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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
+7%
1 Year Est. Return
+11.79%
3 Year Est. Return
+43.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
+$9.42M
Cap. Flow
-$669K
Cap. Flow %
-0.42%
Top 10 Hldgs %
43.78%
Holding
65
New
–
Increased
19
Reduced
42
Closed
–

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$396K
2
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$295K
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$282K
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$234K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$204K

Top Sells

Rank Stock Value
1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$450K
2
IAU icon
iShares Gold Trust
IAU
+$416K
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$400K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$283K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$250K

Sector Composition

Rank Sector Weight
1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSS icon
26
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$2.29M 1.44%
16,066
-118
-0.7% -$16.3K
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$152B
$2.24M 1.4%
30,445
+610
+2% +$43.3K
GBTC icon
28
Grayscale Bitcoin Trust
GBTC
$9.79B
$1.88M 1.18%
20,931
-90
-0.4% -$8.1K
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$1.82M 1.14%
2,730
-72
-3% -$46.2K
GLD icon
30
SPDR Gold Trust
GLD
$129B
$1.64M 1.03%
4,613
-159
-3% -$50.7K
IYR icon
31
iShares US Real Estate ETF
IYR
$4.53B
$1.39M 0.87%
14,294
-10
-0.1% -$962
VB icon
32
Vanguard Small-Cap ETF
VB
$79.2B
$1.22M 0.76%
4,785
-497
-9% -$123K
GWX icon
33
State Street SPDR S&P International Small Cap ETF
GWX
$851M
$1.22M 0.76%
30,262
-716
-2% -$27.7K
SPEM icon
34
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$1.1M 0.69%
23,507
-492
-2% -$21.9K
RWX icon
35
State Street SPDR Dow Jones International Real Estate ETF
RWX
$264M
$1.04M 0.65%
37,489
-894
-2% -$24.6K
BTC
36
Grayscale Bitcoin Mini Trust ETF
BTC
$3.45B
$1.03M 0.65%
20,384
+860
+4% +$43.6K
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.03M 0.65%
15,605
-579
-4% -$36.1K
FBTC icon
38
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$866K 0.54%
8,675
-30
-0.3% -$3K
IEI icon
39
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$865K 0.54%
7,235
-67
-0.9% -$7.97K
VNQ icon
40
Vanguard Real Estate ETF
VNQ
$39.4B
$802K 0.5%
8,772
-47
-0.5% -$4.26K
SPDW icon
41
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.4B
$801K 0.5%
18,712
-482
-3% -$20K
VOO icon
42
Vanguard S&P 500 ETF
VOO
$973B
$728K 0.46%
1,188
-10
-0.8% -$5.89K
IWM icon
43
iShares Russell 2000 ETF
IWM
$81.2B
$683K 0.43%
2,822
-256
-8% -$58.7K
IGOV icon
44
iShares International Treasury Bond ETF
IGOV
$1.35B
$602K 0.38%
14,122
-94
-0.7% -$3.99K
EZU icon
45
iShare MSCI Eurozone ETF
EZU
$9.35B
$595K 0.37%
9,604
-104
-1% -$6.24K
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$109B
$576K 0.36%
4,844
-188
-4% -$21.6K
PDBC icon
47
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$572K 0.36%
42,579
-362
-0.8% -$4.8K
SGOL icon
48
abrdn Physical Gold Shares ETF
SGOL
$6.84B
$571K 0.36%
15,519
-1,381
-8% -$45.6K
FNDC icon
49
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$552K 0.35%
12,403
-307
-2% -$13.3K
EBND icon
50
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$546K 0.34%
25,571
-621
-2% -$13.2K
1
2
3

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Upper Left Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Upper Left Wealth Management held 65 positions worth $159M, up 6.3% from $150M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Upper Left Wealth Management opened no new positions and made no exits, leaving the 65-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.22% of assets, down from 0.22% a quarter earlier.

  • Upper Left Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $396K increase.
  • Upper Left Wealth Management's biggest Q3 2025 reduction was Vanguard FTSE All-World ex-US ETF, cutting an estimated $450K.
  • Upper Left Wealth Management's ten largest holdings make up 44% of its $159M portfolio in Q3 2025.
  • Upper Left Wealth Management opened 0 new positions and closed 0 in Q3 2025.
  • Upper Left Wealth Management's portfolio value rose 6.3% quarter-over-quarter to $159M.

Based on Upper Left Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.