UL

Upper Left Wealth Management, LLC

13F
Upper Left Wealth Management, LLC
Last update 2025-04-14 62 Stocks (7 new)
Value $139.00 Mil Turnover 19 %
Countries:
Top Holdings: IAU(9.43%)SPLG(4.45%)BCI(4.37%)BNDX(4.15%)GLDM(3.82%)
Summary Stock Picks Current Portfolio
Upper Left Wealth Management, ... Top Holdings of 2025-03-31 View Full List
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
223,151
13,157.0
-3.00%
9.430
-0.29%
0.030
+7.29%
+26.98%
47,365.6
 
SPLG
SPDR Portfolio S&P 500 ETF
94,393
6,207.3
+23.98%
4.450
+0.86%
0.010
+16.68%
+7.38%
72,719.7
 
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
283,820
6,090.8
+4.05%
4.370
+0.17%
0.450
+0.38%
+6.73%
1,465.1
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
118,442
5,782.3
+942.62%
4.150
+3.75%
0.010
+1.40%
+1.93%
65,015.2
 
GLDM
SPDR Gold MiniShares Trust
86,069
5,326.8
+0.10%
3.820
0%
0.040
+7.31%
+27.02%
15,906.6
 
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
228,057
4,985.3
+71.09%
3.570
+1.48%
0.500
+4.86%
+10.43%
1,528.8
 
MCHI
iShares MSCI China ETF
91,073
4,954.4
+9.40%
3.550
+0.31%
0.080
+2.96%
+17.93%
6,358.4
 
SCHH
Schwab U.S. REIT ETF
225,085
4,841.6
+10.38%
3.470
+0.33%
0.060
+2.66%
+2.60%
8,026.5
 
IBIT
ISHARES BITCOIN TR
92,922
4,349.7
+4.02%
3.120
+0.12%
0.010
+33.54%
+17.23%
76,020.3
 
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
107,067
4,331.9
-3.08%
3.110
-0.12%
0.140
+13.76%
+17.47%
3,319.1
 

Upper Left Wealth Management, LLC's Historical Top Holdings Breakdowns

Upper Left Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+3.75%
●
48.33 ($48.9) 49.5
$49.37
0.96%
Add 942.62%
118,442
107,082
DBMF
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
2025-03-31
New Buy
New Buy
+2.75%
●
24.88 ($26.07) 26.85
$25.77
-1.15%
New holding
151,882
151,882
CTA
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
2025-03-31
New Buy
New Buy
+2.61%
●
27.81 ($29.06) 30.21
$27.08
-6.81%
New holding
122,924
122,924
FXE
Invesco CurrencyShares Euro Trust
2025-03-31
Sold Out
Sold Out
-1.53%
●
94.32 ($97.27) 101.09
$108.49
11.53%
Sold Out
0
-18,691
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
2025-03-31
Add
Add
+1.48%
●
20.94 ($21.61) 22.04
$23.38
8.19%
Add 71.09%
228,057
94,759
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Reduce
Reduce
-1.33%
●
49.42 ($49.98) 50.43
$51.09
2.22%
Reduce -75.57%
10,074
-31,154
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Reduce
Reduce
-1.17%
●
25.81 ($27.37) 28.52
$30.47
11.33%
Reduce -25.34%
151,597
-51,453
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.12%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Add 123.65%
5,041
2,787
WIP
SPDR Citi International Government Inflation-Protected Bond ETF
SPDR Citi International Government Inflation-Protected Bond ETF
2025-03-31
Sold Out
Sold Out
-1.12%
●
35.57 ($37.04) 38.16
$39.53
6.72%
Sold Out
0
-36,040
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
VanEck J.P. Morgan EM Local Currency Bond ETF
2025-03-31
Add
Add
+0.91%
●
22.98 ($23.68) 24.13
$25.30
6.84%
Add 50.28%
159,690
53,427

Upper Left Wealth Management, LLC Total Holding History ($B)

To

Upper Left Wealth Management, LLC's Asset Allocation

To

Upper Left Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Upper Left Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Upper Left Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Upper Left Wealth Management, LLC's Holdings Heat Map

Size field:

Upper Left Wealth Management, LLC's Holdings Bubble Chart

Upper Left Wealth Management, LLC News

  • 1

Discussions on Upper Left Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.