Upper Left Wealth Management, LLC
Q3 2025 13F Holdings
- Locationtampa, FL
- Num holdings
65
- Value ($000)
$159,323
- Date Filed 10/22/2025
- Form type13F-HR
- CIK 0001911228
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES GOLD TR | ISHARES NEW | 464285204 | $14.75M | 9 % | 202,668 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $8.78M | 6 % | 112,079 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $6.50M | 4 % | 301,849 | ||
I ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $6.22M | 4 % | 95,755 | ||
B VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $6.07M | 4 % | 122,714 | ||
G WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $6.03M | 4 % | 78,811 | ||
M ISHARES TR | MSCI CHINA ETF | 46429B671 | $5.77M | 4 % | 87,694 | ||
B SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 | $5.50M | 4 % | 239,206 | ||
D LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $5.12M | 3 % | 187,599 | ||
V VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $5.01M | 3 % | 104,861 |
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