5% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.40% | 355,096 | $7.9M | Reduce -4.0% |
| BNDX Vanguard Total Intl Bond ETF | 4.30% | 160,232 | $7.8M | Add +7.3% |
| SCHH Schwab US REIT ETF | 3.78% | 288,256 | $6.8M | Add +3.5% |
| BWX SS SPDR BB Intl Treasury BD | 3.68% | 306,718 | $6.6M | Reduce -1.9% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 3.62% | 213,173 | $6.5M | Add +6.5% |
| SCHF Schwab Intl Equity ETF | 3.46% | 225,409 | $6.2M | Add +6.3% |
| SCHA Schwab US Small-Cap ETF | 3.23% | 161,455 | $5.8M | Reduce -0.7% |
| IBIT iShares Bitcoin Trust ETF | 3.02% | 163,550 | $5.4M | Add +8.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.95% | 58,181 | $5.3M | Add +6.0% |
| GLDM SPDR Gold Minishares Trust | 2.74% | 62,175 | $4.9M | Reduce -1.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.67% | 132,708 | $4.8M | Reduce -1.8% |
| SCHR Schwab Intermediate-Term US | 2.61% | 190,807 | $4.7M | Add +8.5% |
| MCHI iShares MSCI China ETF | 2.60% | 92,023 | $4.7M | Reduce -2.0% |
| SCHC Schwab Intl Small-Cap Equity | 2.60% | 97,490 | $4.7M | Add +2.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 2.56% | 103,135 | $4.6M | Add +0.1% |
| SCHP Schwab U.S. Tips ETF | 2.51% | 170,701 | $4.5M | Add +3.5% |
| EMLC Vaneck JPM Em Local Curr BND | 2.32% | 163,502 | $4.2M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 2.20% | 66,590 | $4.0M | Add +7.7% |
| IVV iShares Core S&P 500 ETF | 2.18% | 5,247 | $3.9M | Add +9.7% |
| VEU Vanguard Ftse All-World Ex-U | 2.12% | 45,703 | $3.8M | Reduce -3.9% |
| FEZ State Street SPDR Euro Stoxx | 1.89% | 49,665 | $3.4M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 1.87% | 47,357 | $3.4M | Add +4.8% |
| VXUS Vanguard Total Intl Stock | 1.83% | 38,607 | $3.3M | Add +7.5% |
| CTA Simplify Managed Futures St | 1.81% | 125,785 | $3.3M | Reduce -5.4% |
| VSS Vanguard Ftse All Wo X-US SC | 1.57% | 18,308 | $2.8M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.32% | 3,178 | $2.4M | Add +6.3% |
| IEMG iShares Core MSCI Emerging | 0.87% | 18,955 | $1.6M | Add +15.3% |
| GWX State Street SPDR S&P Intern | 0.85% | 35,229 | $1.5M | Add +17.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.80% | 4,756 | $1.4M | Add +12.2% |
| IYR iShares US Real Estate ETF | 0.79% | 13,899 | $1.4M | Reduce -1.3% |
| IGOV iShares International Treasu | 0.74% | 32,734 | $1.3M | Add +74.8% |
| RWX State Street SPDR Dow Jones | 0.68% | 45,514 | $1.2M | Add +19.1% |
| SGOL Abrdn Physical Gold Shares | 0.67% | 31,740 | $1.2M | Add +166.6% |
| VNQ Vanguard Real Estate ETF | 0.67% | 12,521 | $1.2M | Add +29.5% |
| GLD SPDR Gold Shares | 0.67% | 3,272 | $1.2M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 0.63% | 21,939 | $1.1M | Reduce -1.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.62% | 43,315 | $1.1M | Add +43.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.50% | 7,612 | $894K | Reduce -3.0% |
| EZU iShares MSCI Eurozone ETF | 0.49% | 12,684 | $882K | Add +15.8% |
| IAUM iShares Gold Trust Micro | 0.49% | 22,021 | $881K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.49% | 19,261 | $877K | No change |
| VOO Vanguard S&P 500 ETF | 0.45% | 1,172 | $805K | No change |
| IJR iShares Core S&P Small-Cap E | 0.44% | 5,336 | $791K | Reduce -3.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 14,837 | $748K | Reduce -2.4% |
| EBND State Street SPDR Bloomberg | 0.41% | 35,106 | $734K | Add +25.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.39% | 13,774 | $703K | Add +5.3% |
