Upper Left Wealth Management, LLC
CIK 1911228 · Holdings on Mar 31, 2025 · First reported Apr 14, 2025
Top ten holdings
Q1 2025- IAU9.44%
- SPYM4.45%
- BCI4.37%
- BNDX4.15%
- GLDM3.82%
- BWX3.58%
- MCHI3.55%
- SCHH3.47%
- IBIT3.12%
- VNQI3.11%
Share classes counted separately43.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDXWeight increased · +3.67 pp0.48% → 4.15%Shares +107.08K (+942.62%)
- SCHEWeight decreased · -1.62 pp4.62% → 3.00%Shares -51.45K (-25.34%)
- BWXWeight increased · +1.14 pp2.44% → 3.58%Shares +94.76K (+71.09%)
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 29
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 | $13.16M | 9.44% | 223.15K shares | 9.74% → 9.44%-0.30 pp -6.91K (-3.00%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $6.21M | 4.45% | 94.39K shares | 4.49% → 4.45%-0.04 pp +18.26K (+23.98%) | Added | ↗▾ |
| 03 | BCIABRDN BLOOMBERG ALL COMMODITBBRG ALL COMD K1 View history and evidence | $6.09M | 4.37% | 283.82K shares | 4.61% → 4.37%-0.24 pp +11.05K (+4.05%) | Added | ↗▾ |
| 04 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $5.78M | 4.15% | 118.44K shares | 0.48% → 4.15%+3.67 pp +107.08K (+942.62%) | Added | ↗▾ |
| 05 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $5.33M | 3.82% | 86.07K shares | 3.82% → 3.82%+0.00 pp +82 (+0.10%) | Added | ↗▾ |
| 06 | BWXSS SPDR BB INTL TREASURY BDBLOOMBERG INTL T View history and evidence | $4.99M | 3.58% | 228.06K shares | 2.44% → 3.58%+1.14 pp +94.76K (+71.09%) | Added | ↗▾ |
| 07 | MCHIISHARES MSCI CHINA ETFMSCI CHINA ETF View history and evidence | $4.95M | 3.55% | 91.07K shares | 3.34% → 3.55%+0.21 pp +7.83K (+9.40%) | Added | ↗▾ |
| 08 | SCHHSCHWAB US REIT ETFUS REIT ETF View history and evidence | $4.84M | 3.47% | 225.09K shares | 3.67% → 3.47%-0.20 pp +21.17K (+10.38%) | Added | ↗▾ |
| 09 | IBITISHARES BITCOIN TRUST ETFSHS BEN INT View history and evidence | $4.35M | 3.12% | 92.92K shares | 4.05% → 3.12%-0.93 pp +3.59K (+4.02%) | Added | ↗▾ |
| 10 | VNQIVANGUARD GLBL EX-US REAL ESTGLB EX US ETF View history and evidence | $4.33M | 3.11% | 107.07K shares | 3.74% → 3.11%-0.63 pp -3.40K (-3.08%) | Reduced | ↗▾ |
Options overlay 1
$46.81K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
IBITISHARES BITCOIN TRUST ETFSHS BEN INT View history and evidence | Call | 1.00K | $46.81K | +1.00K | ▾ |
1 / 1 options · preview only
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FXE INVESCO CURRENCYSHARES EURO | Non-derivative | -18,691 | -$1.79M | SEC filing ↗ | SEC filing ↗ |
| WIP STATE STREET SPDR FTSE INTER | Non-derivative | -36,040 | -$1.30M | SEC filing ↗ | SEC filing ↗ |
| SCZ ISHARES MSCI EAFE SMALL-CAP | Non-derivative | -5,024 | -$305.21K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1911228 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 139453680
}Research all 62 reported holdings.
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