13F Insight
DOSSIER · 13F-HR · Q2 2026

Upper Left Wealth Management, LLC

$180M in tracked AUM across 73 positions as of Q2 2026.

UL
CIK 0001911228 · last filed Jun 30, 2026
Total AUM
$180M
as of Q2 2026
Holdings
73
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Upper Left Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IAU
ISHARES GOLD TR
$12M165K6.9%02
SPYM
SPDR SERIES TRUST
$11M121K5.9%03
BCI
ABRDN ETFS
$8M355K4.4%04
BNDX
VANGUARD CHARLOTTE FDS
$8M160K4.3%05
SCHH
SCHWAB STRATEGIC TR
$7M288K3.8%06
BWX
SPDR SERIES TRUST
$7M307K3.7%07
DBMF
LITMAN GREGORY FDS TR
$7M213K3.6%08
SCHF
SCHWAB STRATEGIC TR
$6M225K3.5%09
SCHA
SCHWAB STRATEGIC TR
$6M161K3.2%10
IBIT
ISHARES BITCOIN TRUST ETF
$5M164K3.0%

Filing history

2026Q2Jun 30
$180M▲ 6.6%
73 positionsView →2026Q1Mar 31
$169M▲ 3.2%
68 positionsView →2025Q4Dec 31
$164M▲ 3.0%
67 positionsView →2025Q3Sep 30
$159M▲ 6.3%
65 positionsView →2025Q2Jun 30
$150M▲ 7.5%
65 positionsLocked2025Q1Mar 31
$139M▲ 19.3%
62 positionsLocked2024Q4Dec 31
$117M▲ 2.2%
57 positionsLocked2024Q3Sep 30
$114M▲ 3.4%
59 positionsLocked2024Q2Jun 30
$111M▲ 2.6%
61 positionsLocked2024Q1Mar 31
$108M▲ 5.7%
57 positionsLocked2023Q4Dec 31
$102M▲ 6.2%
61 positionsLocked2023Q3Sep 30
$96M▲ 6.9%
60 positionsLocked
Showing 12 of 19