Upper Left Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Upper Left Wealth Management, LLC reported 64 stock positions worth $159.3 million. Its top holding was iShares Gold Trust (IAU) at 9.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.5%) and Abrdn Bloomberg All Commodit (BCI, 4.1%). Compared with Q2 2025, it added to 19 and reduced 42. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +5%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $159.3M (Q3 2025)
- SEC Filing
- 0002085853-25-000128 ↗ filed Oct 22, 2025
Holdings Value
Holdings 64 stocks · $159.3M
| IAU iShares Gold Trust | 9.26% | 202,668 | $14.7M | Reduce -3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.51% | 112,079 | $8.8M | Add +4.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.08% | 301,849 | $6.5M | Add +1.8% |
| IBIT iShares Bitcoin Trust ETF | 3.91% | 95,755 | $6.2M | Reduce -0.7% |
| BNDX Vanguard Total Intl Bond ETF | 3.81% | 122,714 | $6.1M | Add +3.5% |
| GLDM SPDR Gold Minishares Trust | 3.78% | 78,811 | $6.0M | Reduce -2.7% |
| MCHI iShares MSCI China ETF | 3.63% | 87,694 | $5.8M | Reduce -2.8% |
| BWX SS SPDR BB Intl Treasury BD | 3.45% | 239,206 | $5.5M | Add +5.7% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 3.22% | 187,599 | $5.1M | Add +3.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 3.14% | 104,861 | $5.0M | Reduce -0.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.11% | 148,508 | $5.0M | Reduce -5.1% |
| SCHF Schwab Intl Equity ETF | 3.04% | 208,103 | $4.8M | Reduce -0.6% |
| SCHH Schwab US REIT ETF | 3.03% | 224,057 | $4.8M | Add +2.9% |
| SCHC Schwab Intl Small-Cap Equity | 2.86% | 100,211 | $4.6M | Reduce -6.0% |
| SCHA Schwab US Small-Cap ETF | 2.85% | 162,817 | $4.5M | Reduce -8.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.77% | 48,023 | $4.4M | Add +6.8% |
| EMLC Vaneck JPM Em Local Curr BND | 2.51% | 156,990 | $4.0M | Reduce -1.4% |
| SCHP Schwab U.S. Tips ETF | 2.46% | 145,315 | $3.9M | Add +2.7% |
| VEU Vanguard Ftse All-World Ex-U | 2.45% | 54,572 | $3.9M | Reduce -10.7% |
| SCHR Schwab Intermediate-Term US | 2.40% | 151,900 | $3.8M | Add +2.8% |
| IVV iShares Core S&P 500 ETF | 1.92% | 4,580 | $3.1M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 1.92% | 56,573 | $3.1M | Add +1.6% |
| CTA Simplify Managed Futures St | 1.90% | 108,215 | $3.0M | Add +8.5% |
| FEZ State Street SPDR Euro Stoxx | 1.82% | 46,662 | $2.9M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 1.63% | 43,250 | $2.6M | Add +0.4% |
| VSS Vanguard Ftse All Wo X-US SC | 1.44% | 16,066 | $2.3M | Reduce -0.7% |
| VXUS Vanguard Total Intl Stock | 1.40% | 30,445 | $2.2M | Add +2.0% |
| GBTC Grayscale Bitcoin Trust ETF | 1.18% | 20,931 | $1.9M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 2,730 | $1.8M | Reduce -2.6% |
| GLD SPDR Gold Shares | 1.03% | 4,613 | $1.6M | Reduce -3.3% |
| IYR iShares US Real Estate ETF | 0.87% | 14,294 | $1.4M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 4,785 | $1.2M | Reduce -9.4% |
| GWX State Street SPDR S&P Intern | 0.76% | 30,262 | $1.2M | Reduce -2.3% |
| SPEM State Street SP PTF Em ETF | 0.69% | 23,507 | $1.1M | Reduce -2.0% |
| RWX State Street SPDR Dow Jones | 0.65% | 37,489 | $1.0M | Reduce -2.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.65% | 20,384 | $1.0M | Add +4.4% |
| IEMG iShares Core MSCI Emerging | 0.65% | 15,605 | $1.0M | Reduce -3.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.54% | 8,675 | $866K | Reduce -0.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.54% | 7,235 | $865K | Reduce -0.9% |
| VNQ Vanguard Real Estate ETF | 0.50% | 8,772 | $802K | Reduce -0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.50% | 18,712 | $801K | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 0.46% | 1,188 | $728K | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.43% | 2,822 | $683K | Reduce -8.3% |
| IGOV iShares International Treasu | 0.38% | 14,122 | $602K | Reduce -0.7% |
| EZU iShares MSCI Eurozone ETF | 0.37% | 9,604 | $595K | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 4,844 | $576K | Reduce -3.7% |
| PDBC Invesco Optimum Yield Divers | 0.36% | 42,579 | $572K | Reduce -0.8% |
| SGOL Abrdn Physical Gold Shares | 0.36% | 15,519 | $571K | Reduce -8.2% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.35% | 12,403 | $552K | Reduce -2.4% |
| EBND State Street SPDR Bloomberg | 0.34% | 25,571 | $546K | Reduce -2.4% |
| IAGG iShares Intl Aggregate Bond | 0.34% | 10,614 | $544K | Add +5.3% |
| TIP iShares Tips Bond ETF | 0.30% | 4,271 | $475K | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 636 | $382K | No change |
| PEGA Pegasystems Inc. | 0.22% | 6,000 | $345K | No change |
| EWH iShares MSCI Hong Kong ETF | 0.21% | 15,685 | $338K | Add +11.5% |
| GBIL Goldman Sachs Access Treasur | 0.21% | 3,270 | $328K | Reduce -2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 3,274 | $286K | Reduce -3.8% |
| USRT iShares Core US REIT ETF | 0.18% | 4,779 | $281K | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.17% | 1,050 | $273K | No change |
| FXI iShares China Large-Cap ETF | 0.16% | 6,230 | $256K | Reduce -11.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 3,304 | $253K | Add +4.1% |
| VGK Vanguard Ftse Europe ETF | 0.15% | 3,094 | $247K | Reduce -1.3% |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 2,373 | $226K | Add +0.8% |
| REET iShares Global REIT ETF | 0.13% | 8,408 | $215K | Add +0.9% |
Options reported separately and not counted above: IBIT calls ($52K).
