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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
+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
FNDC icon
51
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$547K 0.32%
11,801
-602
-5% -$28.5K
SGOL icon
52
abrdn Physical Gold Shares ETF
SGOL
$6.84B
$531K 0.31%
11,907
-3,158
-21% -$147K
TIP icon
53
iShares TIPS Bond ETF
TIP
$14.6B
$531K 0.31%
4,811
-60
-1% -$6.64K
QQQ icon
54
Invesco QQQ Trust
QQQ
$463B
$435K 0.26%
753
+105
+16% +$63.8K
USRT icon
55
iShares Core US REIT ETF
USRT
$4.65B
$415K 0.25%
7,017
-28
-0.4% -$1.68K
EWH icon
56
iShares MSCI Hong Kong ETF
EWH
$1.2B
$390K 0.23%
16,898
+1,002
+6% +$23.1K
FXI icon
57
iShares China Large-Cap ETF
FXI
$4.36B
$317K 0.19%
8,828
+776
+10% +$29.5K
ARKB icon
58
ARK 21Shares Bitcoin ETF
ARKB
$2.48B
$309K 0.18%
+13,728
New +$348K
GBIL icon
59
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.67B
$302K 0.18%
3,017
-131
-4% -$13.1K
DJP icon
60
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$797M
$299K 0.18%
+6,219
New +$266K
VHT icon
61
Vanguard Health Care ETF
VHT
$17.8B
$286K 0.17%
1,050
– –
IEFA icon
62
iShares Core MSCI EAFE ETF
IEFA
$185B
$278K 0.16%
3,073
-201
-6% -$18.8K
SCZ icon
63
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$271K 0.16%
3,462
-89
-3% -$7.24K
IFGL icon
64
iShares International Developed Real Estate ETF
IFGL
$81.7M
$241K 0.14%
+10,789
New +$258K
REET icon
65
iShares Global REIT ETF
REET
$5.04B
$239K 0.14%
9,509
+470
+5% +$12.2K
VGK icon
66
Vanguard FTSE Europe ETF
VGK
$29.7B
$229K 0.14%
2,782
-242
-8% -$20.8K
EMB icon
67
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$225K 0.13%
2,398
+42
+2% +$4.04K
AAPL icon
68
Apple
AAPL
$4.8T
$204K 0.12%
+803
New +$209K
IBIT icon
69
CALL
iShares Bitcoin Trust
IBIT
$47.9B
– –
-800
Closed -$39.7K
MU icon
70
Micron Technology
MU
$977B
– –
-933
Closed -$266K
PEGA icon
71
Pegasystems
PEGA
$5.3B
– –
-6,000
Closed -$358K
1 2
3

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MGWA
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KCM
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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.