Upper Left Wealth Management Portfolio holdings
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 | |
|---|---|---|---|---|---|---|---|
76
iShares International Developed Real Estate ETF
IFGL
$75.3M
| – | – |
-10,983
| Closed | -$245K | – |
|
77
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$8B
| – | – |
-33,805
| Closed | -$537K | – |
|
78
iShares Global REIT ETF
REET
$4.63B
| – | – |
-9,693
| Closed | -$268K | – |
|
79
Trane Technologies
TT
$102B
| – | – |
-500
| Closed | -$246K | – |
|
Similar funds
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.