Upper Left Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Upper Left Wealth Management, LLC reported 60 stock positions worth $110.3 million. Its top holding was iShares Gold Trust (IAU) at 8.4% of the portfolio, followed by Schwab Emrg Mrkts Eqty ETF (SCHE, 5.0%) and Abrdn Bloomberg All Commodit (BCI, 4.6%). Compared with Q1 2024, it opened 3 new positions, added to 32 and reduced 25. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +24%) and the biggest sale Schwab US Small-Cap ETF (SCHA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $110.3M (Q2 2024)
- SEC Filing
- 0001911228-24-000003 ↗ filed Jul 25, 2024
Holdings Value
Holdings 60 stocks · $110.3M
| IAU iShares Gold Trust | 8.40% | 211,076 | $9.3M | Reduce -0.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 4.98% | 206,996 | $5.5M | Reduce -2.8% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.56% | 247,507 | $5.0M | Add +3.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.11% | 70,866 | $4.5M | Add +0.8% |
| WIP State Street SPDR Ftse Inter | 4.00% | 114,537 | $4.4M | Add +4.3% |
| VEU Vanguard Ftse All-World Ex-U | 3.88% | 73,095 | $4.3M | Reduce -4.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.85% | 46,286 | $4.2M | Reduce -1.1% |
| SCHF Schwab Intl Equity ETF | 3.74% | 107,426 | $4.1M | Add +8.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 3.66% | 99,485 | $4.0M | Add +2.2% |
| SCHH Schwab US REIT ETF | 3.47% | 191,784 | $3.8M | Add +6.0% |
| MCHI iShares MSCI China ETF | 3.42% | 89,407 | $3.8M | Add +2.3% |
| SCHA Schwab US Small-Cap ETF | 3.40% | 79,131 | $3.8M | Reduce -3.4% |
| EMLC Vaneck JPM Em Local Curr BND | 3.29% | 152,761 | $3.6M | Reduce -3.2% |
| SCHP Schwab U.S. Tips ETF | 3.13% | 66,487 | $3.5M | Add +0.1% |
| BWX SS SPDR BB Intl Treasury BD | 3.13% | 161,306 | $3.5M | Reduce -4.0% |
| GLDM SPDR Gold Minishares Trust | 3.04% | 72,741 | $3.4M | Reduce -2.0% |
| SCHR Schwab Intermediate-Term US | 3.03% | 68,521 | $3.3M | Reduce -1.4% |
| FXE Invesco Currencyshares Euro | 2.64% | 29,396 | $2.9M | Reduce -1.8% |
| SCHC Schwab Intl Small-Cap Equity | 2.62% | 81,147 | $2.9M | Add +6.7% |
| IBIT iShares Bitcoin Trust ETF | 1.58% | 51,090 | $1.7M | Add +5.2% |
| FEZ State Street SPDR Euro Stoxx | 1.54% | 33,910 | $1.7M | Add +6.5% |
| VEA Vanguard Ftse Developed ETF | 1.34% | 29,924 | $1.5M | Add +12.4% |
| VWO Vanguard Ftse Emerging Marke | 1.28% | 32,327 | $1.4M | Add +24.1% |
| VSS Vanguard Ftse All Wo X-US SC | 1.28% | 11,994 | $1.4M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 2,545 | $1.4M | Add +0.4% |
| GLD SPDR Gold Shares | 1.17% | 6,026 | $1.3M | Add +16.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.14% | 10,928 | $1.3M | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.13% | 5,709 | $1.2M | Add +3.6% |
| IYR iShares US Real Estate ETF | 0.99% | 12,457 | $1.1M | Add +6.5% |
| RWX State Street SPDR Dow Jones | 0.98% | 45,274 | $1.1M | Add +5.4% |
| GWX State Street SPDR S&P Intern | 0.96% | 33,341 | $1.1M | Reduce -4.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.93% | 19,248 | $1.0M | Add +15.1% |
| IVV iShares Core S&P 500 ETF | 0.83% | 1,667 | $912K | Add +20.5% |
| IEMG iShares Core MSCI Emerging | 0.77% | 15,924 | $852K | Add +8.3% |
| SPEM State Street SP PTF Em ETF | 0.77% | 22,419 | $845K | Add +9.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.72% | 22,548 | $791K | Add +10.6% |
| IGOV iShares International Treasu | 0.68% | 19,320 | $746K | Add +33.5% |
| VXUS Vanguard Total Intl Stock | 0.66% | 12,139 | $732K | Reduce -5.2% |
| TIP iShares Tips Bond ETF | 0.65% | 6,746 | $720K | Reduce -6.6% |
| EBND State Street SPDR Bloomberg | 0.63% | 35,214 | $700K | Add +9.8% |
| PDBC Invesco Optimum Yield Divers | 0.62% | 48,909 | $687K | Add +9.3% |
| IWM iShares Russell 2000 ETF | 0.56% | 3,037 | $616K | Add +13.4% |
| VNQ Vanguard Real Estate ETF | 0.48% | 6,295 | $527K | Reduce -0.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 9,275 | $451K | Reduce -5.8% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.38% | 12,172 | $423K | Add +39.4% |
| GBIL Goldman Sachs Access Treasur | 0.38% | 4,223 | $423K | Reduce -8.8% |
| AIA iShares Asia 50 ETF | 0.35% | 5,835 | $392K | Add +5.3% |
| IFGL iShares International Develo | 0.32% | 17,979 | $356K | Add +37.6% |
| FXI iShares China Large-Cap ETF | 0.32% | 13,403 | $348K | Add +1.2% |
| SGOL Abrdn Physical Gold Shares | 0.30% | 15,025 | $334K | Reduce -6.8% |
| EZU iShares MSCI Eurozone ETF | 0.27% | 6,211 | $303K | Reduce -2.0% |
| EMB iShares JP Morgan Usd Emergi | 0.25% | 3,175 | $281K | Reduce -3.5% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.25% | 4,451 | $280K | Reduce -6.8% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 2,620 | $279K | Reduce -1.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.24% | 2,705 | $269K | Reduce -0.8% |
| USRT iShares Core US REIT ETF | 0.24% | 4,864 | $261K | Reduce -0.1% |
| VPL Vanguard Ftse Pacific ETF | 0.22% | 3,252 | $241K | New |
| VGK Vanguard Ftse Europe ETF | 0.21% | 3,525 | $235K | Add +2.9% |
| EWH iShares MSCI Hong Kong ETF | 0.20% | 14,751 | $226K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.07% | 3,512 | $79K | New |
Options reported separately and not counted above: BITO calls ($322K).
