Investor
Upper Left Wealth Management, LLC
CIK 0001911228 · filed 2026-04-16 · SEC filing
13F book
$169.4M
Positions
68
4 new · 2 sold
Largest name
8.3%
Ishares Gold Tr
Est. mark
$1.43M
Price effect on 64 names still held. Flow $3.89M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Gold Tr | — | 159.1K | $14M | 8.3% | $1.11M | Cut−$1.07M |
| Spdr Series Trust | — | 120.5K | $9.23M | 5.4% | −$443.2K | Added−$435.3K |
| Abrdn Etfs | — | 369.9K | $8.98M | 5.3% | $1.51M | Added$2.79M |
| Vanguard Charlotte Fds | — | 149.4K | $7.18M | 4.2% | −$36.5K | Added$648.1K |
| Spdr Series Trust | — | 312.5K | $6.86M | 4.0% | −$154.8K | Added$847.7K |
| Litman Gregory Fds Tr | — | 200.2K | $6.04M | 3.6% | $409.5K | Added$537.1K |
| Schwab Strategic Tr | — | 278.6K | $5.99M | 3.5% | $154.8K | Added$595.9K |
| World Gold Tr | — | 63.2K | $5.86M | 3.5% | $462.6K | Cut−$477.7K |
| Ishares Bitcoin Trust Etf | IBIT | 151.4K | $5.82M | 3.4% | −$1.26M | Added$249.6K |
| Ishares Tr | — | 93.9K | $5.28M | 3.1% | −$344.9K | Added−$49.3K |
| Schwab Strategic Tr | — | 212.1K | $5.25M | 3.1% | $150.6K | Cut$80.9K |
| Spdr Series Trust | — | 54.9K | $5.03M | 3.0% | $13.6K | Added$265.3K |
| Schwab Strategic Tr | — | 162.6K | $4.73M | 2.8% | $97.6K | Cut$27.3K |
| Vanguard Intl Equity Index F | — | 103K | $4.58M | 2.7% | −$143.2K | Cut−$298.1K |
| Schwab Strategic Tr | — | 95.5K | $4.46M | 2.6% | $115.5K | Cut−$16.6K |
| Schwab Strategic Tr | — | 135.1K | $4.45M | 2.6% | $27K | Cut−$387.3K |
| Schwab Us Tips Etf | — | 164.9K | $4.39M | 2.6% | $18.9K | Added$219.3K |
| Schwab Strategic Tr | — | 175.9K | $4.38M | 2.6% | −$28.4K | Added$198.7K |
| Simplify Exchange Traded Fun | — | 133K | $4.02M | 2.4% | $352.5K | Added$772.9K |
| Vaneck Etf Trust | — | 159.2K | $4M | 2.4% | −$113K | Cut−$192.5K |
| Vanguard Intl Equity Index F | — | 47.6K | $3.57M | 2.1% | $73.2K | Cut−$202.5K |
| Vanguard Intl Equity Index F | — | 61.8K | $3.34M | 2.0% | $17.4K | Added$124.9K |
| Ishares Tr | — | 4.78K | $3.12M | 1.8% | −$143.2K | Added$33.1K |
| Spdr Index Shs Fds | — | 48.3K | $3M | 1.8% | −$111.5K | Added−$108.9K |
| Vanguard Tax-Managed Fds | — | 45.2K | $2.89M | 1.7% | $70.8K | Added$147.1K |
| Vanguard Star Fds | — | 35.9K | $2.77M | 1.6% | $55.1K | Added$279.2K |
| Vanguard Intl Equity Index F | — | 17.8K | $2.6M | 1.5% | $41.7K | Added$166.7K |
| Spdr S&P 500 Etf Tr | — | 2.99K | $1.94M | 1.1% | −$85K | Added$107.5K |
| Spdr Gold Tr | — | 3.3K | $1.42M | 0.8% | $112.1K | Cut−$216K |
| Ishares Tr | — | 14.1K | $1.33M | 0.8% | $9.43K | Cut−$6.9K |
| Spdr Index Shs Fds | — | 30.1K | $1.27M | 0.8% | $41.2K | Cut−$56.3K |
