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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
CTA icon
26
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$3.26M 1.81%
125,785
-7,205
-5% -$214K
VSS icon
27
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$2.82M 1.57%
18,308
+490
+3% +$76.9K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.37M 1.32%
3,178
+189
+6% +$137K
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.57M 0.87%
18,955
+2,509
+15% +$200K
GWX icon
30
State Street SPDR S&P International Small Cap ETF
GWX
$856M
$1.54M 0.85%
35,229
+5,126
+17% +$232K
VB icon
31
Vanguard Small-Cap ETF
VB
$79.7B
$1.44M 0.8%
4,756
+517
+12% +$148K
IYR icon
32
iShares US Real Estate ETF
IYR
$4.83B
$1.42M 0.79%
13,899
-181
-1% -$18.4K
IGOV icon
33
iShares International Treasury Bond ETF
IGOV
$1.36B
$1.34M 0.74%
32,734
+14,006
+75% +$582K
RWX icon
34
State Street SPDR Dow Jones International Real Estate ETF
RWX
$281M
$1.23M 0.68%
45,514
+7,309
+19% +$202K
SGOL icon
35
abrdn Physical Gold Shares ETF
SGOL
$6.85B
$1.21M 0.67%
31,740
+19,833
+167% +$852K
VNQ icon
36
Vanguard Real Estate ETF
VNQ
$39.6B
$1.21M 0.67%
12,521
+2,849
+29% +$272K
GLD icon
37
SPDR Gold Trust
GLD
$130B
$1.21M 0.67%
3,272
-27
-0.8% -$11.2K
SPEM icon
38
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$1.14M 0.63%
21,939
-311
-1% -$15.9K
BTC
39
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$1.12M 0.62%
43,315
+13,218
+44% +$420K
IEI icon
40
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$894K 0.5%
7,612
-235
-3% -$27.7K
EZU icon
41
iShare MSCI Eurozone ETF
EZU
$9.41B
$882K 0.49%
12,684
+1,734
+16% +$117K
IAUM icon
42
iShares Gold Trust Micro
IAUM
$6.3B
$881K 0.49%
+22,021
New +$990K
GBTC icon
43
Grayscale Bitcoin Trust
GBTC
$9.64B
$877K 0.49%
19,261
– –
VOO icon
44
Vanguard S&P 500 ETF
VOO
$974B
$805K 0.45%
1,172
– –
IJR icon
45
iShares Core S&P Small-Cap ETF
IJR
$110B
$791K 0.44%
5,336
-196
-4% -$26.9K
SPDW icon
46
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$748K 0.41%
14,837
-361
-2% -$17.9K
EBND icon
47
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$734K 0.41%
35,106
+7,078
+25% +$148K
FBTC icon
48
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$703K 0.39%
13,774
+693
+5% +$43.3K
IWM icon
49
iShares Russell 2000 ETF
IWM
$82.2B
$688K 0.38%
2,290
-158
-6% -$44.4K
IAGG icon
50
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$657K 0.36%
12,986
-2,115
-14% -$106K
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.