| IWM iShares Russell 2000 ETF | 0.38% | 2,290 | $688K | Reduce -6.5% |
| IAGG iShares Intl Aggregate Bond | 0.36% | 12,986 | $657K | Reduce -14.0% |
| TIP iShares Tips Bond ETF | 0.35% | 5,824 | $637K | Add +21.1% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.31% | 11,668 | $567K | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 756 | $557K | Add +0.4% |
| FXI iShares China Large-Cap ETF | 0.30% | 17,134 | $541K | Add +94.1% |
| PDBC Invesco Optimum Yield Divers | 0.30% | 33,805 | $537K | Reduce -12.9% |
| USRT iShares Core US REIT ETF | 0.25% | 6,856 | $456K | Reduce -2.3% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.20% | 8,375 | $366K | Add +34.7% |
| MU Micron Technology Inc. | 0.20% | 317 | $366K | New |
| EWH iShares MSCI Hong Kong ETF | 0.19% | 16,495 | $345K | Reduce -2.4% |
| GXC State Street SPDR S&P China | 0.19% | 3,971 | $344K | New |
| VHT Vanguard Health Care ETF | 0.17% | 1,050 | $314K | No change |
| BITB Bitwise Bitcoin ETF | 0.17% | 9,819 | $313K | Reduce -36.6% |
| DE Deere & Co. | 0.16% | 467 | $296K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 3,498 | $288K | Add +1.0% |
| GBIL Goldman Sachs Access Treasur | 0.16% | 2,868 | $287K | Reduce -4.9% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.15% | 14,095 | $274K | Add +2.7% |
| REET iShares Global REIT ETF | 0.15% | 9,693 | $268K | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 2,770 | $268K | Reduce -9.9% |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 2,574 | $248K | Add +7.3% |
| TT Trane Technologies PLC | 0.14% | 500 | $246K | New |
| IFGL iShares International Develo | 0.14% | 10,983 | $245K | Add +1.8% |
| VGK Vanguard Ftse Europe ETF | 0.13% | 2,709 | $240K | Reduce -2.6% |
| AAPL Apple Inc. | 0.13% | 803 | $232K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BCI Abrdn Bloomberg All Commodit | Reduce -4.0% | 4.40% | −0.91 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.6% | 2.74% | −0.72 |
| CTA Simplify Managed Futures St | Reduce -5.4% | 1.81% | −0.56 |
| MCHI iShares MSCI China ETF | Reduce -2.0% | 2.60% | −0.51 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -1.9% | 3.68% | −0.37 |
| GLD SPDR Gold Shares | Reduce -0.8% | 0.67% | −0.17 |
| BITB Bitwise Bitcoin ETF | Reduce -36.6% | 0.17% | −0.16 |
| PDBC Invesco Optimum Yield Divers | Reduce -12.9% | 0.30% | −0.10 |
| IAGG iShares Intl Aggregate Bond | Reduce -14.0% | 0.36% | −0.08 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -3.0% | 0.50% | −0.05 |
| EWH iShares MSCI Hong Kong ETF | Reduce -2.4% | 0.19% | −0.04 |
| GBIL Goldman Sachs Access Treasur | Reduce -4.9% | 0.16% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.9% | 0.15% | −0.02 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -1.1% | 0.31% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -2.6% | 0.13% | −0.00 |
| IYR iShares US Real Estate ETF | Reduce -1.3% | 0.79% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.4% | 0.41% | +0.00 |
| USRT iShares Core US REIT ETF | Reduce -2.3% | 0.25% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.9% | 2.12% | +0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -1.4% | 0.63% | +0.01 |
| IWM iShares Russell 2000 ETF | Reduce -6.5% | 0.38% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.5% | 0.44% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.8% | 2.67% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 3.23% | +0.44 |
Portfolio Buys Q1 2026 → Q2 2026
