UL
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Upper Left Wealth Management, LLC13F | |
| Upper Left Wealth Management, LLC | |
| Last update 2025-07-07 | 65 Stocks (4 new) |
| Value $150.00 Mil | Turnover 4 % |
Upper Left Wealth Management, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 209,046 | 13,036.1 | -6.32% | 8.700 | -0.60% | 0.030 | +1.63% | +30.68% | 49,312.6 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 106,828 | 7,765.3 | +13.17% | 5.180 | +0.60% | 0.010 | +19.73% | +7.98% | 77,449.7 | ||
BCI |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
| 296,586 | 6,160.1 | +4.50% | 4.110 | +0.18% | 0.430 | +3.24% | +8.15% | 1,673.6 | ||
IBIT | ISHARES BITCOIN TR | 96,473 | 5,905.1 | +3.82% | 3.940 | +0.15% | 0.010 | +30.22% | +27.84% | 87,355.2 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 118,578 | 5,870.8 | +0.11% | 3.920 | 0% | 0.010 | +0.78% | +1.97% | 66,401.3 | ||
BWX |
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
| 226,378 | 5,317.6 | -0.74% | 3.550 | -0.03% | 0.350 | +0.94% | +9.62% | 1,536.5 | ||
GLDM | SPDR Gold MiniShares Trust | 81,021 | 5,308.5 | -5.87% | 3.540 | -0.22% | 0.030 | +1.66% | +30.72% | 16,463.4 | ||
MCHI | iShares MSCI China ETF | 90,240 | 4,972.2 | -0.91% | 3.320 | -0.03% | 0.080 | +16.39% | +26.43% | 6,816.6 | ||
VNQI |
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
| 105,690 | 4,877.6 | -1.29% | 3.250 | -0.04% | 0.150 | +8.94% | +17.67% | 3,274.7 | ||
SCHE | Schwab Emerging Markets Equity ETF | 156,440 | 4,715.1 | +3.19% | 3.150 | +0.10% | 0.050 | +15.22% | +16.47% | 10,564.2 |
Upper Left Wealth Management, LLC's Historical Top Holdings Breakdowns
Upper Left Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -0.60% | 56.1 ($61.92) 64.74 | $64.70 | 4.49% | Reduce -6.32% | 209,046 | -14,105 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Add Add | +0.60% | 58.41 ($67.22) 72.69 | $73.98 | 10.06% | Add 13.17% | 106,828 | 12,435 | |
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 2025-06-30 | Add Add | +0.50% | 24.61 ($25.29) 25.89 | $25.94 | 2.57% | Add 19.21% | 181,056 | 29,174 | |
CTA |
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
| 2025-06-30 | Reduce Reduce | -0.49% | 26.61 ($27.81) 29.9 | $28.08 | 0.97% | Reduce -18.86% | 99,735 | -23,189 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | New Buy New Buy | +0.45% | 456.74 ($525.37) 568.03 | $577.95 | 10.01% | New holding | 1,198 | 1,198 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-06-30 | Reduce Reduce | -0.34% | 39.89 ($46.36) 49.46 | $50.76 | 9.49% | Reduce -15.98% | 55,708 | -10,598 | |
IFGL | ISHARES TRUST | 2025-06-30 | Sold Out Sold Out | -0.30% | 18.5 ($21.29) 22.72 | $22.68 | 6.53% | Sold Out | 0 | -21,372 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.27% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 31.12% | 2,802 | 665 | |
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 2025-06-30 | Add Add | +0.25% | 32.41 ($38.69) 42.59 | $43.35 | 12.04% | Add 8.99% | 106,664 | 8,802 | |
GLDM | SPDR Gold MiniShares Trust | 2025-06-30 | Reduce Reduce | -0.22% | 58.96 ($65.03) 67.97 | $67.96 | 4.51% | Reduce -5.87% | 81,021 | -5,048 |
Upper Left Wealth Management, LLC Total Holding History ($B)
Upper Left Wealth Management, LLC's Asset Allocation
Upper Left Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Upper Left Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Upper Left Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Upper Left Wealth Management, LLC's Holdings Heat Map
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Upper Left Wealth Management, LLC's Holdings Bubble Chart
Upper Left Wealth Management, LLC News
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