Upper Left Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Upper Left Wealth Management, LLC reported 61 stock positions worth $139.4 million. Its top holding was iShares Gold Trust (IAU) at 9.4% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 4.5%) and Abrdn Bloomberg All Commodit (BCI, 4.4%). Compared with Q4 2024, it opened 7 new positions, sold out of 3, added to 24 and reduced 28. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +943%) and the biggest sale Schwab Emrg Mrkts Eqty ETF (SCHE, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $139.4M (Q1 2025)
- SEC Filing
- 0001667731-25-000422 ↗ filed Apr 14, 2025
Holdings Value
Holdings 61 stocks · $139.4M
| IAU iShares Gold Trust | 9.44% | 223,151 | $13.2M | Reduce -3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.45% | 94,393 | $6.2M | Add +24.0% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.37% | 283,820 | $6.1M | Add +4.0% |
| BNDX Vanguard Total Intl Bond ETF | 4.15% | 118,442 | $5.8M | Add +942.6% |
| GLDM SPDR Gold Minishares Trust | 3.82% | 86,069 | $5.3M | Add +0.1% |
| BWX SS SPDR BB Intl Treasury BD | 3.58% | 228,057 | $5.0M | Add +71.1% |
| MCHI iShares MSCI China ETF | 3.55% | 91,073 | $5.0M | Add +9.4% |
| SCHH Schwab US REIT ETF | 3.47% | 225,085 | $4.8M | Add +10.4% |
| IBIT iShares Bitcoin Trust ETF | 3.12% | 92,922 | $4.3M | Add +4.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 3.11% | 107,067 | $4.3M | Reduce -3.1% |
| SCHA Schwab US Small-Cap ETF | 3.10% | 184,669 | $4.3M | Reduce -2.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.00% | 151,597 | $4.2M | Reduce -25.3% |
| SCHF Schwab Intl Equity ETF | 3.00% | 211,100 | $4.2M | Reduce -1.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.90% | 44,100 | $4.0M | Add +25.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.75% | 151,882 | $3.8M | New |
| EMLC Vaneck JPM Em Local Curr BND | 2.73% | 159,690 | $3.8M | Add +50.3% |
| SCHP Schwab U.S. Tips ETF | 2.73% | 141,426 | $3.8M | Add +40.8% |
| VEU Vanguard Ftse All-World Ex-U | 2.67% | 61,418 | $3.7M | Reduce -14.5% |
| SCHR Schwab Intermediate-Term US | 2.63% | 147,344 | $3.7M | Add +37.2% |
| CTA Simplify Managed Futures St | 2.61% | 122,924 | $3.6M | New |
| SCHC Schwab Intl Small-Cap Equity | 2.52% | 97,862 | $3.5M | Reduce -1.6% |
| VWO Vanguard Ftse Emerging Marke | 2.15% | 66,306 | $3.0M | Add +8.9% |
| IVV iShares Core S&P 500 ETF | 2.03% | 5,041 | $2.8M | Add +123.7% |
| FEZ State Street SPDR Euro Stoxx | 1.84% | 47,076 | $2.6M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 1.63% | 44,834 | $2.3M | Add +24.1% |
| VSS Vanguard Ftse All Wo X-US SC | 1.52% | 18,288 | $2.1M | Add +48.4% |
| VXUS Vanguard Total Intl Stock | 1.42% | 31,870 | $2.0M | Add +11.9% |
| GLD SPDR Gold Shares | 1.15% | 5,548 | $1.6M | Reduce -5.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.94% | 20,176 | $1.3M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.94% | 5,907 | $1.3M | Reduce -8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 2,137 | $1.2M | Reduce -13.1% |
| IYR iShares US Real Estate ETF | 0.80% | 11,579 | $1.1M | Reduce -1.6% |
| GWX State Street SPDR S&P Intern | 0.77% | 33,433 | $1.1M | Reduce -1.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.62% | 7,373 | $871K | Reduce -2.3% |
| PDBC Invesco Optimum Yield Divers | 0.62% | 63,417 | $864K | Reduce -3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.56% | 21,392 | $779K | Reduce -3.2% |
| IEMG iShares Core MSCI Emerging | 0.54% | 13,977 | $754K | Reduce -22.3% |
| SPEM State Street SP PTF Em ETF | 0.54% | 19,067 | $751K | Reduce -14.5% |
| VNQ Vanguard Real Estate ETF | 0.53% | 8,140 | $737K | Add +0.1% |
| RWX State Street SPDR Dow Jones | 0.51% | 29,169 | $714K | Reduce -39.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.49% | 18,573 | $678K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.48% | 9,375 | $675K | Add +46.9% |
| IGOV iShares International Treasu | 0.46% | 16,142 | $636K | Add +16.5% |
| SGOL Abrdn Physical Gold Shares | 0.43% | 20,109 | $600K | Reduce -9.0% |
| EBND State Street SPDR Bloomberg | 0.39% | 27,024 | $542K | Add +6.7% |
| IWM iShares Russell 2000 ETF | 0.38% | 2,622 | $523K | Reduce -10.3% |
| IAGG iShares Intl Aggregate Bond | 0.36% | 10,074 | $504K | Reduce -75.6% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 4,703 | $492K | Add +52.3% |
| TIP iShares Tips Bond ETF | 0.35% | 4,347 | $483K | Reduce -2.0% |
| EZU iShares MSCI Eurozone ETF | 0.34% | 8,960 | $477K | Reduce -15.5% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.31% | 11,942 | $432K | Reduce -1.9% |
| IFGL iShares International Develo | 0.30% | 21,372 | $422K | Reduce -11.3% |
| GBIL Goldman Sachs Access Treasur | 0.25% | 3,453 | $346K | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 636 | $298K | New |
| VHT Vanguard Health Care ETF | 0.20% | 1,050 | $278K | New |
| USRT iShares Core US REIT ETF | 0.20% | 4,786 | $276K | No change |
| FXI iShares China Large-Cap ETF | 0.19% | 7,500 | $269K | Reduce -9.6% |
| EWH iShares MSCI Hong Kong ETF | 0.17% | 13,716 | $240K | New |
| VGK Vanguard Ftse Europe ETF | 0.17% | 3,381 | $237K | Reduce -13.9% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 2,375 | $215K | New |
| PEGA Pegasystems Inc. | 0.15% | 3,000 | $209K | No change |
Options reported separately and not counted above: IBIT calls ($47K).
