StockDriftsStockDriftsTop 50 Upper Left Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 17.71% | 380.2K | $34.1M | +213.88%(+259.06K) | $78.60(+14.79%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.56% | 315.4K | $22.3M | +566.05%(+268.07K) | $67.75(+2.38%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 4.81% | 118.8K | $9.3M | -28.22%(-46.70K) | $37.33(+108.57%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 4.72% | 362.2K | $9.1M | +112.19%(+191.51K) | $27.27(-6.92%) | 2026-09-30 | |
| DBMF | IM GLOBAL PARTNER FUNDS | 3.93% | 232.9K | $7.6M | +9.27%(+19.76K) | $26.60(+23.94%) | 2026-09-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.54% | 143.9K | $6.8M | -12.00%(-19.63K) | $42.29(+9.49%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.28% | 106.7K | $6.3M | +60.24%(+40.11K) | $51.52(+12.64%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.03% | 8.3K | $5.8M | +609.81%(+7.15K) | $672.12(+4.83%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 2.78% | 164.0K | $5.4M | +1.61%(+2.59K) | $23.68(+35.43%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.68% | 110.1K | $5.2M | -31.28%(-50.12K) | $48.97(-3.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.00% | +40.50% | — | — | +21.56% |
| Top 20 Holdings Unweighted | +10.63% | +35.41% | — | — | +17.64% |
Upper Left Wealth Management LLC reports $192.72M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (17.7%), VEA (11.6%) and IAU (4.8%). The top 20 holdings account for 78.67% of reported assets. Its disclosed equity book has returned +40.50% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Upper Left Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911228). View Upper Left Wealth Management LLC’s 13F filings on SEC