| IAUM iShares Gold Trust Micro | New | 0.49% | +0.49 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.5% | 5.90% | +0.45 |
| SCHF Schwab Intl Equity ETF | Add +6.3% | 3.46% | +0.36 |
| SGOL Abrdn Physical Gold Shares | Add +166.6% | 0.67% | +0.36 |
| IVV iShares Core S&P 500 ETF | Add +9.7% | 2.18% | +0.33 |
| IGOV iShares International Treasu | Add +74.8% | 0.74% | +0.29 |
| SCHH Schwab US REIT ETF | Add +3.5% | 3.78% | +0.25 |
| VWO Vanguard Ftse Emerging Marke | Add +7.7% | 2.20% | +0.23 |
| MU Micron Technology Inc. | New | 0.20% | +0.20 |
| VXUS Vanguard Total Intl Stock | Add +7.5% | 1.83% | +0.19 |
| IEMG iShares Core MSCI Emerging | Add +15.3% | 0.87% | +0.19 |
| GXC State Street SPDR S&P China | New | 0.19% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.3% | 1.32% | +0.17 |
| DE Deere & Co. | New | 0.16% | +0.16 |
| VNQ Vanguard Real Estate ETF | Add +29.5% | 0.67% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 1.87% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.2% | 0.80% | +0.14 |
| TT Trane Technologies PLC | New | 0.14% | +0.14 |
| FEZ State Street SPDR Euro Stoxx | Add +2.8% | 1.89% | +0.12 |
| FXI iShares China Large-Cap ETF | Add +94.1% | 0.30% | +0.11 |
| GWX State Street SPDR S&P Intern | Add +17.0% | 0.85% | +0.10 |
| BTC Grayscale Bitcoin Mini ETF | Add +43.9% | 0.62% | +0.09 |
| EZU iShares MSCI Eurozone ETF | Add +15.8% | 0.49% | +0.08 |
| RWX State Street SPDR Dow Jones | Add +19.1% | 0.68% | +0.08 |
| EBND State Street SPDR Bloomberg | Add +25.3% | 0.41% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.3% | 4.30% | +0.06 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +6.5% | 3.62% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.4% | 0.31% | +0.05 |
| TIP iShares Tips Bond ETF | Add +21.1% | 0.35% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +2.8% | 1.57% | +0.03 |
| DJP Ipath Bloomberg Commodity Inc. | Add +34.7% | 0.20% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +8.5% | 2.61% | +0.02 |
| REET iShares Global REIT ETF | Add +1.9% | 0.15% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +7.3% | 0.14% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Add +1.0% | 0.16% | −0.00 |
| IFGL iShares International Develo | Add +1.8% | 0.14% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +6.0% | 2.95% | −0.01 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +2.7% | 0.15% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +2.1% | 2.60% | −0.03 |
| EMLC Vaneck JPM Em Local Curr BND | Add +2.7% | 2.32% | −0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Add +5.3% | 0.39% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Add +3.5% | 2.51% | −0.08 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +0.1% | 2.56% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Add +8.0% | 3.02% | −0.42 |
| IAU iShares Gold Trust | Add +4.0% | 6.92% | −1.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $180.5M | IAU, SPYM, BCI, BNDX, SCHH |
| Q1 2026 | 68 | $169.4M | IAU, SPYM, BCI, BNDX, BWX |
| Q4 2025 | 66 | $164.0M | IAU, SPYM, BNDX, GLDM, BCI |
| Q3 2025 | 64 | $159.3M | IAU, SPYM, BCI, IBIT, BNDX |
| Q2 2025 | 64 | $149.9M | IAU, SPYM, BCI, IBIT, BNDX |
| Q1 2025 | 61 | $139.4M | IAU, SPYM, BCI, BNDX, GLDM |
| Q4 2024 | 57 | $116.9M | IAU, SCHE, BCI, SPYM, SCHA |
| Q3 2024 | 58 | $114.1M | IAU, SCHE, BCI, VNQI, SCHA |
| Q2 2024 | 60 | $110.3M | IAU, SCHE, BCI, SPYM, WIP |
| Q1 2024 | 57 | $107.9M | IAU, SCHE, BCI, VEU, WIP |