Upper Left Wealth Management, LLC

CIK

1911228

Location

TAMPA, FL

Portfolio Value

Small $177,200,832

Diversification

Diversified

Filing Date

Global Rank

#6,868 / 8,793 ▼ 260 · as of Jun 2026

Top Industry

Semiconductors 32.1%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

21.6%

−1.6 pts

Top 5

58.7%

−1.1 pts

Top 10

79.1%

−2.3 pts

HHI

940

Diversified−74

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.4%	$176,060,755	32
Technology	0.3%	$598,265	2
Industrials	0.3%	$541,812	2
Basic Materials	0.0%	$0	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+42,147	1,278,494	$38,201,784
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+23,373	263,098	$19,822,254
SGOL	abrdn Gold ETF Trust	+19,833	31,740	$1,213,420
CWI	State Street SPDR MSCI ACWI ex-US ETF	+17,103	171,155	$8,409,153
BTC	Grayscale Bitcoin Mini Trust ETF	+13,218	43,315	$1,124,024
BDVG	IMGP Berkshire Dividend Growth ETF	+12,999	213,173	$6,525,225
IBIT	iShares Bitcoin Trust ETF	+12,176	163,550	$5,444,579
BNDX	Vanguard Total International Bond ETF	+10,853	160,232	$7,760,035
IAU	Ishares Gold Trust	+6,418	165,498	$12,496,753
AFK	VanEck Africa Index ETF	+4,327	163,502	$4,179,111
VEU	Vanguard FTSE All-World Ex-US ETF	+3,408	236,445	$15,492,582
—		+3,309	58,181	$5,331,706
VIG	Vanguard Dividend Appreciation ETF	+2,849	12,521	$1,207,400
VXUS	Vanguard Total International Stock ETF	+2,690	38,607	$3,300,512
VEA	Vanguard FTSE Developed Markets ETF	+2,181	47,357	$3,374,186
ATMP	Barclays Bank PLC	+2,156	8,375	$366,071
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,873	462,944	$18,028,088
FBTC	Fidelity Wise Origin Bitcoin Fund	+693	13,774	$703,162
VB	Vanguard Morningstar Small-Cap ETF	+517	5,928	$2,246,579
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

8 positions

Ticker	Company	Δ Shares	Shares	Value
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	−14,757	355,096	$7,932,844
CTA-PB	EIDP, Inc.	−7,205	125,785	$0
BITB	Bitwise Bitcoin ETF	−5,670	9,819	$312,833
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−5,014	33,805	$536,823
GLDM	World Gold Trust	−1,025	62,175	$4,937,938
BKF	iShares MSCI BIC ETF	−403	16,495	$345,075
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−149	2,868	$287,258
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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $177,200,832 total · filing declares 73 positions · $180,463,491 · as of Jun 30, 2026

All sectors Basic Materials Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,278,494	+42,147	$38,201,784	+11.7%	21.56%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	263,098	+23,373	$19,822,254	—	11.19%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	462,944	+1,873	$18,028,088	+8.2%	10.17%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	236,445	+3,408	$15,492,582	+8.2%	8.74%
IAU	Ishares Gold Trust	Added	165,498	+6,418	$12,496,753	−10.9%	7.05%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	171,155	+17,103	$8,409,153	+19.7%	4.75%
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	Reduced	355,096	-14,757	$7,932,844	−11.7%	4.48%
BNDX	Vanguard Total International Bond ETF	Added	160,232	+10,853	$7,760,035	+8.1%	4.38%
BDVG	IMGP Berkshire Dividend Growth ETF	Added	213,173	+12,999	$6,525,225	+8.1%	3.68%
IBIT	iShares Bitcoin Trust ETF	Added	163,550	+12,176	$5,444,579	−6.4%	3.07%
		Added	58,181	+3,309	$5,331,706	+6.0%	3.01%
GLDM	World Gold Trust	Reduced	62,175	-1,025	$4,937,938	−15.7%	2.79%
AFK	VanEck Africa Index ETF	Added	163,502	+4,327	$4,179,111	+4.6%	2.36%
VEA	Vanguard FTSE Developed Markets ETF	Added	47,357	+2,181	$3,374,186	+16.6%	1.90%
VXUS	Vanguard Total International Stock ETF	Added	38,607	+2,690	$3,300,512	+19.2%	1.86%
SPY	Spdr S&P 500 ETF Trust	Added	3,178	+189	$2,373,235	+22.1%	1.34%
VB	Vanguard Morningstar Small-Cap ETF	Added	5,928	+517	$2,246,579	+24.1%	1.27%
SGOL	abrdn Gold ETF Trust	Added	31,740	+19,833	$1,213,420	+128.4%	0.68%
VIG	Vanguard Dividend Appreciation ETF	Added	12,521	+2,849	$1,207,400	+40.7%	0.68%
GLD	Spdr Gold Trust	Reduced	3,272	-27	$1,205,339	−15.1%	0.68%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	43,315	+13,218	$1,124,024	+24.5%	0.63%
IAUM	iShares Gold Trust Micro	NEW	22,021	NEW	$881,060	NEW	0.50%
GBTC	Grayscale Bitcoin Trust ETF	Held	19,261	0	$876,760	−13.7%	0.49%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	13,774	+693	$703,162	−8.9%	0.40%
QQQ	Invesco Qqq Trust, Series 1	Added	756	+3	$556,718	+28.1%	0.31%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Reduced	33,805	-5,014	$536,823	−20.2%	0.30%
ATMP	Barclays Bank PLC	Added	8,375	+2,156	$366,071	+22.3%	0.21%
MU	Micron Technology Inc Technology	NEW	317	NEW	$365,909	NEW	0.21%
BKF	iShares MSCI BIC ETF	Reduced	16,495	-403	$345,075	−11.6%	0.19%
EDV	Vanguard World Funds Extended Duration ETF	Held	1,050	0	$313,960	+9.8%	0.18%
BITB	Bitwise Bitcoin ETF	Reduced	9,819	-5,670	$312,833	−45.1%	0.18%
DE	Deere & Co Industrials	NEW	467	NEW	$296,232	NEW	0.17%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	2,868	-149	$287,258	−5.0%	0.16%
ARKB	Ark 21Shares Bitcoin ETF	Added	14,095	+367	$274,288	−11.2%	0.15%
TT	Trane Technologies plc Industrials	NEW	500	NEW	$245,580	NEW	0.14%
AAPL	Apple Inc. Technology	Held	803	0	$232,356	+14.0%	0.13%
CTA-PB	EIDP, Inc. Basic Materials	Reduced	125,785	-7,205	$0	—	0.00%

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.