Portfolio Sells Q4 2024 → Q1 2025
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -25.3% | 3.00% | −1.63 |
| FXE Invesco Currencyshares Euro | Sold out | 0.00% | −1.53 |
| IAGG iShares Intl Aggregate Bond | Reduce -75.6% | 0.36% | −1.40 |
| WIP State Street SPDR Ftse Inter | Sold out | 0.00% | −1.12 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.6% | 3.10% | −1.09 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -14.5% | 2.67% | −0.85 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -3.1% | 3.11% | −0.63 |
| RWX State Street SPDR Dow Jones | Reduce -39.4% | 0.51% | −0.44 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.6% | 2.52% | −0.40 |
| SCHF Schwab Intl Equity ETF | Reduce -1.2% | 3.00% | −0.38 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.2% | 0.94% | −0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.1% | 0.86% | −0.38 |
| IAU iShares Gold Trust | Reduce -3.0% | 9.44% | −0.30 |
| IEMG iShares Core MSCI Emerging | Reduce -22.3% | 0.54% | −0.26 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.26 |
| SPEM State Street SP PTF Em ETF | Reduce -14.5% | 0.54% | −0.19 |
| IWM iShares Russell 2000 ETF | Reduce -10.3% | 0.38% | −0.18 |
| IYR iShares US Real Estate ETF | Reduce -1.6% | 0.80% | −0.14 |
| GWX State Street SPDR S&P Intern | Reduce -1.7% | 0.77% | −0.14 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.3% | 0.62% | −0.12 |
| PDBC Invesco Optimum Yield Divers | Reduce -3.0% | 0.62% | −0.11 |
| IFGL iShares International Develo | Reduce -11.3% | 0.30% | −0.10 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.2% | 0.56% | −0.09 |
| EZU iShares MSCI Eurozone ETF | Reduce -15.5% | 0.34% | −0.09 |
| GLD SPDR Gold Shares | Reduce -5.0% | 1.15% | −0.06 |
| TIP iShares Tips Bond ETF | Reduce -2.0% | 0.35% | −0.06 |
| GBIL Goldman Sachs Access Treasur | Reduce -2.3% | 0.25% | −0.05 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -1.9% | 0.31% | −0.05 |
| SGOL Abrdn Physical Gold Shares | Reduce -9.0% | 0.43% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Reduce -13.9% | 0.17% | −0.04 |
| FXI iShares China Large-Cap ETF | Reduce -9.6% | 0.19% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BNDX Vanguard Total Intl Bond ETF | Add +942.6% | 4.15% | +3.67 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 2.75% | +2.75 |
| CTA Simplify Managed Futures St | New | 2.61% | +2.61 |
| BWX SS SPDR BB Intl Treasury BD | Add +71.1% | 3.58% | +1.14 |
| IVV iShares Core S&P 500 ETF | Add +123.7% | 2.03% | +0.90 |
| EMLC Vaneck JPM Em Local Curr BND | Add +50.3% | 2.73% | +0.63 |
| SCHP Schwab U.S. Tips ETF | Add +40.8% | 2.73% | +0.51 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.49% | +0.49 |
| SCHR Schwab Intermediate-Term US | Add +37.2% | 2.63% | +0.40 |
| VSS Vanguard Ftse All Wo X-US SC | Add +48.4% | 1.52% | +0.31 |
| MCHI iShares MSCI China ETF | Add +9.4% | 3.55% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.21% | +0.21 |
| VHT Vanguard Health Care ETF | New | 0.20% | +0.20 |
| EWH iShares MSCI Hong Kong ETF | New | 0.17% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +24.1% | 1.63% | +0.16 |
| EMB iShares JP Morgan Usd Emergi | New | 0.15% | +0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +25.1% | 2.90% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +52.3% | 0.35% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +46.9% | 0.48% | +0.04 |
| IGOV iShares International Treasu | Add +16.5% | 0.46% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Add +0.1% | 3.82% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +11.9% | 1.42% | −0.02 |
| EBND State Street SPDR Bloomberg | Add +6.7% | 0.39% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +24.0% | 4.45% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.53% | −0.09 |
| FEZ State Street SPDR Euro Stoxx | Add +0.2% | 1.84% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +8.9% | 2.15% | −0.14 |
| SCHH Schwab US REIT ETF | Add +10.4% | 3.47% | −0.20 |
| BCI Abrdn Bloomberg All Commodit | Add +4.0% | 4.37% | −0.24 |
| GBTC Grayscale Bitcoin Trust ETF | Add +0.8% | 0.94% | −0.32 |
| IBIT iShares Bitcoin Trust ETF | Add +4.0% | 3.12% | −0.93 |
Options Activity Q4 2024 → Q1 2025
| IBIT iShares Bitcoin Trust ETF | call | New | 1,000 | $47K |
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 |