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Upper Left Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    73

  • Value ($000)

    $180,463

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$12.5M
7 %

165,498

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$10.64M
6 %

121,120

---

ABRDN ETFS

BBRG ALL COMD K1
003261104
$7.93M
4 %

355,096

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$7.76M
4 %

160,232

S
SCHH

SCHWAB STRATEGIC TR

US REIT ETF
808524847
$6.83M
4 %

288,256

B
BWX

SPDR SERIES TRUST

ST INTL BBG ETF
78464A516
$6.65M
4 %

306,718

D
DBMF

LITMAN GREGORY FDS TR

IMGP DBI MAN ETF
53700T827
$6.53M
4 %

213,173

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$6.24M
4 %

225,409

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$5.83M
3 %

161,455

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$5.44M
3 %

163,550

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