We are live on ! Find out more
ULWM

Upper Left Wealth Management Portfolio holdings

AUM $180M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
+1.43%
1 Year Est. Return
+11.79%
3 Year Est. Return
+43.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$5.28M
Cap. Flow
+$3.61M
Cap. Flow %
2.13%
Top 10 Hldgs %
44.43%
Holding
71
New
4
Increased
34
Reduced
29
Closed
3

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.7M
2
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.15M
3
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$1.03M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$691K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$450K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$2.47M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.06M
3
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$432K
4
GLD icon
SPDR Gold Trust
GLD
+$371K
5
PEGA icon
Pegasystems
PEGA
+$358K

Sector Composition

Rank Sector Weight
1 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$153B
$2.77M 1.64%
35,917
+2,906
+9% +$231K
VSS icon
27
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$2.6M 1.53%
17,818
+857
+5% +$130K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$1.94M 1.15%
2,989
+296
+11% +$201K
GLD icon
29
SPDR Gold Trust
GLD
$130B
$1.42M 0.84%
3,299
-828
-20% -$371K
IYR icon
30
iShares US Real Estate ETF
IYR
$4.49B
$1.33M 0.79%
14,080
-174
-1% -$16.9K
GWX icon
31
State Street SPDR S&P International Small Cap ETF
GWX
$856M
$1.27M 0.75%
30,103
-2,387
-7% -$104K
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$1.15M 0.68%
16,446
+1,476
+10% +$107K
VB icon
33
Vanguard Small-Cap ETF
VB
$79.3B
$1.11M 0.66%
4,239
-314
-7% -$85K
SPEM icon
34
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$1.04M 0.62%
22,250
-1,122
-5% -$54.7K
RWX icon
35
State Street SPDR Dow Jones International Real Estate ETF
RWX
$262M
$1.02M 0.6%
38,205
-1,459
-4% -$41.9K
GBTC icon
36
Grayscale Bitcoin Trust
GBTC
$9.74B
$1.02M 0.6%
19,261
-1,696
-8% -$101K
IEI icon
37
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$931K 0.55%
7,847
+661
+9% +$78.8K
BTC
38
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$903K 0.53%
30,097
+6,810
+29% +$230K
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$39.1B
$858K 0.51%
9,672
-17
-0.2% -$1.56K
FBTC icon
40
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$772K 0.46%
13,081
+3,414
+35% +$227K
IGOV icon
41
iShares International Treasury Bond ETF
IGOV
$1.34B
$769K 0.45%
18,728
+2,216
+13% +$93K
IAGG icon
42
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$756K 0.45%
15,101
+4,314
+40% +$217K
VOO icon
43
Vanguard S&P 500 ETF
VOO
$967B
$700K 0.41%
1,172
-20
-2% -$12.5K
SPDW icon
44
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$694K 0.41%
15,198
-2,870
-16% -$135K
IJR icon
45
iShares Core S&P Small-Cap ETF
IJR
$109B
$688K 0.41%
5,532
+797
+17% +$101K
EZU icon
46
iShare MSCI Eurozone ETF
EZU
$9.36B
$686K 0.41%
10,950
+1,444
+15% +$94.6K
PDBC icon
47
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.85B
$672K 0.4%
38,819
-2,889
-7% -$43.6K
IWM icon
48
iShares Russell 2000 ETF
IWM
$81.2B
$607K 0.36%
2,448
-251
-9% -$64.7K
EBND icon
49
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
$578K 0.34%
28,028
+2,694
+11% +$57.6K
BITB icon
50
Bitwise Bitcoin ETF
BITB
$2.49B
$570K 0.34%
15,489
+9,862
+175% +$409K
1
2
3

Similar funds

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $180M AUM
MGWA
Monument Group Wealth Advisors Concord, Massachusetts $180M AUM 19.81% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
BRPW
Ballast Rock Private Wealth Charleston, South Carolina $181M AUM
MPG
My Portfolio Guide Seal Beach, California $181M AUM

Upper Left Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Upper Left Wealth Management held 71 positions worth $169M, up 3.2% from $164M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Upper Left Wealth Management's Q1 2026 filing shows 4 new, 34 increased, 29 reduced and 3 closed positions. Its largest new stake was ARK 21Shares Bitcoin ETF: 13,728 shares worth $309K. The largest sale was iShares Gold Trust, an estimated $2.47M.

By sector, the portfolio is most concentrated in Technology at 0.12% of assets, down from 0.38% a quarter earlier.

  • Upper Left Wealth Management's largest Q1 2026 buy was ARK 21Shares Bitcoin ETF: 13,728 shares worth $309K.
  • Upper Left Wealth Management added most to iShares Bitcoin Trust in Q1 2026, an estimated $1.7M increase.
  • Upper Left Wealth Management's biggest Q1 2026 reduction was iShares Gold Trust, cutting an estimated $2.47M.
  • Upper Left Wealth Management fully exited Pegasystems in Q1 2026, selling an estimated $358K.
  • Upper Left Wealth Management's ten largest holdings make up 44% of its $169M portfolio in Q1 2026.
  • Upper Left Wealth Management opened 4 new positions and closed 3 in Q1 2026.
  • Upper Left Wealth Management's portfolio value rose 3.2% quarter-over-quarter to $169M.

Based on Upper Left Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.