We are live on !
Find out more
ULWM
Upper Left Wealth Management Portfolio holdings
AUM
$193M
Turnover
21.52%
1-Year Est. Return
6.98%
This Fund
S&P 500
This Quarter Est. Return
+2.4%
1 Year Est. Return
+6.98%
3 Year Est. Return
+52.67%
5 Year Est. Return
+29.99%
10 Year Est. Return
–
AUM
$193M
AUM Growth
+$12.3M
(+6.8%)
Cap. Flow
+$8.07M
Cap. Flow % of AUM
Cap. Flow %
4.19%
Top 10 Holdings %
Top 10 Hldgs %
58.03%
Holding
79
New
6
Increased
15
Reduced
41
Closed
11
Avg Time Held
3.2
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
2.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$23.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$19.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.99M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$4.96M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
|
+$8.48M |
| 2 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$4.18M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$3.9M |
| 4 |
iShares Gold Trust
IAU
|
+$3.74M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.53M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.59% |
| 2 | Technology | 0.3% |
| 3 | Consumer Discretionary | 0.11% |
| 4 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
iShares China Large-Cap ETF
FXI
$3.87B
| $552K | 0.29% |
16,212
-922
| -5% | -$32.1K |
2022 Q4
15 quarters
|
|
52
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.92B
| $471K | 0.24% |
4,706
+1,838
| +64% | +$184K |
2022 Q4
15 quarters
|
|
53
iShares International Treasury Bond ETF
IGOV
$1.33B
| $459K | 0.24% |
11,553
-21,181
| -65% | -$866K |
2022 Q2
17 quarters
|
|
54
iShares Core US REIT ETF
USRT
$4.23B
| $422K | 0.22% |
6,856
| – | – |
2023 Q3
12 quarters
|
|
55
ARK 21Shares Bitcoin ETF
ARKB
$3.16B
| $378K | 0.2% |
13,635
-460
| -3% | -$10.9K |
2026 Q1
2 quarters
|
|
56
Bitwise Bitcoin ETF
BITB
$3.07B
| $359K | 0.19% |
7,922
-1,897
| -19% | -$73.3K |
2025 Q4
3 quarters
|
|
|
57
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.5B
| $356K | 0.18% |
13,746
-341,350
| -96% | -$8.48M |
2023 Q2
13 quarters
|
|
58
Vanguard Health Care ETF
VHT
$20.2B
| $332K | 0.17% |
1,050
| – | – |
2025 Q1
6 quarters
|
|
59
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.9B
| $325K | 0.17% |
3,847
+349
| +10% | +$29.7K |
2025 Q2
5 quarters
|
|
60
Micron Technology
MU
$1.04T
| $320K | 0.17% |
300
-17
| -5% | -$16.1K |
2026 Q2
1 quarter
|
|
61
iShares Core MSCI EAFE ETF
IEFA
$191B
| $268K | 0.14% |
2,770
| – | – |
2025 Q2
5 quarters
|
|
62
Apple
AAPL
$4.97T
| $267K | 0.14% |
803
| – | – |
2026 Q1
2 quarters
|
|
63
iShares MSCI Hong Kong ETF
EWH
$1.22B
| $249K | 0.13% |
11,246
-5,249
| -32% | -$118K |
2025 Q1
6 quarters
|
|
64
Harbor Commodity All-Weather Strategy ETF
HGER
$4.84B
| $240K | 0.12% |
+6,800
| New | +$229K |
2026 Q3
0 quarters
|
|
65
Vanguard FTSE Europe ETF
VGK
$29.8B
| $228K | 0.12% |
2,624
-85
| -3% | -$7.66K |
2021 Q4
19 quarters
|
|
66
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$877M
| $210K | 0.11% |
4,078
-4,297
| -51% | -$212K |
2026 Q1
2 quarters
|
|
67
iShares S&P 500 Growth ETF
IVW
$77.8B
| $207K | 0.11% |
+1,453
| New | +$201K |
2026 Q3
0 quarters
|
|
68
Amazon
AMZN
$2.85T
| $205K | 0.11% |
+822
| New | +$209K |
2026 Q3
0 quarters
|
|
69
Deere & Co
DE
$171B
| – | – |
-467
| Closed | -$296K | – |
|
70
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
| – | – |
-35,106
| Closed | -$734K | – |
|
71
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$12.6B
| – | – |
-2,574
| Closed | -$248K | – |
|
|
72
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.97B
| – | – |
-163,502
| Closed | -$4.18M | – |
|
73
State Street SPDR S&P China ETF
GXC
$442M
| – | – |
-3,971
| Closed | -$344K | – |
|
74
iShares Core International Aggregate Bond Fund
IAGG
$12.6B
| – | – |
-12,986
| Closed | -$657K | – |
|
75
iShares Gold Trust Micro
IAUM
$6.55B
| – | – |
-22,021
| Closed | -$881K | – |
|
Similar funds
OCM
MAG
LF
QAM
CFG
MSF
LWP
AFS
Upper Left Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, Upper Left Wealth Management held 79 positions worth $193M, up 6.8% from $180M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Upper Left Wealth Management deployed $8.07M of net new capital in Q3 2026, opening 6 new positions and adding to 15 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 49,301 shares worth $3.83M.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 99% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was abrdn Bloomberg All Commodity Strategy K-1 Free ETF, an estimated $8.48M trimmed.
- Upper Left Wealth Management's largest Q3 2026 buy was iShares 20+ Year Treasury Bond ETF: 49,301 shares worth $3.83M.
- Upper Left Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2026, an estimated $23.2M increase.
- Upper Left Wealth Management's biggest Q3 2026 reduction was abrdn Bloomberg All Commodity Strategy K-1 Free ETF, cutting an estimated $8.48M.
- Upper Left Wealth Management fully exited VanEck JP Morgan EM Local Currency Bond ETF in Q3 2026, selling an estimated $4.18M.
- Upper Left Wealth Management's ten largest holdings make up 58% of its $193M portfolio in Q3 2026.
- Upper Left Wealth Management opened 6 new positions and closed 11 in Q3 2026.
- Upper Left Wealth Management's portfolio value rose 6.8% quarter-over-quarter to $193M.
Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.