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ULWM

Upper Left Wealth Management Portfolio holdings

AUM $180M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
+2.9%
1 Year Est. Return
+11.79%
3 Year Est. Return
+43.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
+$11.1M
Cap. Flow
+$8.98M
Cap. Flow %
4.98%
Top 10 Hldgs %
42.31%
Holding
73
New
5
Increased
40
Reduced
24
Closed
–

Top Buys

Rank Stock Value
1
IAUM icon
iShares Gold Trust Micro
IAUM
+$990K
2
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$852K
3
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$582K
4
IAU icon
iShares Gold Trust
IAU
+$545K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$522K

Top Sells

Rank Stock Value
1
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$358K
2
BITB icon
Bitwise Bitcoin ETF
BITB
+$221K
3
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$214K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$152K
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$127K

Sector Composition

Rank Sector Weight
1 Technology 0.33%
2 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$62.4B
$12.5M 6.92%
165,498
+6,418
+4% +$545K
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$10.6M 5.9%
121,120
+573
+0.5% +$48.9K
BCI icon
3
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$7.93M 4.4%
355,096
-14,757
-4% -$358K
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$82.2B
$7.76M 4.3%
160,232
+10,853
+7% +$522K
SCHH icon
5
Schwab US REIT ETF
SCHH
$11.6B
$6.83M 3.78%
288,256
+9,676
+3% +$226K
BWX icon
6
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$6.65M 3.68%
306,718
-5,778
-2% -$127K
DBMF icon
7
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.84B
$6.53M 3.62%
213,173
+12,999
+6% +$399K
SCHF icon
8
Schwab International Equity ETF
SCHF
$65.4B
$6.24M 3.46%
225,409
+13,338
+6% +$360K
SCHA icon
9
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$5.83M 3.23%
161,455
-1,158
-0.7% -$38.3K
IBIT icon
10
iShares Bitcoin Trust
IBIT
$47B
$5.44M 3.02%
163,550
+12,176
+8% +$495K
BIL icon
11
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$5.33M 2.95%
58,181
+3,309
+6% +$303K
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$27.1B
$4.94M 2.74%
62,175
-1,025
-2% -$91.5K
SCHE icon
13
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$4.81M 2.67%
132,708
-2,388
-2% -$85.3K
SCHR
14
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.71M 2.61%
190,807
+14,925
+8% +$369K
MCHI icon
15
iShares MSCI China ETF
MCHI
$6.05B
$4.7M 2.6%
92,023
-1,899
-2% -$106K
SCHC icon
16
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$4.69M 2.6%
97,490
+2,039
+2% +$101K
VNQI icon
17
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$4.63M 2.56%
103,135
+105
+0.1% +$4.84K
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.5B
$4.52M 2.51%
170,701
+5,848
+4% +$156K
EMLC icon
19
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$4.18M 2.32%
163,502
+4,327
+3% +$110K
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.97M 2.2%
66,590
+4,744
+8% +$279K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$881B
$3.93M 2.18%
5,247
+463
+10% +$337K
VEU icon
22
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$3.83M 2.12%
45,703
-1,858
-4% -$152K
FEZ icon
23
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$3.41M 1.89%
49,665
+1,369
+3% +$91.4K
VEA icon
24
Vanguard FTSE Developed Markets ETF
VEA
$226B
$3.37M 1.87%
47,357
+2,181
+5% +$152K
VXUS icon
25
Vanguard Total International Stock ETF
VXUS
$153B
$3.3M 1.83%
38,607
+2,690
+7% +$225K
1
2 3

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Upper Left Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Upper Left Wealth Management held 73 positions worth $180M, up 6.6% from $169M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Upper Left Wealth Management deployed $8.98M of net new capital in Q2 2026, opening 5 new positions and adding to 40 existing holdings. Its largest new stake was iShares Gold Trust Micro: 22,021 shares worth $881K.

By sector, the portfolio is most concentrated in Technology at 0.33% of assets, up from 0.12% a quarter earlier, followed by Industrials.

On the sell side, the largest reduction was abrdn Bloomberg All Commodity Strategy K-1 Free ETF, an estimated $358K trimmed.

  • Upper Left Wealth Management's largest Q2 2026 buy was iShares Gold Trust Micro: 22,021 shares worth $881K.
  • Upper Left Wealth Management added most to abrdn Physical Gold Shares ETF in Q2 2026, an estimated $852K increase.
  • Upper Left Wealth Management's biggest Q2 2026 reduction was abrdn Bloomberg All Commodity Strategy K-1 Free ETF, cutting an estimated $358K.
  • Upper Left Wealth Management's ten largest holdings make up 42% of its $180M portfolio in Q2 2026.
  • Upper Left Wealth Management opened 5 new positions and closed 0 in Q2 2026.
  • Upper Left Wealth Management's portfolio value rose 6.6% quarter-over-quarter to $180M.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.