Upper Left Wealth Management, LLC

CIK

1911228

Location

TAMPA, FL

Portfolio Value

Micro $33,801,262

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,290 / 8,603 ▲ 49 · as of Mar 2026

Top Industry

Consumer Electronics 100.0%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.5%

SPY

+76.5%

Annualised alpha

-1.6%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

41.5%

−1.0 pts

Top 5

86.0%

+0.0 pts

Top 10

97.2%

−0.3 pts

HHI

2,398

Moderately concentrated−61

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.4%	$33,597,469	12
Technology	0.6%	$203,793	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+38,466	151,374	$5,815,789
BITB	Bitwise Bitcoin ETF	+9,862	15,489	$570,150
BTC	Grayscale Bitcoin Mini Trust ETF	+6,810	30,097	$902,609
FBTC	Fidelity Wise Origin Bitcoin Fund	+3,414	13,081	$772,171
SPY	Spdr S&P 500 ETF Trust	+296	2,989	$1,943,866
QQQ	Invesco Qqq Trust, Series 1	+105	753	$434,616
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−26,876	159,080	$14,024,492
GLDM	World Gold Trust	−11,015	63,200	$5,858,008
SGOL	abrdn Gold ETF Trust	−3,158	11,907	$531,290
GBTC	Grayscale Bitcoin Trust ETF	−1,696	19,261	$1,016,210
GLD	Spdr Gold Trust	−828	3,299	$1,419,526
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ARKB	Ark 21Shares Bitcoin ETF	13,728	$308,742
AAPL	Apple Inc.	803	$203,793
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PEGA	Pegasystems Inc	6,000	$358,320
MU	Micron Technology Inc	933	$266,287
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $33,801,262 total · as of Mar 31, 2026

All sectors Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	159,080	-26,876	$14,024,492	−7.1%	41.49%
GLDM	World Gold Trust	Reduced	63,200	-11,015	$5,858,008	−7.5%	17.33%
IBIT	iShares Bitcoin Trust ETF	Added	151,374	+38,466	$5,815,789	+3.7%	17.21%
SPY	Spdr S&P 500 ETF Trust	Added	2,989	+296	$1,943,866	+5.9%	5.75%
GLD	Spdr Gold Trust	Reduced	3,299	-828	$1,419,526	−13.2%	4.20%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	19,261	-1,696	$1,016,210	−29.1%	3.01%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	30,097	+6,810	$902,609	+0.1%	2.67%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	13,081	+3,414	$772,171	+4.8%	2.28%
BITB	Bitwise Bitcoin ETF	Added	15,489	+9,862	$570,150	+113.0%	1.69%
SGOL	abrdn Gold ETF Trust	Reduced	11,907	-3,158	$531,290	−14.2%	1.57%
QQQ	Invesco Qqq Trust, Series 1	Added	753	+105	$434,616	+9.2%	1.29%
ARKB	Ark 21Shares Bitcoin ETF	NEW	13,728	NEW	$308,742	NEW	0.91%
AAPL	Apple Inc. Technology	NEW	803	NEW	$203,793	NEW	0.60%