| Ishares Inc | — | 16.4K | $1.15M | 0.7% | $37.9K | Added$140.8K |
| Vanguard Index Fds | — | 4.24K | $1.11M | 0.7% | $16.8K | Cut−$64.2K |
| Spdr Index Shs Fds | — | 22.3K | $1.04M | 0.6% | $2.22K | Cut−$50.3K |
| Spdr Index Shs Fds | — | 38.2K | $1.02M | 0.6% | −$52.7K | Cut−$93.6K |
| Grayscale Bitcoin Trust Etf | GBTC | 19.3K | $1.02M | 0.6% | −$300.5K | Cut−$416.4K |
| Ishares Tr | — | 7.85K | $930.7K | 0.5% | −$5.39K | Added$73K |
| Grayscale Bitcoin Mini Tr Et | — | 30.1K | $902.6K | 0.5% | −$203.5K | Added$704 |
| Vanguard Index Fds | — | 9.67K | $857.9K | 0.5% | $2.03K | Cut$527 |
| Fidelity Wise Origin Bitcoin | — | 13.1K | $772.2K | 0.5% | −$166.3K | Added$35.3K |
| Ishares Tr | — | 18.7K | $769K | 0.5% | −$9.91K | Added$81.1K |
| Ishares Tr | — | 15.1K | $755.7K | 0.4% | $324 | Added$216.2K |
| Vanguard Index Fds | — | 1.17K | $700.3K | 0.4% | −$34.7K | Cut−$47.2K |
| Spdr Index Shs Fds | — | 15.2K | $693.8K | 0.4% | $18.8K | Cut−$108.6K |
| Ishares Tr | — | 5.53K | $687.7K | 0.4% | $19.6K | Added$118.6K |
| Ishares Inc | — | 10.9K | $685.9K | 0.4% | −$13.9K | Added$76.6K |
| Invesco Actvely Mngd Etc Fd | — | 38.8K | $672.3K | 0.4% | $158K | Cut$119.7K |
| Ishares Tr | — | 2.45K | $607.1K | 0.4% | $4.5K | Cut−$57.3K |
| Spdr Series Trust | — | 28K | $578.5K | 0.3% | −$18.5K | Added$37.1K |
| Bitwise Bitcoin Etf Tr | — | 15.5K | $570.2K | 0.3% | −$60.5K | Added$302.5K |
| Schwab Strategic Tr | — | 11.8K | $547.1K | 0.3% | $21.4K | Cut−$5.46K |
| Etfs Gold Tr | — | 11.9K | $531.3K | 0.3% | $42.2K | Cut−$87.6K |
| Ishares Tr | — | 4.81K | $530.9K | 0.3% | $2.16K | Cut−$4.43K |
| Invesco Qqq Tr | — | 753 | $434.6K | 0.3% | −$24.1K | Added$36.5K |
| Ishares Tr | — | 7.02K | $415.3K | 0.2% | $15.6K | Cut$14.1K |
| Ishares Inc | — | 16.9K | $390.2K | 0.2% | $29.2K | Added$52.4K |
| Ishares Tr | — | 8.83K | $316.9K | 0.2% | −$19.2K | Added$8.61K |
| Ark 21shares Bitcoin Etf | ARKB | 13.7K | $308.7K | 0.2% | — | New |
| Goldman Sachs Etf Tr | — | 3.02K | $302.3K | 0.2% | $754 | Cut−$12.3K |
| Barclays Bank Plc | — | 6.22K | $299.4K | 0.2% | — | New |
| Vanguard World Fd | — | 1.05K | $285.9K | 0.2% | −$16.3K | Held |
| Ishares Tr | — | 3.07K | $278.2K | 0.2% | $3.29K | Cut−$14.7K |
| Ishares Tr | — | 3.46K | $271.5K | 0.2% | $3.05K | Cut−$3.85K |
| Ishares Tr | — | 10.8K | $241.2K | 0.1% | — | New |
| Ishares Tr | — | 9.51K | $239.2K | 0.1% | $1.81K | Added$13.6K |
| Vanguard Intl Equity Index F | — | 2.78K | $229.3K | 0.1% | −$3.28K | Cut−$23.5K |
| Ishares Tr | — | 2.4K | $225.2K | 0.1% | −$5.54K | Added−$1.59K |
| Apple Inc. | AAPL | 803 | $203.7K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.