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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
+0.1%
1 Year Est. Return
+11.79%
3 Year Est. Return
+43.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$4.76M
Cap. Flow
+$5.51M
Cap. Flow %
3.36%
Top 10 Hldgs %
43.64%
Holding
67
New
2
Increased
37
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$929K
2
SCHH icon
Schwab US REIT ETF
SCHH
+$721K
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$665K
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$625K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$613K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$1.31M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$378K
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$237K
4
GLD icon
SPDR Gold Trust
GLD
+$186K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$84.2K

Sector Composition

Rank Sector Weight
1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$152B
$2.49M 1.52%
33,011
+2,566
+8% +$192K
VSS icon
27
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$2.43M 1.48%
16,961
+895
+6% +$127K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$1.84M 1.12%
2,693
-37
-1% -$25K
GLD icon
29
SPDR Gold Trust
GLD
$129B
$1.64M 1%
4,127
-486
-11% -$186K
GBTC icon
30
Grayscale Bitcoin Trust
GBTC
$9.79B
$1.43M 0.87%
20,957
+26
+0.1% +$2.04K
IYR icon
31
iShares US Real Estate ETF
IYR
$4.53B
$1.34M 0.82%
14,254
-40
-0.3% -$3.81K
GWX icon
32
State Street SPDR S&P International Small Cap ETF
GWX
$851M
$1.33M 0.81%
32,490
+2,228
+7% +$89.6K
VB icon
33
Vanguard Small-Cap ETF
VB
$79.2B
$1.17M 0.72%
4,553
-232
-5% -$59.4K
RWX icon
34
State Street SPDR Dow Jones International Real Estate ETF
RWX
$264M
$1.11M 0.68%
39,664
+2,175
+6% +$60.5K
SPEM icon
35
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$1.09M 0.67%
23,372
-135
-0.6% -$6.36K
IEMG icon
36
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.01M 0.61%
14,970
-635
-4% -$42.6K
BTC
37
Grayscale Bitcoin Mini Trust ETF
BTC
$3.45B
$902K 0.55%
23,287
+2,903
+14% +$129K
IEI icon
38
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$858K 0.52%
7,186
-49
-0.7% -$5.86K
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$39.4B
$857K 0.52%
9,689
+917
+10% +$82.4K
SPDW icon
40
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.4B
$802K 0.49%
18,068
-644
-3% -$28.1K
VOO icon
41
Vanguard S&P 500 ETF
VOO
$973B
$748K 0.46%
1,192
+4
+0.3% +$2.49K
FBTC icon
42
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$737K 0.45%
9,667
+992
+11% +$86.6K
IGOV icon
43
iShares International Treasury Bond ETF
IGOV
$1.35B
$688K 0.42%
16,512
+2,390
+17% +$101K
IWM icon
44
iShares Russell 2000 ETF
IWM
$81.2B
$664K 0.4%
2,699
-123
-4% -$30.2K
SGOL icon
45
abrdn Physical Gold Shares ETF
SGOL
$6.84B
$619K 0.38%
15,065
-454
-3% -$18K
EZU icon
46
iShare MSCI Eurozone ETF
EZU
$9.35B
$609K 0.37%
9,506
-98
-1% -$6.15K
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$109B
$569K 0.35%
4,735
-109
-2% -$13K
PDBC icon
48
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$553K 0.34%
41,708
-871
-2% -$11.8K
FNDC icon
49
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$553K 0.34%
12,403
– –
EBND icon
50
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$541K 0.33%
25,334
-237
-0.9% -$5.04K
1
2
3

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MGWA
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Upper Left Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Upper Left Wealth Management held 67 positions worth $164M, up 3% from $159M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Upper Left Wealth Management deployed $5.51M of net new capital in Q4 2025, opening 2 new positions and adding to 37 existing holdings. Its largest new stake was Bitwise Bitcoin ETF: 5,627 shares worth $268K.

By sector, the portfolio is most concentrated in Technology at 0.38% of assets, up from 0.22% a quarter earlier.

On the sell side, the largest reduction was iShares Gold Trust, an estimated $1.31M trimmed.

  • Upper Left Wealth Management's largest Q4 2025 buy was Bitwise Bitcoin ETF: 5,627 shares worth $268K.
  • Upper Left Wealth Management added most to iShares Bitcoin Trust in Q4 2025, an estimated $929K increase.
  • Upper Left Wealth Management's biggest Q4 2025 reduction was iShares Gold Trust, cutting an estimated $1.31M.
  • Upper Left Wealth Management's ten largest holdings make up 44% of its $164M portfolio in Q4 2025.
  • Upper Left Wealth Management opened 2 new positions and closed 0 in Q4 2025.
  • Upper Left Wealth Management's portfolio value rose 3% quarter-over-quarter to $164M.

Based on Upper Left Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.