Upper Left Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Upper Left Wealth Management, LLC reported 58 stock positions worth $114.1 million. Its top holding was iShares Gold Trust (IAU) at 9.5% of the portfolio, followed by Schwab Emrg Mrkts Eqty ETF (SCHE, 4.9%) and Abrdn Bloomberg All Commodit (BCI, 4.5%). Compared with Q2 2024, it opened 4 new positions, sold out of 6, added to 23 and reduced 29. The biggest buy was a new position in iShares Intl Aggregate Bond (IAGG) and the biggest sale State Street SPDR Ftse Inter (WIP, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $114.1M (Q3 2024)
- SEC Filing
- 0001911228-24-000004 ↗ filed Nov 13, 2024
Holdings Value
Holdings 58 stocks · $114.1M
| IAU iShares Gold Trust | 9.46% | 228,381 | $10.8M | Add +8.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 4.87% | 204,360 | $5.6M | Reduce -1.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.46% | 260,232 | $5.1M | Add +5.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 4.24% | 108,572 | $4.8M | Add +9.1% |
| SCHA Schwab US Small-Cap ETF | 4.21% | 94,011 | $4.8M | Add +18.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.17% | 71,799 | $4.8M | Add +1.3% |
| SCHH Schwab US REIT ETF | 4.01% | 202,651 | $4.6M | Add +5.7% |
| VEU Vanguard Ftse All-World Ex-U | 3.92% | 72,470 | $4.5M | Reduce -0.9% |
| SCHF Schwab Intl Equity ETF | 3.72% | 104,259 | $4.3M | Reduce -3.0% |
| GLDM SPDR Gold Minishares Trust | 3.69% | 84,812 | $4.2M | Add +16.6% |
| SCHC Schwab Intl Small-Cap Equity | 3.29% | 99,456 | $3.8M | Add +22.6% |
| MCHI iShares MSCI China ETF | 3.13% | 85,513 | $3.6M | Reduce -4.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.83% | 35,145 | $3.2M | Reduce -24.1% |
| BWX SS SPDR BB Intl Treasury BD | 2.58% | 128,874 | $2.9M | Reduce -20.1% |
| IBIT iShares Bitcoin Trust ETF | 2.50% | 85,446 | $2.9M | Add +67.3% |
| SCHR Schwab Intermediate-Term US | 2.29% | 52,097 | $2.6M | Reduce -24.0% |
| SCHP Schwab U.S. Tips ETF | 2.26% | 48,826 | $2.6M | Reduce -26.6% |
| EMLC Vaneck JPM Em Local Curr BND | 2.25% | 103,540 | $2.6M | Reduce -32.2% |
| VWO Vanguard Ftse Emerging Marke | 2.10% | 53,528 | $2.4M | Add +65.6% |
| FEZ State Street SPDR Euro Stoxx | 2.06% | 44,863 | $2.4M | Add +32.3% |
| FXE Invesco Currencyshares Euro | 1.92% | 21,423 | $2.2M | Reduce -27.1% |
| IAGG iShares Intl Aggregate Bond | 1.83% | 40,767 | $2.1M | New |
| VEA Vanguard Ftse Developed ETF | 1.63% | 35,527 | $1.9M | Add +18.7% |
| WIP State Street SPDR Ftse Inter | 1.43% | 41,164 | $1.6M | Reduce -64.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.28% | 6,249 | $1.5M | Add +9.5% |
| VSS Vanguard Ftse All Wo X-US SC | 1.26% | 11,715 | $1.4M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.22% | 2,480 | $1.4M | Reduce -2.5% |
| GLD SPDR Gold Shares | 1.21% | 5,971 | $1.4M | Reduce -0.9% |
| RWX State Street SPDR Dow Jones | 1.16% | 48,802 | $1.3M | Add +7.8% |
| VXUS Vanguard Total Intl Stock | 1.08% | 19,371 | $1.2M | Add +59.6% |
| IYR iShares US Real Estate ETF | 1.05% | 12,093 | $1.2M | Reduce -2.9% |
| GWX State Street SPDR S&P Intern | 0.99% | 34,083 | $1.1M | Add +2.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.80% | 7,704 | $915K | Reduce -29.5% |
| IEMG iShares Core MSCI Emerging | 0.78% | 16,330 | $889K | Add +2.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.78% | 19,005 | $888K | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.76% | 1,529 | $867K | Reduce -8.3% |
| SPEM State Street SP PTF Em ETF | 0.76% | 22,419 | $865K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.72% | 22,097 | $821K | Reduce -2.0% |
| PDBC Invesco Optimum Yield Divers | 0.63% | 54,168 | $723K | Add +10.8% |
| IWM iShares Russell 2000 ETF | 0.57% | 2,964 | $652K | Reduce -2.4% |
| VNQ Vanguard Real Estate ETF | 0.53% | 6,311 | $600K | Add +0.3% |
| IGOV iShares International Treasu | 0.51% | 14,199 | $583K | Reduce -26.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.51% | 11,681 | $581K | Add +25.9% |
| EBND State Street SPDR Bloomberg | 0.45% | 24,643 | $511K | Reduce -30.0% |
| TIP iShares Tips Bond ETF | 0.43% | 4,542 | $494K | Reduce -32.7% |
| SGOL Abrdn Physical Gold Shares | 0.41% | 19,483 | $466K | Add +29.7% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.40% | 12,172 | $453K | No change |
| EZU iShares MSCI Eurozone ETF | 0.36% | 7,907 | $406K | Add +27.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.34% | 7,602 | $389K | New |
| IFGL iShares International Develo | 0.33% | 17,076 | $379K | Reduce -5.0% |
| GBIL Goldman Sachs Access Treasur | 0.33% | 3,736 | $374K | Reduce -11.5% |
| FXI iShares China Large-Cap ETF | 0.27% | 11,763 | $311K | Reduce -12.2% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 2,569 | $299K | Reduce -1.9% |
| USRT iShares Core US REIT ETF | 0.26% | 4,838 | $293K | Reduce -0.5% |
| VGK Vanguard Ftse Europe ETF | 0.24% | 3,926 | $278K | Add +11.4% |
| GXC State Street SPDR S&P China | 0.22% | 3,747 | $252K | New |
| PEGA Pegasystems Inc. | 0.19% | 3,000 | $213K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.05% | 2,988 | $57K | Reduce -14.9% |
Options reported separately and not counted above: BITO calls ($272K).
