Upper Left Wealth Management, LLC
Q2 2025 13F Holdings
- Locationtampa, FL
- Num holdings
65
- Value ($000)
$149,901
- Date Filed07/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $13.04M | 9 % | 209,046 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $7.77M | 5 % | 106,828 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $6.16M | 4 % | 296,586 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $5.91M | 4 % | 96,473 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $5.87M | 4 % | 118,578 | ||
BWX SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 | $5.32M | 4 % | 226,378 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $5.31M | 4 % | 81,021 | ||
MCHI ISHARES TR | MSCI CHINA ETF | 46429B671 | $4.97M | 3 % | 90,240 | ||
VNQI VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $4.88M | 3 % | 105,690 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $4.72M | 3 % | 156,440 |
Rows Per Page
10
- 10
- 50
- 100