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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
IAU icon
1
iShares Gold Trust
IAU
$62.4B
$14M 8.28%
159,080
-26,876
-14% -$2.47M
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$9.23M 5.45%
120,547
+104
+0.1% +$8.32K
BCI icon
3
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$8.98M 5.3%
369,853
+52,584
+17% +$1.15M
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$82.2B
$7.18M 4.24%
149,379
+14,247
+11% +$691K
BWX icon
5
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$6.86M 4.05%
312,496
+45,670
+17% +$1.03M
DBMF icon
6
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.84B
$6.04M 3.56%
200,174
+4,231
+2% +$127K
SCHH icon
7
Schwab US REIT ETF
SCHH
$11.6B
$5.99M 3.53%
278,580
+20,524
+8% +$450K
GLDM icon
8
SPDR Gold MiniShares Trust
GLDM
$27.1B
$5.86M 3.46%
63,200
-11,015
-15% -$1.06M
IBIT icon
9
iShares Bitcoin Trust
IBIT
$47B
$5.82M 3.43%
151,374
+39,266
+35% +$1.7M
MCHI icon
10
iShares MSCI China ETF
MCHI
$6.05B
$5.28M 3.12%
93,922
+5,262
+6% +$316K
SCHF icon
11
Schwab International Equity ETF
SCHF
$65.4B
$5.25M 3.1%
212,071
-2,900
-1% -$73.8K
BIL icon
12
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$5.03M 2.97%
54,872
+2,747
+5% +$251K
SCHA icon
13
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$4.73M 2.79%
162,613
-2,468
-1% -$74K
VNQI icon
14
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$4.58M 2.7%
103,030
-3,379
-3% -$161K
SCHC icon
15
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$4.46M 2.63%
95,451
-2,901
-3% -$140K
SCHE icon
16
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$4.45M 2.63%
135,096
-12,650
-9% -$432K
SCHP icon
17
Schwab US TIPS ETF
SCHP
$16.5B
$4.39M 2.59%
164,853
+7,530
+5% +$201K
SCHR
18
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.38M 2.59%
175,882
+9,115
+5% +$228K
CTA icon
19
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$4.02M 2.37%
132,990
+13,913
+12% +$405K
EMLC icon
20
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$4M 2.36%
159,175
-3,078
-2% -$79.8K
VEU icon
21
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$3.57M 2.11%
47,561
-3,748
-7% -$290K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.34M 1.97%
61,846
+1,989
+3% +$111K
IVV icon
23
iShares Core S&P 500 ETF
IVV
$881B
$3.12M 1.85%
4,784
+270
+6% +$184K
FEZ icon
24
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$3M 1.77%
48,296
+41
+0.1% +$2.69K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.89M 1.71%
45,176
+1,190
+3% +$78.5K
1
2 3

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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.