Portfolio Sells Q2 2024 → Q3 2024
| WIP State Street SPDR Ftse Inter | Reduce -64.1% | 1.43% | −2.56 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -32.2% | 2.25% | −1.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -24.1% | 2.83% | −1.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -26.6% | 2.26% | −0.87 |
| SCHR Schwab Intermediate-Term US | Reduce -24.0% | 2.29% | −0.74 |
| FXE Invesco Currencyshares Euro | Reduce -27.1% | 1.92% | −0.72 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -20.1% | 2.58% | −0.55 |
| AIA iShares Asia 50 ETF | Sold out | 0.00% | −0.35 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -29.5% | 0.80% | −0.34 |
| MCHI iShares MSCI China ETF | Reduce -4.4% | 3.13% | −0.28 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.25 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.25 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.24 |
| TIP iShares Tips Bond ETF | Reduce -32.7% | 0.43% | −0.22 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.22 |
| EWH iShares MSCI Hong Kong ETF | Sold out | 0.00% | −0.20 |
| EBND State Street SPDR Bloomberg | Reduce -30.0% | 0.45% | −0.19 |
| IGOV iShares International Treasu | Reduce -26.5% | 0.51% | −0.17 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.3% | 0.78% | −0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.3% | 4.87% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -8.3% | 0.76% | −0.07 |
| GBIL Goldman Sachs Access Treasur | Reduce -11.5% | 0.33% | −0.05 |
| FXI iShares China Large-Cap ETF | Reduce -12.2% | 0.27% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 1.22% | −0.03 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -14.9% | 0.05% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -3.0% | 3.72% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.3% | 1.26% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.0% | 0.72% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 0.26% | +0.01 |
| IFGL iShares International Develo | Reduce -5.0% | 0.33% | +0.01 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.57% | +0.01 |
| USRT iShares Core US REIT ETF | Reduce -0.5% | 0.26% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.9% | 3.92% | +0.03 |
| GLD SPDR Gold Shares | Reduce -0.9% | 1.21% | +0.04 |
| IYR iShares US Real Estate ETF | Reduce -2.9% | 1.05% | +0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| IAGG iShares Intl Aggregate Bond | New | 1.83% | +1.83 |
| IAU iShares Gold Trust | Add +8.2% | 9.46% | +1.06 |
| IBIT iShares Bitcoin Trust ETF | Add +67.3% | 2.50% | +0.92 |
| VWO Vanguard Ftse Emerging Marke | Add +65.6% | 2.10% | +0.82 |
| SCHA Schwab US Small-Cap ETF | Add +18.8% | 4.21% | +0.81 |
| SCHC Schwab Intl Small-Cap Equity | Add +22.6% | 3.29% | +0.67 |
| GLDM SPDR Gold Minishares Trust | Add +16.6% | 3.69% | +0.65 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +9.1% | 4.24% | +0.58 |
| SCHH Schwab US REIT ETF | Add +5.7% | 4.01% | +0.54 |
| FEZ State Street SPDR Euro Stoxx | Add +32.3% | 2.06% | +0.53 |
| VXUS Vanguard Total Intl Stock | Add +59.6% | 1.08% | +0.41 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.34% | +0.34 |
| VEA Vanguard Ftse Developed ETF | Add +18.7% | 1.63% | +0.29 |
| GXC State Street SPDR S&P China | New | 0.22% | +0.22 |
| PEGA Pegasystems Inc. | New | 0.19% | +0.19 |
| RWX State Street SPDR Dow Jones | Add +7.8% | 1.16% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.5% | 1.28% | +0.15 |
| SGOL Abrdn Physical Gold Shares | Add +29.7% | 0.41% | +0.11 |
| BNDX Vanguard Total Intl Bond ETF | Add +25.9% | 0.51% | +0.10 |
| EZU iShares MSCI Eurozone ETF | Add +27.3% | 0.36% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.3% | 4.17% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.53% | +0.05 |
| GWX State Street SPDR S&P Intern | Add +2.2% | 0.99% | +0.04 |
| VGK Vanguard Ftse Europe ETF | Add +11.4% | 0.24% | +0.03 |
| PDBC Invesco Optimum Yield Divers | Add +10.8% | 0.63% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +2.5% | 0.78% | +0.01 |
| BCI Abrdn Bloomberg All Commodit | Add +5.1% | 4.46% | −0.10 |
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 |