Upper Left Wealth Management, LLC
Q1 2026 13F Holdings
- Locationtampa, FL
- Num holdings
68
- Value ($000)
$169,362
- Date Filed 04/16/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TR | ISHARES NEW | 464285204 | $14.02M | 8 % | 159,080 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $9.23M | 5 % | 120,547 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $8.98M | 5 % | 369,853 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $7.18M | 4 % | 149,379 | ||
SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 | $6.86M | 4 % | 312,496 | ||
LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $6.04M | 4 % | 200,174 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $5.99M | 4 % | 278,580 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $5.86M | 4 % | 63,200 | ||
ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $5.82M | 3 % | 151,374 | ||
ISHARES TR | MSCI CHINA ETF | 46429B671 | $5.28M | 3 % | 93,922 |
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