StockDriftsStockDriftsTop 50 Upper Left Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 6.92% | 165.5K | $12.5M | +4.03%(+6.42K) | $37.33(+121.66%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.9% | 121.1K | $10.6M | +0.48%(+573) | $56.75(+60.44%) | 2026-06-30 | |
| BCI | ABRDN ETFS | 4.4% | 355.1K | $7.9M | -3.99%(-14.76K) | $20.53(+18.87%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.3% | 160.2K | $7.8M | +7.27%(+10.85K) | $48.97(-2.30%) | 2026-06-30 | |
| SCHH | SCHWAB STRATEGIC TR | 3.78% | 288.3K | $6.8M | +3.47%(+9.68K) | $22.57(+4.91%) | 2026-06-30 | |
| BWX | SPDR SERIES TRUST | 3.68% | 306.7K | $6.6M | -1.85%(-5.78K) | $22.25(-1.17%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 3.62% | 213.2K | $6.5M | +6.49%(+13.00K) | $26.14(+19.69%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.46% | 225.4K | $6.2M | +6.29%(+13.34K) | $19.38(+45.84%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.23% | 161.5K | $5.8M | -0.71%(-1.16K) | $23.51(+48.08%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.02% | 163.6K | $5.4M | +8.04%(+12.18K) | $42.29(-14.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.77% | +32.25% | — | — | +18.87% |
| Top 20 Holdings Unweighted | +8.62% | +28.16% | — | — | +15.41% |
Upper Left Wealth Management, LLC reports $180.46M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are IAU (6.9%), SPYM (5.9%) and BCI (4.4%). The top 20 holdings account for 68.07% of reported assets. Its disclosed equity book has returned +32.25% on a three-year cumulative basis. Figures reflect the Q2 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