Upper Left Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Upper Left Wealth Management, LLC reported 64 stock positions worth $149.9 million. Its top holding was iShares Gold Trust (IAU) at 8.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.2%) and Abrdn Bloomberg All Commodit (BCI, 4.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 25 and reduced 32. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +4%) and the biggest sale Simplify Managed Futures St (CTA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $149.9M (Q2 2025)
- SEC Filing
- 0001667731-25-000740 ↗ filed Jul 7, 2025
Holdings Value
Holdings 64 stocks · $149.9M
| IAU iShares Gold Trust | 8.70% | 209,046 | $13.0M | Reduce -6.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.18% | 106,828 | $7.8M | Add +13.2% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.11% | 296,586 | $6.2M | Add +4.5% |
| IBIT iShares Bitcoin Trust ETF | 3.94% | 96,473 | $5.9M | Add +3.8% |
| BNDX Vanguard Total Intl Bond ETF | 3.92% | 118,578 | $5.9M | Add +0.1% |
| BWX SS SPDR BB Intl Treasury BD | 3.55% | 226,378 | $5.3M | Reduce -0.7% |
| GLDM SPDR Gold Minishares Trust | 3.54% | 81,021 | $5.3M | Reduce -5.9% |
| MCHI iShares MSCI China ETF | 3.32% | 90,240 | $5.0M | Reduce -0.9% |
| VNQI Vanguard GLBL Ex-US Real Est | 3.25% | 105,690 | $4.9M | Reduce -1.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.15% | 156,440 | $4.7M | Add +3.2% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 3.11% | 181,056 | $4.7M | Add +19.2% |
| SCHF Schwab Intl Equity ETF | 3.09% | 209,297 | $4.6M | Reduce -0.8% |
| SCHH Schwab US REIT ETF | 3.07% | 217,758 | $4.6M | Reduce -3.3% |
| SCHC Schwab Intl Small-Cap Equity | 3.03% | 106,664 | $4.5M | Add +9.0% |
| SCHA Schwab US Small-Cap ETF | 3.00% | 177,791 | $4.5M | Reduce -3.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.75% | 44,946 | $4.1M | Add +1.9% |
| VEU Vanguard Ftse All-World Ex-U | 2.74% | 61,092 | $4.1M | Reduce -0.5% |
| EMLC Vaneck JPM Em Local Curr BND | 2.69% | 159,258 | $4.0M | Reduce -0.3% |
| SCHP Schwab U.S. Tips ETF | 2.52% | 141,475 | $3.8M | Add +0.0% |
| SCHR Schwab Intermediate-Term US | 2.47% | 147,736 | $3.7M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.91% | 4,610 | $2.9M | Reduce -8.6% |
| FEZ State Street SPDR Euro Stoxx | 1.86% | 46,698 | $2.8M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 1.84% | 55,708 | $2.8M | Reduce -16.0% |
| CTA Simplify Managed Futures St | 1.78% | 99,735 | $2.7M | Reduce -18.9% |
| VEA Vanguard Ftse Developed ETF | 1.64% | 43,063 | $2.5M | Reduce -4.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.45% | 16,184 | $2.2M | Reduce -11.5% |
| VXUS Vanguard Total Intl Stock | 1.38% | 29,835 | $2.1M | Reduce -6.4% |
| GBTC Grayscale Bitcoin Trust ETF | 1.19% | 21,021 | $1.8M | Add +4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 2,802 | $1.7M | Add +31.1% |
| GLD SPDR Gold Shares | 0.97% | 4,772 | $1.5M | Reduce -14.0% |
| IYR iShares US Real Estate ETF | 0.90% | 14,304 | $1.4M | Add +23.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.84% | 5,282 | $1.3M | Reduce -10.6% |
| GWX State Street SPDR S&P Intern | 0.77% | 30,978 | $1.2M | Reduce -7.3% |
| RWX State Street SPDR Dow Jones | 0.70% | 38,383 | $1.1M | Add +31.6% |
| SPEM State Street SP PTF Em ETF | 0.68% | 23,999 | $1.0M | Add +25.9% |
| IEMG iShares Core MSCI Emerging | 0.65% | 16,184 | $972K | Add +15.8% |
| BTC Grayscale Bitcoin Mini ETF | 0.62% | 19,524 | $932K | Add +5.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.58% | 7,302 | $870K | Reduce -1.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.55% | 8,705 | $818K | Reduce -7.2% |
| VNQ Vanguard Real Estate ETF | 0.52% | 8,819 | $785K | Add +8.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.52% | 19,194 | $777K | Reduce -10.3% |
| VOO Vanguard S&P 500 ETF | 0.45% | 1,198 | $681K | New |
| IWM iShares Russell 2000 ETF | 0.44% | 3,078 | $664K | Add +17.4% |
| IGOV iShares International Treasu | 0.41% | 14,216 | $613K | Reduce -11.9% |
| EZU iShares MSCI Eurozone ETF | 0.39% | 9,708 | $577K | Add +8.3% |
| EBND State Street SPDR Bloomberg | 0.37% | 26,192 | $561K | Reduce -3.1% |
| PDBC Invesco Optimum Yield Divers | 0.37% | 42,941 | $560K | Reduce -32.3% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 5,032 | $550K | Add +7.0% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.36% | 12,710 | $534K | Add +6.4% |
| SGOL Abrdn Physical Gold Shares | 0.36% | 16,900 | $533K | Reduce -16.0% |
| IAGG iShares Intl Aggregate Bond | 0.34% | 10,084 | $515K | Add +0.1% |
| TIP iShares Tips Bond ETF | 0.32% | 4,343 | $478K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 636 | $351K | No change |
| GBIL Goldman Sachs Access Treasur | 0.22% | 3,353 | $336K | Reduce -2.9% |
| PEGA Pegasystems Inc. | 0.22% | 6,000 | $325K | Add +100.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 3,404 | $284K | New |
| EWH iShares MSCI Hong Kong ETF | 0.19% | 14,066 | $279K | Add +2.5% |
| USRT iShares Core US REIT ETF | 0.18% | 4,786 | $271K | No change |
| VHT Vanguard Health Care ETF | 0.17% | 1,050 | $261K | No change |
| FXI iShares China Large-Cap ETF | 0.17% | 7,007 | $258K | Reduce -6.6% |
| VGK Vanguard Ftse Europe ETF | 0.16% | 3,134 | $243K | Reduce -7.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.15% | 3,174 | $231K | New |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 2,354 | $218K | Reduce -0.9% |
| REET iShares Global REIT ETF | 0.14% | 8,331 | $206K | New |
Options reported separately and not counted above: IBIT calls ($49K).
