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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
+7%
1 Year Est. Return
+11.79%
3 Year Est. Return
+43.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
+$9.42M
Cap. Flow
-$669K
Cap. Flow %
-0.42%
Top 10 Hldgs %
43.78%
Holding
65
New
–
Increased
19
Reduced
42
Closed
–

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$396K
2
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$295K
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$282K
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$234K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$204K

Top Sells

Rank Stock Value
1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$450K
2
IAU icon
iShares Gold Trust
IAU
+$416K
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$400K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$283K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$250K

Sector Composition

Rank Sector Weight
1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$62.4B
$14.7M 9.26%
202,668
-6,378
-3% -$416K
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$8.78M 5.51%
112,079
+5,251
+5% +$396K
BCI icon
3
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$6.5M 4.08%
301,849
+5,263
+2% +$111K
IBIT icon
4
iShares Bitcoin Trust
IBIT
$47B
$6.22M 3.91%
95,755
-718
-0.7% -$46.7K
BNDX icon
5
Vanguard Total International Bond ETF
BNDX
$82.2B
$6.07M 3.81%
122,714
+4,136
+3% +$204K
GLDM icon
6
SPDR Gold MiniShares Trust
GLDM
$27.1B
$6.03M 3.78%
78,811
-2,210
-3% -$151K
MCHI icon
7
iShares MSCI China ETF
MCHI
$6.05B
$5.77M 3.62%
87,694
-2,546
-3% -$153K
BWX icon
8
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$5.5M 3.45%
239,206
+12,828
+6% +$295K
DBMF icon
9
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.84B
$5.12M 3.22%
187,599
+6,543
+4% +$171K
VNQI icon
10
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$5.01M 3.14%
104,861
-829
-0.8% -$38.8K
SCHE icon
11
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$4.96M 3.11%
148,508
-7,932
-5% -$250K
SCHF icon
12
Schwab International Equity ETF
SCHF
$65.4B
$4.84M 3.04%
208,103
-1,194
-0.6% -$27K
SCHH icon
13
Schwab US REIT ETF
SCHH
$11.6B
$4.83M 3.03%
224,057
+6,299
+3% +$134K
SCHC icon
14
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$4.56M 2.86%
100,211
-6,453
-6% -$283K
SCHA icon
15
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$4.54M 2.85%
162,817
-14,974
-8% -$400K
BIL icon
16
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$4.41M 2.77%
48,023
+3,077
+7% +$282K
EMLC icon
17
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$4M 2.51%
156,990
-2,268
-1% -$57.3K
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.5B
$3.92M 2.46%
145,315
+3,840
+3% +$103K
VEU icon
19
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$3.89M 2.44%
54,572
-6,520
-11% -$450K
SCHR
20
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$3.82M 2.4%
151,900
+4,164
+3% +$104K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$881B
$3.07M 1.92%
4,580
-30
-0.7% -$19.3K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.07M 1.92%
56,573
+865
+2% +$44.6K
CTA icon
23
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$3.03M 1.9%
108,215
+8,480
+9% +$234K
FEZ icon
24
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$2.9M 1.82%
46,662
-36
-0.1% -$2.16K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.59M 1.63%
43,250
+187
+0.4% +$10.9K
1
2 3

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Upper Left Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Upper Left Wealth Management held 65 positions worth $159M, up 6.3% from $150M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Upper Left Wealth Management opened no new positions and made no exits, leaving the 65-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.22% of assets, down from 0.22% a quarter earlier.

  • Upper Left Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $396K increase.
  • Upper Left Wealth Management's biggest Q3 2025 reduction was Vanguard FTSE All-World ex-US ETF, cutting an estimated $450K.
  • Upper Left Wealth Management's ten largest holdings make up 44% of its $159M portfolio in Q3 2025.
  • Upper Left Wealth Management opened 0 new positions and closed 0 in Q3 2025.
  • Upper Left Wealth Management's portfolio value rose 6.3% quarter-over-quarter to $159M.

Based on Upper Left Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.