Upper Left Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Upper Left Wealth Management, LLC reported 57 stock positions worth $107.9 million. Its top holding was iShares Gold Trust (IAU) at 8.2% of the portfolio, followed by Schwab Emrg Mrkts Eqty ETF (SCHE, 5.0%) and Abrdn Bloomberg All Commodit (BCI, 4.4%). Compared with Q4 2023, it opened 4 new positions, sold out of 8, added to 13 and reduced 39. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale iShares Asia 50 ETF (AIA, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $107.9M (Q1 2024)
- SEC Filing
- 0001911228-24-000002 ↗ filed Apr 23, 2024
Holdings Value
Holdings 57 stocks · $107.9M
| IAU iShares Gold Trust | 8.24% | 211,525 | $8.9M | Add +6.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 4.98% | 212,989 | $5.4M | Add +5.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.39% | 239,660 | $4.7M | Add +43.6% |
| VEU Vanguard Ftse All-World Ex-U | 4.15% | 76,258 | $4.5M | Reduce -1.2% |
| WIP State Street SPDR Ftse Inter | 4.07% | 109,758 | $4.4M | Add +9.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.01% | 70,308 | $4.3M | Reduce -0.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.98% | 46,821 | $4.3M | New |
| VNQI Vanguard GLBL Ex-US Real Est | 3.80% | 97,307 | $4.1M | Add +1.0% |
| SCHA Schwab US Small-Cap ETF | 3.74% | 81,893 | $4.0M | Reduce -5.8% |
| EMLC Vaneck JPM Em Local Curr BND | 3.59% | 157,848 | $3.9M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 3.58% | 99,072 | $3.9M | Reduce -2.3% |
| BWX SS SPDR BB Intl Treasury BD | 3.47% | 168,110 | $3.7M | Add +94.2% |
| SCHH Schwab US REIT ETF | 3.40% | 180,857 | $3.7M | Reduce -0.4% |
| MCHI iShares MSCI China ETF | 3.22% | 87,371 | $3.5M | Add +128.2% |
| SCHP Schwab U.S. Tips ETF | 3.21% | 66,397 | $3.5M | Reduce -3.6% |
| SCHR Schwab Intermediate-Term US | 3.16% | 69,462 | $3.4M | Reduce -22.2% |
| GLDM SPDR Gold Minishares Trust | 3.03% | 74,262 | $3.3M | Add +1.6% |
| FXE Invesco Currencyshares Euro | 2.77% | 29,928 | $3.0M | Reduce -10.7% |
| SCHC Schwab Intl Small-Cap Equity | 2.52% | 76,066 | $2.7M | Reduce -0.8% |
| IBIT iShares Bitcoin Trust ETF | 1.82% | 48,560 | $2.0M | New |
| FEZ State Street SPDR Euro Stoxx | 1.55% | 31,824 | $1.7M | Reduce -20.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.35% | 12,452 | $1.5M | Reduce -4.7% |
| VEA Vanguard Ftse Developed ETF | 1.24% | 26,613 | $1.3M | Add +29.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 2,534 | $1.3M | Reduce -6.6% |
| IEI iShares 3-7 Year Treasury Bo | 1.20% | 11,136 | $1.3M | Reduce -23.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.17% | 5,508 | $1.3M | Reduce -9.0% |
| GWX State Street SPDR S&P Intern | 1.05% | 34,949 | $1.1M | Reduce -1.9% |
| RWX State Street SPDR Dow Jones | 1.04% | 42,968 | $1.1M | Reduce -11.1% |
| VWO Vanguard Ftse Emerging Marke | 1.01% | 26,038 | $1.1M | Add +29.0% |
| GLD SPDR Gold Shares | 0.99% | 5,179 | $1.1M | Reduce -2.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.98% | 16,724 | $1.1M | New |
| IYR iShares US Real Estate ETF | 0.97% | 11,700 | $1.1M | Reduce -13.3% |
| TIP iShares Tips Bond ETF | 0.72% | 7,224 | $776K | Reduce -14.3% |
| VXUS Vanguard Total Intl Stock | 0.72% | 12,803 | $772K | Add +61.1% |
| IEMG iShares Core MSCI Emerging | 0.70% | 14,700 | $759K | Reduce -2.4% |
| SPEM State Street SP PTF Em ETF | 0.68% | 20,391 | $738K | Reduce -7.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.68% | 20,392 | $731K | No change |
| IVV iShares Core S&P 500 ETF | 0.67% | 1,383 | $727K | Reduce -10.8% |
| EBND State Street SPDR Bloomberg | 0.61% | 32,086 | $658K | Add +13.1% |
| PDBC Invesco Optimum Yield Divers | 0.58% | 44,750 | $621K | Reduce -7.6% |
| IGOV iShares International Treasu | 0.53% | 14,477 | $574K | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.52% | 2,679 | $563K | Reduce -27.9% |
| VNQ Vanguard Real Estate ETF | 0.50% | 6,296 | $544K | Reduce -7.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.45% | 9,846 | $484K | Add +1.9% |
| GBIL Goldman Sachs Access Treasur | 0.43% | 4,629 | $467K | Reduce -5.1% |
| SGOL Abrdn Physical Gold Shares | 0.32% | 16,130 | $343K | Reduce -5.2% |
| AIA iShares Asia 50 ETF | 0.31% | 5,543 | $337K | Reduce -86.3% |
| EZU iShares MSCI Eurozone ETF | 0.30% | 6,335 | $323K | Reduce -19.4% |
| FXI iShares China Large-Cap ETF | 0.30% | 13,240 | $319K | Reduce -15.4% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.29% | 8,733 | $310K | Reduce -11.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.28% | 4,777 | $305K | Reduce -38.7% |
| EMB iShares JP Morgan Usd Emergi | 0.27% | 3,292 | $295K | New |
| IJR iShares Core S&P Small-Cap E | 0.27% | 2,656 | $294K | Reduce -21.9% |
