Upper Left Wealth Management, LLC

CIK

1911228

Location

TAMPA, FL

Portfolio Value

Micro $33,540,186

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,379 / 8,517 ▼ 467

Top Industry

Semiconductors 32.1%

3Y Alpha vs SPY

-4.4%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.8%

SPY

+75.3%

Annualised alpha

-4.6%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

37.3%

+15.2 pts

Top 5

78.9%

+16.3 pts

Top 10

93.2%

+5.1 pts

HHI

1,981

Moderately concentrated+920

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.6%	$32,400,109	13
Technology	1.8%	$598,265	2
Industrials	1.6%	$541,812	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	+19,833	31,740	$1,213,420
BTC	Grayscale Bitcoin Mini Trust ETF	+13,218	43,315	$1,124,024
IBIT	iShares Bitcoin Trust ETF	+12,176	163,550	$5,444,579
IAU	Ishares Gold Trust	+6,418	165,498	$12,496,753
FBTC	Fidelity Wise Origin Bitcoin Fund	+693	13,774	$703,162
ARKB	Ark 21Shares Bitcoin ETF	+367	14,095	$274,288
SPY	Spdr S&P 500 ETF Trust	+189	3,178	$2,373,235
QQQ	Invesco Qqq Trust, Series 1	+3	756	$556,718
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BITB	Bitwise Bitcoin ETF	−5,670	9,819	$312,833
GLDM	World Gold Trust	−1,025	62,175	$4,937,938
GLD	Spdr Gold Trust	−27	3,272	$1,205,339
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
IAUM	iShares Gold Trust Micro	22,021	$881,060
MU	Micron Technology Inc	317	$365,909
DE	Deere & Co	467	$296,232
TT	Trane Technologies plc	500	$245,580
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	149,379	$7,177,660
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	312,496	$6,859,287
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	54,872	$5,028,470
VEU	Vanguard FTSE All-World Ex-US ETF	47,561	$3,571,831
VEA	Vanguard FTSE Developed Markets ETF	45,176	$2,894,878
VXUS	Vanguard Total International Stock ETF	35,917	$2,769,559
VB	Vanguard Morningstar Small-Cap ETF	4,239	$1,110,278
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	3,017	$302,273
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $33,540,186 total · as of Jun 30, 2026

All sectors Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Added	165,498	+6,418	$12,496,753	−10.9%	37.26%
IBIT	iShares Bitcoin Trust ETF	Added	163,550	+12,176	$5,444,579	−6.4%	16.23%
GLDM	World Gold Trust	Reduced	62,175	-1,025	$4,937,938	−15.7%	14.72%
SPY	Spdr S&P 500 ETF Trust	Added	3,178	+189	$2,373,235	+22.1%	7.08%
SGOL	abrdn Gold ETF Trust	Added	31,740	+19,833	$1,213,420	+128.4%	3.62%
GLD	Spdr Gold Trust	Reduced	3,272	-27	$1,205,339	−15.1%	3.59%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	43,315	+13,218	$1,124,024	+24.5%	3.35%
IAUM	iShares Gold Trust Micro	NEW	22,021	NEW	$881,060	NEW	2.63%
GBTC	Grayscale Bitcoin Trust ETF	Held	19,261	0	$876,760	−13.7%	2.61%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	13,774	+693	$703,162	−8.9%	2.10%
QQQ	Invesco Qqq Trust, Series 1	Added	756	+3	$556,718	+28.1%	1.66%
MU	Micron Technology Inc Technology	NEW	317	NEW	$365,909	NEW	1.09%
BITB	Bitwise Bitcoin ETF	Reduced	9,819	-5,670	$312,833	−45.1%	0.93%
DE	Deere & Co Industrials	NEW	467	NEW	$296,232	NEW	0.88%
ARKB	Ark 21Shares Bitcoin ETF	Added	14,095	+367	$274,288	−11.2%	0.82%
TT	Trane Technologies plc Industrials	NEW	500	NEW	$245,580	NEW	0.73%
AAPL	Apple Inc. Technology	Held	803	0	$232,356	+14.0%	0.69%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.