Portfolio Sells Q1 2025 → Q2 2025
| CTA Simplify Managed Futures St | Reduce -18.9% | 1.78% | −0.83 |
| IAU iShares Gold Trust | Reduce -6.3% | 8.70% | −0.74 |
| SCHH Schwab US REIT ETF | Reduce -3.3% | 3.07% | −0.40 |
| VWO Vanguard Ftse Emerging Marke | Reduce -16.0% | 1.84% | −0.31 |
| IFGL iShares International Develo | Sold out | 0.00% | −0.30 |
| GLDM SPDR Gold Minishares Trust | Reduce -5.9% | 3.54% | −0.28 |
| PDBC Invesco Optimum Yield Divers | Reduce -32.3% | 0.37% | −0.25 |
| MCHI iShares MSCI China ETF | Reduce -0.9% | 3.32% | −0.24 |
| GLD SPDR Gold Shares | Reduce -14.0% | 0.97% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -8.6% | 1.91% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.6% | 0.84% | −0.10 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.7% | 3.00% | −0.10 |
| SGOL Abrdn Physical Gold Shares | Reduce -16.0% | 0.36% | −0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -11.5% | 1.45% | −0.07 |
| IGOV iShares International Treasu | Reduce -11.9% | 0.41% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.0% | 0.58% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -6.4% | 1.38% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -10.3% | 0.52% | −0.04 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -0.3% | 2.69% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -0.1% | 0.32% | −0.03 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -0.7% | 3.55% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -2.9% | 0.22% | −0.02 |
| FXI iShares China Large-Cap ETF | Reduce -6.6% | 0.17% | −0.02 |
| EBND State Street SPDR Bloomberg | Reduce -3.1% | 0.37% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -0.9% | 0.15% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -7.3% | 0.16% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -7.3% | 0.77% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.0% | 1.64% | +0.00 |
| FEZ State Street SPDR Euro Stoxx | Reduce -0.8% | 1.86% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -7.2% | 0.55% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 2.74% | +0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 3.09% | +0.09 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -1.3% | 3.25% | +0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| IBIT iShares Bitcoin Trust ETF | Add +3.8% | 3.94% | +0.82 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.2% | 5.18% | +0.73 |
| SCHC Schwab Intl Small-Cap Equity | Add +9.0% | 3.03% | +0.51 |
| VOO Vanguard S&P 500 ETF | New | 0.45% | +0.45 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +19.2% | 3.11% | +0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +31.1% | 1.16% | +0.30 |
| GBTC Grayscale Bitcoin Trust ETF | Add +4.2% | 1.19% | +0.25 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.19% | +0.19 |
| RWX State Street SPDR Dow Jones | Add +31.6% | 0.70% | +0.19 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.15% | +0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.2% | 3.15% | +0.15 |
| SPEM State Street SP PTF Em ETF | Add +25.9% | 0.68% | +0.15 |
| REET iShares Global REIT ETF | New | 0.14% | +0.14 |
| BTC Grayscale Bitcoin Mini ETF | Add +5.1% | 0.62% | +0.14 |
| IYR iShares US Real Estate ETF | Add +23.5% | 0.90% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +15.8% | 0.65% | +0.11 |
| IWM iShares Russell 2000 ETF | Add +17.4% | 0.44% | +0.07 |
| PEGA Pegasystems Inc. | Add +100.0% | 0.22% | +0.07 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +6.4% | 0.36% | +0.05 |
| EZU iShares MSCI Eurozone ETF | Add +8.3% | 0.39% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +7.0% | 0.37% | +0.01 |
| EWH iShares MSCI Hong Kong ETF | Add +2.5% | 0.19% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +8.3% | 0.52% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +0.1% | 0.34% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.9% | 2.75% | −0.15 |
| SCHR Schwab Intermediate-Term US | Add +0.3% | 2.47% | −0.16 |
| SCHP Schwab U.S. Tips ETF | Add +0.0% | 2.52% | −0.21 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.1% | 3.92% | −0.23 |
| BCI Abrdn Bloomberg All Commodit | Add +4.5% | 4.11% | −0.26 |
Options Activity Q1 2025 → Q2 2025
| IBIT iShares Bitcoin Trust ETF | call | Reduce -20.0% | 800 | $49K |
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 |