| IFGL iShares International Develo | 0.26% | 13,062 | $278K | Reduce -10.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.25% | 2,727 | $271K | Reduce -13.4% |
| USRT iShares Core US REIT ETF | 0.24% | 4,870 | $262K | Reduce -11.4% |
| VGK Vanguard Ftse Europe ETF | 0.21% | 3,427 | $231K | Reduce -27.8% |
Portfolio Sells Q4 2023 → Q1 2024
| AIA iShares Asia 50 ETF | Reduce -86.3% | 0.31% | −1.98 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −1.64 |
| SCHR Schwab Intermediate-Term US | Reduce -22.2% | 3.16% | −1.19 |
| COMB Graniteshares Bcom Broad STR | Sold out | 0.00% | −0.83 |
| FXE Invesco Currencyshares Euro | Reduce -10.7% | 2.77% | −0.59 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.49 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -23.2% | 1.20% | −0.47 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -1.4% | 3.59% | −0.39 |
| AAXJ iShares MSCI All Country Asi | Sold out | 0.00% | −0.38 |
| EEMA iShares MSCI Emerg MRKT Asia | Sold out | 0.00% | −0.37 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.6% | 3.21% | −0.31 |
| FEZ State Street SPDR Euro Stoxx | Reduce -20.0% | 1.55% | −0.31 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.30 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.8% | 3.74% | −0.28 |
| SCHH Schwab US REIT ETF | Reduce -0.4% | 3.40% | −0.28 |
| RWX State Street SPDR Dow Jones | Reduce -11.1% | 1.04% | −0.25 |
| GXC State Street SPDR S&P China | Sold out | 0.00% | −0.23 |
| IYR iShares US Real Estate ETF | Reduce -13.3% | 0.97% | −0.23 |
| LEMB iShares JP Morgan Em Local C | Sold out | 0.00% | −0.22 |
| IWM iShares Russell 2000 ETF | Reduce -27.9% | 0.52% | −0.21 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -38.7% | 0.28% | −0.20 |
| TIP iShares Tips Bond ETF | Reduce -14.3% | 0.72% | −0.17 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -4.7% | 1.35% | −0.12 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.2% | 4.15% | −0.10 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.8% | 2.52% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.0% | 1.17% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -21.9% | 0.27% | −0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -2.3% | 3.58% | −0.09 |
| VGK Vanguard Ftse Europe ETF | Reduce -27.8% | 0.21% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -7.5% | 0.50% | −0.08 |
| SPEM State Street SP PTF Em ETF | Reduce -7.5% | 0.68% | −0.08 |
| FXI iShares China Large-Cap ETF | Reduce -15.4% | 0.30% | −0.07 |
| EZU iShares MSCI Eurozone ETF | Reduce -19.4% | 0.30% | −0.07 |
| IGOV iShares International Treasu | Reduce -1.0% | 0.53% | −0.06 |
| GWX State Street SPDR S&P Intern | Reduce -1.9% | 1.05% | −0.06 |
| PDBC Invesco Optimum Yield Divers | Reduce -7.6% | 0.58% | −0.06 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -13.4% | 0.25% | −0.05 |
| IFGL iShares International Develo | Reduce -10.1% | 0.26% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -10.8% | 0.67% | −0.05 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -11.7% | 0.29% | −0.05 |
| USRT iShares Core US REIT ETF | Reduce -11.4% | 0.24% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -5.1% | 0.43% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -2.4% | 0.70% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.6% | 1.23% | −0.03 |
| SGOL Abrdn Physical Gold Shares | Reduce -5.2% | 0.32% | −0.01 |
| GLD SPDR Gold Shares | Reduce -2.2% | 0.99% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.6% | 4.01% | +0.14 |
Portfolio Buys Q4 2023 → Q1 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 3.98% | +3.98 |
| IBIT iShares Bitcoin Trust ETF | New | 1.82% | +1.82 |
| MCHI iShares MSCI China ETF | Add +128.2% | 3.22% | +1.69 |
| BWX SS SPDR BB Intl Treasury BD | Add +94.2% | 3.47% | +1.50 |
| BCI Abrdn Bloomberg All Commodit | Add +43.6% | 4.39% | +1.23 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.98% | +0.98 |
| IAU iShares Gold Trust | Add +6.6% | 8.24% | +0.65 |
| EMB iShares JP Morgan Usd Emergi | New | 0.27% | +0.27 |
| VEA Vanguard Ftse Developed ETF | Add +29.3% | 1.24% | +0.27 |
| VXUS Vanguard Total Intl Stock | Add +61.1% | 0.72% | +0.26 |
| VWO Vanguard Ftse Emerging Marke | Add +29.0% | 1.01% | +0.20 |
| GLDM SPDR Gold Minishares Trust | Add +1.6% | 3.03% | +0.10 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +5.7% | 4.98% | +0.09 |
| EBND State Street SPDR Bloomberg | Add +13.1% | 0.61% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.9% | 0.45% | −0.02 |
| WIP State Street SPDR Ftse Inter | Add +9.1% | 4.07% | −0.07 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +1.0% | 3.80% | −0.22 |
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 |