Upper Left Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Upper Left Wealth Management, LLC reported 57 stock positions worth $116.9 million. Its top holding was iShares Gold Trust (IAU) at 9.7% of the portfolio, followed by Schwab Emrg Mrkts Eqty ETF (SCHE, 4.6%) and Abrdn Bloomberg All Commodit (BCI, 4.6%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 31 and reduced 21. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +5%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $116.9M (Q4 2024)
- SEC Filing
- 0001667731-25-000107 ↗ filed Jan 23, 2025
Holdings Value
Holdings 57 stocks · $116.9M
| IAU iShares Gold Trust | 9.74% | 230,061 | $11.4M | Add +0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 4.62% | 203,050 | $5.4M | Reduce -0.6% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.61% | 272,768 | $5.4M | Add +4.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.49% | 76,133 | $5.2M | Add +6.0% |
| SCHA Schwab US Small-Cap ETF | 4.20% | 189,704 | $4.9M | Add +0.9% |
| IBIT iShares Bitcoin Trust ETF | 4.05% | 89,330 | $4.7M | Add +4.5% |
| GLDM SPDR Gold Minishares Trust | 3.82% | 85,987 | $4.5M | Add +1.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 3.74% | 110,470 | $4.4M | Add +1.8% |
| SCHH Schwab US REIT ETF | 3.67% | 203,912 | $4.3M | Add +0.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.53% | 71,807 | $4.1M | Reduce -0.9% |
| SCHF Schwab Intl Equity ETF | 3.38% | 213,594 | $4.0M | Add +2.4% |
| MCHI iShares MSCI China ETF | 3.34% | 83,244 | $3.9M | Reduce -2.6% |
| SCHC Schwab Intl Small-Cap Equity | 2.92% | 99,449 | $3.4M | Reduce -0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.76% | 35,246 | $3.2M | Add +0.3% |
| BWX SS SPDR BB Intl Treasury BD | 2.44% | 133,298 | $2.9M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 2.29% | 60,885 | $2.7M | Add +13.7% |
| SCHR Schwab Intermediate-Term US | 2.23% | 107,377 | $2.6M | Add +3.0% |
| SCHP Schwab U.S. Tips ETF | 2.22% | 100,442 | $2.6M | Add +2.9% |
| EMLC Vaneck JPM Em Local Curr BND | 2.10% | 106,263 | $2.5M | Add +2.6% |
| FEZ State Street SPDR Euro Stoxx | 1.93% | 46,975 | $2.3M | Add +4.7% |
| IAGG iShares Intl Aggregate Bond | 1.76% | 41,228 | $2.1M | Add +1.1% |
| FXE Invesco Currencyshares Euro | 1.53% | 18,691 | $1.8M | Reduce -12.8% |
| VEA Vanguard Ftse Developed ETF | 1.48% | 36,113 | $1.7M | Add +1.6% |
| VXUS Vanguard Total Intl Stock | 1.44% | 28,474 | $1.7M | Add +47.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.32% | 6,436 | $1.5M | Add +3.0% |
| GBTC Grayscale Bitcoin Trust ETF | 1.27% | 20,014 | $1.5M | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 2,459 | $1.4M | Reduce -0.8% |
| GLD SPDR Gold Shares | 1.21% | 5,839 | $1.4M | Reduce -2.2% |
| VSS Vanguard Ftse All Wo X-US SC | 1.21% | 12,322 | $1.4M | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 1.13% | 2,254 | $1.3M | Add +47.4% |
| WIP State Street SPDR Ftse Inter | 1.12% | 36,040 | $1.3M | Reduce -12.4% |
| RWX State Street SPDR Dow Jones | 0.95% | 48,110 | $1.1M | Reduce -1.4% |
| IYR iShares US Real Estate ETF | 0.94% | 11,766 | $1.1M | Reduce -2.7% |
| GWX State Street SPDR S&P Intern | 0.90% | 34,026 | $1.1M | Reduce -0.2% |
| IEMG iShares Core MSCI Emerging | 0.80% | 17,986 | $939K | Add +10.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.75% | 7,550 | $872K | Reduce -2.0% |
| SPEM State Street SP PTF Em ETF | 0.73% | 22,299 | $856K | Reduce -0.5% |
| PDBC Invesco Optimum Yield Divers | 0.73% | 65,393 | $849K | Add +20.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.65% | 22,097 | $754K | No change |
| VNQ Vanguard Real Estate ETF | 0.62% | 8,136 | $725K | Add +28.9% |
| IWM iShares Russell 2000 ETF | 0.55% | 2,924 | $646K | Reduce -1.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.48% | 11,360 | $557K | Reduce -2.8% |
| SGOL Abrdn Physical Gold Shares | 0.47% | 22,108 | $554K | Add +13.5% |
| IGOV iShares International Treasu | 0.46% | 13,860 | $533K | Reduce -2.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.45% | 6,382 | $521K | Reduce -16.1% |
| EZU iShares MSCI Eurozone ETF | 0.43% | 10,601 | $500K | Add +34.1% |
| EBND State Street SPDR Bloomberg | 0.42% | 25,337 | $495K | Add +2.8% |
| TIP iShares Tips Bond ETF | 0.40% | 4,435 | $473K | Reduce -2.4% |
