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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
IAGG icon
51
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$539K 0.33%
10,787
+173
+2% +$8.89K
TIP icon
52
iShares TIPS Bond ETF
TIP
$14.5B
$535K 0.33%
4,871
+600
+14% +$66.6K
USRT icon
53
iShares Core US REIT ETF
USRT
$4.74B
$401K 0.24%
7,045
+2,266
+47% +$131K
QQQ icon
54
Invesco QQQ Trust
QQQ
$455B
$398K 0.24%
648
+12
+2% +$7.36K
PEGA icon
55
Pegasystems
PEGA
$4.41B
$358K 0.22%
6,000
– –
EWH icon
56
iShares MSCI Hong Kong ETF
EWH
$1.22B
$338K 0.21%
15,896
+211
+1% +$4.59K
GBIL icon
57
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$315K 0.19%
3,148
-122
-4% -$12.2K
FXI icon
58
iShares China Large-Cap ETF
FXI
$4.31B
$308K 0.19%
8,052
+1,822
+29% +$72.3K
VHT icon
59
Vanguard Health Care ETF
VHT
$18.2B
$302K 0.18%
1,050
– –
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$186B
$293K 0.18%
3,274
– –
SCZ icon
61
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$275K 0.17%
3,551
+247
+7% +$18.9K
BITB icon
62
Bitwise Bitcoin ETF
BITB
$2.46B
$268K 0.16%
+5,627
New +$306K
MU icon
63
Micron Technology
MU
$1.04T
$266K 0.16%
+933
New +$214K
VGK icon
64
Vanguard FTSE Europe ETF
VGK
$30B
$253K 0.15%
3,024
-70
-2% -$5.69K
EMB icon
65
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$227K 0.14%
2,356
-17
-0.7% -$1.63K
REET icon
66
iShares Global REIT ETF
REET
$5.12B
$226K 0.14%
9,039
+631
+8% +$15.9K
IBIT icon
67
CALL
iShares Bitcoin Trust
IBIT
$47.2B
$39.7K 0.02%
800
– –
1 2
3

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Hamrick Investment Counsel Seattle, Washington $180M AUM
AIC
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FFA
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AW
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MGWA
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KCM
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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.