Upper Left Wealth Management, LLC
Q1 2025 13F Holdings
- Locationtampa, FL
- Num holdings
62
- Value ($000)
$139,454
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001911228
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $13.16M | 9 % | 223,151 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $6.21M | 5 % | 94,393 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $6.09M | 4 % | 283,820 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $5.78M | 4 % | 118,442 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $5.33M | 4 % | 86,069 | ||
BWX SPDR SER TR | BLOOMBERG INTL T | 78464A516 | $4.99M | 4 % | 228,057 | ||
MCHI ISHARES TR | MSCI CHINA ETF | 46429B671 | $4.95M | 4 % | 91,073 | ||
SCHH SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $4.84M | 4 % | 225,085 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $4.35M | 3 % | 92,922 | ||
VNQI VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $4.33M | 3 % | 107,067 |
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