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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
TIP icon
51
iShares TIPS Bond ETF
TIP
$14.5B
$637K 0.35%
5,824
+1,013
+21% +$112K
FNDC icon
52
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$567K 0.31%
11,668
-133
-1% -$6.55K
QQQ icon
53
Invesco QQQ Trust
QQQ
$466B
$557K 0.31%
756
+3
+0.4% +$2.06K
FXI icon
54
iShares China Large-Cap ETF
FXI
$4.6B
$541K 0.3%
17,134
+8,306
+94% +$296K
PDBC icon
55
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.61B
$537K 0.3%
33,805
-5,014
-13% -$88K
USRT icon
56
iShares Core US REIT ETF
USRT
$4.63B
$456K 0.25%
6,856
-161
-2% -$10.4K
DJP icon
57
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$795M
$366K 0.2%
8,375
+2,156
+35% +$103K
MU icon
58
Micron Technology
MU
$959B
$366K 0.2%
+317
New +$238K
EWH icon
59
iShares MSCI Hong Kong ETF
EWH
$1.19B
$345K 0.19%
16,495
-403
-2% -$9.27K
GXC icon
60
State Street SPDR S&P China ETF
GXC
$442M
$344K 0.19%
+3,971
New +$372K
VHT icon
61
Vanguard Health Care ETF
VHT
$18B
$314K 0.17%
1,050
– –
BITB icon
62
Bitwise Bitcoin ETF
BITB
$2.46B
$313K 0.17%
9,819
-5,670
-37% -$221K
DE icon
63
Deere & Co
DE
$161B
$296K 0.16%
+467
New +$270K
SCZ icon
64
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$288K 0.16%
3,498
+36
+1% +$3.02K
GBIL icon
65
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$287K 0.16%
2,868
-149
-5% -$14.9K
ARKB icon
66
ARK 21Shares Bitcoin ETF
ARKB
$2.45B
$274K 0.15%
14,095
+367
+3% +$8.74K
REET icon
67
iShares Global REIT ETF
REET
$5.05B
$268K 0.15%
9,693
+184
+2% +$4.99K
IEFA icon
68
iShares Core MSCI EAFE ETF
IEFA
$186B
$268K 0.15%
2,770
-303
-10% -$29.1K
EMB icon
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$248K 0.14%
2,574
+176
+7% +$16.9K
TT icon
70
Trane Technologies
TT
$104B
$246K 0.14%
+500
New +$234K
IFGL icon
71
iShares International Developed Real Estate ETF
IFGL
$82M
$245K 0.14%
10,983
+194
+2% +$4.48K
VGK icon
72
Vanguard FTSE Europe ETF
VGK
$30B
$240K 0.13%
2,709
-73
-3% -$6.39K
AAPL icon
73
Apple
AAPL
$4.9T
$232K 0.13%
803
– –
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.