Portfolio Sells Q1 2024 → Q2 2024
| SCHA Schwab US Small-Cap ETF | Reduce -3.4% | 3.40% | −0.33 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -4.0% | 3.13% | −0.33 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -3.2% | 3.29% | −0.29 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.2% | 3.88% | −0.26 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.1% | 3.85% | −0.13 |
| FXE Invesco Currencyshares Euro | Reduce -1.8% | 2.64% | −0.13 |
| SCHR Schwab Intermediate-Term US | Reduce -1.4% | 3.03% | −0.13 |
| GWX State Street SPDR S&P Intern | Reduce -4.6% | 0.96% | −0.09 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.7% | 1.28% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -6.6% | 0.65% | −0.07 |
| VXUS Vanguard Total Intl Stock | Reduce -5.2% | 0.66% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.9% | 1.14% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -8.8% | 0.38% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -5.8% | 0.41% | −0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -6.8% | 0.25% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -0.0% | 0.48% | −0.03 |
| EZU iShares MSCI Eurozone ETF | Reduce -2.0% | 0.27% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -3.5% | 0.25% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 0.25% | −0.02 |
| SGOL Abrdn Physical Gold Shares | Reduce -6.8% | 0.30% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.8% | 0.24% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -0.1% | 0.24% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.8% | 4.98% | −0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -2.0% | 3.04% | +0.01 |
| IAU iShares Gold Trust | Reduce -0.2% | 8.40% | +0.17 |
Portfolio Buys Q1 2024 → Q2 2024
| VWO Vanguard Ftse Emerging Marke | Add +24.1% | 1.28% | +0.27 |
| VPL Vanguard Ftse Pacific ETF | New | 0.22% | +0.22 |
| EWH iShares MSCI Hong Kong ETF | New | 0.20% | +0.20 |
| MCHI iShares MSCI China ETF | Add +2.3% | 3.42% | +0.20 |
| GLD SPDR Gold Shares | Add +16.4% | 1.17% | +0.19 |
| BCI Abrdn Bloomberg All Commodit | Add +3.3% | 4.56% | +0.17 |
| SCHF Schwab Intl Equity ETF | Add +8.4% | 3.74% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +20.5% | 0.83% | +0.15 |
| IGOV iShares International Treasu | Add +33.5% | 0.68% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +12.4% | 1.34% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.8% | 4.11% | +0.10 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +39.4% | 0.38% | +0.10 |
| SCHC Schwab Intl Small-Cap Equity | Add +6.7% | 2.62% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +9.9% | 0.77% | +0.08 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.07% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +8.3% | 0.77% | +0.07 |
| SCHH Schwab US REIT ETF | Add +6.0% | 3.47% | +0.07 |
| IFGL iShares International Develo | Add +37.6% | 0.32% | +0.07 |
| PDBC Invesco Optimum Yield Divers | Add +9.3% | 0.62% | +0.05 |
| AIA iShares Asia 50 ETF | Add +5.3% | 0.35% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +10.6% | 0.72% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +13.4% | 0.56% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 1.26% | +0.03 |
| EBND State Street SPDR Bloomberg | Add +9.8% | 0.63% | +0.03 |
| FXI iShares China Large-Cap ETF | Add +1.2% | 0.32% | +0.02 |
| IYR iShares US Real Estate ETF | Add +6.5% | 0.99% | +0.02 |
| VGK Vanguard Ftse Europe ETF | Add +2.9% | 0.21% | −0.00 |
| FEZ State Street SPDR Euro Stoxx | Add +6.5% | 1.54% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.6% | 1.13% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Add +15.1% | 0.93% | −0.05 |
| RWX State Street SPDR Dow Jones | Add +5.4% | 0.98% | −0.05 |
| WIP State Street SPDR Ftse Inter | Add +4.3% | 4.00% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Add +0.1% | 3.13% | −0.08 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +2.2% | 3.66% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Add +5.2% | 1.58% | −0.24 |
Options Activity Q1 2024 → Q2 2024
| BITO Proshares Bitcoin ETF-Usd | call | New | 14,300 | $322K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |