Upper Left Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Upper Left Wealth Management, LLC reported 68 stock positions worth $169.4 million. Its top holding was iShares Gold Trust (IAU) at 8.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.4%) and Abrdn Bloomberg All Commodit (BCI, 5.3%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 34 and reduced 29. The biggest buy was Abrdn Bloomberg All Commodit (BCI, shares +17%) and the biggest sale iShares Gold Trust (IAU, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001911228
- Portfolio Value
- $169.4M (Q1 2026)
- SEC Filing
- 0002085853-26-000397 ↗ filed Apr 16, 2026
Holdings Value
Holdings 68 stocks · $169.4M
| IAU iShares Gold Trust | 8.28% | 159,080 | $14.0M | Reduce -14.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.45% | 120,547 | $9.2M | Add +0.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 5.30% | 369,853 | $9.0M | Add +16.6% |
| BNDX Vanguard Total Intl Bond ETF | 4.24% | 149,379 | $7.2M | Add +10.5% |
| BWX SS SPDR BB Intl Treasury BD | 4.05% | 312,496 | $6.9M | Add +17.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 3.56% | 200,174 | $6.0M | Add +2.2% |
| SCHH Schwab US REIT ETF | 3.53% | 278,580 | $6.0M | Add +8.0% |
| GLDM SPDR Gold Minishares Trust | 3.46% | 63,200 | $5.9M | Reduce -14.8% |
| IBIT iShares Bitcoin Trust ETF | 3.43% | 151,374 | $5.8M | Add +35.0% |
| MCHI iShares MSCI China ETF | 3.12% | 93,922 | $5.3M | Add +5.9% |
| SCHF Schwab Intl Equity ETF | 3.10% | 212,071 | $5.2M | Reduce -1.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.97% | 54,872 | $5.0M | Add +5.3% |
| SCHA Schwab US Small-Cap ETF | 2.79% | 162,613 | $4.7M | Reduce -1.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 2.70% | 103,030 | $4.6M | Reduce -3.2% |
| SCHC Schwab Intl Small-Cap Equity | 2.63% | 95,451 | $4.5M | Reduce -3.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.63% | 135,096 | $4.5M | Reduce -8.6% |
| SCHP Schwab U.S. Tips ETF | 2.59% | 164,853 | $4.4M | Add +4.8% |
| SCHR Schwab Intermediate-Term US | 2.59% | 175,882 | $4.4M | Add +5.5% |
| CTA Simplify Managed Futures St | 2.37% | 132,990 | $4.0M | Add +11.7% |
| EMLC Vaneck JPM Em Local Curr BND | 2.36% | 159,175 | $4.0M | Reduce -1.9% |
| VEU Vanguard Ftse All-World Ex-U | 2.11% | 47,561 | $3.6M | Reduce -7.3% |
| VWO Vanguard Ftse Emerging Marke | 1.97% | 61,846 | $3.3M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 1.85% | 4,784 | $3.1M | Add +6.0% |
| FEZ State Street SPDR Euro Stoxx | 1.77% | 48,296 | $3.0M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 1.71% | 45,176 | $2.9M | Add +2.7% |
| VXUS Vanguard Total Intl Stock | 1.64% | 35,917 | $2.8M | Add +8.8% |
| VSS Vanguard Ftse All Wo X-US SC | 1.53% | 17,818 | $2.6M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 2,989 | $1.9M | Add +11.0% |
| GLD SPDR Gold Shares | 0.84% | 3,299 | $1.4M | Reduce -20.1% |
| IYR iShares US Real Estate ETF | 0.79% | 14,080 | $1.3M | Reduce -1.2% |
| GWX State Street SPDR S&P Intern | 0.75% | 30,103 | $1.3M | Reduce -7.3% |
| IEMG iShares Core MSCI Emerging | 0.68% | 16,446 | $1.1M | Add +9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.66% | 4,239 | $1.1M | Reduce -6.9% |
| SPEM State Street SP PTF Em ETF | 0.62% | 22,250 | $1.0M | Reduce -4.8% |
| RWX State Street SPDR Dow Jones | 0.60% | 38,205 | $1.0M | Reduce -3.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.60% | 19,261 | $1.0M | Reduce -8.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.55% | 7,847 | $931K | Add +9.2% |
| BTC Grayscale Bitcoin Mini ETF | 0.53% | 30,097 | $903K | Add +29.2% |
| VNQ Vanguard Real Estate ETF | 0.51% | 9,672 | $858K | Reduce -0.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.46% | 13,081 | $772K | Add +35.3% |
| IGOV iShares International Treasu | 0.45% | 18,728 | $769K | Add +13.4% |
| IAGG iShares Intl Aggregate Bond | 0.45% | 15,101 | $756K | Add +40.0% |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,172 | $700K | Reduce -1.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 15,198 | $694K | Reduce -15.9% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 5,532 | $688K | Add +16.8% |
| EZU iShares MSCI Eurozone ETF | 0.41% | 10,950 | $686K | Add +15.2% |
| PDBC Invesco Optimum Yield Divers | 0.40% | 38,819 | $672K | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 0.36% | 2,448 | $607K | Reduce -9.3% |
| EBND State Street SPDR Bloomberg | 0.34% | 28,028 | $578K | Add +10.6% |
| BITB Bitwise Bitcoin ETF | 0.34% | 15,489 | $570K | Add +175.3% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.32% | 11,801 | $547K | Reduce -4.8% |
| SGOL Abrdn Physical Gold Shares | 0.31% | 11,907 | $531K | Reduce -21.0% |
| TIP iShares Tips Bond ETF | 0.31% | 4,811 | $531K | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 753 | $435K | Add +16.2% |
| USRT iShares Core US REIT ETF | 0.25% | 7,017 | $415K | Reduce -0.4% |
| EWH iShares MSCI Hong Kong ETF | 0.23% | 16,898 | $390K | Add +6.3% |
| FXI iShares China Large-Cap ETF | 0.19% | 8,828 | $317K | Add +9.6% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.18% | 13,728 | $309K | New |
| GBIL Goldman Sachs Access Treasur | 0.18% | 3,017 | $302K | Reduce -4.2% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.18% | 6,219 | $299K | New |