| IFGL iShares International Develo | 0.40% | 24,082 | $465K | Add +41.0% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.36% | 12,172 | $416K | No change |
| IJR iShares Core S&P Small-Cap E | 0.30% | 3,088 | $356K | Add +20.2% |
| GBIL Goldman Sachs Access Treasur | 0.30% | 3,533 | $353K | Reduce -5.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 5,024 | $305K | New |
| PEGA Pegasystems Inc. | 0.24% | 3,000 | $280K | No change |
| USRT iShares Core US REIT ETF | 0.23% | 4,786 | $274K | Reduce -1.1% |
| FXI iShares China Large-Cap ETF | 0.22% | 8,299 | $253K | Reduce -29.4% |
| VGK Vanguard Ftse Europe ETF | 0.21% | 3,926 | $249K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.9% | 3.53% | −0.39 |
| FXE Invesco Currencyshares Euro | Reduce -12.8% | 1.53% | −0.39 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.0% | 2.92% | −0.37 |
| WIP State Street SPDR Ftse Inter | Reduce -12.4% | 1.12% | −0.32 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.6% | 4.62% | −0.25 |
| GXC State Street SPDR S&P China | Sold out | 0.00% | −0.22 |
| RWX State Street SPDR Dow Jones | Reduce -1.4% | 0.95% | −0.21 |
| IYR iShares US Real Estate ETF | Reduce -2.7% | 0.94% | −0.12 |
| GWX State Street SPDR S&P Intern | Reduce -0.2% | 0.90% | −0.09 |
| FXI iShares China Large-Cap ETF | Reduce -29.4% | 0.22% | −0.06 |
| IGOV iShares International Treasu | Reduce -2.4% | 0.46% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.0% | 0.75% | −0.06 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.8% | 0.48% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -2.4% | 0.40% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -0.5% | 0.73% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -5.4% | 0.30% | −0.03 |
| USRT iShares Core US REIT ETF | Reduce -1.1% | 0.23% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.55% | −0.02 |
| GLD SPDR Gold Shares | Reduce -2.2% | 1.21% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.23% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -16.1% | 0.45% | +0.10 |
| MCHI iShares MSCI China ETF | Reduce -2.6% | 3.34% | +0.20 |
Portfolio Buys Q3 2024 → Q4 2024
| IBIT iShares Bitcoin Trust ETF | Add +4.5% | 4.05% | +1.55 |
| GBTC Grayscale Bitcoin Trust ETF | Add +5.3% | 1.27% | +0.49 |
| IVV iShares Core S&P 500 ETF | Add +47.4% | 1.13% | +0.38 |
| VXUS Vanguard Total Intl Stock | Add +47.0% | 1.44% | +0.36 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.0% | 4.49% | +0.32 |
| IAU iShares Gold Trust | Add +0.7% | 9.74% | +0.28 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.26% | +0.26 |
| VWO Vanguard Ftse Emerging Marke | Add +13.7% | 2.29% | +0.20 |
| BCI Abrdn Bloomberg All Commodit | Add +4.8% | 4.61% | +0.15 |
| GLDM SPDR Gold Minishares Trust | Add +1.4% | 3.82% | +0.14 |
| VNQ Vanguard Real Estate ETF | Add +28.9% | 0.62% | +0.09 |
| PDBC Invesco Optimum Yield Divers | Add +20.7% | 0.73% | +0.09 |
| EZU iShares MSCI Eurozone ETF | Add +34.1% | 0.43% | +0.07 |
| IFGL iShares International Develo | Add +41.0% | 0.40% | +0.07 |
| SGOL Abrdn Physical Gold Shares | Add +13.5% | 0.47% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.0% | 1.32% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +20.2% | 0.30% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +10.1% | 0.80% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +0.9% | 4.20% | −0.02 |
| EBND State Street SPDR Bloomberg | Add +2.8% | 0.42% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Add +2.9% | 2.22% | −0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.2% | 1.21% | −0.06 |
| SCHR Schwab Intermediate-Term US | Add +3.0% | 2.23% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.3% | 2.76% | −0.07 |
| IAGG iShares Intl Aggregate Bond | Add +1.1% | 1.76% | −0.07 |
| FEZ State Street SPDR Euro Stoxx | Add +4.7% | 1.93% | −0.13 |
| BWX SS SPDR BB Intl Treasury BD | Add +3.4% | 2.44% | −0.14 |
| EMLC Vaneck JPM Em Local Curr BND | Add +2.6% | 2.10% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 1.48% | −0.15 |
| SCHH Schwab US REIT ETF | Add +0.6% | 3.67% | −0.34 |
| SCHF Schwab Intl Equity ETF | Add +2.4% | 3.38% | −0.35 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +1.8% | 3.74% | −0.50 |
Options Activity Q3 2024 → Q4 2024
| BITO Proshares Bitcoin ETF-Usd | call | Sold out | 14,300 | $272Kbefore exit |
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 |