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Upper Left Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    65

  • Value ($000)

    $159,323

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001911228
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$14.75M
9 %

202,668

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$8.78M
6 %

112,079

---

ABRDN ETFS

BBRG ALL COMD K1
003261104
$6.5M
4 %

301,849

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$6.22M
4 %

95,755

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$6.07M
4 %

122,714

G
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$6.03M
4 %

78,811

M
MCHI

ISHARES TR

MSCI CHINA ETF
46429B671
$5.77M
4 %

87,694

B
BWX

SPDR SERIES TRUST

BLOOMBERG INTL T
78464A516
$5.5M
4 %

239,206

D
DBMF

LITMAN GREGORY FDS TR

IMGP DBI MANAGED
53700T827
$5.12M
3 %

187,599

V
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
922042676
$5.01M
3 %

104,861

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