Upper Left Wealth Management, LLC
CIK 1911228 · Holdings on Jun 30, 2026 · First reported Jul 14, 2026
Top ten holdings
Q2 2026- IAU6.92%
- SPYM5.90%
- BCI4.40%
- BNDX4.30%
- SCHH3.78%
- BWX3.68%
- DBMF3.62%
- SCHF3.46%
- SCHA3.23%
- IBIT3.02%
Share classes counted separately42.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IAUWeight decreased · -1.36 pp8.28% → 6.92%Shares +6.42K (+4.03%)
- BCIWeight decreased · -0.90 pp5.30% → 4.40%Shares -14.76K (-3.99%)
- GLDMWeight decreased · -0.72 pp3.46% → 2.74%Shares -1.02K (-1.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $12.50M | 6.92% | 165.50K shares | 8.28% → 6.92%-1.36 pp +6.42K (+4.03%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $10.64M | 5.90% | 121.12K shares | 5.45% → 5.90%+0.45 pp +573 (+0.48%) | Added | ↗▾ |
| 03 | BCIABRDN BLOOMBERG ALL COMMODITBBRG ALL COMD K1 View history and evidence | $7.93M | 4.40% | 355.10K shares | 5.30% → 4.40%-0.90 pp -14.76K (-3.99%) | Reduced | ↗▾ |
| 04 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $7.76M | 4.30% | 160.23K shares | 4.24% → 4.30%+0.06 pp +10.85K (+7.27%) | Added | ↗▾ |
| 05 | SCHHSCHWAB US REIT ETFUS REIT ETF View history and evidence | $6.83M | 3.78% | 288.26K shares | 3.53% → 3.78%+0.25 pp +9.68K (+3.47%) | Added | ↗▾ |
| 06 | BWXSS SPDR BB INTL TREASURY BDST INTL BBG ETF View history and evidence | $6.65M | 3.68% | 306.72K shares | 4.05% → 3.68%-0.37 pp -5.78K (-1.85%) | Reduced | ↗▾ |
| 07 | DBMFIMGP DBI MFT STR ETF-USD INCIMGP DBI MAN ETF View history and evidence | $6.53M | 3.62% | 213.17K shares | 3.56% → 3.62%+0.06 pp +13.00K (+6.49%) | Added | ↗▾ |
| 08 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $6.24M | 3.46% | 225.41K shares | 3.10% → 3.46%+0.36 pp +13.34K (+6.29%) | Added | ↗▾ |
| 09 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $5.83M | 3.23% | 161.46K shares | 2.79% → 3.23%+0.44 pp -1.16K (-0.71%) | Reduced | ↗▾ |
| 10 | IBITISHARES BITCOIN TRUST ETFSHS BEN INT View history and evidence | $5.44M | 3.02% | 163.55K shares | 3.43% → 3.02%-0.41 pp +12.18K (+8.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1911228 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 180463491
}Research all 73 reported holdings.
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