| VHT Vanguard Health Care ETF | 0.17% | 1,050 | $286K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 3,073 | $278K | Reduce -6.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 3,462 | $271K | Reduce -2.5% |
| IFGL iShares International Develo | 0.14% | 10,789 | $241K | New |
| REET iShares Global REIT ETF | 0.14% | 9,509 | $239K | Add +5.2% |
| VGK Vanguard Ftse Europe ETF | 0.14% | 2,782 | $229K | Reduce -8.0% |
| EMB iShares JP Morgan Usd Emergi | 0.13% | 2,398 | $225K | Add +1.8% |
| AAPL Apple Inc. | 0.12% | 803 | $204K | New |
Portfolio Sells Q4 2025 → Q1 2026
| IAU iShares Gold Trust | Reduce -14.4% | 8.28% | −0.92 |
| GLDM SPDR Gold Minishares Trust | Reduce -14.8% | 3.46% | −0.40 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -8.6% | 2.63% | −0.32 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -8.1% | 0.60% | −0.27 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -3.2% | 2.70% | −0.27 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.22 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -1.9% | 2.36% | −0.19 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.3% | 2.11% | −0.19 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.16 |
| GLD SPDR Gold Shares | Reduce -20.1% | 0.84% | −0.16 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -3.0% | 2.63% | −0.10 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -15.9% | 0.41% | −0.08 |
| RWX State Street SPDR Dow Jones | Reduce -3.7% | 0.60% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.5% | 2.79% | −0.07 |
| SGOL Abrdn Physical Gold Shares | Reduce -21.0% | 0.31% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.9% | 0.66% | −0.06 |
| GWX State Street SPDR S&P Intern | Reduce -7.3% | 0.75% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -1.4% | 3.10% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -4.8% | 0.62% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -9.3% | 0.36% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.41% | −0.04 |
| IYR iShares US Real Estate ETF | Reduce -1.2% | 0.79% | −0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -8.0% | 0.14% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.2% | 0.51% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.1% | 0.16% | −0.01 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -4.8% | 0.32% | −0.01 |
| GBIL Goldman Sachs Access Treasur | Reduce -4.2% | 0.18% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.2% | 0.31% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.5% | 0.16% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -0.4% | 0.25% | +0.00 |
| PDBC Invesco Optimum Yield Divers | Reduce -6.9% | 0.40% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| BCI Abrdn Bloomberg All Commodit | Add +16.6% | 5.30% | +1.53 |
| CTA Simplify Managed Futures St | Add +11.7% | 2.37% | +0.39 |
| BWX SS SPDR BB Intl Treasury BD | Add +17.1% | 4.05% | +0.39 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.5% | 4.24% | +0.26 |
| SCHH Schwab US REIT ETF | Add +8.0% | 3.53% | +0.25 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +2.2% | 3.56% | +0.21 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.18% | +0.18 |
| DJP Ipath Bloomberg Commodity Inc. | New | 0.18% | +0.18 |
| BITB Bitwise Bitcoin ETF | Add +175.3% | 0.34% | +0.17 |
| IFGL iShares International Develo | New | 0.14% | +0.14 |
| AAPL Apple Inc. | New | 0.12% | +0.12 |
| IAGG iShares Intl Aggregate Bond | Add +40.0% | 0.45% | +0.12 |
| VXUS Vanguard Total Intl Stock | Add +8.8% | 1.64% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +5.3% | 2.97% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +9.9% | 0.68% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +16.8% | 0.41% | +0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.0% | 1.53% | +0.05 |
| SCHP Schwab U.S. Tips ETF | Add +4.8% | 2.59% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +35.0% | 3.43% | +0.04 |
| SCHR Schwab Intermediate-Term US | Add +5.5% | 2.59% | +0.04 |
| IGOV iShares International Treasu | Add +13.4% | 0.45% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 1.71% | +0.03 |
| EZU iShares MSCI Eurozone ETF | Add +15.2% | 0.41% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.0% | 1.15% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +9.2% | 0.55% | +0.03 |
| EWH iShares MSCI Hong Kong ETF | Add +6.3% | 0.23% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.2% | 0.26% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 1.97% | +0.01 |
| EBND State Street SPDR Bloomberg | Add +10.6% | 0.34% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +35.3% | 0.46% | +0.01 |
| REET iShares Global REIT ETF | Add +5.2% | 0.14% | +0.00 |
| FXI iShares China Large-Cap ETF | Add +9.6% | 0.19% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +1.8% | 0.13% | −0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +29.2% | 0.53% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +6.0% | 1.85% | −0.04 |
| FEZ State Street SPDR Euro Stoxx | Add +0.1% | 1.77% | −0.12 |
| MCHI iShares MSCI China ETF | Add +5.9% | 3.12% | −0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 5.45% | −0.44 |
Options Activity Q4 2025 → Q1 2026
| IBIT iShares Bitcoin Trust ETF | call | Sold out | 800 | $40Kbefore 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 |