Portfolio Sells Q2 2025 → Q3 2025
| VEU Vanguard Ftse All-World Ex-U | Reduce -10.7% | 2.45% | −0.29 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -1.4% | 2.51% | −0.18 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -6.0% | 2.86% | −0.17 |
| SCHA Schwab US Small-Cap ETF | Reduce -8.4% | 2.85% | −0.15 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -0.8% | 3.14% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.4% | 0.76% | −0.07 |
| RWX State Street SPDR Dow Jones | Reduce -2.3% | 0.65% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -0.6% | 3.04% | −0.04 |
| FEZ State Street SPDR Euro Stoxx | Reduce -0.1% | 1.82% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.9% | 0.54% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -5.1% | 3.11% | −0.04 |
| IYR iShares US Real Estate ETF | Reduce -0.1% | 0.87% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.7% | 3.91% | −0.03 |
| IGOV iShares International Treasu | Reduce -0.7% | 0.38% | −0.03 |
| EBND State Street SPDR Bloomberg | Reduce -2.4% | 0.34% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -1.7% | 0.30% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.5% | 0.50% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -2.5% | 0.21% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.5% | 0.50% | −0.02 |
| PDBC Invesco Optimum Yield Divers | Reduce -0.8% | 0.36% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -8.3% | 0.43% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.7% | 1.44% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 1.14% | −0.01 |
| EZU iShares MSCI Eurozone ETF | Reduce -1.1% | 0.37% | −0.01 |
| FXI iShares China Large-Cap ETF | Reduce -11.1% | 0.16% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.4% | 1.18% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.8% | 0.18% | −0.01 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -2.4% | 0.35% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.3% | 0.15% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 0.36% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -2.3% | 0.76% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -0.1% | 0.18% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -3.6% | 0.65% | −0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -0.3% | 0.54% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.46% | +0.00 |
| SGOL Abrdn Physical Gold Shares | Reduce -8.2% | 0.36% | +0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -2.0% | 0.69% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 1.92% | +0.01 |
| GLD SPDR Gold Shares | Reduce -3.3% | 1.03% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Reduce -2.7% | 3.78% | +0.24 |
| MCHI iShares MSCI China ETF | Reduce -2.8% | 3.63% | +0.31 |
| IAU iShares Gold Trust | Reduce -3.0% | 9.26% | +0.56 |
Portfolio Buys Q2 2025 → Q3 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.9% | 5.51% | +0.33 |
| CTA Simplify Managed Futures St | Add +8.5% | 1.90% | +0.12 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +3.6% | 3.22% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 1.92% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +2.0% | 1.40% | +0.03 |
| BTC Grayscale Bitcoin Mini ETF | Add +4.4% | 0.65% | +0.03 |
| EWH iShares MSCI Hong Kong ETF | Add +11.5% | 0.21% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +6.8% | 2.77% | +0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +4.1% | 0.16% | +0.01 |
| REET iShares Global REIT ETF | Add +0.9% | 0.13% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +5.3% | 0.34% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +0.8% | 0.14% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 1.63% | −0.01 |
| BCI Abrdn Bloomberg All Commodit | Add +1.8% | 4.08% | −0.03 |
| SCHH Schwab US REIT ETF | Add +2.9% | 3.03% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Add +2.7% | 2.46% | −0.06 |
| SCHR Schwab Intermediate-Term US | Add +2.8% | 2.40% | −0.07 |
| BWX SS SPDR BB Intl Treasury BD | Add +5.7% | 3.45% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.5% | 3.81% | −0.11 |
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 |